The Plote Companies 401(K) Plan — Form 5500 plan (Plote Construction, 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, The Plote Companies 401(K) Plan is a benefit plan reported by Plote Construction, Inc. under EIN 36-2814492 and plan number 001. The latest loaded filing year is 2023. The filing reports 183 participants and $23,392,029 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Plote Construction, Inc.
EIN
36-2814492
Plan number
001
Plan type
2
Location
Hoffman Estates, IL
Latest filing year
2023
Participants
183
End-of-year plan assets
$23,392,029

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023183H, C20241008162130NAL0009887475001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,392,029
Total liabilities (EOY)
$0
Net assets (EOY)
$23,392,029
Net assets (BOY)
$21,292,180

Income & contributions

Employer contributions
$348,277
Participant contributions
$1,239,615
Total contributions
$1,695,537
Total income / additions
$5,188,733

Expenses & distributions

Benefits paid
$3,048,956
Administrative expenses
$22,895
Total expenses
$3,088,884
Net increase / (decrease)
$2,099,849

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$19,416$02023

Related Form 5500 pages