2023 Form 5500 filing — Pta Corporation 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 20241216090830NAL0002109440001) for Pta Corporation Employee Stock Ownership Plan, reported by Pta Corporation under EIN 36-3334974 and plan number 003. It reports 246 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241216090830NAL0002109440001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pta Corporation
- EIN
- 36-3334974
- Plan number
- 003
- Location
- Oxford, CT
- Participants
- 246
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,312,248
- Total liabilities (EOY)
- $6,580,889
- Net assets (EOY)
- $14,731,359
- Employer contributions
- $745,094
- Total income / additions
- $4,216,887
- Benefits paid
- $425,564
- Administrative expenses
- $0
- Total expenses
- $609,820
- Net increase / (decrease)
- $3,607,067
- Schedule source
- Schedule H