Planit 401(K) Retirement Plan — Form 5500 plan (Planit Advertising, 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, Planit 401(K) Retirement Plan is a benefit plan reported by Planit Advertising, Inc. under EIN 52-1993314 and plan number 001. The latest loaded filing year is 2023. The filing reports 185 participants and $7,440,966 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Planit Advertising, Inc.
EIN
52-1993314
Plan number
001
Plan type
2
Location
Baltimore, MD
Latest filing year
2023
Participants
185
End-of-year plan assets
$7,440,966

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023185H, C20240926123520NAL0001210016001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,440,966
Total liabilities (EOY)
$0
Net assets (EOY)
$7,440,966
Net assets (BOY)
$5,735,616

Income & contributions

Employer contributions
$136,275
Participant contributions
$557,631
Total contributions
$725,340
Total income / additions
$1,866,465

Expenses & distributions

Benefits paid
$117,302
Administrative expenses
$43,813
Total expenses
$161,115
Net increase / (decrease)
$1,705,350

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$36,636$02023
Retirewell Administrators, Inc.SERVICE PROVIDER$7,175not reported in the loaded dataset2023

Related Form 5500 pages