Pomeroy Technologies LLC Retirement Savings Plan — Form 5500 plan (Pomeroy Technologies 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, Pomeroy Technologies LLC Retirement Savings Plan is a benefit plan reported by Pomeroy Technologies LLC under EIN 85-0862996 and plan number 004. The latest loaded filing year is 2023. The filing reports 3,574 participants and $110,749,060 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pomeroy Technologies LLC
- EIN
- 85-0862996
- Plan number
- 004
- Plan type
- 2
- Location
- Hebron, KY
- Latest filing year
- 2023
- Participants
- 3,574
- End-of-year plan assets
- $110,749,060
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,574 | H, C | 20240927104127NAL0002118241001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $110,749,060
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $110,749,060
- Net assets (BOY)
- $103,144,284
Income & contributions
- Employer contributions
- $26,771
- Participant contributions
- $6,348,622
- Total contributions
- $6,579,603
- Total income / additions
- $25,512,915
Expenses & distributions
- Benefits paid
- $17,744,268
- Administrative expenses
- $157,780
- Total expenses
- $17,908,139
- Net increase / (decrease)
- $7,604,776
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $87,552 | $0 | 2023 |
| Global Retirement Partners, LLC | OTHER SERVICES | $39,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $31,228 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pomeroy Technologies LLC
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Hebron, KY
- Fidelity Investments Institutional — Schedule C compensation
- Global Retirement Partners, LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation