Planahead, LLC 401(K) Plan — Form 5500 plan (Planahead, LLC)
Plain-English plan 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, Planahead, LLC 401(K) Plan is a benefit plan reported by Planahead, LLC under EIN 02-0586040 and plan number 001. The latest loaded filing year is 2023. The filing reports 19 participants and $7,950,319 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Planahead, LLC
- EIN
- 02-0586040
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Monica, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 19 | I | 20240806164051NAL0001496579001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $7,950,319
- Net assets (EOY)
- $7,950,319
- Net assets (BOY)
- $6,688,207
Income & contributions
- Employer contributions
- $124,938
- Participant contributions
- $207,507
- Total income / additions
- $1,314,384
Expenses & distributions
- Benefits paid
- $52,272
- Administrative expenses
- $0
- Total expenses
- $52,272
- Net increase / (decrease)
- $1,262,112
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.