403(B) Thrift Plan For Penn-Mar Organization Inc Dba Penn-Mar Human Services — Form 5500 plan (Penn-Mar Organization, Inc. Dba Penn-Mar Human 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, 403(B) Thrift Plan For Penn-Mar Organization Inc Dba Penn-Mar Human Services is a benefit plan reported by Penn-Mar Organization, Inc. Dba Penn-Mar Human Services under EIN 52-1207942 and plan number 001. The latest loaded filing year is 2023. The filing reports 624 participants and $16,312,096 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Penn-Mar Organization, Inc. Dba Penn-Mar Human Services
- EIN
- 52-1207942
- Plan number
- 001
- Plan type
- 2
- Location
- Freeland, MD
- Latest filing year
- 2023
- Participants
- 624
- End-of-year plan assets
- $16,312,096
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 624 | H, C | 20241002102120NAL0014124128001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,312,096
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,312,096
- Net assets (BOY)
- $12,801,236
Income & contributions
- Employer contributions
- $688,891
- Participant contributions
- $1,033,995
- Total contributions
- $1,747,618
- Total income / additions
- $3,939,261
Expenses & distributions
- Benefits paid
- $332,980
- Administrative expenses
- $94,860
- Total expenses
- $428,401
- Net increase / (decrease)
- $3,510,860
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $60,220 | $0 | 2023 |
| Greenspring Advisors | INVESTMENT ADVISORY | $32,620 | not reported in the loaded dataset | 2023 |
| Orenda Retirement , LLC | CONTRACT ADMINISTRATOR | $2,025 | $4,838 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Penn-Mar Organization, Inc. Dba Penn-Mar Human Services
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Freeland, MD
- Principal Life Insurance Company — Schedule C compensation
- Greenspring Advisors — Schedule C compensation
- Orenda Retirement , LLC — Schedule C compensation