Peters Habib Mckenna & Juhl-Rhodes Llp 401k Profit Sharing Plan — Form 5500 plan (Peters Habib Mckenna & Juhl-Rhodes Llp)
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, Peters Habib Mckenna & Juhl-Rhodes Llp 401k Profit Sharing Plan is a benefit plan reported by Peters Habib Mckenna & Juhl-Rhodes Llp under EIN 46-4442579 and plan number 002. The latest loaded filing year is 2023. The filing reports 12 participants and $7,123,512 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peters Habib Mckenna & Juhl-Rhodes Llp
- EIN
- 46-4442579
- Plan number
- 002
- Plan type
- 2
- Location
- Chico, CA
- Latest filing year
- 2023
- Participants
- 12
- End-of-year plan assets
- $7,123,512
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12 | I | 20240528180440NAL0005713523001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $7,123,512
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,123,512
- Net assets (BOY)
- $6,675,846
Income & contributions
- Employer contributions
- $43,872
- Participant contributions
- $101,555
- Total income / additions
- $767,805
Expenses & distributions
- Benefits paid
- $320,018
- Administrative expenses
- $121
- Total expenses
- $320,139
- Net increase / (decrease)
- $447,666
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.