2023 Form 5500 filing — Picotte Companies 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 20240917101353NAL0002634337001) for Picotte Companies 401(K) Plan, reported by Picotte Management Company, Inc. under EIN 14-1699829 and plan number 333. It reports 66 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$11.3MReported net assets$11,330,739
Participants66
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240917101353NAL0002634337001
Plan sponsor
Picotte Management Company, Inc.
EIN
14-1699829
Plan number
333
Location
Albany, 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)$11.3M total assets
Net assets$11.3MLiabilities$0
Money in vs. money out
Total income / additions$2.3M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Contributions
Employer$134.6K
Participant$279.2K
Full reported line items
Total assets (EOY)
$11,330,739
Total liabilities (EOY)
$0
Net assets (EOY)
$11,330,739
Employer contributions
$134,639
Participant contributions
$279,213
Total income / additions
$2,305,311
Benefits paid
$1,643,138
Administrative expenses
$12,538
Total expenses
$1,655,676
Net increase / (decrease)
$649,635

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240917101353NAL0002634337001 cover?
It is the 2023 Form 5500 filing for Picotte Companies 401(K) Plan, reported by Picotte Management Company, Inc. (EIN 14-1699829).
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