2023 Form 5500 filing — Pfeil & Holing, Inc. Retirement Trust (Defined Benefit)

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 20241014163041NAL0026716241001) for Pfeil & Holing, Inc. Retirement Trust (Defined Benefit), reported by Pfeil & Holing, Inc. under EIN 13-5315115 and plan number 001. It reports 34 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20241014163041NAL0026716241001
Filing year
2023
Form type
2
Plan sponsor
Pfeil & Holing, Inc.
EIN
13-5315115
Plan number
001
Location
Woodside, NY
Participants
34
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$2,615,105
Total liabilities (EOY)
$0
Net assets (EOY)
$2,615,105
Employer contributions
$50,000
Participant contributions
$0
Total income / additions
$216,127
Benefits paid
$135,002
Administrative expenses
$0
Total expenses
$135,002
Net increase / (decrease)
$81,125
Schedule source
Schedule I

Related Form 5500 pages