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DAVID W PETTI LLC SOCA BENEFIT PLAN 401k Plan overview

Plan NameDAVID W PETTI LLC SOCA BENEFIT PLAN
Plan identification number 501

DAVID W PETTI LLC SOCA BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

DAVID W PETTI LLC has sponsored the creation of one or more 401k plans.

Company Name:DAVID W PETTI LLC
Employer identification number (EIN):275284338
NAIC Classification:561730
NAIC Description:Landscaping Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID W PETTI LLC SOCA BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-01-01MATT APPENZELLER2024-07-30

Financial Data on DAVID W PETTI LLC SOCA BENEFIT PLAN

Measure Date Value
2025 : DAVID W PETTI LLC SOCA BENEFIT PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-07-290
Total liabilities as of the beginning of the plan year2025-07-29437
Total expenses incurred by plan in this plan year2025-07-2936353
Net assets as of the end of the plan year2025-07-290
Total assets as of the beginning of the plan year2025-07-29618
Value of plan covered by a fidelity bond2025-07-291000000
Participant contributions to plan in this plan year2025-07-2917994
Other expenses paid from plan in this plan year2025-07-290
Other contributions to plan in this plan year2025-07-290
Other income to plan in this plan year2025-07-29184
Plan net income in this plan year2025-07-29-181
Net assets as of the end of the plan year2025-07-290
Net assets as of the beginning of the plan year2025-07-29181
Employer contributions to plan in this plan year2025-07-2917994
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-292277
2024 : DAVID W PETTI LLC SOCA BENEFIT PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-07-30437
Total liabilities as of the beginning of the plan year2024-07-300
Total expenses incurred by plan in this plan year2024-07-3038214
Net assets as of the end of the plan year2024-07-30618
Total assets as of the beginning of the plan year2024-07-300
Value of plan covered by a fidelity bond2024-07-301000000
Participant contributions to plan in this plan year2024-07-3019096
Other expenses paid from plan in this plan year2024-07-300
Other contributions to plan in this plan year2024-07-300
Other income to plan in this plan year2024-07-30203
Plan net income in this plan year2024-07-30181
Net assets as of the end of the plan year2024-07-30181
Net assets as of the beginning of the plan year2024-07-300
Employer contributions to plan in this plan year2024-07-3019096
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-302627

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