2023 Form 5500 filing — Penny Publications, LLC 401(K) 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 20241014132515NAL0027383825001) for Penny Publications, LLC 401(K) Plan, reported by Penny Publications, LLC under EIN 06-1533995 and plan number 002. It reports 177 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014132515NAL0027383825001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Penny Publications, LLC
- EIN
- 06-1533995
- Plan number
- 002
- Location
- Norwalk, CT
- Participants
- 177
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,336,040
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,336,040
- Employer contributions
- $0
- Participant contributions
- $927,512
- Total income / additions
- $3,452,962
- Benefits paid
- $676,482
- Administrative expenses
- $25,306
- Total expenses
- $735,370
- Net increase / (decrease)
- $2,717,592
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch,Pierce,Fenner + Smith | BROKERAGE | not reported in the loaded dataset | $56,329 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $24,556 | $0 |
| Visconti And Associates Pc | AUDITOR | $750 | not reported in the loaded dataset |