Planmember Services Corporation 401(K) Plan — Form 5500 plan (Planmember Services Corporation)
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, Planmember Services Corporation 401(K) Plan is a benefit plan reported by Planmember Services Corporation under EIN 77-0309553 and plan number 001. The latest loaded filing year is 2023. The filing reports 271 participants and $30,869,673 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Planmember Services Corporation
- EIN
- 77-0309553
- Plan number
- 001
- Plan type
- 2
- Location
- Carpinteria, CA
- Latest filing year
- 2023
- Participants
- 271
- End-of-year plan assets
- $30,869,673
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 271 | H, C | 20240923173327NAL0011697089001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,869,673
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,869,673
- Net assets (BOY)
- $25,038,590
Income & contributions
- Employer contributions
- $496,565
- Participant contributions
- $1,428,849
- Total contributions
- $1,925,414
- Total income / additions
- $6,449,961
Expenses & distributions
- Benefits paid
- $612,018
- Administrative expenses
- $6,860
- Total expenses
- $618,878
- Net increase / (decrease)
- $5,831,083
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus LLC | NONE | $6,860 | $71 | 2023 |