Peninsula Investments, Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Peninsula Investments 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, Peninsula Investments, Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Peninsula Investments Inc under EIN 51-0330071 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $607,632 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peninsula Investments Inc
- EIN
- 51-0330071
- Plan number
- 001
- Plan type
- 2
- Location
- Bonita Springs, FL
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $607,632
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20240503205221NAL0011320227001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $607,632
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $607,632
- Net assets (BOY)
- $402,113
Income & contributions
- Employer contributions
- $9,385
- Participant contributions
- $100,132
- Total income / additions
- $208,696
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $3,177
- Total expenses
- $3,177
- Net increase / (decrease)
- $205,519
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.