2023 Form 5500 filing — Pocket Nurse 401(K) 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 20241002154919NAL0015518704001) for Pocket Nurse 401(K) Profit Sharing Plan, reported by Pocket Nurse Enterprises, LLC under EIN 25-1763055 and plan number 003. It reports 137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002154919NAL0015518704001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pocket Nurse Enterprises, LLC
- EIN
- 25-1763055
- Plan number
- 003
- Location
- Monaca, PA
- Participants
- 137
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,845,214
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,845,214
- Employer contributions
- $807,384
- Participant contributions
- $555,387
- Total income / additions
- $3,361,953
- Benefits paid
- $553,985
- Administrative expenses
- $45,498
- Total expenses
- $599,483
- Net increase / (decrease)
- $2,762,470
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $18,342 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $18,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,672 | not reported in the loaded dataset |
| M2b Retirement Consulting LLC | TPA | $5,781 | not reported in the loaded dataset |
| Gwfs Equities Inc | RECORDKEEPER | $0 | $0 |