The Plug Connection Retirement Savings Plan — Form 5500 plan (Plug Connection, 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, The Plug Connection Retirement Savings Plan is a benefit plan reported by Plug Connection, LLC under EIN 81-3785454 and plan number 001. The latest loaded filing year is 2023. The filing reports 266 participants and $2,978,793 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Plug Connection, LLC
EIN
81-3785454
Plan number
001
Plan type
2
Location
Vista, CA
Latest filing year
2023
Participants
266
End-of-year plan assets
$2,978,793

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023266H, C20240911152452NAL0014624594001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,978,793
Total liabilities (EOY)
$0
Net assets (EOY)
$2,978,793
Net assets (BOY)
$2,327,084

Income & contributions

Employer contributions
$66,798
Participant contributions
$179,752
Total contributions
$246,550
Total income / additions
$679,104

Expenses & distributions

Benefits paid
$21,926
Administrative expenses
$524
Total expenses
$27,395
Net increase / (decrease)
$651,709

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
401(K) Advisors IncINVESTMENT ADVISORY$0$13,8812023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$523$02023

Related Form 5500 pages