Paladin, Inc. 403(B) Plan — Form 5500 plan (Paladin, 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, Paladin, Inc. 403(B) Plan is a benefit plan reported by Paladin, Inc. under EIN 35-6076798 and plan number 001. The latest loaded filing year is 2023. The filing reports 334 participants and $316,249 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Paladin, Inc.
EIN
35-6076798
Plan number
001
Plan type
2
Location
Michigan City, IN
Latest filing year
2023
Participants
334
End-of-year plan assets
$316,249

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023334H, C20241015111616NAL0029371601001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$316,249
Total liabilities (EOY)
$0
Net assets (EOY)
$316,249
Net assets (BOY)
$128,387

Income & contributions

Employer contributions
$0
Participant contributions
$171,357
Total contributions
$178,977
Total income / additions
$218,560

Expenses & distributions

Benefits paid
$17,473
Administrative expenses
$13,225
Total expenses
$30,698
Net increase / (decrease)
$187,862

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Sec. Corp LLCRECORDKEEPER$13,225$02023
Wilshire Associates Inc.FIDUCIARY ADVISOR$111$02023

Related Form 5500 pages