Retirement Path Pooled Employer Plan — Form 5500 plan (Plan Professionals, 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, Retirement Path Pooled Employer Plan is a benefit plan reported by Plan Professionals, LLC under EIN 85-3213245 and plan number 304. The latest loaded filing year is 2023. The filing reports 879 participants and $40,289,967 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plan Professionals, LLC
- EIN
- 85-3213245
- Plan number
- 304
- Plan type
- 3
- Location
- Shrewsbury, NJ
- Latest filing year
- 2023
- Participants
- 879
- End-of-year plan assets
- $40,289,967
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 879 | H, C | 20241219151243NAL0010968930001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,289,967
- Total liabilities (EOY)
- $3,759
- Net assets (EOY)
- $40,286,208
- Net assets (BOY)
- $34,535,618
Income & contributions
- Employer contributions
- $931,973
- Participant contributions
- $3,311,124
- Total contributions
- $6,086,243
- Total income / additions
- $12,087,988
Expenses & distributions
- Benefits paid
- $6,140,550
- Administrative expenses
- $193,089
- Total expenses
- $6,337,398
- Net increase / (decrease)
- $5,750,590
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nppg Investment Services LLC | SERVICE PROVIDER | $0 | $58,572 | 2023 |
| Nppg Planned Professional LLC | SERVICE PROVIDER | $15,493 | not reported in the loaded dataset | 2023 |
| Lpl Financial | SERVICE PROVIDER | $15,245 | not reported in the loaded dataset | 2023 |
| Pensionmark Financial Group LLC | SERVICE PROVIDER | $0 | $10,938 | 2023 |
| Plan Professional, LLC | SERVICE PROVIDER | $7,119 | not reported in the loaded dataset | 2023 |
| Northeast Professional Planning | TPA | $0 | $5,602 | 2023 |
| Park Avenue Securities, LLC | BROKER/DELAER | $0 | $5,507 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plan Professionals, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Shrewsbury, NJ
- Nppg Investment Services LLC — Schedule C compensation
- Nppg Planned Professional LLC — Schedule C compensation
- Lpl Financial — Schedule C compensation
- Pensionmark Financial Group LLC — Schedule C compensation
- Plan Professional, LLC — Schedule C compensation
- Northeast Professional Planning — Schedule C compensation
- Park Avenue Securities, LLC — Schedule C compensation