Pay Plus Benefits, Inc. Retirement Plan — Form 5500 plan (Pay Plus Benefits Inc)

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, Pay Plus Benefits, Inc. Retirement Plan is a benefit plan reported by Pay Plus Benefits Inc under EIN 91-1498297 and plan number 333. The latest loaded filing year is 2023. The filing reports 110 participants and $8,554,372 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pay Plus Benefits Inc
EIN
91-1498297
Plan number
333
Plan type
3
Location
Kennewick, WA
Latest filing year
2023
Participants
110
End-of-year plan assets
$8,554,372

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023110H, C20250123131153NAL0006093873001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,554,372
Total liabilities (EOY)
$0
Net assets (EOY)
$8,554,372
Net assets (BOY)
$7,675,124

Income & contributions

Employer contributions
$170,531
Participant contributions
$542,417
Total contributions
$712,948
Total income / additions
$2,001,723

Expenses & distributions

Benefits paid
$1,058,198
Administrative expenses
$64,277
Total expenses
$1,122,475
Net increase / (decrease)
$879,248

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cedar Mountain Advisors, LLCNONE$19,745not reported in the loaded dataset2023
Prudential Retirement Ins & Ann CoNONE$16,739$02023

Related Form 5500 pages