Patricia Dietz Corporation 401k Profit Sharing Plan — Form 5500 plan (Patricia Dietz Corporation)
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, Patricia Dietz Corporation 401k Profit Sharing Plan is a benefit plan reported by Patricia Dietz Corporation under EIN 27-2538297 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $94,246 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Patricia Dietz Corporation
- EIN
- 27-2538297
- Plan number
- 001
- Plan type
- 2
- Location
- Kentwood, MI
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $94,246
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240415123046NAL0003438386001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $94,246
- Net assets (EOY)
- $94,246
- Net assets (BOY)
- $98,478
Income & contributions
- Employer contributions
- $1,017
- Participant contributions
- $2,712
- Total income / additions
- $16,768
Expenses & distributions
- Benefits paid
- $21,000
- Total expenses
- $21,000
- Net increase / (decrease)
- -$4,232
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.