Willy, Pooch & Petunia Corp. Retirement Plan — Form 5500 plan (Willy, Pooch & Petunia Corp.)
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, Willy, Pooch & Petunia Corp. Retirement Plan is a benefit plan reported by Willy, Pooch & Petunia Corp. under EIN 85-4324969 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $2,372,500 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$2.4MPlan net assets, end of year$2,372,500
Participants4Covered participants reported
Assets / participant$593.1KComputed: assets ÷ participants$593,125 (computed)
Provider compensationNone reported
- Plan sponsor
- Willy, Pooch & Petunia Corp.
- EIN
- 85-4324969
- Plan number
- 001
- Plan type
- 2
- Location
- Montville, NJ
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240531103949NAL0007683171001 |
Schedule I · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$2.4M total assets
Net assets$2.4MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $2,372,500
- Net assets (EOY)
- $2,372,500
- Net assets (BOY)
- $1,616,339
Income & contributions
- Total income / additions
- $756,161
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $756,161
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.