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, Plantation Management Company 401(K) Plan is a benefit plan reported by Plantation Management Company, LLC under EIN 72-1097923 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,534 participants and $13,181,012 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,181,012
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,181,012
- Net assets (BOY)
- $11,060,447
Income & contributions
- Employer contributions
- $54,061
- Participant contributions
- $1,241,791
- Total contributions
- $1,388,185
- Total income / additions
- $3,270,886
Expenses & distributions
- Benefits paid
- $1,098,532
- Administrative expenses
- $51,789
- Total expenses
- $1,150,321
- Net increase / (decrease)
- $2,120,565