2023 Form 5500 filing — Plasan 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 20240723142026NAL0011441041001) for Plasan 401(K) Plan, reported by Plasan Carbon Composites, Inc. under EIN 20-5376736 and plan number 001. It reports 215 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240723142026NAL0011441041001
Filing year
2023
Form type
2
Plan sponsor
Plasan Carbon Composites, Inc.
EIN
20-5376736
Plan number
001
Location
Walker, MI
Participants
215
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$9,951,921
Total liabilities (EOY)
$0
Net assets (EOY)
$9,951,921
Employer contributions
$252,025
Participant contributions
$574,981
Total income / additions
$2,346,827
Benefits paid
$791,047
Administrative expenses
$30,951
Total expenses
$821,998
Net increase / (decrease)
$1,524,829
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$19,451$0
Caron & Bletzer, PllcACCOUNTANT/AUDITOR$6,500not reported in the loaded dataset
Sigma Planning CorporationCONSULTANT$5,000not reported in the loaded dataset

Related Form 5500 pages