Who sponsors the Bks Pooled Employer Plan?

Bks Pooled Employer Plan is reported as sponsored by Plan Professionals, LLC (EIN 85-3213245, plan number 003) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Bks Pooled Employer Plan?

The latest Form 5500 filing year loaded for Bks Pooled Employer Plan is 2023.

How many participants does Bks Pooled Employer Plan report?

Bks Pooled Employer Plan reports 41 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Bks Pooled Employer Plan?

Bks Pooled Employer Plan reports $386,495 in end-of-year plan assets in its latest loaded Form 5500 filing.

Bks Pooled Employer Plan — Form 5500 plan (Plan Professionals, 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, Bks Pooled Employer Plan is a benefit plan reported by Plan Professionals, LLC under EIN 85-3213245 and plan number 003. The latest loaded filing year is 2023. The filing reports 41 participants and $386,495 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$386.5KPlan net assets, end of year$386,495

Participants41Covered participants reported

Assets / participant$9.4KComputed: assets ÷ participants$9,427 (computed)

Provider compensationNone reported

Plan sponsor: Plan Professionals, LLC
EIN: 85-3213245
Plan number: 003
Plan type: 3
Location: Shrewsbury, NJ
Latest filing year: 2023

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
41 participants · 3Sch I
View filing →

Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$386.5K total assets

Net assets$386.5KLiabilities—

Money in vs. money out

Total income / additions$242.6K

Total expenses$12.8K

Benefits paid / distributions$9.2K

Contributions

EmployerNot reported

Participant$188.3K

Full reported line items

Net assets

Total assets (EOY): $386,495
Net assets (EOY): $386,495
Net assets (BOY): $156,683

Income & contributions

Participant contributions: $188,263
Total income / additions: $242,580

Expenses & distributions

Benefits paid: $9,154
Total expenses: $12,768
Net increase / (decrease): $229,812

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets3%Computed ratio

Benefits paid ÷ total income4%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.