Plan5500

Pen-Link, Ltd. 401(K) Plan — Form 5500 plan (Pen-Link, Ltd.)

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, Pen-Link, Ltd. 401(K) Plan is a benefit plan reported by Pen-Link, Ltd. under EIN 47-0707585 and plan number 001. The latest loaded filing year is 2023. The filing reports 156 participants and $37,257,147 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pen-Link, Ltd.
EIN
47-0707585
Plan number
001
Plan type
2
Location
Lincoln, NE
Latest filing year
2023
Participants
156
End-of-year plan assets
$37,257,147

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023156H, C20241003141047NAL0010652017001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,257,147
Total liabilities (EOY)
$0
Net assets (EOY)
$37,257,147
Net assets (BOY)
$29,695,034

Income & contributions

Employer contributions
$272,371
Participant contributions
$935,100
Total contributions
$3,265,423
Total income / additions
$8,659,784

Expenses & distributions

Benefits paid
$980,545
Administrative expenses
$117,126
Total expenses
$1,097,671
Net increase / (decrease)
$7,562,113

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bellwether Advisors, LLCINV ADV, PARTICIPANTS$57,176not reported in the loaded dataset2023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$32,173$02023
Alera Investment Advisors, LLCINVESTMENT ADVISORY$27,777$2,2232023
Forvis LlpACCOUNTANT$18,900not reported in the loaded dataset2023

Related Form 5500 pages