Walter J Pikul Prototype Retirement Plan — Form 5500 plan (Walter J Pikul Mba Cpa Cfp)
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, Walter J Pikul Prototype Retirement Plan is a benefit plan reported by Walter J Pikul Mba Cpa Cfp under EIN 56-1233954 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $3,428,488 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Walter J Pikul Mba Cpa Cfp
- EIN
- 56-1233954
- Plan number
- 001
- Plan type
- 2
- Location
- Fayetteville, NC
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $3,428,488
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20250924141631NAL0008260096001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,428,488
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,428,488
- Net assets (BOY)
- $2,787,439
Income & contributions
- Employer contributions
- $23,388
- Participant contributions
- $19,566
- Total income / additions
- $735,575
Expenses & distributions
- Benefits paid
- $94,526
- Administrative expenses
- $0
- Total expenses
- $94,526
- Net increase / (decrease)
- $641,049
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.