401(k)
2024 plan-year 401(k) DOL Form 5500

PURDY ENTERPRISES 401(K) PLAN

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

PURDY ENTERPRISES, INC.

This 401(k) plan holds $4M in total assets and serves 101 participants as of 2024. It is sponsored by PURDY ENTERPRISES, INC. in Idaho. The plan reported positive net income of $1M for the year.

Total Assets (2023)
$4M
Participants
101
State
Industry
Retail Trade

What the Filing Says About PURDY ENTERPRISES 401(K) PLAN

PURDY ENTERPRISES 401(K) PLAN is a 401(k) retirement plan sponsored by PURDY ENTERPRISES, INC., headquartered in Idaho. As of the 2024 Form 5500 filing, the plan reports $4M in total end-of-year assets and covers 101 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 820510465, and the plan has been effective since 2013-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3M at the beginning of 2024 to $4M at year-end — a gain of 32.5%. Net assets (after liabilities) closed the year at $4M, with reported net income of $1M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

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)$3M
Total Assets (End of Year)$4M
Net Assets (End of Year)$4M
Net Income$1M
Plan Type401(k)
Employer EIN820510465
Plan Effective Date2013-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Idaho

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Frequently Asked Questions

How much money is in the PURDY ENTERPRISES 401(K) PLAN?
As of the 2024 Form 5500 filing, PURDY ENTERPRISES 401(K) PLAN holds $4M in total assets with 101 participants. It is sponsored by PURDY ENTERPRISES, INC..
What type of plan is PURDY ENTERPRISES 401(K) PLAN?
PURDY ENTERPRISES 401(K) PLAN is a 401(k) plan. It has been effective since 2013-04-01. The plan is filed with the U.S. Department of Labor under EIN 820510465.
Who sponsors the PURDY ENTERPRISES 401(K) PLAN?
PURDY ENTERPRISES 401(K) PLAN is sponsored by PURDY ENTERPRISES, INC., located in Idaho. The sponsor's EIN is 820510465 and the plan operates in the Retail Trade industry.
How did PURDY ENTERPRISES 401(K) PLAN perform in 2024?
PURDY ENTERPRISES 401(K) PLAN grew by 32.5% during 2024, moving from $3M to $4M in total assets. Net income was $1M.
Where can I find official filings for PURDY ENTERPRISES 401(K) PLAN?
Official Form 5500 filings for PURDY ENTERPRISES 401(K) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 820510465 or plan name at efast.dol.gov.
How does PURDY ENTERPRISES 401(K) PLAN compare to other plans?
You can compare PURDY ENTERPRISES 401(K) PLAN 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 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 820510465.

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.