Platinum Equity 401(K) Plan — Form 5500 plan (Platinum Equity, 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, Platinum Equity 401(K) Plan is a benefit plan reported by Platinum Equity, LLC under EIN 95-4666134 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,475 participants and $269,019,552 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Platinum Equity, LLC
- EIN
- 95-4666134
- Plan number
- 001
- Plan type
- 2
- Location
- Beverly Hills, CA
- Latest filing year
- 2023
- Participants
- 1,475
- End-of-year plan assets
- $269,019,552
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,475 | H, C | 20241001180432NAL0012368352001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $269,019,552
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $269,019,552
- Net assets (BOY)
- $230,519,066
Income & contributions
- Employer contributions
- $1,786,037
- Participant contributions
- $6,396,693
- Total contributions
- $9,988,506
- Total income / additions
- $63,173,091
Expenses & distributions
- Benefits paid
- $24,542,862
- Administrative expenses
- $109,128
- Total expenses
- $24,672,605
- Net increase / (decrease)
- $38,500,486
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rpa Financial, LLC | INVESTMENT ADVISOR | $40,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $36,350 | $0 | 2023 |
| Plante & Moran, Pllc | ACCOUNTANT/AUDITOR | $20,500 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $12,278 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Platinum Equity, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Beverly Hills, CA
- Rpa Financial, LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Plante & Moran, Pllc — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation