Palmetto Propane, Fuels, And Ice, Inc. 401(K) Plan — Form 5500 plan (Palmetto Propane, Fuels, And Ice, 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, Palmetto Propane, Fuels, And Ice, Inc. 401(K) Plan is a benefit plan reported by Palmetto Propane, Fuels, And Ice, Inc. under EIN 57-0744136 and plan number 002. The latest loaded filing year is 2023. The filing reports 149 participants and $3,665,536 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Palmetto Propane, Fuels, And Ice, Inc.
EIN
57-0744136
Plan number
002
Plan type
2
Location
Batesburg, SC
Latest filing year
2023
Participants
149
End-of-year plan assets
$3,665,536

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023149H, C20241014091839NAL0045442304001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,665,536
Total liabilities (EOY)
$0
Net assets (EOY)
$3,665,536
Net assets (BOY)
$2,752,576

Income & contributions

Employer contributions
$75,443
Participant contributions
$301,895
Total contributions
$377,338
Total income / additions
$1,065,296

Expenses & distributions

Benefits paid
$130,762
Administrative expenses
$21,574
Total expenses
$152,336
Net increase / (decrease)
$912,960

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Longleaf Advisory ServicesINVESTMENT ADVISOR$10,602not reported in the loaded dataset2023
Capital Group Retirement Plan ServiRECORDKEEPER$8,201$02023
Cetera Advisor Networks LLCINVESTMENT ADVISOR$3,021not reported in the loaded dataset2023
Futureplan By AscensusCONTRACT ADMIN$671not reported in the loaded dataset2023

Related Form 5500 pages