2023 Form 5500 filing — Princess House, Inc. 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 20241015140057NAL0028681617001) for Princess House, Inc. Retirement Plan, reported by Princess House, Inc. under EIN 22-3320693 and plan number 003. It reports 378 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015140057NAL0028681617001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Princess House, Inc.
- EIN
- 22-3320693
- Plan number
- 003
- Location
- Mansfield, MA
- Participants
- 378
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,207,801
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,207,801
- Total income / additions
- $1,525,866
- Benefits paid
- $923,837
- Administrative expenses
- $143,132
- Total expenses
- $1,066,969
- Net increase / (decrease)
- $458,897
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $106,556 | $0 |
| Capfinancial Partners LLC | INVESTMENT ADVISORY | $0 | $20,000 |