2023 Form 5500 filing — Pooler Enterprises, Inc. 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 20241003140538NAL0017210288001) for Pooler Enterprises, Inc. Retirement Plan, reported by Pooler Enterprises, Inc. under EIN 16-1323978 and plan number 001. It reports 127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$14MReported net assets$14,005,125
Participants127
Provider compensation$60.6K3 Schedule C row(s)$60,568
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241003140538NAL0017210288001
- Plan sponsor
- Pooler Enterprises, Inc.
- EIN
- 16-1323978
- Plan number
- 001
- Location
- Fishers, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$14M total assets
Net assets$14MLiabilities$0
Full reported line items
- Total assets (EOY)
- $14,005,125
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,005,125
- Employer contributions
- $770,858
- Participant contributions
- $496,361
- Total income / additions
- $3,544,812
- Benefits paid
- $671,595
- Administrative expenses
- $60,568
- Total expenses
- $732,163
- Net increase / (decrease)
- $2,812,649
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Retirement & Benefit | NONE | $29,289 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $16,279 | $0 |
| Davie Kaplan Cpa P.C. | NONE | $15,000 | not reported in the loaded dataset |