Pechman Investments LLC Profit Sharing Plan And Trust — Form 5500 plan (Pechman Investments LLC)

Plain-English plan 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, Pechman Investments LLC Profit Sharing Plan And Trust is a benefit plan reported by Pechman Investments LLC under EIN 26-0730553 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $2,189,635 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pechman Investments LLC
EIN
26-0730553
Plan number
001
Plan type
2
Location
De Pere, WI
Latest filing year
2023
Participants
1
End-of-year plan assets
$2,189,635

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231I20240514131201NAL0045968272005

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$2,189,635
Net assets (EOY)
$2,189,635
Net assets (BOY)
$1,945,127

Income & contributions

Total income / additions
$329,617

Expenses & distributions

Benefits paid
$85,000
Administrative expenses
$109
Total expenses
$85,109
Net increase / (decrease)
$244,508

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages