2023 Form 5500 filing — Plaisted Companies, Inc. 401(K) Profit Sharing 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 20251017081000NAL0003896019001) for Plaisted Companies, Inc. 401(K) Profit Sharing Plan, reported by Plaisted Companies, Inc. under EIN 41-1668279 and plan number 001. It reports 185 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251017081000NAL0003896019001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Plaisted Companies, Inc.
- EIN
- 41-1668279
- Plan number
- 001
- Location
- Elk River, MN
- Participants
- 185
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,948,361
- Total liabilities (EOY)
- $12,211
- Net assets (EOY)
- $8,936,150
- Employer contributions
- $233,098
- Participant contributions
- $577,721
- Total income / additions
- $2,293,030
- Benefits paid
- $698,164
- Administrative expenses
- $18,288
- Total expenses
- $745,295
- Net increase / (decrease)
- $1,547,735
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $19,672 | not reported in the loaded dataset |
| Midwest Pension & Profit Sharing Sv | CONTRACT ADMIN | $5,422 | not reported in the loaded dataset |
| Empower Annuity Insurance | RECORDKEEPER | $0 | $0 |