Plan5500

Pferd 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, Pferd Inc. (EIN 39-1909577) is a plan sponsor located in Milwaukee, WI 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
39-1909577
Location
Milwaukee, WI
Loaded plans
3
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 Pferd Inc.

  • 3 loaded plans hold $7M in reported assets.
  • The largest, Pferd Inc. 401(K) Profit Sharing Plan, holds 75% of this company's reported plan assets.
  • Plans cover 386 reported participants.
  • 2 of 3 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7MSummed across loaded plans$6,991,650
Total reported assets$7M$6,991,650
Total reported participants386
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7M total assets
Net assets$7MLiabilities$0
Contributions & income
Employer contributions$248.4K
Participant contributions$558.8K
Total income / additions$1.9M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.2M
Net increase / (decrease)$709.2K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

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 assets75%Pferd Inc. 401(K) Profit Sharing Plan
Participants per plan129Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Pferd Inc. 401(K) Profit Sharing Plan$5.3M
    Plan #001 · 82 participants · 2023
  2. 2
    Pferd Inc. Union 401(K) Plan$1.7M
    Plan #002 · 94 participants · 2023
  3. 3
    Pferd, Inc Health And Welfare Benefit Plannot reported in the loaded dataset
    Plan #505 · 210 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 Pferd Inc.. Open one for its full reported snapshot.

  1. 2023
    Pferd Inc. 401(K) Profit Sharing Plan82 participants · 2Sch I
    View filing →
  2. 2023
    Pferd Inc. Union 401(K) Plan94 participants · 2Sch I
    View filing →
  3. 2023
    Pferd, Inc Health And Welfare Benefit Plan210 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Pferd Inc. report on Form 5500?
Pferd Inc. (EIN 39-1909577) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Pferd Inc.?
The Employer Identification Number (EIN) reported for Pferd Inc. is 39-1909577.
What is the latest Form 5500 filing year for Pferd Inc.?
The latest loaded Form 5500 filing year for Pferd Inc. is 2023.

Related Form 5500 pages