2023 Form 5500 filing — Patricia Dietz Corporation 401k Profit Sharing Plan
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 20240415123046NAL0003438386001) for Patricia Dietz Corporation 401k Profit Sharing Plan, reported by Patricia Dietz Corporation under EIN 27-2538297 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$94.2KReported net assets$94,246
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20240415123046NAL0003438386001
- Plan sponsor
- Patricia Dietz Corporation
- EIN
- 27-2538297
- Plan number
- 001
- Location
- Kentwood, MI
- Received date
- not reported in the loaded dataset
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)$94.2K total assets
Net assets$94.2KLiabilities—
Full reported line items
- Total assets (EOY)
- $94,246
- Net assets (EOY)
- $94,246
- Employer contributions
- $1,017
- Participant contributions
- $2,712
- Total income / additions
- $16,768
- Benefits paid
- $21,000
- Total expenses
- $21,000
- Net increase / (decrease)
- -$4,232