Who sponsors the Onedigital Pooled Employer Plan?

Onedigital Pooled Employer Plan is reported as sponsored by Plan Compliance Services, Inc. (EIN 59-3708427, plan number 018) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Onedigital Pooled Employer Plan?

The latest Form 5500 filing year loaded for Onedigital Pooled Employer Plan is 2023.

How many participants does Onedigital Pooled Employer Plan report?

Onedigital Pooled Employer Plan reports 1,501 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Onedigital Pooled Employer Plan?

Onedigital Pooled Employer Plan reports $7,239,128 in end-of-year plan assets in its latest loaded Form 5500 filing.

Onedigital Pooled Employer Plan — Form 5500 plan (Plan Compliance Services, 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, Onedigital Pooled Employer Plan is a benefit plan reported by Plan Compliance Services, Inc. under EIN 59-3708427 and plan number 018. The latest loaded filing year is 2023. The filing reports 1,501 participants and $7,239,128 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor: Plan Compliance Services, Inc.
EIN: 59-3708427
Plan number: 018
Plan type: 3
Location: Clearwater, FL
Latest filing year: 2023
Participants: 1,501
End-of-year plan assets: $7,239,128

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	1,501	H, C	20250429162136NAL0000494355001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY): $7,239,128
Total liabilities (EOY): $0
Net assets (EOY): $7,239,128
Net assets (BOY): $2,646,237

Income & contributions

Employer contributions: $1,391,135
Participant contributions: $3,309,801
Total contributions: $6,106,896
Total income / additions: $6,977,548

Expenses & distributions

Benefits paid: $2,286,431
Administrative expenses: $98,226
Total expenses: $2,384,657
Net increase / (decrease): $4,592,891

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Empower Annuity Insurance Company	RECORD KEEPER	$57,228	$0	2023
American Pension Services,LLC.	CONTRACT ADMIN	$39,885	not reported in the loaded dataset	2023
Resources Investment Advisors, LLC	INVESTMENT MANAGEMENT	$5,970	not reported in the loaded dataset	2023