Plan5500

Paul Usa 401k Plan — Form 5500 plan (Paul Usa, 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, Paul Usa 401k Plan is a benefit plan reported by Paul Usa, Inc under EIN 27-5254574 and plan number 001. The latest loaded filing year is 2023. The filing reports 134 participants and $142,003 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Paul Usa, Inc
EIN
27-5254574
Plan number
001
Plan type
2
Location
Boston, MA
Latest filing year
2023
Participants
134
End-of-year plan assets
$142,003

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023134H, C20240702144243NAL0005764481001
2023210H, C20240702143048NAL0005121489001
2023172H, C20240702144018NAL0010672626001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$142,003
Total liabilities (EOY)
$0
Net assets (EOY)
$142,003
Net assets (BOY)
$118,214

Income & contributions

Employer contributions
$728
Participant contributions
$824
Total contributions
$1,552
Total income / additions
$29,254

Expenses & distributions

Benefits paid
$2,988
Administrative expenses
$360
Total expenses
$5,465
Net increase / (decrease)
$23,789

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, LLCRECORD KEEPER$360$02023
Adp, LLCRECORD KEEPER$55$02023
Adp Broker-DealerRECORD KEEPER$0$02023
Princor Financial Services CorporatADVISOR$0$02023

Related Form 5500 pages