Planesense, Inc. 401(K) Plan — Form 5500 plan (Planesense, Inc.)

Plain-English plan 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, Planesense, Inc. 401(K) Plan is a benefit plan reported by Planesense, Inc. under EIN 04-3161509 and plan number 001. The latest loaded filing year is 2023. The filing reports 575 participants and $28,645,192 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Planesense, Inc.
EIN
04-3161509
Plan number
001
Plan type
2
Location
Portsmouth, NH
Latest filing year
2023
Participants
575
End-of-year plan assets
$28,645,192

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023575H, C20241007142944NAL0032046690001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,645,192
Total liabilities (EOY)
$111,104
Net assets (EOY)
$28,534,088
Net assets (BOY)
$21,305,594

Income & contributions

Employer contributions
$1,338,879
Participant contributions
$3,199,985
Total contributions
$4,624,556
Total income / additions
$8,576,104

Expenses & distributions

Benefits paid
$1,195,041
Administrative expenses
$38,113
Total expenses
$1,347,610
Net increase / (decrease)
$7,228,494

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cetera Advisor NetworkINVESTMENT$0$27,6422023
Nationwide InsuranceTRUST RECORDKEEPER$25,464$02023
Leafhouse Financial Advisors LLCINVESTMENT PROVFESSIONAL$12,649not reported in the loaded dataset2023

Related Form 5500 pages