Who sponsors the Pedersen & Houpt, A Professional Corporation, 401(K) Plan And Trust?

Pedersen & Houpt, A Professional Corporation, 401(K) Plan And Trust is reported as sponsored by Pedersen & Houpt (EIN 36-2756074, plan number 002) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Pedersen & Houpt, A Professional Corporation, 401(K) Plan And Trust?

The latest Form 5500 filing year loaded for Pedersen & Houpt, A Professional Corporation, 401(K) Plan And Trust is 2023.

How many participants does Pedersen & Houpt, A Professional Corporation, 401(K) Plan And Trust report?

Pedersen & Houpt, A Professional Corporation, 401(K) Plan And Trust reports 78 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Pedersen & Houpt, A Professional Corporation, 401(K) Plan And Trust?

Pedersen & Houpt, A Professional Corporation, 401(K) Plan And Trust reports $23,643,687 in end-of-year plan assets in its latest loaded Form 5500 filing.

Pedersen & Houpt, A Professional Corporation, 401(K) Plan And Trust — Form 5500 plan (Pedersen & Houpt)

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, Pedersen & Houpt, A Professional Corporation, 401(K) Plan And Trust is a benefit plan reported by Pedersen & Houpt under EIN 36-2756074 and plan number 002. The latest loaded filing year is 2023. The filing reports 78 participants and $23,643,687 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$23.6MPlan net assets, end of year$23,643,687

Participants78Covered participants reported

Assets / participant$303.1KComputed: assets ÷ participants$303,124 (computed)

Provider compensationNone reported

Plan sponsor: Pedersen & Houpt
EIN: 36-2756074
Plan number: 002
Plan type: 2
Location: Chicago, IL
Latest filing year: 2023

How to read this plan profile

Net assets = total assets minus total liabilities, end of year (Schedule H/I).
Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
Schedule chips (Sch H / I / C) show which schedules each filing includes.
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
78 participants · 2Sch I
View filing →

Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$23.6M total assets

Net assets$23.6MLiabilities$0

Money in vs. money out

Total income / additions$4.7M

Total expenses$543.3K

Benefits paid / distributions$480.2K

Contributions

Employer$108.7K

Participant$649.2K

Full reported line items

Net assets

Total assets (EOY): $23,643,687
Total liabilities (EOY): $0
Net assets (EOY): $23,643,687
Net assets (BOY): $19,527,883

Income & contributions

Employer contributions: $108,723
Participant contributions: $649,196
Total income / additions: $4,659,113

Expenses & distributions

Benefits paid: $480,207
Administrative expenses: $63,102
Total expenses: $543,309
Net increase / (decrease): $4,115,804

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

14%86%

Employer 14%Participant 86%

Total expenses ÷ net assets2%Computed ratio

Benefits paid ÷ total income10%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

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

What to inspect next

Frequently asked questions

Who sponsors the Pedersen & Houpt, A Professional Corporation, 401(K) Plan And Trust?: Pedersen & Houpt, A Professional Corporation, 401(K) Plan And Trust is reported as sponsored by Pedersen & Houpt (EIN 36-2756074, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Pedersen & Houpt, A Professional Corporation, 401(K) Plan And Trust?: The latest Form 5500 filing year loaded for Pedersen & Houpt, A Professional Corporation, 401(K) Plan And Trust is 2023.
How many participants does Pedersen & Houpt, A Professional Corporation, 401(K) Plan And Trust report?: Pedersen & Houpt, A Professional Corporation, 401(K) Plan And Trust reports 78 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Pedersen & Houpt, A Professional Corporation, 401(K) Plan And Trust?: Pedersen & Houpt, A Professional Corporation, 401(K) Plan And Trust reports $23,643,687 in end-of-year plan assets in its latest loaded Form 5500 filing.

Form 5500 terms, in plain English

Form 5500: The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H: The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I: The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C: Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets: Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions: Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.