2023 Form 5500 filing — The Platt Bros. & Co. 401(K) 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 20241008122225NAL0009632579001) for The Platt Bros. & Co. 401(K) Plan, reported by The Platt Bros. & Co. under EIN 06-0495580 and plan number 002. It reports 132 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)$10.9MReported net assets$10,934,863
Participants132
Provider compensation$21.7K3 Schedule C row(s)$21,672
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008122225NAL0009632579001
Plan sponsor
The Platt Bros. & Co.
EIN
06-0495580
Plan number
002
Location
Waterbury, CT
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$10.9M total assets
Net assets$10.9MLiabilities$0
Money in vs. money out
Total income / additions$2.3M
Total expenses$975.3K
Benefits paid / distributions$950.8K
Contributions
Employer$371.8K
Participant$407.9K
Full reported line items
Total assets (EOY)
$10,934,863
Total liabilities (EOY)
$0
Net assets (EOY)
$10,934,863
Employer contributions
$371,839
Participant contributions
$407,865
Total income / additions
$2,315,212
Benefits paid
$950,794
Administrative expenses
$24,522
Total expenses
$975,316
Net increase / (decrease)
$1,339,896
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $21.7K · Indirect $0
  2. 2
    NONE · Direct $0 · Indirect $0
  3. 3
    NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008122225NAL0009632579001 cover?
It is the 2023 Form 5500 filing for The Platt Bros. & Co. 401(K) Plan, reported by The Platt Bros. & Co. (EIN 06-0495580).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages