2023 Form 5500 filing — Pine Manor, Inc. 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 20241009082758NAL0010429923001) for Pine Manor, Inc. 401(K) Plan, reported by Pine Manor, Inc. under EIN 35-1070631 and plan number 001. It reports 662 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009082758NAL0010429923001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pine Manor, Inc.
- EIN
- 35-1070631
- Plan number
- 001
- Location
- Orland, IN
- Participants
- 662
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,616,416
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,616,416
- Employer contributions
- $703,854
- Participant contributions
- $1,189,793
- Total income / additions
- $3,641,967
- Benefits paid
- $1,252,515
- Administrative expenses
- $96,175
- Total expenses
- $1,348,690
- Net increase / (decrease)
- $2,293,277
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lake City Bank | TRUSTEE | $47,558 | $0 |
| Ascensus Consulting | RECORDKEEPER | $45,381 | $0 |
| Charles Schwab Bank | CUSTODIAN | $3,236 | $0 |
| Charles Schwab & Co. | BROKERAGE FEES | $31 | $0 |