Plan5500

Peter Basso Associates, Inc — 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, Peter Basso Associates, Inc (EIN 38-2924399) is a plan sponsor located in Troy, 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
38-2924399
Location
Troy, MI
Loaded plans
4
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 Peter Basso Associates, Inc

  • 4 loaded plans hold $45.6M in reported assets.
  • The largest, Peter Basso Associates, Inc. 401(K) And Profit Sharing Plan, holds 65% of this company's reported plan assets.
  • Plans cover 469 reported participants.
  • 2 of 4 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$41.8MSummed across loaded plans$41,843,002
Total reported assets$45.6M$45,600,764
Total reported participants469
Total reported liabilities$3.8M$3,757,762

Reported net position

Reported assets = net assets + liabilities (summed)$45.6M total assets
Net assets$41.8MLiabilities$3.8M
Contributions & income
Employer contributions$925K
Participant contributions$1.3M
Total income / additions$11M
Expenses & distributions
Benefits paid / distributions$3.5M
Total expenses$3.6M
Net increase / (decrease)$7.5M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation1 / 4 (25%)

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 assets65%Peter Basso Associates, Inc. 401(K) And Profit Sharing Plan
Participants per plan117Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Peter Basso Associates, Inc. 401(K) And Profit Sharing Plan$29.8M
    Plan #001 · 138 participants · 2023
  2. 2
    Peter Basso Associates, Inc Employee Stock Ownership Plan$15.8M
    Plan #002 · 119 participants · 2023
  3. 3
    Peter Basso Associates, Inc. Employee Assistance Plannot reported in the loaded dataset
    Plan #502 · 110 participants · 2023
  4. 4
    Peter Basso Associates, Inc. Employee Benefit Wrap Plannot reported in the loaded dataset
    Plan #501 · 102 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Peter Basso Associates, Inc. Open one for its full reported snapshot.

  1. 2023
    Peter Basso Associates, Inc. Employee Benefit Wrap Plan102 participants · 2No schedules
    View filing →
  2. 2023
    Peter Basso Associates, Inc. Employee Assistance Plan110 participants · 2No schedules
    View filing →
  3. 2023
    Peter Basso Associates, Inc Employee Stock Ownership Plan119 participants · 2Sch H
    View filing →
  4. 2023
    Peter Basso Associates, Inc. 401(K) And Profit Sharing Plan138 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Peter Basso Associates, Inc report on Form 5500?
Peter Basso Associates, Inc (EIN 38-2924399) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Peter Basso Associates, Inc?
The Employer Identification Number (EIN) reported for Peter Basso Associates, Inc is 38-2924399.
What is the latest Form 5500 filing year for Peter Basso Associates, Inc?
The latest loaded Form 5500 filing year for Peter Basso Associates, Inc is 2023.

Related Form 5500 pages