· 2022–2024 · DOL EFAST2

PEYTON DALE REAL ESTATE INC — PEYTON DALE REAL ESTATE INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)

Original filing (PDF)20240503100332NAL0029550321001

PEYTON DALE REAL ESTATE INC

Form 5500-SF

FILING_RECEIVED

PEYTON DALE REAL ESTATE INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

2

Accounts w/ balance

1

Plan assets (EOY)

$4K

Net assets (EOY)

$4K

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

29

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PEYTON DALE REAL ESTATE INC.

Plan sponsor

Name

PEYTON DALE REAL ESTATE INC

EIN

82-0996527all filings

Address

9627 HIGHLAND POINTE DR. · NEEDVILLE, TX · 77461

Phone

(281) 793-9344

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

WIREWOLF INC. RETIREMENT TRUST

$4K · 3 participants

SWEET ROSE WAXING COMPANY

SWEET ROSE WAXING 401(K) PLAN

$4K · 1 participants

POPPY AND ROSE LLC

POPPY AND ROSE LLC 401(K) PROFIT SHARING PLAN & TRUST

$4K · 35 participants

SPLAT PEST MANAGEMENT INC

SPLAT PEST MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST

$4K · 1 participants

SST TESTING PLUS INC

SST TESTING PLUS INC 401(K) PLAN

$4K · 1 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.