Plan5500

The Platt Bros. & Co. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, The Platt Bros. & Co. (EIN 06-0495580) is a plan sponsor located in Waterbury, CT with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
06-0495580
Location
Waterbury, CT
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for The Platt Bros. & Co.

  • 2 loaded plans hold $12.4M in reported assets.
  • The largest, The Platt Bros. & Co. 401(K) Plan, holds 88% of this company's reported plan assets.
  • Plans cover 227 reported participants.
  • 2 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.4MSummed across loaded plans$12,389,655
Total reported assets$12.4M$12,421,508
Total reported participants227
Total reported liabilities$31.9K$31,853

Reported net position

Reported assets = net assets + liabilities (summed)$12.4M total assets
Net assets$12.4MLiabilities$31.9K
Contributions & income
Employer contributions$371.8K
Participant contributions$407.9K
Total income / additions$2.3M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.2M
Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets88%The Platt Bros. & Co. 401(K) Plan
Participants per plan114Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    The Platt Bros. & Co. 401(K) Plan$10.9M
    Plan #002 · 132 participants · 2023
  2. 2
    The Platt Brothers & Company Employee Stock Ownership Plan$1.5M
    Plan #003 · 95 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for The Platt Bros. & Co.. Open one for its full reported snapshot.

  1. 2023
    The Platt Bros. & Co. 401(K) Plan132 participants · 2Sch HSch C
    View filing →
  2. 2023
    The Platt Brothers & Company Employee Stock Ownership Plan95 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does The Platt Bros. & Co. report on Form 5500?
The Platt Bros. & Co. (EIN 06-0495580) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for The Platt Bros. & Co.?
The Employer Identification Number (EIN) reported for The Platt Bros. & Co. is 06-0495580.
What is the latest Form 5500 filing year for The Platt Bros. & Co.?
The latest loaded Form 5500 filing year for The Platt Bros. & Co. is 2023.

Related Form 5500 pages