Pli Holdings, Inc. Employee Stock Ownership Plan — Form 5500 plan (Pli Holdings, 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, Pli Holdings, Inc. Employee Stock Ownership Plan is a benefit plan reported by Pli Holdings, Inc. under EIN 46-4179199 and plan number 001. The latest loaded filing year is 2023. The filing reports 981 participants and $29,799 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pli Holdings, Inc.
EIN
46-4179199
Plan number
001
Plan type
2
Location
Asheville, NC
Latest filing year
2023
Participants
981
End-of-year plan assets
$29,799

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023981H, C20241015155912NAL0015026547001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,799
Total liabilities (EOY)
$17,801
Net assets (EOY)
$11,998
Net assets (BOY)
$572,575

Income & contributions

Total contributions
$0
Total income / additions
$223

Expenses & distributions

Benefits paid
$483,382
Administrative expenses
$77,418
Total expenses
$560,800
Net increase / (decrease)
-$560,577

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus HoldingsRECORDKEEPING$51,228not reported in the loaded dataset2023
Esop FiduciariesTRUSTEE$14,000not reported in the loaded dataset2023
ForvisAUDITOR$12,065not reported in the loaded dataset2023

Related Form 5500 pages