Palmetto Infusion Services, LLC 401(K) Plan — Form 5500 plan (Palmetto Infusion Services, 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, Palmetto Infusion Services, LLC 401(K) Plan is a benefit plan reported by Palmetto Infusion Services, LLC under EIN 57-1085343 and plan number 001. The latest loaded filing year is 2023. The filing reports 495 participants and $13,485,795 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Palmetto Infusion Services, LLC
- EIN
- 57-1085343
- Plan number
- 001
- Plan type
- 2
- Location
- Pawleys Island, SC
- Latest filing year
- 2023
- Participants
- 495
- End-of-year plan assets
- $13,485,795
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 495 | H, C | 20241015112142NAL0029385569001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,485,795
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,485,795
- Net assets (BOY)
- $9,679,435
Income & contributions
- Employer contributions
- $818,172
- Participant contributions
- $1,577,373
- Total contributions
- $2,664,609
- Total income / additions
- $4,500,124
Expenses & distributions
- Benefits paid
- $655,984
- Administrative expenses
- $37,780
- Total expenses
- $693,764
- Net increase / (decrease)
- $3,806,360
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $17,921 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $16,809 | $0 | 2023 |
| Loren D Stark Company | CONTRACT ADMIN | $3,050 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Palmetto Infusion Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Pawleys Island, SC
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Loren D Stark Company — Schedule C compensation