2023 Form 5500 filing — A.P. Plasman Employee 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240529101926NAL0023852546001) for A.P. Plasman Employee 401(K) Plan, reported by Plasman Corp. LLC under EIN 27-2166085 and plan number 001. It reports 1,520 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240529101926NAL0023852546001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Plasman Corp. LLC
- EIN
- 27-2166085
- Plan number
- 001
- Location
- Fort Payne, AL
- Participants
- 1,520
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,146,902
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,146,902
- Employer contributions
- $814,963
- Participant contributions
- $1,547,727
- Total income / additions
- $5,875,741
- Benefits paid
- $2,890,479
- Administrative expenses
- $47,517
- Total expenses
- $3,101,708
- Net increase / (decrease)
- $2,774,033
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Side By Side Financials, Inc. | CONTRACT ADMINISTRATOR | $0 | $46,287 |
| Orenda Retirement, LLC | CONTRACT ADMINISTRATOR | $28,771 | $9,212 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $18,746 | $0 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 |