Track-Pigeon Forge Ltd Ptr 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Track-Pigeon Forge Ltd Ptr)
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, Track-Pigeon Forge Ltd Ptr 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Track-Pigeon Forge Ltd Ptr under EIN 62-1194180 and plan number 002. The latest loaded filing year is 2023. The filing reports 120 participants and $6,526,986 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Track-Pigeon Forge Ltd Ptr
- EIN
- 62-1194180
- Plan number
- 002
- Plan type
- 2
- Location
- Pigeon Forge, TN
- Latest filing year
- 2023
- Participants
- 120
- End-of-year plan assets
- $6,526,986
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 120 | H, C | 20241011121134NAL0036871936001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,526,986
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,526,986
- Net assets (BOY)
- $6,618,780
Income & contributions
- Employer contributions
- $147,914
- Participant contributions
- $455,167
- Total contributions
- $603,081
- Total income / additions
- $1,761,175
Expenses & distributions
- Benefits paid
- $1,835,996
- Administrative expenses
- $16,973
- Total expenses
- $1,852,969
- Net increase / (decrease)
- -$91,794
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Excel Wealth Management LLC | ADVISOR | $6,905 | not reported in the loaded dataset | 2023 |