2023 Form 5500 filing — Pettit Inc. Retirement 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 20240430083003NAL0016289043001) for Pettit Inc. Retirement Plan, reported by Pettit Inc. under EIN 87-3953470 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)$0Reported net assets
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240430083003NAL0016289043001
Plan sponsor
Pettit Inc.
EIN
87-3953470
Plan number
001
Location
Ocala, FL
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.

Money in vs. money out
Total income / additions-$11.9K
Total expenses$99.3K
Benefits paid / distributions$99.3K
Full reported line items
Total assets (EOY)
$0
Net assets (EOY)
$0
Total income / additions
-$11,915
Benefits paid
$99,256
Total expenses
$99,256
Net increase / (decrease)
-$111,171

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240430083003NAL0016289043001 cover?
It is the 2023 Form 5500 filing for Pettit Inc. Retirement Plan, reported by Pettit Inc. (EIN 87-3953470).
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