2023 Form 5500 filing — Hylton S Petit Jr Money Purchase Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240714145645NAL0000815410001) for Hylton S Petit Jr Money Purchase Plan, reported by Hylton S Petit Jr under EIN 72-0760840 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240714145645NAL0000815410001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hylton S Petit Jr
- EIN
- 72-0760840
- Plan number
- 001
- Location
- Kenner, LA
- Participants
- 3
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,592,024
- Net assets (EOY)
- $1,592,024
- Employer contributions
- $31,434
- Participant contributions
- $24,850
- Total income / additions
- $83,662
- Benefits paid
- $40,450
- Administrative expenses
- $243
- Total expenses
- $40,693
- Net increase / (decrease)
- $42,969
- Schedule source
- Schedule I