2023 Form 5500 filing — Pls Financial Services, 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 20250212164806NAL0035651280001) for Pls Financial Services, Inc. 401(K) Plan, reported by Pls Financial Services, Inc. under EIN 36-4179718 and plan number 001. It reports 1,600 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)$29.4MReported net assets$29,417,604
Participants1.6K1,600
Provider compensation$88.8K1 Schedule C row(s)$88,801
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250212164806NAL0035651280001
Plan sponsor
Pls Financial Services, Inc.
EIN
36-4179718
Plan number
001
Location
Chicago, IL
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)$29.4M total assets
Net assets$29.4MLiabilities$0
Money in vs. money out
Total income / additions$8.7M
Total expenses$2.4M
Benefits paid / distributions$2.4M
Contributions
Employer$1.3M
Participant$2.4M
Full reported line items
Total assets (EOY)
$29,417,604
Total liabilities (EOY)
$0
Net assets (EOY)
$29,417,604
Employer contributions
$1,253,229
Participant contributions
$2,401,119
Total income / additions
$8,747,208
Benefits paid
$2,352,861
Administrative expenses
$88,801
Total expenses
$2,448,816
Net increase / (decrease)
$6,298,392
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $88.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250212164806NAL0035651280001 cover?
It is the 2023 Form 5500 filing for Pls Financial Services, Inc. 401(K) Plan, reported by Pls Financial Services, Inc. (EIN 36-4179718).
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