2023 Form 5500 filing — Plan International Usa, Inc. Retirement 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 20240626141730NAL0005476387001) for Plan International Usa, Inc. Retirement Plan, reported by Plan International Usa, Inc. under EIN 13-5661832 and plan number 002. It reports 226 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240626141730NAL0005476387001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Plan International Usa, Inc.
- EIN
- 13-5661832
- Plan number
- 002
- Location
- Providence, RI
- Participants
- 226
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,960,030
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,960,030
- Employer contributions
- $801,629
- Participant contributions
- $802,478
- Total income / additions
- $4,479,506
- Benefits paid
- $2,804,752
- Administrative expenses
- $114,935
- Total expenses
- $2,919,687
- Net increase / (decrease)
- $1,559,819
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Wealth Management, Inc | NONE | $74,665 | not reported in the loaded dataset |
| Benefit Plan Admin Services Inc. | RECORDKEEPER | $28,357 | $0 |
| Kahn, Litwin, Renza & Co., Ltd. | AUDITOR | $11,913 | not reported in the loaded dataset |