2023 Form 5500 filing — Plus Relocation Services, LLC 401k Retirement Savings 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 20241015184613NAL0050945776001) for Plus Relocation Services, LLC 401k Retirement Savings Plan, reported by Plus Relocation Services, LLC under EIN 41-1309201 and plan number 001. It reports 251 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$15.9MReported net assets$15,867,672
Participants251
Provider compensation$67.3K4 Schedule C row(s)$67,275
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015184613NAL0050945776001
Plan sponsor
Plus Relocation Services, LLC
EIN
41-1309201
Plan number
001
Location
Minneapolis, MN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$15.9M total assets
Net assets$15.9MLiabilities$0
Money in vs. money out
Total income / additions$4M
Total expenses$2.8M
Benefits paid / distributions$2.7M
Contributions
Employer$773K
Participant$766.6K
Full reported line items
Total assets (EOY)
$15,867,672
Total liabilities (EOY)
$0
Net assets (EOY)
$15,867,672
Employer contributions
$772,954
Participant contributions
$766,584
Total income / additions
$4,005,725
Benefits paid
$2,727,344
Administrative expenses
$67,275
Total expenses
$2,794,619
Net increase / (decrease)
$1,211,106
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $34.4K
  2. 2
    OTHER · Direct $16K
  3. 3
    INVESTMENT MGMT · Direct $9.8K
  4. 4
    RECORDKEEPER · Direct $7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015184613NAL0050945776001 cover?
It is the 2023 Form 5500 filing for Plus Relocation Services, LLC 401k Retirement Savings Plan, reported by Plus Relocation Services, LLC (EIN 41-1309201).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages