Pods Enterprises, LLC Non-Union 401(K) Savings Plan — Form 5500 plan (Pods Enterprises, 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, Pods Enterprises, LLC Non-Union 401(K) Savings Plan is a benefit plan reported by Pods Enterprises, LLC under EIN 20-2759417 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,433 participants and $58,781,363 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pods Enterprises, LLC
- EIN
- 20-2759417
- Plan number
- 002
- Plan type
- 2
- Location
- Clearwater, FL
- Latest filing year
- 2023
- Participants
- 2,433
- End-of-year plan assets
- $58,781,363
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,433 | H, C | 20240905083028NAL0011683907001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $58,781,363
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,781,363
- Net assets (BOY)
- $47,945,477
Income & contributions
- Employer contributions
- $3,402,747
- Participant contributions
- $9,904,425
- Total contributions
- $14,282,395
- Total income / additions
- $22,606,969
Expenses & distributions
- Benefits paid
- $11,478,947
- Administrative expenses
- $278,244
- Total expenses
- $11,771,083
- Net increase / (decrease)
- $10,835,886
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $201,409 | $0 | 2023 |
| Kestra Investment Services LLC | ADVISOR | $69,335 | not reported in the loaded dataset | 2023 |
| Assurance Dimensions | ACCOUNTANT/AUDITOR | $7,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pods Enterprises, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Clearwater, FL
- Fidelity Investments Institutional — Schedule C compensation
- Kestra Investment Services LLC — Schedule C compensation
- Assurance Dimensions — Schedule C compensation