2023 Form 5500 filing — Track-Pigeon Forge Ltd Ptr 401(K) Profit Sharing Plan & Trust
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 20241011121134NAL0036871936001) for Track-Pigeon Forge Ltd Ptr 401(K) Profit Sharing Plan & Trust, reported by Track-Pigeon Forge Ltd Ptr under EIN 62-1194180 and plan number 002. It reports 120 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011121134NAL0036871936001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Track-Pigeon Forge Ltd Ptr
- EIN
- 62-1194180
- Plan number
- 002
- Location
- Pigeon Forge, TN
- Participants
- 120
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,526,986
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,526,986
- Employer contributions
- $147,914
- Participant contributions
- $455,167
- Total income / additions
- $1,761,175
- Benefits paid
- $1,835,996
- Administrative expenses
- $16,973
- Total expenses
- $1,852,969
- Net increase / (decrease)
- -$91,794
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Excel Wealth Management LLC | ADVISOR | $6,905 | not reported in the loaded dataset |