2023 Form 5500 filing — H.O. Penn 401(K) & Profit Sharing Plan And Trust
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 20241004145809NAL0005782435001) for H.O. Penn 401(K) & Profit Sharing Plan And Trust, reported by H.O. Penn Machinery Company, Inc. under EIN 13-1158790 and plan number 005. It reports 307 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004145809NAL0005782435001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- H.O. Penn Machinery Company, Inc.
- EIN
- 13-1158790
- Plan number
- 005
- Location
- Poughkeepsie, NY
- Participants
- 307
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $82,633,196
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $82,633,196
- Employer contributions
- $805,817
- Participant contributions
- $2,985,477
- Total income / additions
- $15,468,154
- Benefits paid
- $7,718,209
- Administrative expenses
- -$24,140
- Total expenses
- $7,694,069
- Net increase / (decrease)
- $7,774,085
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Captrust | CONSULTANT | $17,161 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $14,824 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$57,100 | $0 |