2023 Form 5500 filing — Pomeroy Technologies LLC Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240927104127NAL0002118241001) for Pomeroy Technologies LLC Retirement Savings Plan, reported by Pomeroy Technologies LLC under EIN 85-0862996 and plan number 004. It reports 3,574 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927104127NAL0002118241001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pomeroy Technologies LLC
- EIN
- 85-0862996
- Plan number
- 004
- Location
- Hebron, KY
- Participants
- 3,574
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $110,749,060
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $110,749,060
- Employer contributions
- $26,771
- Participant contributions
- $6,348,622
- Total income / additions
- $25,512,915
- Benefits paid
- $17,744,268
- Administrative expenses
- $157,780
- Total expenses
- $17,908,139
- Net increase / (decrease)
- $7,604,776
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $87,552 | $0 |
| Global Retirement Partners, LLC | OTHER SERVICES | $39,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $31,228 | not reported in the loaded dataset |