Pennsylvania Tool Sales & Services Employee Stock Ownership Plan — Form 5500 plan (Pennsylvania Tool Sales & Services)

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, Pennsylvania Tool Sales & Services Employee Stock Ownership Plan is a benefit plan reported by Pennsylvania Tool Sales & Services under EIN 25-1356417 and plan number 002. The latest loaded filing year is 2023. The filing reports 162 participants and $7,728,698 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.2MPlan net assets, end of year$4,235,111
Participants162Covered participants reported
Assets / participant$47.7KComputed: assets ÷ participants$47,708 (computed)
Provider compensationNone reported
Plan sponsor
Pennsylvania Tool Sales & Services
EIN
25-1356417
Plan number
002
Plan type
2
Location
Youngstown, OH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023162H20241015151634NAL0050131312001
Schedule H · 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)$7.7M total assets
Net assets$4.2MLiabilities$3.5M
Money in vs. money out
Total income / additions$4.3M
Total expenses$46.1K
Benefits paid / distributions$0
Contributions
Employer$192.1K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$7,728,698
Total liabilities (EOY)
$3,493,587
Net assets (EOY)
$4,235,111
Net assets (BOY)
$0

Income & contributions

Employer contributions
$192,132
Total contributions
$192,132
Total income / additions
$4,281,195

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$46,084
Net increase / (decrease)
$4,235,111
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.

Total expenses ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages