2023 Form 5500 filing — The Platinum 401(K) Retirement Savings 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 20250501085224NAL0004366704001) for The Platinum 401(K) Retirement Savings Plan, reported by Plan Fiduciary Services, Inc. under EIN 27-3523833 and plan number 004. It reports 12,742 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250501085224NAL0004366704001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Plan Fiduciary Services, Inc.
- EIN
- 27-3523833
- Plan number
- 004
- Location
- Clearwater, FL
- Participants
- 12,742
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $181,100,987
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $181,100,987
- Employer contributions
- $5,948,049
- Participant contributions
- $18,880,638
- Total income / additions
- $64,514,169
- Benefits paid
- $15,291,933
- Administrative expenses
- $812,536
- Total expenses
- $16,104,469
- Net increase / (decrease)
- $48,409,700
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Souders Financial Advisors, LLC. | RIA | $0 | $155,054 |
| Onedigital Investments | RIA | $0 | $98,400 |
| John Hancock Life Insurance Company | RECORDKEEPING | $37,064 | $0 |
| Cambridge Investments | RIA | $0 | $23,345 |
| Hdq Wealth, LLC | RIA | $0 | $6,626 |