2023 Form 5500 filing — Planmeca Usa, Inc. And Planmed 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 20241009091249NAL0010465059001) for Planmeca Usa, Inc. And Planmed 401(K) Plan, reported by Planmeca Usa, Inc. under EIN 51-0276436 and plan number 001. It reports 323 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009091249NAL0010465059001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Planmeca Usa, Inc.
- EIN
- 51-0276436
- Plan number
- 001
- Location
- Hoffman Estates, IL
- Participants
- 323
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,459,516
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,459,516
- Employer contributions
- $927,817
- Participant contributions
- $2,164,864
- Total income / additions
- $6,726,285
- Benefits paid
- $2,101,445
- Administrative expenses
- $49,830
- Total expenses
- $2,151,275
- Net increase / (decrease)
- $4,575,010
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $49,830 | $0 |
| Arista Group LLC The | OTHER SERVICES | $0 | $6,086 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |