2023 Form 5500 filing — The Pleasant Companies 401(K) Plan And Trust
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 20240730200229NAL0021600417001) for The Pleasant Companies 401(K) Plan And Trust, reported by Pleasants Construction, Inc under EIN 52-1745292 and plan number 001. It reports 802 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$20.5MReported net assets$20,482,241
Participants802
Provider compensation$122.1K6 Schedule C row(s)$122,103
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240730200229NAL0021600417001
- Plan sponsor
- Pleasants Construction, Inc
- EIN
- 52-1745292
- Plan number
- 001
- Location
- Clarksburg, MD
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$20.5M total assets
Net assets$20.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $20,482,241
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,482,241
- Employer contributions
- $536,767
- Participant contributions
- $2,497,369
- Total income / additions
- $6,221,114
- Benefits paid
- $2,707,295
- Administrative expenses
- $106,468
- Total expenses
- $2,818,570
- Net increase / (decrease)
- $3,402,544
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $81,441 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $8,931 | $13,771 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $9,131 | $0 |
| Retirement Benefit Solutions, LLC | CONTRACT ADMIN | $2,977 | $2,032 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $3,820 | not reported in the loaded dataset |
| Morningstar Investment Management | INV ADV, PARTICIPANTS | $0 | $0 |