2023 Form 5500 filing — George J Petronis Enterprise 401(K) Profit Sharing Plan & Trust

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 20240404092315NAL0016008417001) for George J Petronis Enterprise 401(K) Profit Sharing Plan & Trust, reported by George J Petronis Enterprise under EIN 22-2167890 and plan number 001. It reports 10 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$702.9KReported net assets$702,863
Participants10
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240404092315NAL0016008417001
Plan sponsor
George J Petronis Enterprise
EIN
22-2167890
Plan number
001
Location
Vincentown, NJ
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)$702.9K total assets
Net assets$702.9KLiabilities$0
Money in vs. money out
Total income / additions$156.7K
Total expenses$13.7K
Benefits paid / distributions$13.6K
Contributions
Employer$13.8K
Participant$49.6K
Full reported line items
Total assets (EOY)
$702,863
Total liabilities (EOY)
$0
Net assets (EOY)
$702,863
Employer contributions
$13,803
Participant contributions
$49,622
Total income / additions
$156,721
Benefits paid
$13,616
Administrative expenses
$90
Total expenses
$13,706
Net increase / (decrease)
$143,015

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240404092315NAL0016008417001 cover?
It is the 2023 Form 5500 filing for George J Petronis Enterprise 401(K) Profit Sharing Plan & Trust, reported by George J Petronis Enterprise (EIN 22-2167890).
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