2023 Form 5500 filing — Penn Stuart & Eskridge Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240801130037NAL0049559954001) for Penn Stuart & Eskridge Profit Sharing Plan, reported by Penn Stuart & Eskridge under EIN 54-1064212 and plan number 001. It reports 99 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240801130037NAL0049559954001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Penn Stuart & Eskridge
- EIN
- 54-1064212
- Plan number
- 001
- Location
- Abingdon, VA
- Participants
- 99
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,410,663
- Net assets (EOY)
- $44,410,663
- Employer contributions
- $1,026,519
- Participant contributions
- $413,722
- Total income / additions
- $8,061,633
- Benefits paid
- $1,204,462
- Total expenses
- $1,225,674
- Net increase / (decrease)
- $6,835,959
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $21,212 | $0 |