2023 Form 5500 filing — Plymouth Life 401(K) & Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240429153044NAL0006865507001) for Plymouth Life 401(K) & Profit Sharing Plan, reported by Plymouth Life, Incorporated Dba The Pride Group under EIN 42-1277131 and plan number 001. It reports 113 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240429153044NAL0006865507001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Plymouth Life, Incorporated Dba The Pride Group
- EIN
- 42-1277131
- Plan number
- 001
- Location
- Le Mars, IA
- Participants
- 113
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,750,504
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,750,504
- Employer contributions
- $74,749
- Participant contributions
- $137,213
- Total income / additions
- $415,774
- Benefits paid
- $248,936
- Administrative expenses
- $11,763
- Total expenses
- $260,699
- Net increase / (decrease)
- $155,075
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $11,388 | $0 |
| Mutual Of America Life Insurance Co | INSURANCE CARRIER | $375 | $0 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 |