Pomeroy Technologies LLC — 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, Pomeroy Technologies LLC (EIN 85-0862996) is a plan sponsor located in Hebron, KY with 1 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
85-0862996
Location
Hebron, KY
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$110,749,060
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$110,749,060

Contributions & income

Employer contributions
$26,771
Participant contributions
$6,348,622
Total income / additions
$25,512,915

Expenses & distributions

Benefits paid / distributions
$17,744,268
Total expenses
$17,908,139
Net increase / (decrease)
$7,604,776

Coverage

Total reported participants
5,246
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

Pomeroy Technologies LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Pomeroy Technologies LLC Retirement Savings Plan0043,574$110,749,0602023
Pomeroy It Solutions Sales Company, Inc. Wrap Plan5011,672not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Pomeroy Technologies LLC
YearPlanParticipantsSchedulesFiling
2023Pomeroy It Solutions Sales Company, Inc. Wrap Plan1,67220240722142400NAL0010113473001
2023Pomeroy Technologies LLC Retirement Savings Plan3,574H, C20240927104127NAL0002118241001

Related Form 5500 pages