Pine Manor, Inc. 401(K) Plan — Form 5500 plan (Pine Manor, 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, Pine Manor, Inc. 401(K) Plan is a benefit plan reported by Pine Manor, Inc. under EIN 35-1070631 and plan number 001. The latest loaded filing year is 2023. The filing reports 662 participants and $13,616,416 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pine Manor, Inc.
- EIN
- 35-1070631
- Plan number
- 001
- Plan type
- 2
- Location
- Orland, IN
- Latest filing year
- 2023
- Participants
- 662
- End-of-year plan assets
- $13,616,416
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 662 | H, C | 20241009082758NAL0010429923001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,616,416
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,616,416
- Net assets (BOY)
- $11,323,139
Income & contributions
- Employer contributions
- $703,854
- Participant contributions
- $1,189,793
- Total contributions
- $1,895,244
- Total income / additions
- $3,641,967
Expenses & distributions
- Benefits paid
- $1,252,515
- Administrative expenses
- $96,175
- Total expenses
- $1,348,690
- Net increase / (decrease)
- $2,293,277
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lake City Bank | TRUSTEE | $47,558 | $0 | 2023 |
| Ascensus Consulting | RECORDKEEPER | $45,381 | $0 | 2023 |
| Charles Schwab Bank | CUSTODIAN | $3,236 | $0 | 2023 |
| Charles Schwab & Co. | BROKERAGE FEES | $31 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pine Manor, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Orland, IN
- Lake City Bank — Schedule C compensation
- Ascensus Consulting — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation
- Charles Schwab & Co. — Schedule C compensation