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, The Pooled Employer Plan Of America is a benefit plan reported by Standard Retirement Services, Inc. under EIN 25-1838406 and plan number 103. The latest loaded filing year is 2023. The filing reports 756 participants and $50,024,641 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,024,641
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,024,641
- Net assets (BOY)
- $41,420,069
Income & contributions
- Employer contributions
- $1,533,747
- Participant contributions
- $3,145,926
- Total contributions
- $4,771,641
- Total income / additions
- $10,463,507
Expenses & distributions
- Benefits paid
- $4,971,130
- Administrative expenses
- $107,322
- Total expenses
- $5,100,827
- Net increase / (decrease)
- $5,362,680