Plan5500

Powell Realty 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, Powell Realty Inc (EIN 38-2123839) is a plan sponsor located in Montrose, MI 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
38-2123839
Location
Montrose, MI
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 Powell Realty Inc

  • 1 loaded plans hold $1.4M in reported assets.
  • The largest, Powell Realty Inc Employee Profit Sharing Trust, holds 100% of this company's reported plan assets.
  • Plans cover 3 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.4MSummed across loaded plans$1,422,486
Total reported assets$1.4M$1,422,486
Total reported participants3
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.4M total assets
Net assets$1.4MLiabilities—
Contributions & income
Total income / additions$72.2K
Expenses & distributions
Benefits paid / distributions$79.2K
Total expenses$81.4K
Net increase / (decrease)-$9.2K

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%Powell Realty Inc Employee Profit Sharing Trust
Participants per plan3Average 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
    Powell Realty Inc Employee Profit Sharing Trust$1.4M
    Plan #001 · 3 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 Powell Realty Inc. Open one for its full reported snapshot.

  1. 2023
    Powell Realty Inc Employee Profit Sharing Trust3 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Powell Realty Inc report on Form 5500?
Powell Realty Inc (EIN 38-2123839) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Powell Realty Inc?
The Employer Identification Number (EIN) reported for Powell Realty Inc is 38-2123839.
What is the latest Form 5500 filing year for Powell Realty Inc?
The latest loaded Form 5500 filing year for Powell Realty Inc is 2023.

Related Form 5500 pages