2023 Form 5500 filing — Pennoni Associates Inc. 401(K)/Profit Sharing 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 20241011074110NAL0012263443001) for Pennoni Associates Inc. 401(K)/Profit Sharing Plan, reported by Pennoni Associates Inc. under EIN 23-1683429 and plan number 001. It reports 1,777 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011074110NAL0012263443001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pennoni Associates Inc.
- EIN
- 23-1683429
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 1,777
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $143,052,337
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $143,052,337
- Participant contributions
- $7,374,167
- Total income / additions
- $36,293,274
- Benefits paid
- $9,092,230
- Administrative expenses
- $248,841
- Total expenses
- $9,349,373
- Net increase / (decrease)
- $26,943,901
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $106,296 | $0 |
| Newport Capital Group LLC | NONE | $106,145 | not reported in the loaded dataset |
| Barz Gowie Amon & Fultz | NONE | $36,400 | not reported in the loaded dataset |