Plan5500

Pineleaf Investments, Inc. Profit Sharing Plan — Form 5500 plan (Pineleaf Investments 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, Pineleaf Investments, Inc. Profit Sharing Plan is a benefit plan reported by Pineleaf Investments Inc. under EIN 58-1515939 and plan number 001. The latest loaded filing year is 2023. The filing reports 371 participants and $2,317,111 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pineleaf Investments Inc.
EIN
58-1515939
Plan number
001
Plan type
2
Location
Helena, GA
Latest filing year
2023
Participants
371
End-of-year plan assets
$2,317,111

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023371H, C20250430123052NAL0002701728001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,317,111
Total liabilities (EOY)
$4,778
Net assets (EOY)
$2,312,333
Net assets (BOY)
$2,011,773

Income & contributions

Employer contributions
$132,000
Total contributions
$132,671
Total income / additions
$413,542

Expenses & distributions

Benefits paid
$79,595
Administrative expenses
$33,387
Total expenses
$112,982
Net increase / (decrease)
$300,560

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill LynchBROKER$13,386not reported in the loaded dataset2023
Precision Plan AdministrationTPA$10,712not reported in the loaded dataset2023
Howard, Moore & Mcduffie, PcAUDITOR$9,200not reported in the loaded dataset2023

Related Form 5500 pages