Petitt & Associates LLC 401(K) Plan — Form 5500 plan (Petitt & Associates LLC)
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, Petitt & Associates LLC 401(K) Plan is a benefit plan reported by Petitt & Associates LLC under EIN 84-1940266 and plan number 001. The latest loaded filing year is 2023. The filing reports 27 participants and $2,801,752 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Petitt & Associates LLC
- EIN
- 84-1940266
- Plan number
- 001
- Plan type
- 2
- Location
- Allen, TX
- Latest filing year
- 2023
- Participants
- 27
- End-of-year plan assets
- $2,801,752
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 27 | I | 20241010200413NAL0021710689001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,801,752
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,801,752
- Net assets (BOY)
- $2,464,599
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $431,983
Expenses & distributions
- Benefits paid
- $61,836
- Administrative expenses
- $1,128
- Total expenses
- $94,830
- Net increase / (decrease)
- $337,153
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.