2023 Form 5500 filing — Pferd Inc. Union 401(K) 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 20240521144509NAL0005770290001) for Pferd Inc. Union 401(K) Plan, reported by Pferd Inc. under EIN 39-1909577 and plan number 002. It reports 94 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.7MReported net assets$1,734,849
Participants94
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240521144509NAL0005770290001
Plan sponsor
Pferd Inc.
EIN
39-1909577
Plan number
002
Location
Milwaukee, WI
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)$1.7M total assets
Net assets$1.7MLiabilities$0
Money in vs. money out
Total income / additions$436.8K
Total expenses$166.9K
Benefits paid / distributions$157.5K
Contributions
Employer$55K
Participant$161K
Full reported line items
Total assets (EOY)
$1,734,849
Total liabilities (EOY)
$0
Net assets (EOY)
$1,734,849
Employer contributions
$54,951
Participant contributions
$160,979
Total income / additions
$436,802
Benefits paid
$157,506
Administrative expenses
$9,405
Total expenses
$166,911
Net increase / (decrease)
$269,891

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240521144509NAL0005770290001 cover?
It is the 2023 Form 5500 filing for Pferd Inc. Union 401(K) Plan, reported by Pferd Inc. (EIN 39-1909577).
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