2023 Form 5500 filing — Pennsylvania Transformer Technology, Inc. 401k Retirement 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 20241011105546NAL0012393731001) for Pennsylvania Transformer Technology, Inc. 401k Retirement Plan, reported by Pennsylvania Transformer Technology Inc. under EIN 31-1226999 and plan number 001. It reports 347 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.6MReported net assets$11,587,669
Participants347
Provider compensation$4281 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011105546NAL0012393731001
Plan sponsor
Pennsylvania Transformer Technology Inc.
EIN
31-1226999
Plan number
001
Location
Canonsburg, PA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$11.6M total assets
Net assets$11.6MLiabilities$0
Money in vs. money out
Total income / additions$2.9M
Total expenses$312.3K
Benefits paid / distributions$309.1K
Contributions
Employer$175.8K
Participant$709.4K
Full reported line items
Total assets (EOY)
$11,587,669
Total liabilities (EOY)
$0
Net assets (EOY)
$11,587,669
Employer contributions
$175,756
Participant contributions
$709,402
Total income / additions
$2,928,154
Benefits paid
$309,059
Administrative expenses
$764
Total expenses
$312,334
Net increase / (decrease)
$2,615,820
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $428 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011105546NAL0012393731001 cover?
It is the 2023 Form 5500 filing for Pennsylvania Transformer Technology, Inc. 401k Retirement Plan, reported by Pennsylvania Transformer Technology Inc. (EIN 31-1226999).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages