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, Planful, Inc. 401(K) Plan is a benefit plan reported by Planful, Inc. under EIN 43-1887396 and plan number 003. The latest loaded filing year is 2023. The filing reports 265 participants and $12,910,685 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,910,685
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,910,685
- Net assets (BOY)
- $9,972,073
Income & contributions
- Participant contributions
- $1,904,440
- Total contributions
- $2,375,743
- Total income / additions
- $4,453,694
Expenses & distributions
- Benefits paid
- $1,674,343
- Administrative expenses
- $30,098
- Total expenses
- $1,704,441
- Net increase / (decrease)
- $2,749,253