Physical Sciences Inc. Employee Stock Ownership Plan — Form 5500 plan (Physical Sciences Inc.)

Plain-English plan 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, Physical Sciences Inc. Employee Stock Ownership Plan is a benefit plan reported by Physical Sciences Inc. under EIN 04-2517090 and plan number 002. The latest loaded filing year is 2023. The filing reports 364 participants and $97,776,881 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Physical Sciences Inc.
EIN
04-2517090
Plan number
002
Plan type
2
Location
Andover, MA
Latest filing year
2023
Participants
364
End-of-year plan assets
$97,776,881

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023364H, C20250203102201NAL0011367200001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$97,776,881
Total liabilities (EOY)
$0
Net assets (EOY)
$97,776,881
Net assets (BOY)
$89,684,089

Income & contributions

Employer contributions
$6,212,667
Total contributions
$6,212,667
Total income / additions
$13,428,801

Expenses & distributions

Benefits paid
$5,305,980
Administrative expenses
$30,029
Total expenses
$5,336,009
Net increase / (decrease)
$8,092,792

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Salem Five Wealth Management & TrusINVESTMENT ADVISOR$27,677not reported in the loaded dataset2023

Related Form 5500 pages