2023 Form 5500 filing — Jarvis 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 20241014110405NAL0027107089001) for Jarvis Pension Plan, reported by Penco Corporation under EIN 06-0403810 and plan number 003. It reports 458 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$98.3MReported net assets$98,336,337
Participants458
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241014110405NAL0027107089001
Plan sponsor
Penco Corporation
EIN
06-0403810
Plan number
003
Location
Hartford, CT
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)$98.3M total assets
Net assets$98.3MLiabilities$0
Money in vs. money out
Total income / additions$10.1M
Total expenses$2.9M
Benefits paid / distributions$2.9M
Full reported line items
Total assets (EOY)
$98,336,337
Total liabilities (EOY)
$0
Net assets (EOY)
$98,336,337
Total income / additions
$10,088,904
Benefits paid
$2,885,783
Administrative expenses
$0
Total expenses
$2,885,783
Net increase / (decrease)
$7,203,121

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014110405NAL0027107089001 cover?
It is the 2023 Form 5500 filing for Jarvis Pension Plan, reported by Penco Corporation (EIN 06-0403810).
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