2023 Form 5500 filing — Pineleaf Investments, Inc. Profit Sharing 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 20250430123052NAL0002701728001) for Pineleaf Investments, Inc. Profit Sharing Plan, reported by Pineleaf Investments Inc. under EIN 58-1515939 and plan number 001. It reports 371 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250430123052NAL0002701728001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pineleaf Investments Inc.
- EIN
- 58-1515939
- Plan number
- 001
- Location
- Helena, GA
- Participants
- 371
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,317,111
- Total liabilities (EOY)
- $4,778
- Net assets (EOY)
- $2,312,333
- Employer contributions
- $132,000
- Total income / additions
- $413,542
- Benefits paid
- $79,595
- Administrative expenses
- $33,387
- Total expenses
- $112,982
- Net increase / (decrease)
- $300,560
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch | BROKER | $13,386 | not reported in the loaded dataset |
| Precision Plan Administration | TPA | $10,712 | not reported in the loaded dataset |
| Howard, Moore & Mcduffie, Pc | AUDITOR | $9,200 | not reported in the loaded dataset |