Plan5500

Princess House, Inc. Retirement Plan — Form 5500 plan (Princess House, 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, Princess House, Inc. Retirement Plan is a benefit plan reported by Princess House, Inc. under EIN 22-3320693 and plan number 003. The latest loaded filing year is 2023. The filing reports 378 participants and $14,207,801 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Princess House, Inc.
EIN
22-3320693
Plan number
003
Plan type
2
Location
Mansfield, MA
Latest filing year
2023
Participants
378
End-of-year plan assets
$14,207,801

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023378H, C20241015140057NAL0028681617001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,207,801
Total liabilities (EOY)
$0
Net assets (EOY)
$14,207,801
Net assets (BOY)
$13,748,904

Income & contributions

Total contributions
$0
Total income / additions
$1,525,866

Expenses & distributions

Benefits paid
$923,837
Administrative expenses
$143,132
Total expenses
$1,066,969
Net increase / (decrease)
$458,897

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$106,556$02023
Capfinancial Partners LLCINVESTMENT ADVISORY$0$20,0002023

Related Form 5500 pages