Penobscot Management Florida, 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, Penobscot Management Florida, LLC (EIN 87-1018797) is a plan sponsor located in Englewood, NJ 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
87-1018797
Location
Englewood, NJ
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$10,161,528
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$10,161,528

Contributions & income

Employer contributions
$251,562
Participant contributions
$456,158
Total income / additions
$2,164,648

Expenses & distributions

Benefits paid / distributions
$462,819
Total expenses
$477,869
Net increase / (decrease)
$1,686,779

Coverage

Total reported participants
108
Plans with financial statements
1
Plans with provider compensation
0

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

Penobscot Management Florida, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Penobscot Management Florida, LLC 401(K) Plan001108$10,161,5282023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Penobscot Management Florida, LLC
YearPlanParticipantsSchedulesFiling
2023Penobscot Management Florida, LLC 401(K) Plan108I20241001114646NAL0013828962001

Related Form 5500 pages