401(k)
2022 plan-year 401(k) DOL Form 5500

PALFREYMAN AND ASSOCIATES PLLC

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

PALFREYMAN AND ASSOCIATES PLLC

This 401(k) plan holds N/A in total assets and serves 2 participants as of 2022. It is sponsored by PALFREYMAN AND ASSOCIATES PLLC in Idaho.

Total Assets (2023)
N/A
Participants
2
State
Industry
Professional & Technical Services

What the Filing Says About PALFREYMAN AND ASSOCIATES PLLC

PALFREYMAN AND ASSOCIATES PLLC is a 401(k) retirement plan sponsored by PALFREYMAN AND ASSOCIATES PLLC, headquartered in Idaho. As of the 2022 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 2 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 200538831, and the plan has been effective since 2004-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2022 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan Type401(k)
Employer EIN200538831
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (PALFREYMAN AND ASSOCIATES PLLC)

Year Plans Participants Total Assets
2022 1 2 N/A
2023 1 2 N/A
2024 1 2 N/A

Nearby 401(k) Plans in Idaho

Peer 401(k) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the PALFREYMAN AND ASSOCIATES PLLC?
As of the 2022 Form 5500 filing, PALFREYMAN AND ASSOCIATES PLLC holds N/A in total assets with 2 participants. It is sponsored by PALFREYMAN AND ASSOCIATES PLLC.
What type of plan is PALFREYMAN AND ASSOCIATES PLLC?
PALFREYMAN AND ASSOCIATES PLLC is a 401(k) plan. It has been effective since 2004-01-01. The plan is filed with the U.S. Department of Labor under EIN 200538831.
Who sponsors the PALFREYMAN AND ASSOCIATES PLLC?
PALFREYMAN AND ASSOCIATES PLLC is sponsored by PALFREYMAN AND ASSOCIATES PLLC, located in Idaho. The sponsor's EIN is 200538831 and the plan operates in the Professional & Technical Services industry.
How did PALFREYMAN AND ASSOCIATES PLLC perform in 2022?
PALFREYMAN AND ASSOCIATES PLLC held N/A in total assets at the end of 2022.
Where can I find official filings for PALFREYMAN AND ASSOCIATES PLLC?
Official Form 5500 filings for PALFREYMAN AND ASSOCIATES PLLC are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 200538831 or plan name at efast.dol.gov.
How does PALFREYMAN AND ASSOCIATES PLLC compare to other plans?
You can compare PALFREYMAN AND ASSOCIATES PLLC against other 401(k) plans on the plan type page, or view plans in Idaho on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 200538831.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.