Pettit Kohn Ingrassia Lutz & Dolin Pc 401k Plan — Form 5500 plan (Pettit Kohn Ingrassia Lutz & Dolin Pc)
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, Pettit Kohn Ingrassia Lutz & Dolin Pc 401k Plan is a benefit plan reported by Pettit Kohn Ingrassia Lutz & Dolin Pc under EIN 56-2564085 and plan number 001. The latest loaded filing year is 2023. The filing reports 152 participants and $13,093,221 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pettit Kohn Ingrassia Lutz & Dolin Pc
- EIN
- 56-2564085
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 152
- End-of-year plan assets
- $13,093,221
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 152 | H, C | 20241014174444NAL0028008945001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,093,221
- Total liabilities (EOY)
- $19,168
- Net assets (EOY)
- $13,074,053
- Net assets (BOY)
- $10,674,486
Income & contributions
- Employer contributions
- $116,013
- Participant contributions
- $866,827
- Total contributions
- $987,157
- Total income / additions
- $2,973,304
Expenses & distributions
- Benefits paid
- $532,055
- Administrative expenses
- $41,682
- Total expenses
- $573,737
- Net increase / (decrease)
- $2,399,567
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services | RECORDKEEPER | $41,682 | $0 | 2023 |
| Matrix Trust Company | TRUSTEE | $0 | $0 | 2023 |