Pluto Acquisition Opco LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Pluto Acquisition Opco LLC)
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, Pluto Acquisition Opco LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Pluto Acquisition Opco LLC under EIN 35-2649107 and plan number 001. The latest loaded filing year is 2023. The filing reports 537 participants and $4,648,217 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pluto Acquisition Opco LLC
- EIN
- 35-2649107
- Plan number
- 001
- Plan type
- 2
- Location
- Scottsdale, AZ
- Latest filing year
- 2023
- Participants
- 537
- End-of-year plan assets
- $4,648,217
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 537 | H, C | 20241011103956NAL0043356050001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,648,217
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,648,217
- Net assets (BOY)
- $2,285,837
Income & contributions
- Employer contributions
- $550,018
- Participant contributions
- $994,155
- Total contributions
- $1,853,825
- Total income / additions
- $2,427,841
Expenses & distributions
- Benefits paid
- $389,627
- Administrative expenses
- $20,172
- Total expenses
- $409,799
- Net increase / (decrease)
- $2,018,042
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $8,301 | not reported in the loaded dataset | 2023 |
| Stonehenge Retirement Planners LLC | ADVISOR | $7,866 | not reported in the loaded dataset | 2023 |