Law Office Of Dianna Pendleton 401(K) Plan — Form 5500 plan (The Law Office Of Dianna Pendleton)

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, Law Office Of Dianna Pendleton 401(K) Plan is a benefit plan reported by The Law Office Of Dianna Pendleton under EIN 20-3878423 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $1,579,394 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Law Office Of Dianna Pendleton
EIN
20-3878423
Plan number
001
Plan type
2
Location
Saint Marys, OH
Latest filing year
2023
Participants
2
End-of-year plan assets
$1,579,394

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232I20240506135941NAL0040888016001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$1,579,394
Total liabilities (EOY)
$0
Net assets (EOY)
$1,579,394
Net assets (BOY)
$1,841,187

Income & contributions

Employer contributions
$47,247
Participant contributions
$31,669
Total income / additions
$393,714

Expenses & distributions

Benefits paid
$655,499
Administrative expenses
$8
Total expenses
$655,507
Net increase / (decrease)
-$261,793

Service provider compensation (Schedule C)

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

Related Form 5500 pages