2023 Form 5500 filing — Penn Color, Inc. Incentive 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 20241004120747NAL0011400273001) for Penn Color, Inc. Incentive Savings Plan, reported by Penn Color Inc. under EIN 22-1661347 and plan number 333. It reports 743 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004120747NAL0011400273001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Penn Color Inc.
- EIN
- 22-1661347
- Plan number
- 333
- Location
- Hatfield, PA
- Participants
- 743
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $73,398,745
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,398,745
- Employer contributions
- $1,266,101
- Participant contributions
- $3,316,526
- Total income / additions
- $14,885,133
- Benefits paid
- $7,690,962
- Administrative expenses
- $330,382
- Total expenses
- $8,021,344
- Net increase / (decrease)
- $6,863,789
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $110,272 | $0 |
| Ubs Financial Services, Inc. | NONE | $92,920 | not reported in the loaded dataset |
| Kreischer Miller | NONE | $19,500 | not reported in the loaded dataset |