Plan International Usa, Inc. Retirement Plan — Form 5500 plan (Plan International Usa, Inc.)
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, Plan International Usa, Inc. Retirement Plan is a benefit plan reported by Plan International Usa, Inc. under EIN 13-5661832 and plan number 002. The latest loaded filing year is 2023. The filing reports 226 participants and $19,960,030 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plan International Usa, Inc.
- EIN
- 13-5661832
- Plan number
- 002
- Plan type
- 2
- Location
- Providence, RI
- Latest filing year
- 2023
- Participants
- 226
- End-of-year plan assets
- $19,960,030
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 226 | H, C | 20240626141730NAL0005476387001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,960,030
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,960,030
- Net assets (BOY)
- $18,400,211
Income & contributions
- Employer contributions
- $801,629
- Participant contributions
- $802,478
- Total contributions
- $1,641,390
- Total income / additions
- $4,479,506
Expenses & distributions
- Benefits paid
- $2,804,752
- Administrative expenses
- $114,935
- Total expenses
- $2,919,687
- Net increase / (decrease)
- $1,559,819
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Wealth Management, Inc | NONE | $74,665 | not reported in the loaded dataset | 2023 |
| Benefit Plan Admin Services Inc. | RECORDKEEPER | $28,357 | $0 | 2023 |
| Kahn, Litwin, Renza & Co., Ltd. | AUDITOR | $11,913 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plan International Usa, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in Providence, RI
- Capital Wealth Management, Inc — Schedule C compensation
- Benefit Plan Admin Services Inc. — Schedule C compensation
- Kahn, Litwin, Renza & Co., Ltd. — Schedule C compensation