Hylton S Petit Jr Money Purchase Plan — Form 5500 plan (Hylton S Petit Jr)
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, Hylton S Petit Jr Money Purchase Plan is a benefit plan reported by Hylton S Petit Jr under EIN 72-0760840 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $1,592,024 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hylton S Petit Jr
- EIN
- 72-0760840
- Plan number
- 001
- Plan type
- 2
- Location
- Kenner, LA
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $1,592,024
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240714145645NAL0000815410001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,592,024
- Net assets (EOY)
- $1,592,024
- Net assets (BOY)
- $1,549,055
Income & contributions
- Employer contributions
- $31,434
- Participant contributions
- $24,850
- Total income / additions
- $83,662
Expenses & distributions
- Benefits paid
- $40,450
- Administrative expenses
- $243
- Total expenses
- $40,693
- Net increase / (decrease)
- $42,969
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.