2023 Form 5500 filing — Penn Engineering 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 20241015055525NAL0027689009001) for Penn Engineering Pension Plan, reported by Penn Engineering & Mfg. Corp. under EIN 23-0951065 and plan number 001. It reports 366 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015055525NAL0027689009001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Penn Engineering & Mfg. Corp.
- EIN
- 23-0951065
- Plan number
- 001
- Location
- Danboro, PA
- Participants
- 366
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,194,487
- Net assets (EOY)
- $21,194,487
- Employer contributions
- $6,348,000
- Total income / additions
- $7,868,780
- Benefits paid
- $2,378,738
- Administrative expenses
- $465,918
- Total expenses
- $2,844,656
- Net increase / (decrease)
- $5,024,124
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stone Street Equity | NONE | $45,000 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $30,373 | not reported in the loaded dataset |
| Korn Ferry Hay Group, Inc. | NONE | $26,775 | not reported in the loaded dataset |
| Wilmington Trust | NONE | $16,698 | not reported in the loaded dataset |