Palmetto Document Systems Retirement Plan — Form 5500 plan (Palmetto Document Systems, Inc.)
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, Palmetto Document Systems Retirement Plan is a benefit plan reported by Palmetto Document Systems, Inc. under EIN 81-2008126 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $270,745 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Palmetto Document Systems, Inc.
- EIN
- 81-2008126
- Plan number
- 001
- Plan type
- 2
- Location
- Piedmont, SC
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $270,745
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240612090820NAL0059428706001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $270,745
- Net assets (EOY)
- $270,745
- Net assets (BOY)
- $268,954
Income & contributions
- Total income / additions
- $1,980
Expenses & distributions
- Total expenses
- $189
- Net increase / (decrease)
- $1,791
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.