2023 Form 5500 filing — Palmetto Infusion Services, LLC 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 20241015112142NAL0029385569001) for Palmetto Infusion Services, LLC 401(K) Plan, reported by Palmetto Infusion Services, LLC under EIN 57-1085343 and plan number 001. It reports 495 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015112142NAL0029385569001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Palmetto Infusion Services, LLC
- EIN
- 57-1085343
- Plan number
- 001
- Location
- Pawleys Island, SC
- Participants
- 495
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,485,795
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,485,795
- Employer contributions
- $818,172
- Participant contributions
- $1,577,373
- Total income / additions
- $4,500,124
- Benefits paid
- $655,984
- Administrative expenses
- $37,780
- Total expenses
- $693,764
- Net increase / (decrease)
- $3,806,360
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $17,921 | not reported in the loaded dataset |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $16,809 | $0 |
| Loren D Stark Company | CONTRACT ADMIN | $3,050 | not reported in the loaded dataset |