2023 Form 5500 filing — P & M Trading, Inc. Pension 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 20240917091947NAL0001058787001) for P & M Trading, Inc. Pension Plan, reported by P & M Trading, Inc. under EIN 27-0399269 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$672.1KReported net assets$672,141
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240917091947NAL0001058787001
Plan sponsor
P & M Trading, Inc.
EIN
27-0399269
Plan number
001
Location
Brooklyn, NY
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)$672.1K total assets
Net assets$672.1KLiabilities$0
Money in vs. money out
Total income / additions$21.3K
Total expenses$15.7K
Benefits paid / distributions$13.7K
Full reported line items
Total assets (EOY)
$672,141
Total liabilities (EOY)
$0
Net assets (EOY)
$672,141
Total income / additions
$21,300
Benefits paid
$13,696
Total expenses
$15,696
Net increase / (decrease)
$5,604

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240917091947NAL0001058787001 cover?
It is the 2023 Form 5500 filing for P & M Trading, Inc. Pension Plan, reported by P & M Trading, Inc. (EIN 27-0399269).
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