2023 Form 5500 filing — Pond & Company 401(K) Profit Sharing 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 20241014101715NAL0045592992001) for Pond & Company 401(K) Profit Sharing Plan, reported by Pond & Company under EIN 58-1639128 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)$51.7MReported net assets$51,741,989
Participants869
Provider compensation$77.9K2 Schedule C row(s)$77,930
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014101715NAL0045592992001
Plan sponsor
Pond & Company
EIN
58-1639128
Plan number
001
Location
Norcross, GA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$51.7M total assets
Net assets$51.7MLiabilities$0
Money in vs. money out
Total income / additions$17M
Total expenses$4.8M
Benefits paid / distributions$4.8M
Contributions
Employer$2.1M
Participant$4.8M
Full reported line items
Total assets (EOY)
$51,741,989
Total liabilities (EOY)
$0
Net assets (EOY)
$51,741,989
Employer contributions
$2,143,923
Participant contributions
$4,835,386
Total income / additions
$17,042,919
Benefits paid
$4,760,333
Administrative expenses
$77,930
Total expenses
$4,838,263
Net increase / (decrease)
$12,204,656
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $77.9K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014101715NAL0045592992001 cover?
It is the 2023 Form 5500 filing for Pond & Company 401(K) Profit Sharing Plan, reported by Pond & Company (EIN 58-1639128).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages