P5 Strategies, LLC 401(K) Profit Sharing Plan — Form 5500 plan (P5 Strategies, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, P5 Strategies, LLC 401(K) Profit Sharing Plan is a benefit plan reported by P5 Strategies, LLC under EIN 84-4249008 and plan number 001. The latest loaded filing year is 2023. The filing reports 159 participants and $14,284,323 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- P5 Strategies, LLC
- EIN
- 84-4249008
- Plan number
- 001
- Plan type
- 2
- Location
- Arlington, VA
- Latest filing year
- 2023
- Participants
- 159
- End-of-year plan assets
- $14,284,323
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 159 | H, C | 20241012175200NAL0024843105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,284,323
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,284,323
- Net assets (BOY)
- $9,872,686
Income & contributions
- Employer contributions
- $1,153,648
- Participant contributions
- $1,230,125
- Total contributions
- $2,393,893
- Total income / additions
- $4,643,138
Expenses & distributions
- Benefits paid
- $188,909
- Administrative expenses
- $42,592
- Total expenses
- $231,501
- Net increase / (decrease)
- $4,411,637
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alliance Bernstein Lp | INVESTMENT ADVISOR | $33,740 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $9,102 | $0 | 2023 |
| Ascensus Holdings Inc. Dba Futurepl | CONTRACT ADMIN | $850 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for P5 Strategies, LLC
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Arlington, VA
- Alliance Bernstein Lp — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Ascensus Holdings Inc. Dba Futurepl — Schedule C compensation