Penobscot Management Florida, LLC 401(K) Plan — Form 5500 plan (Penobscot Management Florida, 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, Penobscot Management Florida, LLC 401(K) Plan is a benefit plan reported by Penobscot Management Florida, LLC under EIN 87-1018797 and plan number 001. The latest loaded filing year is 2023. The filing reports 108 participants and $10,161,528 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Penobscot Management Florida, LLC
- EIN
- 87-1018797
- Plan number
- 001
- Plan type
- 2
- Location
- Englewood, NJ
- Latest filing year
- 2023
- Participants
- 108
- End-of-year plan assets
- $10,161,528
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 108 | I | 20241001114646NAL0013828962001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $10,161,528
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,161,528
- Net assets (BOY)
- $8,474,749
Income & contributions
- Employer contributions
- $251,562
- Participant contributions
- $456,158
- Total income / additions
- $2,164,648
Expenses & distributions
- Benefits paid
- $462,819
- Administrative expenses
- $15,050
- Total expenses
- $477,869
- Net increase / (decrease)
- $1,686,779
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.