Plan5500

James M Pleasants Company Inc — 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, James M Pleasants Company Inc (EIN 56-0797189) is a plan sponsor located in Greensboro, NC with 1 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
56-0797189
Location
Greensboro, NC
Loaded plans
7
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for James M Pleasants Company Inc

  • 7 loaded plans hold $88.7M in reported assets.
  • The largest, James M. Pleasants Company, Inc. Employee Stock Ownership Plan, holds 85% of this company's reported plan assets.
  • Plans cover 1,134 reported participants.
  • 2 of 7 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$88.7MSummed across loaded plans$88,711,979
Total reported assets$88.7M$88,711,979
Total reported participants1.1K1,134
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$88.7M total assets
Net assets$88.7MLiabilities$0
Contributions & income
Employer contributions$5.2M
Participant contributions$366.9K
Total income / additions$19.5M
Expenses & distributions
Benefits paid / distributions$6.1M
Total expenses$6.1M
Net increase / (decrease)$13.4M

Data coverage

Plans with financial statements2 / 7 (29%)
Plans with provider compensation1 / 7 (14%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets85%James M. Pleasants Company, Inc. Employee Stock Ownership Plan
Participants per plan162Average across loaded plans
Loaded plans7
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    James M. Pleasants Company, Inc. Employee Stock Ownership Plan$75.7M
    Plan #002 · 191 participants · 2023
  2. 2
    James M Pleasants Company Employees 401k Plan$13.1M
    Plan #003 · 196 participants · 2023
  3. 3
    James M Pleasants Co Inc Ad&D Disability Life Plannot reported in the loaded dataset
    Plan #503 · 184 participants · 2023
  4. 4
    James M. Pleasants Company, Inc. Employee Benefits Plannot reported in the loaded dataset
    Plan #501 · 181 participants · 2023
  5. 5
    James M Pleasants Co Inc Dental Plannot reported in the loaded dataset
    Plan #502 · 178 participants · 2023
  6. 6
    James M Pleasants Co Inc Vision Plannot reported in the loaded dataset
    Plan #505 · 146 participants · 2023
  7. 7
    James M Pleasants Co Inc Aflac Plannot reported in the loaded dataset
    Plan #506 · 58 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for James M Pleasants Company Inc. Open one for its full reported snapshot.

  1. 2023
    James M. Pleasants Company, Inc. Employee Benefits Plan181 participants · 2Sch C
    View filing →
  2. 2023
    James M Pleasants Co Inc Vision Plan146 participants · 2No schedules
    View filing →
  3. 2023
    James M Pleasants Co Inc Aflac Plan58 participants · 2No schedules
    View filing →
  4. 2023
    James M Pleasants Co Inc Dental Plan178 participants · 2No schedules
    View filing →
  5. 2023
    James M Pleasants Co Inc Ad&D Disability Life Plan184 participants · 2No schedules
    View filing →
  6. 2023
    James M. Pleasants Company, Inc. Employee Stock Ownership Plan191 participants · 2Sch H
    View filing →
  7. 2023
    James M Pleasants Company Employees 401k Plan196 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does James M Pleasants Company Inc report on Form 5500?
James M Pleasants Company Inc (EIN 56-0797189) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for James M Pleasants Company Inc?
The Employer Identification Number (EIN) reported for James M Pleasants Company Inc is 56-0797189.
What is the latest Form 5500 filing year for James M Pleasants Company Inc?
The latest loaded Form 5500 filing year for James M Pleasants Company Inc is 2023.

Related Form 5500 pages