Plymouth Life 401(K) & Profit Sharing Plan — Form 5500 plan (Plymouth Life, Incorporated Dba The Pride Group)
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, Plymouth Life 401(K) & Profit Sharing Plan is a benefit plan reported by Plymouth Life, Incorporated Dba The Pride Group under EIN 42-1277131 and plan number 001. The latest loaded filing year is 2023. The filing reports 113 participants and $1,750,504 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plymouth Life, Incorporated Dba The Pride Group
- EIN
- 42-1277131
- Plan number
- 001
- Plan type
- 2
- Location
- Le Mars, IA
- Latest filing year
- 2023
- Participants
- 113
- End-of-year plan assets
- $1,750,504
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 113 | H, C | 20240429153044NAL0006865507001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,750,504
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,750,504
- Net assets (BOY)
- $1,595,429
Income & contributions
- Employer contributions
- $74,749
- Participant contributions
- $137,213
- Total contributions
- $211,962
- Total income / additions
- $415,774
Expenses & distributions
- Benefits paid
- $248,936
- Administrative expenses
- $11,763
- Total expenses
- $260,699
- Net increase / (decrease)
- $155,075
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $11,388 | $0 | 2023 |
| Mutual Of America Life Insurance Co | INSURANCE CARRIER | $375 | $0 | 2023 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plymouth Life, Incorporated Dba The Pride Group
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Le Mars, IA
- Principal Life Insurance Company — Schedule C compensation
- Mutual Of America Life Insurance Co — Schedule C compensation
- Wilshire Associates Incorporated — Schedule C compensation