Secure Retirement Pooled Employer Plan — Form 5500 plan (Plan Compliance Services, 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, Secure Retirement Pooled Employer Plan is a benefit plan reported by Plan Compliance Services, Inc. under EIN 59-3708427 and plan number 014. The latest loaded filing year is 2023. The filing reports 529 participants and $149,220 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plan Compliance Services, Inc.
- EIN
- 59-3708427
- Plan number
- 014
- Plan type
- 3
- Location
- Clearwater, FL
- Latest filing year
- 2023
- Participants
- 529
- End-of-year plan assets
- $149,220
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 529 | H, C | 20240930151828NAL0009683440001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $149,220
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $149,220
- Net assets (BOY)
- $4,911,597
Income & contributions
- Employer contributions
- $686,964
- Participant contributions
- $1,008,966
- Total contributions
- $1,763,165
- Total income / additions
- $2,116,279
Expenses & distributions
- Benefits paid
- $359,774
- Administrative expenses
- $76,011
- Total expenses
- $441,803
- Net increase / (decrease)
- $1,674,476
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pcs Retirement, LLC. | CONTRACT ADMIN | $44,994 | $0 | 2023 |
| Strategic Capital Advisors | ADVISOR | $17,866 | not reported in the loaded dataset | 2023 |