2023 Form 5500 filing — Pala Group, Inc. Savings Plan And 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 20241015092546NAL0047190240001) for Pala Group, Inc. Savings Plan And Trust, reported by Pala Group, Inc. under EIN 72-0932277 and plan number 001. It reports 814 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015092546NAL0047190240001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pala Group, Inc.
- EIN
- 72-0932277
- Plan number
- 001
- Location
- Baton Rouge, LA
- Participants
- 814
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,575,324
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,575,324
- Participant contributions
- $1,332,680
- Total income / additions
- $4,474,849
- Benefits paid
- $1,047,967
- Administrative expenses
- $132,683
- Total expenses
- $1,184,984
- Net increase / (decrease)
- $3,289,865
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $77,392 | $0 |
| Argent Retirement Plan Advisors | NONE | $30,000 | not reported in the loaded dataset |
| Crowe Llp | NONE | $8,991 | $10,000 |
| Hannis T. Bourgeois, Llp | NONE | $11,727 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | NONE | $9,899 | not reported in the loaded dataset |