Pleune Service Company Investment And Employee Stock Ownership Plan And Trust — Form 5500 plan (Pleune Service Company)
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, Pleune Service Company Investment And Employee Stock Ownership Plan And Trust is a benefit plan reported by Pleune Service Company under EIN 38-2094697 and plan number 002. The latest loaded filing year is 2023. The filing reports 169 participants and $21,464,814 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pleune Service Company
- EIN
- 38-2094697
- Plan number
- 002
- Plan type
- 2
- Location
- Grand Rapids, MI
- Latest filing year
- 2023
- Participants
- 169
- End-of-year plan assets
- $21,464,814
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 169 | H, C | 20240807123844NAL0003663873001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,464,814
- Total liabilities (EOY)
- $530,320
- Net assets (EOY)
- $20,934,494
- Net assets (BOY)
- $18,734,453
Income & contributions
- Employer contributions
- $536,956
- Participant contributions
- $809,958
- Total contributions
- $1,547,918
- Total income / additions
- $3,696,223
Expenses & distributions
- Benefits paid
- $1,429,979
- Administrative expenses
- $49,188
- Total expenses
- $1,496,182
- Net increase / (decrease)
- $2,200,041
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $49,901 | $0 | 2023 |
| S B H U Life Agency Inc | OTHER SERVICES | $0 | $22,364 | 2023 |