2023 Form 5500 filing — Publishers Circulation Fulfillment, Inc. Retirement 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 20241015151148NAL0016716307001) for Publishers Circulation Fulfillment, Inc. Retirement Plan, reported by Publishers Circulation Fulfillment, Inc. under EIN 52-1318059 and plan number 001. It reports 362 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015151148NAL0016716307001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Publishers Circulation Fulfillment, Inc.
- EIN
- 52-1318059
- Plan number
- 001
- Location
- Hunt Valley, MD
- Participants
- 362
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,176,859
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,176,859
- Employer contributions
- $212,643
- Participant contributions
- $821,681
- Total income / additions
- $4,630,762
- Benefits paid
- $3,379,370
- Administrative expenses
- $63,774
- Total expenses
- $3,465,695
- Net increase / (decrease)
- $1,165,067
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $38,542 | $0 |
| Rocaton Investment Advisors LLC | ADVISOR | $25,232 | not reported in the loaded dataset |