2023 Form 5500 filing — Penn Engineering 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 20241015085049NAL0014270659001) for Penn Engineering 401(K) Plan, reported by Penn Engineering & Manufacturing under EIN 23-0951065 and plan number 002. It reports 1,005 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015085049NAL0014270659001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Penn Engineering & Manufacturing
- EIN
- 23-0951065
- Plan number
- 002
- Location
- Danboro, PA
- Participants
- 1,005
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $151,189,340
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $151,189,340
- Employer contributions
- $4,115,311
- Participant contributions
- $5,548,678
- Total income / additions
- $32,820,724
- Benefits paid
- $8,284,714
- Administrative expenses
- $324,982
- Total expenses
- $8,634,804
- Net increase / (decrease)
- $24,185,920
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $212,860 | $0 |
| Resources Inv. Adv. Fct Stone St | SERVICE PROVIDER | $90,048 | $0 |
| Withum Smith Brown | SERVICE PROVIDER | $22,074 | $0 |