2023 Form 5500 filing — Penta Research Incorporated Employee Stock Ownership 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 20241014080357NAL0012995235001) for Penta Research Incorporated Employee Stock Ownership Plan, reported by Penta Research, Inc. under EIN 63-1284082 and plan number 002. It reports 161 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241014080357NAL0012995235001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Penta Research, Inc.
- EIN
- 63-1284082
- Plan number
- 002
- Location
- Huntsville, AL
- Participants
- 161
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,107,665
- Total liabilities (EOY)
- $19,283,601
- Net assets (EOY)
- $3,824,064
- Employer contributions
- $2,326,540
- Total income / additions
- $4,251,578
- Benefits paid
- $491,419
- Administrative expenses
- $0
- Total expenses
- $925,501
- Net increase / (decrease)
- $3,326,077
- Schedule source
- Schedule H