Planes Moving & Storage, Inc. 401k Tax Deferred Savings Plan — Form 5500 plan (Planes Moving & Storage, 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, Planes Moving & Storage, Inc. 401k Tax Deferred Savings Plan is a benefit plan reported by Planes Moving & Storage, Inc. under EIN 31-0585402 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,084 participants and $32,201,376 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Planes Moving & Storage, Inc.
EIN
31-0585402
Plan number
001
Plan type
2
Location
West Chester, OH
Latest filing year
2023
Participants
1,084
End-of-year plan assets
$32,201,376

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,084H, C20241011082422NAL0021519425001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,201,376
Total liabilities (EOY)
$0
Net assets (EOY)
$32,201,376
Net assets (BOY)
$28,070,361

Income & contributions

Employer contributions
$199,382
Participant contributions
$1,618,395
Total contributions
$2,193,238
Total income / additions
$7,204,079

Expenses & distributions

Benefits paid
$3,033,440
Administrative expenses
$23,610
Total expenses
$3,073,064
Net increase / (decrease)
$4,131,015

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo Clearing Services, LLCSERVICE PROVIDER$0$40,0002023
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$19,058$02023

Related Form 5500 pages