Employee Stock Ownership Plan Of Palmer And Sicard, Inc. — Form 5500 plan (Palmer And Sicard, Inc.)
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, Employee Stock Ownership Plan Of Palmer And Sicard, Inc. is a benefit plan reported by Palmer And Sicard, Inc. under EIN 02-0396330 and plan number 002. The latest loaded filing year is 2023. The filing reports 108 participants and $4,143,268 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Palmer And Sicard, Inc.
- EIN
- 02-0396330
- Plan number
- 002
- Plan type
- 2
- Location
- Exeter, NH
- Latest filing year
- 2023
- Participants
- 108
- End-of-year plan assets
- $4,143,268
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 108 | I | 20241010093803NAL0009863763001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,143,268
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,143,268
- Net assets (BOY)
- $3,558,857
Income & contributions
- Employer contributions
- $405,000
- Participant contributions
- $0
- Total income / additions
- $992,029
Expenses & distributions
- Benefits paid
- $407,593
- Administrative expenses
- $0
- Total expenses
- $407,618
- Net increase / (decrease)
- $584,411
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.