How big is PL Associates Inc.'s plan?

PL Associates Inc.'s plan reported $6K in assets and 3 participants for 2023.

Original filing (PDF)20241011141030NAL0044560482001

PL Associates Inc.

Name: PL Associates Inc. — PL Associates Inc. 401(k) Plan, Form 5500 (2023)
Creator: PL Associates Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PL Associates Inc. 401(k) Plan

401(k) retirement plan · PL Associates Inc.'s PL Associates Inc. 401(k) Plan held $6K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6K

Net assets (EOY)

$6K

People on this filing

Patrick Lorem signed PL Associates Inc.'s 2023 Form 5500 as plan administrator.

Patrick Lorem — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

PL Associates Inc.'s EIN is 30-0991447.

EIN 30-0991447

Plan number 001

Plan year 2023

ACK ID 20241011141030NAL0044560482001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for PL Associates Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

PL Associates Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score