2023 Form 5500 filing — Secure Retirement Pooled Employer 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 20240930151828NAL0009683440001) for Secure Retirement Pooled Employer Plan, reported by Plan Compliance Services, Inc. under EIN 59-3708427 and plan number 014. It reports 529 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930151828NAL0009683440001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Plan Compliance Services, Inc.
- EIN
- 59-3708427
- Plan number
- 014
- Location
- Clearwater, FL
- Participants
- 529
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $149,220
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $149,220
- Employer contributions
- $686,964
- Participant contributions
- $1,008,966
- Total income / additions
- $2,116,279
- Benefits paid
- $359,774
- Administrative expenses
- $76,011
- Total expenses
- $441,803
- Net increase / (decrease)
- $1,674,476
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pcs Retirement, LLC. | CONTRACT ADMIN | $44,994 | $0 |
| Strategic Capital Advisors | ADVISOR | $17,866 | not reported in the loaded dataset |