Pelican Management, Inc 401(K) Retirement Plan — Form 5500 plan (Pelican Management 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, Pelican Management, Inc 401(K) Retirement Plan is a benefit plan reported by Pelican Management Inc. under EIN 13-3041359 and plan number 001. The latest loaded filing year is 2023. The filing reports 82 participants and $8,279,251 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pelican Management Inc.
- EIN
- 13-3041359
- Plan number
- 001
- Plan type
- 2
- Location
- New Rochelle, NY
- Latest filing year
- 2023
- Participants
- 82
- End-of-year plan assets
- $8,279,251
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 82 | I | 20240711103338NAL0034793890001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $8,279,251
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,279,251
- Net assets (BOY)
- $7,522,798
Income & contributions
- Employer contributions
- $293,277
- Participant contributions
- $578,381
- Total income / additions
- $2,485,903
Expenses & distributions
- Benefits paid
- $1,728,044
- Administrative expenses
- $1,406
- Total expenses
- $1,729,450
- Net increase / (decrease)
- $756,453
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.