Palmer-Donavin Employee Stock Ownership Plan — Form 5500 plan (Palmer-Donavin Holdings, 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, Palmer-Donavin Employee Stock Ownership Plan is a benefit plan reported by Palmer-Donavin Holdings, Inc. under EIN 46-4454067 and plan number 003. The latest loaded filing year is 2023. The filing reports 588 participants and $113,438,533 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Palmer-Donavin Holdings, Inc.
- EIN
- 46-4454067
- Plan number
- 003
- Plan type
- 2
- Location
- Grove City, OH
- Latest filing year
- 2023
- Participants
- 588
- End-of-year plan assets
- $113,438,533
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 588 | H | 20241014135255NAL0027472465001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $113,438,533
- Total liabilities (EOY)
- $11,997,398
- Net assets (EOY)
- $101,441,135
- Net assets (BOY)
- $116,972,707
Income & contributions
- Employer contributions
- $3,521,352
- Total contributions
- $3,521,352
- Total income / additions
- -$7,831,652
Expenses & distributions
- Benefits paid
- $7,139,977
- Administrative expenses
- $0
- Total expenses
- $7,699,920
- Net increase / (decrease)
- -$15,531,572
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.