P. L. Marketing Inc. 401(K) Savings Plan — Form 5500 plan (P. L. Marketing 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, P. L. Marketing Inc. 401(K) Savings Plan is a benefit plan reported by P. L. Marketing Inc. under EIN 31-1276521 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,527 participants and $46,028,346 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
P. L. Marketing Inc.
EIN
31-1276521
Plan number
001
Plan type
2
Location
Newport, KY
Latest filing year
2023
Participants
1,527
End-of-year plan assets
$46,028,346

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,527H, C20241014120111NAL0027216721001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$46,028,346
Total liabilities (EOY)
$0
Net assets (EOY)
$46,028,346
Net assets (BOY)
$39,294,148

Income & contributions

Employer contributions
$1,440,300
Participant contributions
$2,982,842
Total contributions
$4,707,654
Total income / additions
$10,678,170

Expenses & distributions

Benefits paid
$3,931,924
Administrative expenses
$11,278
Total expenses
$3,943,972
Net increase / (decrease)
$6,734,198

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$11,278$02023

Related Form 5500 pages