Public Policy Holding Company, Inc. 401(K) Plan — Form 5500 plan (Public Policy Holding Company, Inc.)

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, Public Policy Holding Company, Inc. 401(K) Plan is a benefit plan reported by Public Policy Holding Company, Inc. under EIN 87-3557229 and plan number 001. The latest loaded filing year is 2023. The filing reports 288 participants and $34,704,758 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Public Policy Holding Company, Inc.
EIN
87-3557229
Plan number
001
Plan type
2
Location
Washington, DC
Latest filing year
2023
Participants
288
End-of-year plan assets
$34,704,758

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023288H, C20241011084542NAL0012298579001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,704,758
Total liabilities (EOY)
$0
Net assets (EOY)
$34,704,758
Net assets (BOY)
$23,016,031

Income & contributions

Participant contributions
$3,406,954
Total contributions
$8,545,810
Total income / additions
$13,009,067

Expenses & distributions

Benefits paid
$1,149,106
Administrative expenses
$171,234
Total expenses
$1,320,340
Net increase / (decrease)
$11,688,727

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$165,854$02023
Raymond James Insurance Group, Inc.OTHER SERVICES$0$66,4642023
Coastal Pension Services, IncCONTRACT ADMINISTRATOR$5,408$12,5302023
Raymond James & Associates, Inc.OTHER SERVICES$0$16,2772023

Related Form 5500 pages