2023 Form 5500 filing — Princess House, 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 20241011091752NAL0036505824001) for Princess House, Inc. 401(K) Plan, reported by Princess House, Inc. under EIN 22-3320693 and plan number 004. It reports 231 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241011091752NAL0036505824001
Filing year
2023
Form type
2
Plan sponsor
Princess House, Inc.
EIN
22-3320693
Plan number
004
Location
Mansfield, MA
Participants
231
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$33,385,872
Total liabilities (EOY)
$0
Net assets (EOY)
$33,385,872
Employer contributions
$708,992
Participant contributions
$1,691,187
Total income / additions
$7,909,719
Benefits paid
$4,733,260
Administrative expenses
$73,003
Total expenses
$4,806,263
Net increase / (decrease)
$3,103,456
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$44,304$0
CaptrustINVESTMENT ADVISORY$28,702$5,000

Related Form 5500 pages