Platinum Financial, LLC 401(K) Plan — Form 5500 plan (Platinum Financial, 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, Platinum Financial, LLC 401(K) Plan is a benefit plan reported by Platinum Financial, LLC under EIN 33-1046890 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $3,200,108 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Platinum Financial, LLC
- EIN
- 33-1046890
- Plan number
- 001
- Plan type
- 2
- Location
- Grants Pass, OR
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $3,200,108
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20240918111640NAL0004240465001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,200,108
- Total liabilities (EOY)
- $2,583
- Net assets (EOY)
- $3,197,525
- Net assets (BOY)
- $3,065,840
Income & contributions
- Employer contributions
- $4,396
- Participant contributions
- $35,669
- Total income / additions
- $142,383
Expenses & distributions
- Benefits paid
- $6,878
- Administrative expenses
- $2,115
- Total expenses
- $10,698
- Net increase / (decrease)
- $131,685
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.