2023 Form 5500 filing — Penreco Pension 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 20241014102003NAL0014759811001) for Penreco Pension Plan, reported by Calumet Gp, LLC under EIN 36-4579817 and plan number 002. It reports 330 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$23.5MReported net assets$23,485,389
Participants330
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241014102003NAL0014759811001
Plan sponsor
Calumet Gp, LLC
EIN
36-4579817
Plan number
002
Location
Indianapolis, IN
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)$23.5M total assets
Net assets$23.5MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$1.7M
Benefits paid / distributions$1.7M
Full reported line items
Total assets (EOY)
$23,485,389
Total liabilities (EOY)
$0
Net assets (EOY)
$23,485,389
Total income / additions
$2,216,753
Benefits paid
$1,721,683
Administrative expenses
$0
Total expenses
$1,721,683
Net increase / (decrease)
$495,070

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014102003NAL0014759811001 cover?
It is the 2023 Form 5500 filing for Penreco Pension Plan, reported by Calumet Gp, LLC (EIN 36-4579817).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages