Plan5500

3 Palm Tree'S, 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, 3 Palm Tree'S, Inc. (EIN 27-4745716) is a plan sponsor located in Queen Creek, AZ 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
27-4745716
Location
Queen Creek, AZ
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for 3 Palm Tree'S, Inc.

  • 1 loaded plans hold $200K in reported assets.
  • The largest, 3 Palm Tree'S Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 4 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$200KSummed across loaded plans$200,000
Total reported assets$200K$200,000
Total reported participants4
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$200K total assets
Net assets$200KLiabilities—
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)-$7K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%3 Palm Tree'S Retirement Plan
Participants per plan4Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    3 Palm Tree'S Retirement Plan$200K
    Plan #001 · 4 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for 3 Palm Tree'S, Inc.. Open one for its full reported snapshot.

  1. 2023
    3 Palm Tree'S Retirement Plan4 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does 3 Palm Tree'S, Inc. report on Form 5500?
3 Palm Tree'S, Inc. (EIN 27-4745716) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for 3 Palm Tree'S, Inc.?
The Employer Identification Number (EIN) reported for 3 Palm Tree'S, Inc. is 27-4745716.
What is the latest Form 5500 filing year for 3 Palm Tree'S, Inc.?
The latest loaded Form 5500 filing year for 3 Palm Tree'S, Inc. is 2023.

Related Form 5500 pages