2023 Form 5500 filing — Palmer-Donavin Employee Stock Ownership 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 20241014135255NAL0027472465001) for Palmer-Donavin Employee Stock Ownership Plan, reported by Palmer-Donavin Holdings, Inc. under EIN 46-4454067 and plan number 003. It reports 588 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

EFAST2 acknowledgement
20241014135255NAL0027472465001
Filing year
2023
Form type
2
Plan sponsor
Palmer-Donavin Holdings, Inc.
EIN
46-4454067
Plan number
003
Location
Grove City, OH
Participants
588
Schedules available
Schedule H
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$113,438,533
Total liabilities (EOY)
$11,997,398
Net assets (EOY)
$101,441,135
Employer contributions
$3,521,352
Total income / additions
-$7,831,652
Benefits paid
$7,139,977
Administrative expenses
$0
Total expenses
$7,699,920
Net increase / (decrease)
-$15,531,572
Schedule source
Schedule H

Related Form 5500 pages