2023 Form 5500 filing — P & E Properties, 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 20240503125614NAL0022865344001) for P & E Properties, Inc. Retirement Plan, reported by P & E Properties, Inc. under EIN 13-2752019 and plan number 001. It reports 11 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240503125614NAL0022865344001
Filing year
2023
Form type
2
Plan sponsor
P & E Properties, Inc.
EIN
13-2752019
Plan number
001
Location
Rye, NY
Participants
11
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$5,543,772
Total liabilities (EOY)
$0
Net assets (EOY)
$5,543,772
Employer contributions
$43,126
Participant contributions
$174,074
Total income / additions
$1,252,819
Benefits paid
$0
Administrative expenses
$110
Total expenses
$110
Net increase / (decrease)
$1,252,709
Schedule source
Schedule I

Related Form 5500 pages