H.O. Penn Machinery Co., Inc Pension Plan And Trust — Form 5500 plan (H.O. Penn Machinery Company, 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, H.O. Penn Machinery Co., Inc Pension Plan And Trust is a benefit plan reported by H.O. Penn Machinery Company, Inc. under EIN 13-1158790 and plan number 004. The latest loaded filing year is 2023. The filing reports 10 participants and $4,632,702 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- H.O. Penn Machinery Company, Inc.
- EIN
- 13-1158790
- Plan number
- 004
- Plan type
- 2
- Location
- Poughkeepsie, NY
- Latest filing year
- 2023
- Participants
- 10
- End-of-year plan assets
- $4,632,702
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10 | I | 20241004141548NAL0005757603001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,632,702
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,632,702
- Net assets (BOY)
- $5,087,888
Income & contributions
- Employer contributions
- $35,973
- Participant contributions
- $50,456
- Total income / additions
- $682,831
Expenses & distributions
- Benefits paid
- $1,136,487
- Administrative expenses
- $1,530
- Total expenses
- $1,138,017
- Net increase / (decrease)
- -$455,186
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.