2023 Form 5500 filing — The Pleasant Companies 401(K) Plan And Trust
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 20240730200229NAL0021600417001) for The Pleasant Companies 401(K) Plan And Trust, reported by Pleasants Construction, Inc under EIN 52-1745292 and plan number 001. It reports 802 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730200229NAL0021600417001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Pleasants Construction, Inc
- EIN
- 52-1745292
- Plan number
- 001
- Location
- Clarksburg, MD
- Participants
- 802
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,482,241
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,482,241
- Employer contributions
- $536,767
- Participant contributions
- $2,497,369
- Total income / additions
- $6,221,114
- Benefits paid
- $2,707,295
- Administrative expenses
- $106,468
- Total expenses
- $2,818,570
- Net increase / (decrease)
- $3,402,544
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $81,441 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $8,931 | $13,771 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $9,131 | $0 |
| Retirement Benefit Solutions, LLC | CONTRACT ADMIN | $2,977 | $2,032 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $3,820 | not reported in the loaded dataset |
| Morningstar Investment Management | INV ADV, PARTICIPANTS | $0 | $0 |