Palm Bay International, Inc. 401(K) Plan — Form 5500 plan (Palm Bay International, 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, Palm Bay International, Inc. 401(K) Plan is a benefit plan reported by Palm Bay International, Inc. under EIN 59-1833544 and plan number 002. The latest loaded filing year is 2023. The filing reports 458 participants and $33,096,961 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Palm Bay International, Inc.
EIN
59-1833544
Plan number
002
Plan type
2
Location
Port Washington, NY
Latest filing year
2023
Participants
458
End-of-year plan assets
$33,096,961

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023458H, C20241015191304NAL0049503024001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,096,961
Total liabilities (EOY)
$0
Net assets (EOY)
$33,096,961
Net assets (BOY)
$26,931,832

Income & contributions

Employer contributions
$628,751
Participant contributions
$2,355,964
Total contributions
$4,061,101
Total income / additions
$9,129,938

Expenses & distributions

Benefits paid
$2,927,476
Administrative expenses
$32,400
Total expenses
$2,964,809
Net increase / (decrease)
$6,165,129

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Berdon LlpACCOUNTANT$22,000not reported in the loaded dataset2023
Voya Retirement Insurance & AnnuityRECORDKEEPER$10,400$02023

Related Form 5500 pages