2023 Form 5500 filing — Pettit Kohn Ingrassia Lutz & Dolin Pc 401k 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 20241014174444NAL0028008945001) for Pettit Kohn Ingrassia Lutz & Dolin Pc 401k Plan, reported by Pettit Kohn Ingrassia Lutz & Dolin Pc under EIN 56-2564085 and plan number 001. It reports 152 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014174444NAL0028008945001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pettit Kohn Ingrassia Lutz & Dolin Pc
- EIN
- 56-2564085
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 152
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,093,221
- Total liabilities (EOY)
- $19,168
- Net assets (EOY)
- $13,074,053
- Employer contributions
- $116,013
- Participant contributions
- $866,827
- Total income / additions
- $2,973,304
- Benefits paid
- $532,055
- Administrative expenses
- $41,682
- Total expenses
- $573,737
- Net increase / (decrease)
- $2,399,567
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services | RECORDKEEPER | $41,682 | $0 |
| Matrix Trust Company | TRUSTEE | $0 | $0 |