2023 Form 5500 filing — Pankow Employees' Profit Sharing 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 20240930182348NAL0010032032001) for Pankow Employees' Profit Sharing Plan, reported by Charles Pankow Builders, Ltd. under EIN 95-4045641 and plan number 001. It reports 317 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$59.9MReported net assets$59,904,817
Participants317
Provider compensation$102.3K3 Schedule C row(s)$102,338
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240930182348NAL0010032032001
Plan sponsor
Charles Pankow Builders, Ltd.
EIN
95-4045641
Plan number
001
Location
Pasadena, CA
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 H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$59.9M total assets
Net assets$59.9MLiabilities$0
Money in vs. money out
Total income / additions$12.1M
Total expenses$6.2M
Benefits paid / distributions$6.1M
Contributions
Employer$1M
Participant$2.1M
Full reported line items
Total assets (EOY)
$59,904,817
Total liabilities (EOY)
$0
Net assets (EOY)
$59,904,817
Employer contributions
$1,048,544
Participant contributions
$2,145,742
Total income / additions
$12,123,528
Benefits paid
$6,143,120
Administrative expenses
$102,338
Total expenses
$6,245,458
Net increase / (decrease)
$5,878,070
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONSULTANT · Direct $61.1K
  2. 2
    RECORDKEEPER · Direct $25.5K · Indirect $0
  3. 3
    ADVISOR · Direct $15.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240930182348NAL0010032032001 cover?
It is the 2023 Form 5500 filing for Pankow Employees' Profit Sharing Plan, reported by Charles Pankow Builders, Ltd. (EIN 95-4045641).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages