2023 Form 5500 filing — Ponderosa Homes Ii, Inc. Ps & Salary Deferral 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 20241003173458NAL0005974339001) for Ponderosa Homes Ii, Inc. Ps & Salary Deferral 401(K) Plan, reported by Ponderosa Homes Ii, Inc. under EIN 94-3302531 and plan number 002. It reports 54 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$25MReported net assets$25,010,773
Participants54
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241003173458NAL0005974339001
Plan sponsor
Ponderosa Homes Ii, Inc.
EIN
94-3302531
Plan number
002
Location
Pleasanton, 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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$25M total assets
Net assets$25MLiabilities$0
Money in vs. money out
Total income / additions$5.1M
Total expenses$1.9M
Benefits paid / distributions$1.9M
Contributions
Employer$221.1K
Participant$340.9K
Full reported line items
Total assets (EOY)
$25,010,773
Total liabilities (EOY)
$0
Net assets (EOY)
$25,010,773
Employer contributions
$221,071
Participant contributions
$340,911
Total income / additions
$5,092,322
Benefits paid
$1,864,685
Administrative expenses
$8,949
Total expenses
$1,873,634
Net increase / (decrease)
$3,218,688

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241003173458NAL0005974339001 cover?
It is the 2023 Form 5500 filing for Ponderosa Homes Ii, Inc. Ps & Salary Deferral 401(K) Plan, reported by Ponderosa Homes Ii, Inc. (EIN 94-3302531).
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