Pine Leaf Investments, 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, Pine Leaf Investments, Inc. (EIN 58-1515939) is a plan sponsor located in Helena, GA 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
58-1515939
Location
Helena, GA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$2,317,111
Total reported liabilities (EOY)
$4,778
Total reported net assets (EOY)
$2,312,333

Contributions & income

Employer contributions
$132,000
Total income / additions
$413,542

Expenses & distributions

Benefits paid / distributions
$79,595
Total expenses
$112,982
Net increase / (decrease)
$300,560

Coverage

Total reported participants
501
Plans with financial statements
1
Plans with provider compensation
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.

Largest loaded plans by reported assets

Pine Leaf Investments, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Pineleaf Investments, Inc. Profit Sharing Plan001371$2,317,1112023
Pine Leaf Investments, Inc. Employee Benefits Plan501130not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Pine Leaf Investments, Inc.
YearPlanParticipantsSchedulesFiling
2023Pine Leaf Investments, Inc. Employee Benefits Plan13020250113182641NAL0029881216001
2023Pineleaf Investments, Inc. Profit Sharing Plan371H, C20250430123052NAL0002701728001

Related Form 5500 pages