Pony Bird Retirement Plan — Form 5500 plan (Pony Bird, 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, Pony Bird Retirement Plan is a benefit plan reported by Pony Bird, Inc. under EIN 43-1188096 and plan number 001. The latest loaded filing year is 2023. The filing reports 257 participants and $6,828,465 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$6.8MPlan net assets, end of year$6,828,465
Participants257Covered participants reported
Assets / participant$26.6KComputed: assets ÷ participants$26,570 (computed)
Provider compensation$3.1K4 Schedule C provider row(s)$3,133
- Plan sponsor
- Pony Bird, Inc.
- EIN
- 43-1188096
- Plan number
- 001
- Plan type
- 2
- Location
- Mapaville, MO
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 257 | H, C | 20241010095424NAL0009879251001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$6.8M total assets
Net assets$6.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $6,828,465
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,828,465
- Net assets (BOY)
- $5,705,799
Income & contributions
- Employer contributions
- $268,012
- Participant contributions
- $423,058
- Total contributions
- $691,070
- Total income / additions
- $1,599,929
Expenses & distributions
- Benefits paid
- $427,761
- Administrative expenses
- $65,741
- Total expenses
- $493,502
- Net increase / (decrease)
- $1,106,427
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
39%61%
Employer 39%Participant 61%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income27%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Co | RECORDKEEPER | $1,534 | not reported in the loaded dataset | 2023 |
| Wilshire Associates Inc(Usa) | REGISTERED INV ADVISOR | $1,224 | not reported in the loaded dataset | 2023 |
| Benefit Plans Plus, LLC | CONTRACT ADMIN | $225 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co | RECORDKEEPER | $150 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pony Bird, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Mapaville, MO
- John Hancock Life Insurance Co — Schedule C compensation
- Wilshire Associates Inc(Usa) — Schedule C compensation
- Benefit Plans Plus, LLC — Schedule C compensation
- Empower Annuity Insurance Co — Schedule C compensation