2023 Form 5500 filing — Planahead, LLC Defined Benefit 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 20240917170236NAL0007318082001) for Planahead, LLC Defined Benefit Plan, reported by Planahead, LLC under EIN 02-0586040 and plan number 002. It reports 19 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$3.7MReported net assets$3,670,065
Participants19
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20240917170236NAL0007318082001
- Plan sponsor
- Planahead, LLC
- EIN
- 02-0586040
- Plan number
- 002
- Location
- Santa Monica, CA
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$3.7M total assets
Net assets$3.7MLiabilities—
Full reported line items
- Total assets (EOY)
- $3,670,065
- Net assets (EOY)
- $3,670,065
- Employer contributions
- $387,563
- Participant contributions
- $0
- Total income / additions
- $683,898
- Benefits paid
- $48,609
- Administrative expenses
- $25
- Total expenses
- $48,634
- Net increase / (decrease)
- $635,264