2023 Form 5500 filing — Historic Palm LLC 401 (K) Profit Sharing Plan & 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 20240925145152NAL0029433346001) for Historic Palm LLC 401 (K) Profit Sharing Plan & Trust, reported by Historic Palm LLC under EIN 83-0425861 and plan number 001. It reports 167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925145152NAL0029433346001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Historic Palm LLC
- EIN
- 83-0425861
- Plan number
- 001
- Location
- Phoenix, AZ
- Participants
- 167
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,301,923
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,301,923
- Employer contributions
- $171,242
- Participant contributions
- $120,634
- Total income / additions
- $643,921
- Benefits paid
- $64,170
- Administrative expenses
- $26,005
- Total expenses
- $90,175
- Net increase / (decrease)
- $553,746
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stonehenge Retirement Planners LLC | ADVISOR | $9,697 | not reported in the loaded dataset |
| 401k Generation | CONTRACT ADMINISTRATOR | $7,740 | not reported in the loaded dataset |
| Paychex, Inc. | RECORDKEEPER | $6,881 | not reported in the loaded dataset |