2023 Form 5500 filing — Palm Engineering Construction Company Inc. Retirement 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 20241014094740NAL0014721027001) for Palm Engineering Construction Company Inc. Retirement Plan, reported by Palm Engineering Construction Company Inc. under EIN 71-0973001 and plan number 001. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$849.3KReported net assets$849,315
Participants135
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241014094740NAL0014721027001
Plan sponsor
Palm Engineering Construction Company Inc.
EIN
71-0973001
Plan number
001
Location
San Diego, 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)$849.3K total assets
Net assets$849.3KLiabilities$0
Money in vs. money out
Total income / additions$369.2K
Total expenses$80.7K
Benefits paid / distributions$69.8K
Contributions
Employer$277.6K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$849,315
Total liabilities (EOY)
$0
Net assets (EOY)
$849,315
Employer contributions
$277,579
Total income / additions
$369,209
Benefits paid
$69,842
Administrative expenses
$10,849
Total expenses
$80,691
Net increase / (decrease)
$288,518

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014094740NAL0014721027001 cover?
It is the 2023 Form 5500 filing for Palm Engineering Construction Company Inc. Retirement Plan, reported by Palm Engineering Construction Company Inc. (EIN 71-0973001).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages