2023 Form 5500 filing — Pickering, Inc. Employee Stock Ownership 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 20241014132757NAL0046123728001) for Pickering, Inc. Employee Stock Ownership Plan, reported by Pickering, Inc. under EIN 62-0758014 and plan number 003. It reports 110 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$12.2MReported net assets$12,181,718
Participants110
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241014132757NAL0046123728001
Plan sponsor
Pickering, Inc.
EIN
62-0758014
Plan number
003
Location
Memphis, TN
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)$12.2M total assets
Net assets$12.2MLiabilities
Money in vs. money out
Total income / additions$2.2M
Total expenses$449.9K
Benefits paid / distributions$411.7K
Contributions
Employer$1.1M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$12,181,718
Net assets (EOY)
$12,181,718
Employer contributions
$1,149,062
Total income / additions
$2,208,732
Benefits paid
$411,702
Administrative expenses
$38,241
Total expenses
$449,943
Net increase / (decrease)
$1,758,789

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014132757NAL0046123728001 cover?
It is the 2023 Form 5500 filing for Pickering, Inc. Employee Stock Ownership Plan, reported by Pickering, Inc. (EIN 62-0758014).
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