Palmer Companies, Inc. Retirement Plan — Form 5500 plan (Palmer Companies, 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, Palmer Companies, Inc. Retirement Plan is a benefit plan reported by Palmer Companies, Inc. under EIN 46-3446699 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $592,405 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Palmer Companies, Inc.
- EIN
- 46-3446699
- Plan number
- 001
- Plan type
- 2
- Location
- White Bear Lake, MN
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $592,405
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20250512111557NAL0017128977001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $592,405
- Net assets (EOY)
- $592,405
- Net assets (BOY)
- $504,052
Income & contributions
- Total income / additions
- $88,353
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $88,353
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.