2023 Form 5500 filing — Ellis Peilen & Son Inc.

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240402095809NAL0012196657001) for Ellis Peilen & Son Inc., reported by Ellis Peilen & Son Inc. under EIN 41-1278172 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.2MReported net assets$3,205,117
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240402095809NAL0012196657001
Plan sponsor
Ellis Peilen & Son Inc.
EIN
41-1278172
Plan number
001
Location
Minneapolis, MN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.2M total assets
Net assets$3.2MLiabilities
Money in vs. money out
Total income / additions$237.4K
Total expenses$0
Benefits paid / distributionsNot reported
Contributions
Employer$30.6K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$3,205,117
Net assets (EOY)
$3,205,117
Employer contributions
$30,570
Total income / additions
$237,442
Total expenses
$0
Net increase / (decrease)
$237,442

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240402095809NAL0012196657001 cover?
It is the 2023 Form 5500 filing for Ellis Peilen & Son Inc., reported by Ellis Peilen & Son Inc. (EIN 41-1278172).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages