Historic Palm LLC 401 (K) Profit Sharing Plan & Trust — Form 5500 plan (Historic Palm 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, Historic Palm LLC 401 (K) Profit Sharing Plan & Trust is a benefit plan reported by Historic Palm LLC under EIN 83-0425861 and plan number 001. The latest loaded filing year is 2023. The filing reports 167 participants and $2,301,923 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Historic Palm LLC
- EIN
- 83-0425861
- Plan number
- 001
- Plan type
- 2
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 167
- End-of-year plan assets
- $2,301,923
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 167 | H, C | 20240925145152NAL0029433346001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,301,923
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,301,923
- Net assets (BOY)
- $1,748,177
Income & contributions
- Employer contributions
- $171,242
- Participant contributions
- $120,634
- Total contributions
- $291,876
- Total income / additions
- $643,921
Expenses & distributions
- Benefits paid
- $64,170
- Administrative expenses
- $26,005
- Total expenses
- $90,175
- Net increase / (decrease)
- $553,746
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stonehenge Retirement Planners LLC | ADVISOR | $9,697 | not reported in the loaded dataset | 2023 |
| 401k Generation | CONTRACT ADMINISTRATOR | $7,740 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $6,881 | not reported in the loaded dataset | 2023 |