Paquette & Company, Ltd. 401(K) Retirement Plan — Form 5500 plan (Paquette & Company, Ltd.)
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, Paquette & Company, Ltd. 401(K) Retirement Plan is a benefit plan reported by Paquette & Company, Ltd. under EIN 36-3122464 and plan number 001. The latest loaded filing year is 2023. The filing reports 9 participants and $1,165,086 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Paquette & Company, Ltd.
- EIN
- 36-3122464
- Plan number
- 001
- Plan type
- 2
- Location
- Deer Park, IL
- Latest filing year
- 2023
- Participants
- 9
- End-of-year plan assets
- $1,165,086
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9 | I | 20240722105631NAL0009824337001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,165,086
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,165,086
- Net assets (BOY)
- $986,869
Income & contributions
- Employer contributions
- $12,082
- Participant contributions
- $35,997
- Total income / additions
- $200,354
Expenses & distributions
- Benefits paid
- $12,944
- Administrative expenses
- $9,193
- Total expenses
- $22,137
- Net increase / (decrease)
- $178,217
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.