Taavon'S Lucky Penny Corporation Retirement Plan — Form 5500 plan (Taavon'S Lucky Penny Corporation)
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, Taavon'S Lucky Penny Corporation Retirement Plan is a benefit plan reported by Taavon'S Lucky Penny Corporation under EIN 81-3357958 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $4,826,760 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Taavon'S Lucky Penny Corporation
- EIN
- 81-3357958
- Plan number
- 001
- Plan type
- 2
- Location
- North Hollywood, CA
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $4,826,760
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240422130809NAL0000149729001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,826,760
- Net assets (EOY)
- $4,826,760
- Net assets (BOY)
- $4,090,297
Income & contributions
- Total income / additions
- $736,463
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $736,463
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.