2023 Form 5500 filing — Peters And Associates, Inc. 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 20240811155331NAL0018957810001) for Peters And Associates, Inc. 401(K) Plan, reported by Peters And Associates, Inc. under EIN 81-2896863 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240811155331NAL0018957810001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Peters And Associates, Inc.
- EIN
- 81-2896863
- Plan number
- 001
- Location
- Orange Park, FL
- Participants
- 4
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $69,814
- Net assets (EOY)
- $69,814
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $23,435
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $23,435
- Schedule source
- Schedule I