Plaisted Companies, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Plaisted Companies, 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, Plaisted Companies, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Plaisted Companies, Inc. under EIN 41-1668279 and plan number 001. The latest loaded filing year is 2023. The filing reports 185 participants and $8,948,361 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plaisted Companies, Inc.
- EIN
- 41-1668279
- Plan number
- 001
- Plan type
- 2
- Location
- Elk River, MN
- Latest filing year
- 2023
- Participants
- 185
- End-of-year plan assets
- $8,948,361
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 185 | H, C | 20251017081000NAL0003896019001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,948,361
- Total liabilities (EOY)
- $12,211
- Net assets (EOY)
- $8,936,150
- Net assets (BOY)
- $7,388,415
Income & contributions
- Employer contributions
- $233,098
- Participant contributions
- $577,721
- Total contributions
- $905,701
- Total income / additions
- $2,293,030
Expenses & distributions
- Benefits paid
- $698,164
- Administrative expenses
- $18,288
- Total expenses
- $745,295
- Net increase / (decrease)
- $1,547,735
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $19,672 | not reported in the loaded dataset | 2023 |
| Midwest Pension & Profit Sharing Sv | CONTRACT ADMIN | $5,422 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plaisted Companies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Elk River, MN
- Ubs Financial Services Inc — Schedule C compensation
- Midwest Pension & Profit Sharing Sv — Schedule C compensation
- Empower Annuity Insurance — Schedule C compensation