Princess House, Inc. 401(K) 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. 401(K) Plan is a benefit plan reported by Princess House, Inc. under EIN 22-3320693 and plan number 004. The latest loaded filing year is 2023. The filing reports 231 participants and $33,385,872 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
004
Plan type
2
Location
Mansfield, MA
Latest filing year
2023
Participants
231
End-of-year plan assets
$33,385,872

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023231H, C20241011091752NAL0036505824001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,385,872
Total liabilities (EOY)
$0
Net assets (EOY)
$33,385,872
Net assets (BOY)
$30,282,416

Income & contributions

Employer contributions
$708,992
Participant contributions
$1,691,187
Total contributions
$3,311,333
Total income / additions
$7,909,719

Expenses & distributions

Benefits paid
$4,733,260
Administrative expenses
$73,003
Total expenses
$4,806,263
Net increase / (decrease)
$3,103,456

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$44,304$02023
CaptrustINVESTMENT ADVISORY$28,702$5,0002023

Related Form 5500 pages