Pocket Change Ventures Retirement Plan — Form 5500 plan (Pocket Change Ventures, 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, Pocket Change Ventures Retirement Plan is a benefit plan reported by Pocket Change Ventures, Inc. under EIN 87-2896699 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $397,506 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pocket Change Ventures, Inc.
- EIN
- 87-2896699
- Plan number
- 001
- Plan type
- 2
- Location
- Sapulpa, OK
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $397,506
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240711160527NAL0035758642001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $397,506
- Net assets (EOY)
- $397,506
- Net assets (BOY)
- $495,859
Income & contributions
- Total income / additions
- -$98,353
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- -$98,353
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.