2023 Form 5500 filing — Place Holder 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 20241015104358NAL0029293217001) for Place Holder 401(K) Plan, reported by Place Holder, LLC under EIN 88-3220254 and plan number 001. It reports 123 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015104358NAL0029293217001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Place Holder, LLC
- EIN
- 88-3220254
- Plan number
- 001
- Location
- Denver, CO
- Participants
- 123
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,574,888
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,574,888
- Employer contributions
- $338,241
- Participant contributions
- $718,351
- Total income / additions
- $1,855,115
- Benefits paid
- $1,174,556
- Administrative expenses
- $26,197
- Total expenses
- $1,200,753
- Net increase / (decrease)
- $654,362
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $8,449 | $0 |
| Alerus Financial Na | CONTRACT ADMIN | $5,300 | $1,863 |
| Raymond James & Associates Inc | OTHER | $310 | not reported in the loaded dataset |