Robert Peccia & Associates, Inc. Employee Stock Ownership Plan And Trust — Form 5500 plan (Robert Peccia & Associates, 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, Robert Peccia & Associates, Inc. Employee Stock Ownership Plan And Trust is a benefit plan reported by Robert Peccia & Associates, Inc. under EIN 81-0379334 and plan number 002. The latest loaded filing year is 2023. The filing reports 78 participants and $34,208,110 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Robert Peccia & Associates, Inc.
- EIN
- 81-0379334
- Plan number
- 002
- Plan type
- 2
- Location
- Helena, MT
- Latest filing year
- 2023
- Participants
- 78
- End-of-year plan assets
- $34,208,110
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 78 | I | 20240716091435NAL0001619891001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $34,208,110
- Total liabilities (EOY)
- $4,811
- Net assets (EOY)
- $34,203,299
- Net assets (BOY)
- $24,166,425
Income & contributions
- Employer contributions
- $1,224,822
- Total income / additions
- $10,073,763
Expenses & distributions
- Benefits paid
- $31,578
- Administrative expenses
- $5,311
- Total expenses
- $36,889
- Net increase / (decrease)
- $10,036,874
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.