Patricia Dietz Corporation — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Patricia Dietz Corporation (EIN 27-2538297) is a plan sponsor located in Kentwood, MI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
27-2538297
Location
Kentwood, MI
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Patricia Dietz Corporation

  • 1 loaded plans hold $94.2K in reported assets.
  • The largest, Patricia Dietz Corporation 401k Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$94.2KSummed across loaded plans$94,246
Total reported assets$94.2K$94,246
Total reported participants1
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$94.2K total assets
Net assets$94.2KLiabilities
Contributions & income
Employer contributions$1K
Participant contributions$2.7K
Total income / additions$16.8K
Expenses & distributions
Benefits paid / distributions$21K
Total expenses$21K
Net increase / (decrease)-$4.2K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Patricia Dietz Corporation 401k Profit Sharing Plan
Participants per plan1Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 1 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Patricia Dietz Corporation. Open one for its full reported snapshot.

  1. 2023
    Patricia Dietz Corporation 401k Profit Sharing Plan1 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Patricia Dietz Corporation report on Form 5500?
Patricia Dietz Corporation (EIN 27-2538297) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Patricia Dietz Corporation?
The Employer Identification Number (EIN) reported for Patricia Dietz Corporation is 27-2538297.
What is the latest Form 5500 filing year for Patricia Dietz Corporation?
The latest loaded Form 5500 filing year for Patricia Dietz Corporation is 2023.

Related Form 5500 pages