National Pen & Associates Profit Sharing And Savings Plan — Form 5500 plan (National Pen Co. 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, National Pen & Associates Profit Sharing And Savings Plan is a benefit plan reported by National Pen Co. LLC under EIN 46-0911877 and plan number 001. The latest loaded filing year is 2023. The filing reports 435 participants and $37,552,324 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Pen Co. LLC
- EIN
- 46-0911877
- Plan number
- 001
- Plan type
- 2
- Location
- Shelbyville, TN
- Latest filing year
- 2023
- Participants
- 435
- End-of-year plan assets
- $37,552,324
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 435 | H, C | 20241001230349NAL0007954081001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,552,324
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,552,324
- Net assets (BOY)
- $34,083,289
Income & contributions
- Employer contributions
- $572,232
- Participant contributions
- $1,697,533
- Total contributions
- $2,366,502
- Total income / additions
- $8,476,406
Expenses & distributions
- Benefits paid
- $4,875,654
- Administrative expenses
- $131,717
- Total expenses
- $5,007,371
- Net increase / (decrease)
- $3,469,035
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $79,143 | $0 | 2023 |
| Sage View Advisory | INVESTMENT ADVISORY | $53,988 | not reported in the loaded dataset | 2023 |