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, Paulsen, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Paulsen, Inc. under EIN 47-0397153 and plan number 001. The latest loaded filing year is 2023. The filing reports 241 participants and $12,623,993 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,623,993
- Total liabilities (EOY)
- $6,642
- Net assets (EOY)
- $12,617,351
- Net assets (BOY)
- $10,221,621
Income & contributions
- Employer contributions
- $212,389
- Participant contributions
- $605,008
- Total contributions
- $817,397
- Total income / additions
- $2,697,913
Expenses & distributions
- Benefits paid
- $271,211
- Administrative expenses
- $8,478
- Total expenses
- $302,183
- Net increase / (decrease)
- $2,395,730