2023 Form 5500 filing — Palmetto Propane, Fuels, And Ice, Inc. 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 20241014091839NAL0045442304001) for Palmetto Propane, Fuels, And Ice, Inc. 401(K) Plan, reported by Palmetto Propane, Fuels, And Ice, Inc. under EIN 57-0744136 and plan number 002. It reports 149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014091839NAL0045442304001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Palmetto Propane, Fuels, And Ice, Inc.
- EIN
- 57-0744136
- Plan number
- 002
- Location
- Batesburg, SC
- Participants
- 149
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,665,536
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,665,536
- Employer contributions
- $75,443
- Participant contributions
- $301,895
- Total income / additions
- $1,065,296
- Benefits paid
- $130,762
- Administrative expenses
- $21,574
- Total expenses
- $152,336
- Net increase / (decrease)
- $912,960
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Longleaf Advisory Services | INVESTMENT ADVISOR | $10,602 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $8,201 | $0 |
| Cetera Advisor Networks LLC | INVESTMENT ADVISOR | $3,021 | not reported in the loaded dataset |
| Futureplan By Ascensus | CONTRACT ADMIN | $671 | not reported in the loaded dataset |