Penn Emblem Company 401(K) Plan — Form 5500 plan (Penn Emblem Company)
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, Penn Emblem Company 401(K) Plan is a benefit plan reported by Penn Emblem Company under EIN 23-1291401 and plan number 001. The latest loaded filing year is 2023. The filing reports 272 participants and $9,638,332 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Penn Emblem Company
- EIN
- 23-1291401
- Plan number
- 001
- Plan type
- 2
- Location
- Trevose, PA
- Latest filing year
- 2023
- Participants
- 272
- End-of-year plan assets
- $9,638,332
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 272 | H, C | 20241003162303NAL0010898369001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,638,332
- Total liabilities (EOY)
- $5,093
- Net assets (EOY)
- $9,633,239
- Net assets (BOY)
- $8,032,359
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $462,313
- Total contributions
- $462,313
- Total income / additions
- $2,175,194
Expenses & distributions
- Benefits paid
- $549,830
- Administrative expenses
- $21,562
- Total expenses
- $574,314
- Net increase / (decrease)
- $1,600,880
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | ADVISOR | $0 | $21,218 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $15,612 | $0 | 2023 |
| Torrillo & Associates, LLC | ACCOUNTANT/AUDITOR | $5,950 | not reported in the loaded dataset | 2023 |