2023 Form 5500 filing — Planful, 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 20241009093500NAL0010484899001) for Planful, Inc. 401(K) Plan, reported by Planful, Inc. under EIN 43-1887396 and plan number 003. It reports 265 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009093500NAL0010484899001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Planful, Inc.
- EIN
- 43-1887396
- Plan number
- 003
- Location
- San Francisco, CA
- Participants
- 265
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,910,685
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,910,685
- Participant contributions
- $1,904,440
- Total income / additions
- $4,453,694
- Benefits paid
- $1,674,343
- Administrative expenses
- $30,098
- Total expenses
- $1,704,441
- Net increase / (decrease)
- $2,749,253
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Abd Reitrement Services | INVESTMENT/FINANCIAL ADVI | $28,073 | $0 |
| Adp, Inc. | RECORD KEEPER | $2,025 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |