Planahead, LLC Defined Benefit 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 Defined Benefit Plan is a benefit plan reported by Planahead, LLC under EIN 02-0586040 and plan number 002. The latest loaded filing year is 2023. The filing reports 19 participants and $3,670,065 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$3.7MPlan net assets, end of year$3,670,065
Participants19Covered participants reported
Assets / participant$193.2KComputed: assets ÷ participants$193,161 (computed)
Provider compensationNone reported
- Plan sponsor
- Planahead, LLC
- EIN
- 02-0586040
- Plan number
- 002
- Plan type
- 2
- Location
- Santa Monica, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 19 | I | 20240917170236NAL0007318082001 |
Schedule I · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$3.7M total assets
Net assets$3.7MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $3,670,065
- Net assets (EOY)
- $3,670,065
- Net assets (BOY)
- $3,034,801
Income & contributions
- Employer contributions
- $387,563
- Participant contributions
- $0
- Total income / additions
- $683,898
Expenses & distributions
- Benefits paid
- $48,609
- Administrative expenses
- $25
- Total expenses
- $48,634
- Net increase / (decrease)
- $635,264
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.