Place Holder 401(K) Plan — Form 5500 plan (Place Holder, 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, Place Holder 401(K) Plan is a benefit plan reported by Place Holder, LLC under EIN 88-3220254 and plan number 001. The latest loaded filing year is 2023. The filing reports 123 participants and $4,574,888 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Place Holder, LLC
EIN
88-3220254
Plan number
001
Plan type
2
Location
Denver, CO
Latest filing year
2023
Participants
123
End-of-year plan assets
$4,574,888

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023123H, C20241015104358NAL0029293217001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,574,888
Total liabilities (EOY)
$0
Net assets (EOY)
$4,574,888
Net assets (BOY)
$0

Income & contributions

Employer contributions
$338,241
Participant contributions
$718,351
Total contributions
$1,311,738
Total income / additions
$1,855,115

Expenses & distributions

Benefits paid
$1,174,556
Administrative expenses
$26,197
Total expenses
$1,200,753
Net increase / (decrease)
$654,362

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CoRECORDKEEPER$8,449$02023
Alerus Financial NaCONTRACT ADMIN$5,300$1,8632023
Raymond James & Associates IncOTHER$310not reported in the loaded dataset2023

Related Form 5500 pages