P & E Properties, Inc. Retirement Plan — Form 5500 plan (P & E Properties, 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, P & E Properties, Inc. Retirement Plan is a benefit plan reported by P & E Properties, Inc. under EIN 13-2752019 and plan number 001. The latest loaded filing year is 2023. The filing reports 11 participants and $5,543,772 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
P & E Properties, Inc.
EIN
13-2752019
Plan number
001
Plan type
2
Location
Rye, NY
Latest filing year
2023
Participants
11
End-of-year plan assets
$5,543,772

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202311I20240503125614NAL0022865344001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$5,543,772
Total liabilities (EOY)
$0
Net assets (EOY)
$5,543,772
Net assets (BOY)
$4,291,063

Income & contributions

Employer contributions
$43,126
Participant contributions
$174,074
Total income / additions
$1,252,819

Expenses & distributions

Benefits paid
$0
Administrative expenses
$110
Total expenses
$110
Net increase / (decrease)
$1,252,709

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages