Plaza Associates, Inc. — 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, Plaza Associates, Inc. (EIN 56-0813414) is a plan sponsor located in Raleigh, NC with 1 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
56-0813414
Location
Raleigh, NC
Loaded plans
1
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 Plaza Associates, Inc.

  • 1 loaded plans hold $4.8M in reported assets.
  • The largest, Plaza Associates, Inc. 401(K) Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 166 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.8MSummed across loaded plans$4,770,159
Total reported assets$4.8M$4,770,159
Total reported participants166
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.8M total assets
Net assets$4.8MLiabilities$0
Contributions & income
Employer contributions$87.9K
Participant contributions$262.3K
Total income / additions$1M
Expenses & distributions
Benefits paid / distributions$85.4K
Total expenses$114.7K
Net increase / (decrease)$902K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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 assets100%Plaza Associates, Inc. 401(K) Retirement Plan
Participants per plan166Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #001 · 166 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Plaza Associates, Inc.. Open one for its full reported snapshot.

  1. 2023
    Plaza Associates, Inc. 401(K) Retirement Plan166 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Plaza Associates, Inc. report on Form 5500?
Plaza Associates, Inc. (EIN 56-0813414) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Plaza Associates, Inc.?
The Employer Identification Number (EIN) reported for Plaza Associates, Inc. is 56-0813414.
What is the latest Form 5500 filing year for Plaza Associates, Inc.?
The latest loaded Form 5500 filing year for Plaza Associates, Inc. is 2023.

Related Form 5500 pages