Ps Logistics 401k Plan — Form 5500 plan (Ps Logistics, 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, Ps Logistics 401k Plan is a benefit plan reported by Ps Logistics, LLC under EIN 45-5124430 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,747 participants and $15,533,621 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ps Logistics, LLC
- EIN
- 45-5124430
- Plan number
- 001
- Plan type
- 2
- Location
- Birmingham, AL
- Latest filing year
- 2023
- Participants
- 3,747
- End-of-year plan assets
- $15,533,621
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,747 | H, C | 20240821094619NAL0003795441001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,533,621
- Total liabilities (EOY)
- $216,609
- Net assets (EOY)
- $15,317,012
- Net assets (BOY)
- $10,054,676
Income & contributions
- Employer contributions
- $395,763
- Participant contributions
- $2,805,954
- Total contributions
- $3,964,835
- Total income / additions
- $6,218,109
Expenses & distributions
- Benefits paid
- $1,186,690
- Administrative expenses
- $67,572
- Total expenses
- $1,254,262
- Net increase / (decrease)
- $4,963,847
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Ins And Annuity | RECORDKEEPER | $48,019 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $27,988 | not reported in the loaded dataset | 2023 |
| Professional Capital Services | CONTRACT ADMINISTRATOR | $19,553 | $0 | 2023 |
| Transition Finance Strategies, LLC | TPA | $0 | $17,678 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ps Logistics, LLC
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Birmingham, AL
- Voya Retirement Ins And Annuity — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Professional Capital Services — Schedule C compensation
- Transition Finance Strategies, LLC — Schedule C compensation