Penn Terminals, LLC 401(K) Plan — Form 5500 plan (Penn Terminals, LLC)

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 Terminals, LLC 401(K) Plan is a benefit plan reported by Penn Terminals, LLC under EIN 23-2420637 and plan number 001. The latest loaded filing year is 2023. The filing reports 64 participants and $4,532,292 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.5MPlan net assets, end of year$4,532,292
Participants64Covered participants reported
Assets / participant$70.8KComputed: assets ÷ participants$70,817 (computed)
Provider compensationNone reported
Plan sponsor
Penn Terminals, LLC
EIN
23-2420637
Plan number
001
Plan type
2
Location
Eddystone, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202364I20240608063552NAL0013036835001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4.5M total assets
Net assets$4.5MLiabilities$0
Money in vs. money out
Total income / additions$966.2K
Total expenses$46.3K
Benefits paid / distributions$45.6K
Contributions
Employer$146.5K
Participant$278.3K
Full reported line items

Net assets

Total assets (EOY)
$4,532,292
Total liabilities (EOY)
$0
Net assets (EOY)
$4,532,292
Net assets (BOY)
$3,612,374

Income & contributions

Employer contributions
$146,539
Participant contributions
$278,260
Total income / additions
$966,208

Expenses & distributions

Benefits paid
$45,552
Administrative expenses
$738
Total expenses
$46,290
Net increase / (decrease)
$919,918
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 34%Participant 66%
Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income5%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages