Presnell Gage Employees Retirement Plan — Form 5500 plan (Presnell Gage, Pllc)
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, Presnell Gage Employees Retirement Plan is a benefit plan reported by Presnell Gage, Pllc under EIN 20-1943775 and plan number 003. The latest loaded filing year is 2023. The filing reports 42 participants and $8,720,729 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Presnell Gage, Pllc
- EIN
- 20-1943775
- Plan number
- 003
- Plan type
- 2
- Location
- Lewiston, ID
- Latest filing year
- 2023
- Participants
- 42
- End-of-year plan assets
- $8,720,729
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 42 | I | 20240215173847NAL0000050753001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $8,720,729
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,720,729
- Net assets (BOY)
- $7,842,698
Income & contributions
- Employer contributions
- $211,606
- Participant contributions
- $241,526
- Total income / additions
- $1,998,642
Expenses & distributions
- Benefits paid
- $1,100,527
- Administrative expenses
- $20,084
- Total expenses
- $1,120,611
- Net increase / (decrease)
- $878,031
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.