2023 Form 5500 filing — Pony Bird 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 20241010095424NAL0009879251001) for Pony Bird Retirement Plan, reported by Pony Bird, Inc. under EIN 43-1188096 and plan number 001. It reports 257 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)$6.8MReported net assets$6,828,465
Participants257
Provider compensation$3.1K4 Schedule C row(s)$3,133
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010095424NAL0009879251001
- Plan sponsor
- Pony Bird, Inc.
- EIN
- 43-1188096
- Plan number
- 001
- Location
- Mapaville, MO
- 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)$6.8M total assets
Net assets$6.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $6,828,465
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,828,465
- Employer contributions
- $268,012
- Participant contributions
- $423,058
- Total income / additions
- $1,599,929
- Benefits paid
- $427,761
- Administrative expenses
- $65,741
- Total expenses
- $493,502
- Net increase / (decrease)
- $1,106,427
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Co | RECORDKEEPER | $1,534 | not reported in the loaded dataset |
| Wilshire Associates Inc(Usa) | REGISTERED INV ADVISOR | $1,224 | not reported in the loaded dataset |
| Benefit Plans Plus, LLC | CONTRACT ADMIN | $225 | not reported in the loaded dataset |
| Empower Annuity Insurance Co | RECORDKEEPER | $150 | $0 |