Pension Professionals 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Pension Professionals)
Plain-English plan 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, Pension Professionals 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Pension Professionals under EIN 01-0497791 and plan number 002. The latest loaded filing year is 2023. The filing reports 9 participants and $1,457,698 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pension Professionals
- EIN
- 01-0497791
- Plan number
- 002
- Plan type
- 2
- Location
- Biddeford, ME
- Latest filing year
- 2023
- Participants
- 9
- End-of-year plan assets
- $1,457,698
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9 | I | 20250423150038NAL0003359731001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,457,698
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,457,698
- Net assets (BOY)
- $1,671,608
Income & contributions
- Employer contributions
- $22,834
- Participant contributions
- $32,334
- Total income / additions
- $380,427
Expenses & distributions
- Benefits paid
- $588,752
- Administrative expenses
- $5,585
- Total expenses
- $594,337
- Net increase / (decrease)
- -$213,910
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.