Your 401(K) 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, Your 401(K) Plan is a benefit plan reported by Plan Professionals, LLC under EIN 85-3213245 and plan number 305. The latest loaded filing year is 2023. The filing reports 4,402 participants and $34,803,923 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
305
Plan type
3
Location
Shrewsbury, NJ
Latest filing year
2023
Participants
4,402
End-of-year plan assets
$34,803,923

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,402H, C20250117160658NAL0025386289001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,803,923
Total liabilities (EOY)
$3,560
Net assets (EOY)
$34,800,363
Net assets (BOY)
$9,894,205

Income & contributions

Employer contributions
$2,282,071
Participant contributions
$7,702,421
Total contributions
$11,584,280
Total income / additions
$15,638,848

Expenses & distributions

Benefits paid
$4,176,695
Administrative expenses
$269,171
Total expenses
$4,554,155
Net increase / (decrease)
$11,084,693

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nfp Retirement IncSERVICE PROVIDER$1,232$87,5122023
Accelerate Investment Advisors, LLCSERVICE PROVIDER$0$15,1202023
Nppg Plan ProfessionalsSERVICE PROVIDER$11,995not reported in the loaded dataset2023

Related Form 5500 pages