Palmetto Automatic Sprinkler Co., Inc. Retirement Plan & Trust — Form 5500 plan (Palmetto Automatic Sprinkler Co., 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, Palmetto Automatic Sprinkler Co., Inc. Retirement Plan & Trust is a benefit plan reported by Palmetto Automatic Sprinkler Co., Inc. under EIN 57-0623696 and plan number 001. The latest loaded filing year is 2023. The filing reports 262 participants and $3,681,818 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Palmetto Automatic Sprinkler Co., Inc.
EIN
57-0623696
Plan number
001
Plan type
2
Location
West Columbia, SC
Latest filing year
2023
Participants
262
End-of-year plan assets
$3,681,818

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023262H, C20241007130132NAL0015196257001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,681,818
Net assets (EOY)
$3,681,818
Net assets (BOY)
$3,102,026

Income & contributions

Employer contributions
$50,000
Participant contributions
$323,036
Total contributions
$383,446
Total income / additions
$966,270

Expenses & distributions

Benefits paid
$342,154
Administrative expenses
$44,324
Total expenses
$386,478
Net increase / (decrease)
$579,792

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wilshire Associates Inc(Usa)RIA$662$02023
John Hancock Life Insurance Companynot reported in the loaded datasetnot reported in the loaded datasetnot reported in the loaded dataset2023

Related Form 5500 pages