Planful, Inc. 401(K) Plan — Form 5500 plan (Planful, 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, Planful, Inc. 401(K) Plan is a benefit plan reported by Planful, Inc. under EIN 43-1887396 and plan number 003. The latest loaded filing year is 2023. The filing reports 265 participants and $12,910,685 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Planful, Inc.
EIN
43-1887396
Plan number
003
Plan type
2
Location
San Francisco, CA
Latest filing year
2023
Participants
265
End-of-year plan assets
$12,910,685

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023265H, C20241009093500NAL0010484899001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,910,685
Total liabilities (EOY)
$0
Net assets (EOY)
$12,910,685
Net assets (BOY)
$9,972,073

Income & contributions

Participant contributions
$1,904,440
Total contributions
$2,375,743
Total income / additions
$4,453,694

Expenses & distributions

Benefits paid
$1,674,343
Administrative expenses
$30,098
Total expenses
$1,704,441
Net increase / (decrease)
$2,749,253

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Abd Reitrement ServicesINVESTMENT/FINANCIAL ADVI$28,073$02023
Adp, Inc.RECORD KEEPER$2,025$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages