Palecek Profit Sharing And 401(K) Plan — Form 5500 plan (Palecek)
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, Palecek Profit Sharing And 401(K) Plan is a benefit plan reported by Palecek under EIN 94-2312802 and plan number 003. The latest loaded filing year is 2023. The filing reports 329 participants and $22,908,518 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Palecek
- EIN
- 94-2312802
- Plan number
- 003
- Plan type
- 2
- Location
- Richmond, CA
- Latest filing year
- 2023
- Participants
- 329
- End-of-year plan assets
- $22,908,518
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 329 | H, C | 20240726145250NAL0010325763001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,908,518
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,908,518
- Net assets (BOY)
- $17,795,683
Income & contributions
- Employer contributions
- $1,976,404
- Participant contributions
- $816,680
- Total contributions
- $3,057,313
- Total income / additions
- $5,973,857
Expenses & distributions
- Benefits paid
- $827,167
- Administrative expenses
- $27,092
- Total expenses
- $861,022
- Net increase / (decrease)
- $5,112,835
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Financial Services | ADVISOR | $0 | $21,130 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $13,092 | $0 | 2023 |
| Silicon Valley Accountancy | AUDITOR | $7,000 | not reported in the loaded dataset | 2023 |
| Purshe Kaplan Sterling Inv | ADVISOR | $0 | $5,526 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Palecek
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Richmond, CA
- Raymond James Financial Services — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Silicon Valley Accountancy — Schedule C compensation
- Purshe Kaplan Sterling Inv — Schedule C compensation