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, Penick Village 403(B) Retirement Plan is a benefit plan reported by Penick Village, Inc. under EIN 56-0729010 and plan number 002. The latest loaded filing year is 2023. The filing reports 370 participants and $3,912,102 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,912,102
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,912,102
- Net assets (BOY)
- $3,912,527
Income & contributions
- Employer contributions
- $105,841
- Participant contributions
- $301,497
- Total contributions
- $407,338
- Total income / additions
- $941,155
Expenses & distributions
- Benefits paid
- $936,963
- Administrative expenses
- $4,617
- Total expenses
- $941,580
- Net increase / (decrease)
- -$425