Planet Equity Group, LLC 401(K) Plan — Form 5500 plan (Planet Equity Group, LLC)
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, Planet Equity Group, LLC 401(K) Plan is a benefit plan reported by Planet Equity Group, LLC under EIN 46-1996256 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,305 participants and $48,931,553 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Planet Equity Group, LLC
- EIN
- 46-1996256
- Plan number
- 001
- Plan type
- 2
- Location
- Western Springs, IL
- Latest filing year
- 2023
- Participants
- 3,305
- End-of-year plan assets
- $48,931,553
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,305 | H, C | 20241015150512NAL0050082336001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,931,553
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,931,553
- Net assets (BOY)
- $46,858,983
Income & contributions
- Employer contributions
- $1,748,429
- Participant contributions
- $10,957,368
- Total contributions
- $15,527,817
- Total income / additions
- $23,344,462
Expenses & distributions
- Benefits paid
- $5,162,417
- Administrative expenses
- $206,257
- Total expenses
- $5,368,674
- Net increase / (decrease)
- $17,975,788
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $206,189 | $0 | 2023 |
| Equitable Advisors | INVESTMENT ADVISORY | $0 | $100,863 | 2023 |
| Eta Consulting, LLC | OTHER SERVICES | $0 | $20,157 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $25 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management L | INV ADV PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Planet Equity Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Western Springs, IL
- Principal Life Insurance Company — Schedule C compensation
- Equitable Advisors — Schedule C compensation
- Eta Consulting, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation