form5500lookup

Form 5500 · Retirement plan · PORTSMOUTH, NH

PLANESENSE, INC.

The filing calls this plan PLANESENSE, INC. 401(K) PLAN.

PLANESENSE, INC. of PORTSMOUTH, NH files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by NATIONWIDE LIFE INSURANCE COMPANY. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-3161509 · plan 001 · plan year 2025, filed Jul 30, 2026

Participants at the start of the year
709
Contracts on file
1
Contract value
$2,721,698
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with NATIONWIDE LIFE INSURANCE COMPANY.

The contracts held $2,721,698 at the end of the plan year, as reported on Schedule A.

$2,415 in agent commissions is disclosed across the contracts; CETERA WEALTH SEVICES, LLC is the agent of record.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
NATIONWIDE LIFE INSURANCE COMPANYAnnuity / GIC704December$2,721,698$2,415

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
PLANESENSE, INC.
EIN 04-3161509
NATIONWIDE
Recordkeeping and information management · EIN 31-4156830
$56,528
paid directly by the plan
CETERA WEALTH SERVICES
ADVISOR · EIN 95-3845382
$0
paid directly by the plan
PROACCOUNT
Named on Schedule C · EIN 73-0988442
$23,109
paid directly by the plan
LEAFHOUSE FINANCIAL ADVISORS LLC
ADVISOR · EIN 26-4311657
$20,324
paid directly by the plan
NATIONWIDE
Recordkeeping and information management · EIN 31-4156830
$5,447
paid directly by the plan
NATIONWIDE RETIREMENT PLANS
Recordkeeping and information management · EIN 31-4156830
$792
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 606 employees, 10 recordable cases, 301 days away from work.

EmployeesThe company's own average for the year
606
Hours worked
1,472,706
Recordable cases
10
Days away from work
301
Establishments filed under this EIN
4

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$44,610,586
Paid out in benefits
$3,564,008
Participants at the start of the year
709
Participants with account balances
516

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 31-4156830
NATIONWIDE
Independent accountantEIN 01-0494526
BAKER, NEWMAN & NOYES LLC
Accountant's opinion (Schedule H, line 3a)
Unmodified

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

The filing reports that employee contributions were not forwarded to the plan on time (line 4a).

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