2023 Form 5500 filing — The Plaid Pantry Retirement And Profit Sharing 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 20240904153819NAL0020405457001) for The Plaid Pantry Retirement And Profit Sharing Plan, reported by Plaid Pantries, Inc. under EIN 93-0516893 and plan number 002. It reports 496 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904153819NAL0020405457001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Plaid Pantries, Inc.
- EIN
- 93-0516893
- Plan number
- 002
- Location
- Portland, OR
- Participants
- 496
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,356,646
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,356,646
- Employer contributions
- $332,734
- Participant contributions
- $623,410
- Total income / additions
- $2,806,917
- Benefits paid
- $1,103,154
- Administrative expenses
- $11,188
- Total expenses
- $1,114,342
- Net increase / (decrease)
- $1,692,575
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $10,324 | $0 |
| Prime Retirement Solutions LLC | CONTRACT ADMIN | $960 | not reported in the loaded dataset |