The Pleasant Companies 401(K) Plan And Trust — Form 5500 plan (Pleasants Construction, 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, The Pleasant Companies 401(K) Plan And Trust is a benefit plan reported by Pleasants Construction, Inc under EIN 52-1745292 and plan number 001. The latest loaded filing year is 2023. The filing reports 802 participants and $20,482,241 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pleasants Construction, Inc
- EIN
- 52-1745292
- Plan number
- 001
- Plan type
- 3
- Location
- Clarksburg, MD
- Latest filing year
- 2023
- Participants
- 802
- End-of-year plan assets
- $20,482,241
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 802 | H, C | 20240730200229NAL0021600417001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,482,241
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,482,241
- Net assets (BOY)
- $17,079,697
Income & contributions
- Employer contributions
- $536,767
- Participant contributions
- $2,497,369
- Total contributions
- $3,176,919
- Total income / additions
- $6,221,114
Expenses & distributions
- Benefits paid
- $2,707,295
- Administrative expenses
- $106,468
- Total expenses
- $2,818,570
- Net increase / (decrease)
- $3,402,544
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $81,441 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $8,931 | $13,771 | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $9,131 | $0 | 2023 |
| Retirement Benefit Solutions, LLC | CONTRACT ADMIN | $2,977 | $2,032 | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $3,820 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pleasants Construction, Inc
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Clarksburg, MD
- Principal Life Insurance Company — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Retirement Benefit Solutions, LLC — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation