2023 Form 5500 filing — Planes Moving & Storage, Inc. 401k Tax Deferred Savings 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 20241011082422NAL0021519425001) for Planes Moving & Storage, Inc. 401k Tax Deferred Savings Plan, reported by Planes Moving & Storage, Inc. under EIN 31-0585402 and plan number 001. It reports 1,084 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011082422NAL0021519425001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Planes Moving & Storage, Inc.
- EIN
- 31-0585402
- Plan number
- 001
- Location
- West Chester, OH
- Participants
- 1,084
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,201,376
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,201,376
- Employer contributions
- $199,382
- Participant contributions
- $1,618,395
- Total income / additions
- $7,204,079
- Benefits paid
- $3,033,440
- Administrative expenses
- $23,610
- Total expenses
- $3,073,064
- Net increase / (decrease)
- $4,131,015
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Clearing Services, LLC | SERVICE PROVIDER | $0 | $40,000 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $19,058 | $0 |