Plan5500

Powell Electronics, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Powell Electronics, Inc. (EIN 23-1419651) is a plan sponsor located in Swedesboro, NJ with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
23-1419651
Location
Swedesboro, NJ
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$28MSummed across loaded plans$28,002,917
Total reported assets$28M$28,002,917
Total reported participants469
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$28M total assets
Net assets$28MLiabilities$0
Contributions & income
Employer contributions$633.6K
Participant contributions$1.2M
Total income / additions$5.8M
Expenses & distributions
Benefits paid / distributions$1.8M
Total expenses$1.9M
Net increase / (decrease)$3.9M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Powell Electronics, Inc. 401(K) Profit Sharing Plan
Participants per plan235Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Powell Electronics, Inc. 401(K) Profit Sharing Plan$28M
    Plan #002 · 250 participants · 2023
  2. 2
    Powell Electronics Benefit Plannot reported in the loaded dataset
    Plan #507 · 219 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Powell Electronics, Inc.
YearPlanParticipantsSchedulesFiling
2023Powell Electronics, Inc. 401(K) Profit Sharing Plan250H, C20240904075819NAL0019904785001
2023Powell Electronics Benefit Plan219—20250412124116NAL0047326946001

Related Form 5500 pages