Plan5500

Palletone, Inc. 401(K) Retirement Plan — Form 5500 plan (Palletone, 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, Palletone, Inc. 401(K) Retirement Plan is a benefit plan reported by Palletone, Inc. under EIN 59-3724693 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,888 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Palletone, Inc.
EIN
59-3724693
Plan number
001
Plan type
2
Location
Bartow, FL
Latest filing year
2023
Participants
1,888
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,888H, C20240724110446NAL0021510992001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$44,118,077

Income & contributions

Employer contributions
$2,631,959
Participant contributions
$4,106,829
Total contributions
$7,078,517
Total income / additions
$15,668,105

Expenses & distributions

Benefits paid
$7,386,002
Administrative expenses
$287,509
Total expenses
$7,671,907
Net increase / (decrease)
$7,996,198

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Group Retirement Plan Svcs.RECORDKEEPER$168,780$02023
Ubs Financial Services IncINVESTMENT ADVISOR$101,229not reported in the loaded dataset2023
Crowe LlpAUDITOR$17,500not reported in the loaded dataset2023

Related Form 5500 pages