2023 Form 5500 filing — Plantation Management Company 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 20240912102405NAL0005053427001) for Plantation Management Company 401(K) Plan, reported by Plantation Management Company, LLC under EIN 72-1097923 and plan number 001. It reports 2,534 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$13.2MReported net assets$13,181,012
Participants2.5K2,534
Provider compensation$51.8K2 Schedule C row(s)$51,789
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240912102405NAL0005053427001
- Plan sponsor
- Plantation Management Company, LLC
- EIN
- 72-1097923
- Plan number
- 001
- Location
- Denham Springs, LA
- 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)$13.2M total assets
Net assets$13.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $13,181,012
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,181,012
- Employer contributions
- $54,061
- Participant contributions
- $1,241,791
- Total income / additions
- $3,270,886
- Benefits paid
- $1,098,532
- Administrative expenses
- $51,789
- Total expenses
- $1,150,321
- Net increase / (decrease)
- $2,120,565
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $42,189 | $0 |
| Daigrepont & Brian, Apac | AUDITOR | $9,600 | not reported in the loaded dataset |