Ezchoice 401(K) 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, Ezchoice 401(K) Pooled Employer Plan is a benefit plan reported by Plan Professionals, LLC under EIN 85-3213245 and plan number 306. The latest loaded filing year is 2023. The filing reports 201 participants and $14,563,151 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plan Professionals, LLC
- EIN
- 85-3213245
- Plan number
- 306
- Plan type
- 3
- Location
- Shrewsbury, NJ
- Latest filing year
- 2023
- Participants
- 201
- End-of-year plan assets
- $14,563,151
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 201 | H, C | 20241015214912NAL0059794898001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,563,151
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,563,151
- Net assets (BOY)
- $12,097,156
Income & contributions
- Employer contributions
- $473,083
- Participant contributions
- $583,114
- Total contributions
- $1,089,508
- Total income / additions
- $3,467,915
Expenses & distributions
- Benefits paid
- $938,605
- Administrative expenses
- $63,315
- Total expenses
- $1,001,920
- Net increase / (decrease)
- $2,465,995
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions, | RECORDKEEPER | $35,305 | $0 | 2023 |
| Lpl Financial Corporation | INVESTMENT ADVISORY - PLA | $15,870 | not reported in the loaded dataset | 2023 |
| Plan Professionals, LLC D/B/A Nppg | RECORDKEEPER | $11,135 | $23 | 2023 |
| Nppg Investment Services LLC | INVESTMENT ADVISORY - PLA | $6,431 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plan Professionals, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Shrewsbury, NJ
- Transamerica Retirement Solutions, — Schedule C compensation
- Lpl Financial Corporation — Schedule C compensation
- Plan Professionals, LLC D/B/A Nppg — Schedule C compensation
- Nppg Investment Services LLC — Schedule C compensation