Pension Planners, Inc. — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Pension Planners, Inc. is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $8,605 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $8,605
- Reported indirect compensation
- $0
- Total reported compensation
- $8,605
- Filings
- 2
- Plan sponsors
- 2
- Plans
- 2
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Bonita Springs Utilities, Inc. | FL | 1 | $5,135 |
| Arizona Ob/Gyn Affiliates P.C. | AZ | 1 | $3,470 |
State footprint
Plans reporting Pension Planners, Inc. are sponsored in AZ (1), FL (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Bonita Springs Utilities, Inc. | Bonita Springs Utilities, Inc. 401(K) Profit Sharing Plan | 2023 | $5,135 | $0 |
| Arizona Ob/Gyn Affiliates P.C. | Arizona Ob/Gyn Affiliates Pc 401(K) Retirement Plan | 2023 | $3,470 | $0 |