Pelican Management Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Pelican Management Inc. (EIN 13-3041359) is a plan sponsor located in New Rochelle, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-3041359
Location
New Rochelle, NY
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$8,279,251
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$8,279,251

Contributions & income

Employer contributions
$293,277
Participant contributions
$578,381
Total income / additions
$2,485,903

Expenses & distributions

Benefits paid / distributions
$1,728,044
Total expenses
$1,729,450
Net increase / (decrease)
$756,453

Coverage

Total reported participants
240
Plans with financial statements
1
Plans with provider compensation
0

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Pelican Management Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Pelican Management, Inc 401(K) Retirement Plan00182$8,279,2512023
Pelican Management Inc. Group Benefits Plan501158not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Pelican Management Inc.
YearPlanParticipantsSchedulesFiling
2023Pelican Management, Inc 401(K) Retirement Plan82I20240711103338NAL0034793890001
2023Pelican Management Inc. Group Benefits Plan15820250429122459NAL0000764160001

Related Form 5500 pages