2023 Form 5500 filing — Pla 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 20241004095223NAL0022370898001) for Pla 401(K) Plan, reported by Pla Buyer, LLC under EIN 81-1557045 and plan number 001. It reports 869 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)$7.8MReported net assets$7,773,076
Participants869
Provider compensation$28K4 Schedule C row(s)$27,962
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241004095223NAL0022370898001
- Plan sponsor
- Pla Buyer, LLC
- EIN
- 81-1557045
- Plan number
- 001
- Location
- Addison, TX
- 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)$7.8M total assets
Net assets$7.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $7,773,076
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,773,076
- Employer contributions
- $555,165
- Participant contributions
- $880,359
- Total income / additions
- $2,569,905
- Benefits paid
- $447,719
- Administrative expenses
- $36,159
- Total expenses
- $493,938
- Net increase / (decrease)
- $2,075,967
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pla Buyer, LLC | SERVICE PROVIDER | $10,381 | $0 |
| Morningstar Investmen Management | SERVICE PROVIDER | $6,353 | $0 |
| Cuttone & Mastro, Cpa | SERVICE PROVIDER | $6,012 | $0 |
| Creative Planning Hold Co, LLC | SERVICE PROVIDER | $0 | $5,216 |