2023 Form 5500 filing — Penny Newman Grain Company, Inc. Retirement 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 20250911104813NAL0001036434001) for Penny Newman Grain Company, Inc. Retirement Plan, reported by Penny Newman Grain Company, Inc. under EIN 94-1224870 and plan number 001. It reports 211 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$21.8MReported net assets$21,785,791
Participants211
Provider compensation$59.7K2 Schedule C row(s)$59,708
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250911104813NAL0001036434001
Plan sponsor
Penny Newman Grain Company, Inc.
EIN
94-1224870
Plan number
001
Location
Fresno, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$21.8M total assets
Net assets$21.8MLiabilities$0
Money in vs. money out
Total income / additions$5.4M
Total expenses$1.1M
Benefits paid / distributions$975.1K
Contributions
Employer$559.2K
Participant$1M
Full reported line items
Total assets (EOY)
$21,785,791
Total liabilities (EOY)
$0
Net assets (EOY)
$21,785,791
Employer contributions
$559,198
Participant contributions
$1,033,363
Total income / additions
$5,405,720
Benefits paid
$975,109
Administrative expenses
$101,973
Total expenses
$1,077,082
Net increase / (decrease)
$4,328,638
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RIA · Direct $58.8K
  2. 2
    NONE · Direct $908

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250911104813NAL0001036434001 cover?
It is the 2023 Form 5500 filing for Penny Newman Grain Company, Inc. Retirement Plan, reported by Penny Newman Grain Company, Inc. (EIN 94-1224870).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages