Pfeil & Holing, 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, Pfeil & Holing, Inc. (EIN 13-5315115) is a plan sponsor located in Woodside, NY with 2 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
13-5315115
Location
Woodside, NY
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$3,776,131
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$3,776,131

Contributions & income

Employer contributions
$50,000
Participant contributions
$0
Total income / additions
$289,250

Expenses & distributions

Benefits paid / distributions
$135,002
Total expenses
$135,002
Net increase / (decrease)
$154,248

Coverage

Total reported participants
65
Plans with financial statements
2
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

Pfeil & Holing, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Pfeil & Holing, Inc. Retirement Trust (Defined Benefit)00134$2,615,1052023
Pfeil & Holing, Inc. Retirement Trust (Profit Sharing Plan)00231$1,161,0262023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Pfeil & Holing, Inc.
YearPlanParticipantsSchedulesFiling
2023Pfeil & Holing, Inc. Retirement Trust (Profit Sharing Plan)31I20241014162911NAL0026712689003
2023Pfeil & Holing, Inc. Retirement Trust (Defined Benefit)34I20241014163041NAL0026716241001

Related Form 5500 pages