Pando 401(K) Plan — Form 5500 plan (Pando 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, Pando 401(K) Plan is a benefit plan reported by Pando LLC under EIN 88-3328544 and plan number 001. The latest loaded filing year is 2023. The filing reports 597 participants and $12,896,848 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pando LLC
- EIN
- 88-3328544
- Plan number
- 001
- Plan type
- 3
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 597
- End-of-year plan assets
- $12,896,848
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 597 | H, C | 20241014104725NAL0044210192001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,896,848
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,896,848
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $911,667
- Participant contributions
- $1,983,957
- Total contributions
- $3,015,973
- Total income / additions
- $4,017,878
Expenses & distributions
- Benefits paid
- $682,720
- Administrative expenses
- $0
- Total expenses
- $682,720
- Net increase / (decrease)
- $3,335,158
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Plans, Inc. | TPA | $27,672 | not reported in the loaded dataset | 2023 |
| North American Ktrade Alliance, LLC | RECORDKEEPER | $22,696 | not reported in the loaded dataset | 2023 |
| Wealth Plan Investment Management | INVESTMENT MANAGEMENT | $19,037 | not reported in the loaded dataset | 2023 |