2023 Form 5500 filing — Petitt & Associates LLC 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 20241010200413NAL0021710689001) for Petitt & Associates LLC 401(K) Plan, reported by Petitt & Associates LLC under EIN 84-1940266 and plan number 001. It reports 27 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241010200413NAL0021710689001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Petitt & Associates LLC
- EIN
- 84-1940266
- Plan number
- 001
- Location
- Allen, TX
- Participants
- 27
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,801,752
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,801,752
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $431,983
- Benefits paid
- $61,836
- Administrative expenses
- $1,128
- Total expenses
- $94,830
- Net increase / (decrease)
- $337,153
- Schedule source
- Schedule I