Palm Engineering Construction Company 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, Palm Engineering Construction Company Inc. (EIN 71-0973001) is a plan sponsor located in San Diego, CA 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
71-0973001
Location
San Diego, CA
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 Palm Engineering Construction Company Inc.

  • 1 loaded plans hold $849.3K in reported assets.
  • The largest, Palm Engineering Construction Company Inc. Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 135 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$849.3KSummed across loaded plans$849,315
Total reported assets$849.3K$849,315
Total reported participants135
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$849.3K total assets
Net assets$849.3KLiabilities$0
Contributions & income
Employer contributions$277.6K
Participant contributionsNot reported
Total income / additions$369.2K
Expenses & distributions
Benefits paid / distributions$69.8K
Total expenses$80.7K
Net increase / (decrease)$288.5K

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%Palm Engineering Construction Company Inc. Retirement Plan
Participants per plan135Average 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
    Plan #001 · 135 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Palm Engineering Construction Company Inc.. Open one for its full reported snapshot.

  1. 2023
    Palm Engineering Construction Company Inc. Retirement Plan135 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Palm Engineering Construction Company Inc. report on Form 5500?
Palm Engineering Construction Company Inc. (EIN 71-0973001) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Palm Engineering Construction Company Inc.?
The Employer Identification Number (EIN) reported for Palm Engineering Construction Company Inc. is 71-0973001.
What is the latest Form 5500 filing year for Palm Engineering Construction Company Inc.?
The latest loaded Form 5500 filing year for Palm Engineering Construction Company Inc. is 2023.

Related Form 5500 pages