How many benefit plans does Planet Equity Group, LLC report on Form 5500?

Planet Equity Group, LLC (EIN 46-1996256) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Planet Equity Group, LLC?

The Employer Identification Number (EIN) reported for Planet Equity Group, LLC is 46-1996256.

What is the latest Form 5500 filing year for Planet Equity Group, LLC?

The latest loaded Form 5500 filing year for Planet Equity Group, LLC is 2023.

Planet Equity Group, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Planet Equity Group, LLC (EIN 46-1996256) is a plan sponsor located in Western Springs, IL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 46-1996256
Location: Western Springs, IL
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $48,931,553
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $48,931,553

Contributions & income

Employer contributions: $1,748,429
Participant contributions: $10,957,368
Total income / additions: $23,344,462

Expenses & distributions

Benefits paid / distributions: $5,162,417
Total expenses: $5,368,674
Net increase / (decrease): $17,975,788

Coverage

Total reported participants: 5,480
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Planet Equity Group, LLC plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Planet Equity Group, LLC 401(K) Plan	001	3,305	$48,931,553	2023
Planet Equity Group, LLC Welfare Benefits Plan	503	2,175	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Planet Equity Group, LLC
Year	Plan	Participants	Schedules	Filing
2023	Planet Equity Group, LLC 401(K) Plan	3,305	H, C	20241015150512NAL0050082336001
2023	Planet Equity Group, LLC Welfare Benefits Plan	2,175	—	20250411112342NAL0046208242001