Pla 401(K) Plan — Form 5500 plan (Pla Buyer, LLC)
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, Pla 401(K) Plan is a benefit plan reported by Pla Buyer, LLC under EIN 81-1557045 and plan number 001. The latest loaded filing year is 2023. The filing reports 869 participants and $7,773,076 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$7.8MPlan net assets, end of year$7,773,076
Participants869Covered participants reported
Assets / participant$8.9KComputed: assets ÷ participants$8,945 (computed)
Provider compensation$28K4 Schedule C provider row(s)$27,962
- Plan sponsor
- Pla Buyer, LLC
- EIN
- 81-1557045
- Plan number
- 001
- Plan type
- 2
- Location
- Addison, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 869 | H, C | 20241004095223NAL0022370898001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$7.8M total assets
Net assets$7.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $7,773,076
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,773,076
- Net assets (BOY)
- $5,697,109
Income & contributions
- Employer contributions
- $555,165
- Participant contributions
- $880,359
- Total contributions
- $1,627,439
- Total income / additions
- $2,569,905
Expenses & distributions
- Benefits paid
- $447,719
- Administrative expenses
- $36,159
- Total expenses
- $493,938
- Net increase / (decrease)
- $2,075,967
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
39%61%
Employer 39%Participant 61%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income17%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pla Buyer, LLC | SERVICE PROVIDER | $10,381 | $0 | 2023 |
| Morningstar Investmen Management | SERVICE PROVIDER | $6,353 | $0 | 2023 |
| Cuttone & Mastro, Cpa | SERVICE PROVIDER | $6,012 | $0 | 2023 |
| Creative Planning Hold Co, LLC | SERVICE PROVIDER | $0 | $5,216 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pla Buyer, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Addison, TX
- Pla Buyer, LLC — Schedule C compensation
- Morningstar Investmen Management — Schedule C compensation
- Cuttone & Mastro, Cpa — Schedule C compensation
- Creative Planning Hold Co, LLC — Schedule C compensation