Pindler & Pindler, Inc. Employees' Profit Sharing Plan — Form 5500 plan (Pindler & Pindler, 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, Pindler & Pindler, Inc. Employees' Profit Sharing Plan is a benefit plan reported by Pindler & Pindler, Inc. under EIN 95-1851466 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $14,746,505 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pindler & Pindler, Inc.
EIN
95-1851466
Plan number
001
Plan type
2
Location
Moorpark, CA
Latest filing year
2023
Participants
163
End-of-year plan assets
$14,746,505

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023163H, C20241014170020NAL0054544450001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,746,505
Net assets (EOY)
$14,746,505
Net assets (BOY)
$14,240,261

Income & contributions

Employer contributions
$708,112
Participant contributions
$0
Total contributions
$708,112
Total income / additions
$2,378,981

Expenses & distributions

Benefits paid
$1,752,817
Administrative expenses
$119,920
Total expenses
$1,872,737
Net increase / (decrease)
$506,244

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oppenheimer & Co.NONE$118,901not reported in the loaded dataset2023

Related Form 5500 pages