Plan5500

Personal Care, Inc. Investment Plan And Trust — Form 5500 plan (Personal Care, 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, Personal Care, Inc. Investment Plan And Trust is a benefit plan reported by Personal Care, Inc. under EIN 58-1401535 and plan number 001. The latest loaded filing year is 2023. The filing reports 167 participants and $904,926 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Personal Care, Inc.
EIN
58-1401535
Plan number
001
Plan type
2
Location
Decatur, GA
Latest filing year
2023
Participants
167
End-of-year plan assets
$904,926

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023167H, C20241015183808NAL0030647825001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$904,926
Total liabilities (EOY)
$0
Net assets (EOY)
$904,926
Net assets (BOY)
$854,140

Income & contributions

Employer contributions
$50,792
Participant contributions
$158,799
Total contributions
$209,591
Total income / additions
$283,444

Expenses & distributions

Benefits paid
$220,900
Administrative expenses
$11,758
Total expenses
$232,658
Net increase / (decrease)
$50,786

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$11,757$02023
Adp Broker-DealerRECORD KEEPER$0$02023
Prospera Financial ServicesADVISOR$0$02023

Related Form 5500 pages