2023 Form 5500 filing — Pli Holdings, Inc. Employee Stock Ownership 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 20241015155912NAL0015026547001) for Pli Holdings, Inc. Employee Stock Ownership Plan, reported by Pli Holdings, Inc. under EIN 46-4179199 and plan number 001. It reports 981 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015155912NAL0015026547001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pli Holdings, Inc.
- EIN
- 46-4179199
- Plan number
- 001
- Location
- Asheville, NC
- Participants
- 981
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,799
- Total liabilities (EOY)
- $17,801
- Net assets (EOY)
- $11,998
- Total income / additions
- $223
- Benefits paid
- $483,382
- Administrative expenses
- $77,418
- Total expenses
- $560,800
- Net increase / (decrease)
- -$560,577
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus Holdings | RECORDKEEPING | $51,228 | not reported in the loaded dataset |
| Esop Fiduciaries | TRUSTEE | $14,000 | not reported in the loaded dataset |
| Forvis | AUDITOR | $12,065 | not reported in the loaded dataset |