Pocket Nurse 401(K) Profit Sharing Plan — Form 5500 plan (Pocket Nurse Enterprises, LLC)
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, Pocket Nurse 401(K) Profit Sharing Plan is a benefit plan reported by Pocket Nurse Enterprises, LLC under EIN 25-1763055 and plan number 003. The latest loaded filing year is 2023. The filing reports 137 participants and $13,845,214 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pocket Nurse Enterprises, LLC
- EIN
- 25-1763055
- Plan number
- 003
- Plan type
- 2
- Location
- Monaca, PA
- Latest filing year
- 2023
- Participants
- 137
- End-of-year plan assets
- $13,845,214
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 137 | H, C | 20241002154919NAL0015518704001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,845,214
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,845,214
- Net assets (BOY)
- $11,082,744
Income & contributions
- Employer contributions
- $807,384
- Participant contributions
- $555,387
- Total contributions
- $1,395,811
- Total income / additions
- $3,361,953
Expenses & distributions
- Benefits paid
- $553,985
- Administrative expenses
- $45,498
- Total expenses
- $599,483
- Net increase / (decrease)
- $2,762,470
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $18,342 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $18,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,672 | not reported in the loaded dataset | 2023 |
| M2b Retirement Consulting LLC | TPA | $5,781 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pocket Nurse Enterprises, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Monaca, PA
- Empower Annuity Insurance Company — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- M2b Retirement Consulting LLC — Schedule C compensation
- Gwfs Equities Inc — Schedule C compensation