2023 Form 5500 filing — Planit 401(K) 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 20240926123520NAL0001210016001) for Planit 401(K) Retirement Plan, reported by Planit Advertising, Inc. under EIN 52-1993314 and plan number 001. It reports 185 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926123520NAL0001210016001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Planit Advertising, Inc.
- EIN
- 52-1993314
- Plan number
- 001
- Location
- Baltimore, MD
- Participants
- 185
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,440,966
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,440,966
- Employer contributions
- $136,275
- Participant contributions
- $557,631
- Total income / additions
- $1,866,465
- Benefits paid
- $117,302
- Administrative expenses
- $43,813
- Total expenses
- $161,115
- Net increase / (decrease)
- $1,705,350
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $36,636 | $0 |
| Retirewell Administrators, Inc. | SERVICE PROVIDER | $7,175 | not reported in the loaded dataset |