Original filing (PDF)20251015130237NAL0009365874001

P1 TECHNOLOGIES, INC

Name: P1 TECHNOLOGIES, INC — P1 TECHNOLOGIES EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: P1 TECHNOLOGIES, INC

Form 5500

FILING_RECEIVED

P1 TECHNOLOGIES EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 2

100% in single holdingNo recordkeeper disclosed

Active participants

274

Accounts w/ balance

357

Plan assets (EOY)

$33.7M

Net assets (EOY)

$32.9M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for P1 TECHNOLOGIES, INC.

Plan sponsor

Name

P1 TECHNOLOGIES, INC

EIN

54-1437569

Address

6591 MERRIMAN RD SW · ROANOKE, VA · 24018

Phone

(540) 772-7950

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2I · Stock bonus

2P · Leveraged ESOP

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

ANDERSON & REED, LLP

Trustee / custodian

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 direct securities· $33.7M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	P1 Technologies, Inc.	—	—	$9.6M	$33.7M	100.0%
	First Citizens Bank	—	—	$1K	$1K	<0.1%

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