Principle Business Enterprises, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Principle Business Enterprises, 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, Principle Business Enterprises, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Principle Business Enterprises, Inc. under EIN 34-0894745 and plan number 001. The latest loaded filing year is 2023. The filing reports 466 participants and $24,658,407 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Principle Business Enterprises, Inc.
- EIN
- 34-0894745
- Plan number
- 001
- Plan type
- 2
- Location
- Dunbridge, OH
- Latest filing year
- 2023
- Participants
- 466
- End-of-year plan assets
- $24,658,407
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 466 | H, C | 20241008131423NAL0016712673001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,658,407
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,658,407
- Net assets (BOY)
- $23,156,459
Income & contributions
- Employer contributions
- $719,964
- Participant contributions
- $1,825,858
- Total contributions
- $2,547,567
- Total income / additions
- $5,896,190
Expenses & distributions
- Benefits paid
- $4,261,720
- Administrative expenses
- $96,975
- Total expenses
- $4,394,242
- Net increase / (decrease)
- $1,501,948
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Venture Visionary Partners LLC | INVESTMENT ADVISOR | $57,612 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $38,963 | $0 | 2023 |
| Qdro Consultants Co LLC | CONSULTING | $400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Principle Business Enterprises, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Dunbridge, OH
- Venture Visionary Partners LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Qdro Consultants Co LLC — Schedule C compensation