2023 Form 5500 filing — Pankl Holdings Inc & Affiliated Employer 401k

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 20241007113839NAL0030731602001) for Pankl Holdings Inc & Affiliated Employer 401k, reported by Pankl Holdings, Inc. under EIN 33-0804711 and plan number 001. It reports 378 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)$16.2MReported net assets$16,231,940
Participants378
Provider compensation$51.6K2 Schedule C row(s)$51,587
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241007113839NAL0030731602001
Plan sponsor
Pankl Holdings, Inc.
EIN
33-0804711
Plan number
001
Location
Irvine, 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)$16.2M total assets
Net assets$16.2MLiabilities$0
Money in vs. money out
Total income / additions$3.4M
Total expenses$938.1K
Benefits paid / distributions$886.6K
Contributions
Employer$180K
Participant$939.3K
Full reported line items
Total assets (EOY)
$16,231,940
Total liabilities (EOY)
$0
Net assets (EOY)
$16,231,940
Employer contributions
$179,956
Participant contributions
$939,285
Total income / additions
$3,362,683
Benefits paid
$886,578
Administrative expenses
$51,514
Total expenses
$938,092
Net increase / (decrease)
$2,424,591
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $31.5K · Indirect $73
  2. 2
    NONE · Direct $20K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007113839NAL0030731602001 cover?
It is the 2023 Form 5500 filing for Pankl Holdings Inc & Affiliated Employer 401k, reported by Pankl Holdings, Inc. (EIN 33-0804711).
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