Pennsylvania Tool Sales & Services Profit Sharing 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 Profit Sharing Plan is a benefit plan reported by Pennsylvania Tool Sales & Services under EIN 25-1356417 and plan number 003. The latest loaded filing year is 2023. The filing reports 167 participants and $55,072,406 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pennsylvania Tool Sales & Services
- EIN
- 25-1356417
- Plan number
- 003
- Plan type
- 2
- Location
- Youngstown, OH
- Latest filing year
- 2023
- Participants
- 167
- End-of-year plan assets
- $55,072,406
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 167 | H, C | 20241015112429NAL0016225859001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,072,406
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,072,406
- Net assets (BOY)
- $47,994,933
Income & contributions
- Employer contributions
- $1,923,282
- Participant contributions
- $0
- Total contributions
- $1,923,282
- Total income / additions
- $10,966,545
Expenses & distributions
- Benefits paid
- $3,786,279
- Administrative expenses
- $102,793
- Total expenses
- $3,889,072
- Net increase / (decrease)
- $7,077,473
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sa Stone Wealth Management | INVESTMENT ADVISOR | $77,104 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $25,689 | $0 | 2023 |