Pplsi 401(K) Plan — Form 5500 plan (Pre-Paid Legal 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, Pplsi 401(K) Plan is a benefit plan reported by Pre-Paid Legal Services, Inc. under EIN 73-1016728 and plan number 001. The latest loaded filing year is 2023. The filing reports 826 participants and $40,762,694 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pre-Paid Legal Services, Inc.
EIN
73-1016728
Plan number
001
Plan type
2
Location
Ada, OK
Latest filing year
2023
Participants
826
End-of-year plan assets
$40,762,694

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023826H, C20241010174118NAL0034899584001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$40,762,694
Total liabilities (EOY)
$0
Net assets (EOY)
$40,762,694
Net assets (BOY)
$33,183,515

Income & contributions

Employer contributions
$2,097,279
Participant contributions
$3,176,416
Total contributions
$5,587,259
Total income / additions
$11,393,410

Expenses & distributions

Benefits paid
$3,733,369
Administrative expenses
$80,862
Total expenses
$3,814,231
Net increase / (decrease)
$7,579,179

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$63,334$02023
Newport Trust CompanyTRUSTEE$17,528$02023

Related Form 5500 pages