2023 Form 5500 filing — Plunkett Cooney, P.C. Employees' Profit Sharing 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 20240930120255NAL0003219731001) for Plunkett Cooney, P.C. Employees' Profit Sharing Plan, reported by Plunkett Cooney, P.C. under EIN 38-1896842 and plan number 001. It reports 271 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930120255NAL0003219731001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Plunkett Cooney, P.C.
- EIN
- 38-1896842
- Plan number
- 001
- Location
- Bloomfield Hills, MI
- Participants
- 271
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $84,473,043
- Net assets (EOY)
- $84,473,043
- Employer contributions
- $717
- Participant contributions
- $2,847,663
- Total income / additions
- $14,377,428
- Benefits paid
- $1,928,154
- Administrative expenses
- $186,229
- Total expenses
- $2,114,383
- Net increase / (decrease)
- $12,263,045
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $118,780 | not reported in the loaded dataset |
| Cbiz Investment Advisory Servi | NONE | $50,991 | not reported in the loaded dataset |
| William Blair Investment Mgmt | NONE | $10,124 | not reported in the loaded dataset |
| Planning Alternatives Ltd | NONE | $5,236 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $567 | $0 |