2023 Form 5500 filing — Palecek Profit Sharing And 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 20240726145250NAL0010325763001) for Palecek Profit Sharing And 401(K) Plan, reported by Palecek under EIN 94-2312802 and plan number 003. It reports 329 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726145250NAL0010325763001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Palecek
- EIN
- 94-2312802
- Plan number
- 003
- Location
- Richmond, CA
- Participants
- 329
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,908,518
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,908,518
- Employer contributions
- $1,976,404
- Participant contributions
- $816,680
- Total income / additions
- $5,973,857
- Benefits paid
- $827,167
- Administrative expenses
- $27,092
- Total expenses
- $861,022
- Net increase / (decrease)
- $5,112,835
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial Services | ADVISOR | $0 | $21,130 |
| Fidelity Investments Institutional | RECORDKEEPER | $13,092 | $0 |
| Silicon Valley Accountancy | AUDITOR | $7,000 | not reported in the loaded dataset |
| Purshe Kaplan Sterling Inv | ADVISOR | $0 | $5,526 |