Palmer Holland, Inc. Profit Sharing Plan & Trust — Form 5500 plan (Palmer Holland, 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, Palmer Holland, Inc. Profit Sharing Plan & Trust is a benefit plan reported by Palmer Holland, Inc. under EIN 34-0764574 and plan number 001. The latest loaded filing year is 2023. The filing reports 210 participants and $30,440,553 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Palmer Holland, Inc.
EIN
34-0764574
Plan number
001
Plan type
2
Location
Westlake, OH
Latest filing year
2023
Participants
210
End-of-year plan assets
$30,440,553

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023210H, C20241002132959NAL0004039091001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,440,553
Total liabilities (EOY)
$0
Net assets (EOY)
$30,440,553
Net assets (BOY)
$23,361,835

Income & contributions

Employer contributions
$1,013,695
Participant contributions
$2,072,509
Total contributions
$4,620,881
Total income / additions
$9,524,677

Expenses & distributions

Benefits paid
$2,360,813
Administrative expenses
$85,146
Total expenses
$2,445,959
Net increase / (decrease)
$7,078,718

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services, Inc.INVESTMENT ADVISOR$58,701not reported in the loaded dataset2023
John HancockRETAINED BY EMPLOYER$26,445$02023

Related Form 5500 pages