2023 Form 5500 filing — Pay Plus Benefits, 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 20250123131153NAL0006093873001) for Pay Plus Benefits, Inc. Retirement Plan, reported by Pay Plus Benefits Inc under EIN 91-1498297 and plan number 333. It reports 110 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250123131153NAL0006093873001
Filing year
2023
Form type
3
Plan sponsor
Pay Plus Benefits Inc
EIN
91-1498297
Plan number
333
Location
Kennewick, WA
Participants
110
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$8,554,372
Total liabilities (EOY)
$0
Net assets (EOY)
$8,554,372
Employer contributions
$170,531
Participant contributions
$542,417
Total income / additions
$2,001,723
Benefits paid
$1,058,198
Administrative expenses
$64,277
Total expenses
$1,122,475
Net increase / (decrease)
$879,248
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Cedar Mountain Advisors, LLCNONE$19,745not reported in the loaded dataset
Prudential Retirement Ins & Ann CoNONE$16,739$0

Related Form 5500 pages