Plan5500

Planmeca Usa, Inc. And Planmed 401(K) Plan — Form 5500 plan (Planmeca Usa, 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, Planmeca Usa, Inc. And Planmed 401(K) Plan is a benefit plan reported by Planmeca Usa, Inc. under EIN 51-0276436 and plan number 001. The latest loaded filing year is 2023. The filing reports 323 participants and $18,459,516 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Planmeca Usa, Inc.
EIN
51-0276436
Plan number
001
Plan type
2
Location
Hoffman Estates, IL
Latest filing year
2023
Participants
323
End-of-year plan assets
$18,459,516

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023323H, C20241009091249NAL0010465059001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,459,516
Total liabilities (EOY)
$0
Net assets (EOY)
$18,459,516
Net assets (BOY)
$13,884,506

Income & contributions

Employer contributions
$927,817
Participant contributions
$2,164,864
Total contributions
$4,297,421
Total income / additions
$6,726,285

Expenses & distributions

Benefits paid
$2,101,445
Administrative expenses
$49,830
Total expenses
$2,151,275
Net increase / (decrease)
$4,575,010

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$49,830$02023
Arista Group LLC TheOTHER SERVICES$0$6,0862023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages