2023 Form 5500 filing — Pleune Service Company Investment And Employee Stock Ownership 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 20240807123844NAL0003663873001) for Pleune Service Company Investment And Employee Stock Ownership Plan And Trust, reported by Pleune Service Company under EIN 38-2094697 and plan number 002. It reports 169 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240807123844NAL0003663873001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pleune Service Company
- EIN
- 38-2094697
- Plan number
- 002
- Location
- Grand Rapids, MI
- Participants
- 169
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,464,814
- Total liabilities (EOY)
- $530,320
- Net assets (EOY)
- $20,934,494
- Employer contributions
- $536,956
- Participant contributions
- $809,958
- Total income / additions
- $3,696,223
- Benefits paid
- $1,429,979
- Administrative expenses
- $49,188
- Total expenses
- $1,496,182
- Net increase / (decrease)
- $2,200,041
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $49,901 | $0 |
| S B H U Life Agency Inc | OTHER SERVICES | $0 | $22,364 |