Plan Professionals LLC — 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, Plan Professionals LLC (EIN 85-3213245) is a plan sponsor located in Shrewsbury, NJ 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
- 85-3213245
- Location
- Shrewsbury, NJ
- Loaded plans
- 15
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $2,420,651,174
- Total reported liabilities (EOY)
- $2,628,586
- Total reported net assets (EOY)
- $2,418,022,588
Contributions & income
- Employer contributions
- $97,344,105
- Participant contributions
- $229,831,846
- Total income / additions
- $672,981,103
Expenses & distributions
- Benefits paid / distributions
- $217,822,946
- Total expenses
- $227,754,861
- Net increase / (decrease)
- $445,226,242
Coverage
- Total reported participants
- 75,082
- Plans with financial statements
- 15
- Plans with provider compensation
- 9
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.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Buildwise | 333 | 15,732 | $599,693,066 | 2023 |
| Accruewise Pep | 334 | 5,606 | $566,720,987 | 2023 |
| Successwise Pooled Employer Plan | 314 | 10,141 | $475,113,446 | 2023 |
| Isolved 401-K Plan | 310 | 22,606 | $307,728,458 | 2023 |
| Open Pep | 301 | 13,233 | $268,704,607 | 2023 |
| Open Pep 2 | 320 | 16 | $79,623,133 | 2023 |
| Retirement Path Pooled Employer Plan | 304 | 879 | $40,289,967 | 2023 |
| Your 401(K) Plan | 305 | 4,402 | $34,803,923 | 2023 |
| America'S Healthcare Employee Retirement Pep | 308 | 781 | $17,093,856 | 2023 |
| Ezchoice 401(K) Pooled Employer Plan | 306 | 201 | $14,563,151 | 2023 |
| Premier 401(K) Pooled Employer Plan | 311 | 1,401 | $11,765,837 | 2023 |
| Employer Flexible 401(K) Pep | 313 | 43 | $3,205,226 | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Employer Flexible 401(K) Pep | 43 | I | 20241009171202NAL0038529602001 |
| 2023 | Premier 401(K) Pooled Employer Plan | 1,401 | I | 20241010155154NAL0036341840001 |
| 2023 | America'S Healthcare Employee Retirement Pep | 781 | I | 20241010162408NAL0010252803001 |
| 2023 | Total Retirement Solutions Pooled Employer Plan | 0 | I | 20241015125924NAL0056258562001 |
| 2023 | Nppg Retirement Select 100+Pep | 0 | I | 20241015200934NAL0051205136001 |
| 2023 | Ezchoice 401(K) Pooled Employer Plan | 201 | H, C | 20241015214912NAL0059794898001 |
| 2023 | Isolved 401-K Plan | 22,606 | H, C | 20241015230001NAL0059998818001 |
| 2023 | Bks Pooled Employer Plan | 41 | I | 20241120094058NAL0007712146001 |