Plan Ledger DOL Form 5500 · updated monthly

P. L. Marketing Inc.ESOP

P.L. MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN · NEWPORT, KY · plan year 2024

Employer contribution per participant · 2024
$3,186

P. L. Marketing Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $68,982,737 across 1,593 participant accounts, with employer contributions averaging $3,186 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 115th-largest of 871 plans among Kentucky employers on file, and the 2,087th of 11,654 in professional & technical services. active participation has grown from 1,092 to 1,298 since 2022.

Plan summary
Net assets, end of year$68,982,737
Participants with balances1,593
Active participants1,298
Employer contributions$4,136,072
Employee contributions—
Employer contribution per active participant$3,186
Average account balance$43,304
Benefits paid to participants$1,939,149
Plan auditUnmodified (clean) audit opinion
AuditorKELLEY GALLOWAY SMITH GOOLSBY, PSC
Plan history3
Yearassets · accounts · employer contribution
2024$69.0M · 1,593 accts · $4.1M emplr
2023$56.6M · 1,505 accts · $4.1M emplr
2022$36.0M · 1,378 accts · $4.7M emplr
Employer contributions to the P. L. Marketing Inc. plan · 2024
Employer contribution per active participant$3,186
Median for plans this size$3,635
2024$3,186 per active participant
2023$3,375 per active participant
2022$4,312 per active participant

P. L. Marketing Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024Not separately reported
2023Not separately reported
2022Not separately reported
All plans at this employer2
P. L. MARKETING INC. 401(K) SAVINGS PLAN401(k)
P.L. MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansProfessional & Technical Services · Kentucky
Wyatt, Tarrant & Combs, LLP KY$125.0M · 0.04%
Centric Consulting, LLC KY$118.0M · 0.09%
Pomeroy Technologies LLC KY$110.7M · 0.15%
McM Cpas & Advisors LLP KY$54.0M · 0.04%
Alpine Intel, LLC KY$49.8M · 0.26%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 311276521 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.