The Pleasant Companies 401(K) Plan And Trust — Form 5500 plan (Pleasants Construction, 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, The Pleasant Companies 401(K) Plan And Trust is a benefit plan reported by Pleasants Construction, Inc under EIN 52-1745292 and plan number 001. The latest loaded filing year is 2023. The filing reports 802 participants and $20,482,241 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$20.5MPlan net assets, end of year$20,482,241
Participants802Covered participants reported
Assets / participant$25.5KComputed: assets ÷ participants$25,539 (computed)
Provider compensation$122.1K6 Schedule C provider row(s)$122,103
- Plan sponsor
- Pleasants Construction, Inc
- EIN
- 52-1745292
- Plan number
- 001
- Plan type
- 3
- Location
- Clarksburg, MD
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 802 | H, C | 20240730200229NAL0021600417001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$20.5M total assets
Net assets$20.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $20,482,241
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,482,241
- Net assets (BOY)
- $17,079,697
Income & contributions
- Employer contributions
- $536,767
- Participant contributions
- $2,497,369
- Total contributions
- $3,176,919
- Total income / additions
- $6,221,114
Expenses & distributions
- Benefits paid
- $2,707,295
- Administrative expenses
- $106,468
- Total expenses
- $2,818,570
- Net increase / (decrease)
- $3,402,544
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
18%82%
Employer 18%Participant 82%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income44%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $81,441 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $8,931 | $13,771 | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $9,131 | $0 | 2023 |
| Retirement Benefit Solutions, LLC | CONTRACT ADMIN | $2,977 | $2,032 | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $3,820 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pleasants Construction, Inc
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Clarksburg, MD
- Principal Life Insurance Company — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Retirement Benefit Solutions, LLC — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation