Penn United Technologies, Inc. 401(K) Plan — Form 5500 plan (Penn United Technologies, 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, Penn United Technologies, Inc. 401(K) Plan is a benefit plan reported by Penn United Technologies, Inc. under EIN 25-1215115 and plan number 002. The latest loaded filing year is 2023. The filing reports 889 participants and $91,659,049 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Penn United Technologies, Inc.
EIN
25-1215115
Plan number
002
Plan type
2
Location
Cabot, PA
Latest filing year
2023
Participants
889
End-of-year plan assets
$91,659,049

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023889H, C20241220113405NAL0006103649001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$91,659,049
Total liabilities (EOY)
$0
Net assets (EOY)
$91,659,049
Net assets (BOY)
$79,538,869

Income & contributions

Employer contributions
$2,646,724
Participant contributions
$3,819,753
Total contributions
$6,982,978
Total income / additions
$19,213,869

Expenses & distributions

Benefits paid
$7,013,763
Administrative expenses
$165,285
Total expenses
$7,179,048
Net increase / (decrease)
$12,034,821

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial LLCADVISOR$93,055not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$72,413$02023

Related Form 5500 pages