2023 Form 5500 filing — Pencor Services, Inc. 401(K) Salary Reduction 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 20241009154342NAL0018680065001) for Pencor Services, Inc. 401(K) Salary Reduction Plan, reported by Pencor Services, Inc. under EIN 24-0820653 and plan number 004. It reports 744 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009154342NAL0018680065001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pencor Services, Inc.
- EIN
- 24-0820653
- Plan number
- 004
- Location
- Palmerton, PA
- Participants
- 744
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,855,677
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,855,677
- Employer contributions
- $539,954
- Participant contributions
- $1,943,445
- Total income / additions
- $5,834,568
- Benefits paid
- $2,516,278
- Administrative expenses
- $119,588
- Total expenses
- $2,635,866
- Net increase / (decrease)
- $3,198,702
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions, | RECORDKEEPER | $102,103 | $0 |
| Royal Alliance Associates, Inc. | BROKER | $0 | $53,016 |
| Stalker & Associates, Inc. | TPA/ RECORDKEEPER | $13,084 | $1,807 |
| Envestnet Retirement Solutions LLC | INVETSMENT ADVISORY-PLAN | $4,401 | not reported in the loaded dataset |