2023 Form 5500 filing — Employee Stock Ownership Plan Of Palmer And Sicard, Inc.
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 20241010093803NAL0009863763001) for Employee Stock Ownership Plan Of Palmer And Sicard, Inc., reported by Palmer And Sicard, Inc. under EIN 02-0396330 and plan number 002. It reports 108 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241010093803NAL0009863763001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Palmer And Sicard, Inc.
- EIN
- 02-0396330
- Plan number
- 002
- Location
- Exeter, NH
- Participants
- 108
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,143,268
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,143,268
- Employer contributions
- $405,000
- Participant contributions
- $0
- Total income / additions
- $992,029
- Benefits paid
- $407,593
- Administrative expenses
- $0
- Total expenses
- $407,618
- Net increase / (decrease)
- $584,411
- Schedule source
- Schedule I