2023 Form 5500 filing — Pennsylvania Tool Sales & Services 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 20241015112429NAL0016225859001) for Pennsylvania Tool Sales & Services Profit Sharing Plan, reported by Pennsylvania Tool Sales & Services under EIN 25-1356417 and plan number 003. It reports 167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015112429NAL0016225859001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pennsylvania Tool Sales & Services
- EIN
- 25-1356417
- Plan number
- 003
- Location
- Youngstown, OH
- Participants
- 167
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,072,406
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,072,406
- Employer contributions
- $1,923,282
- Participant contributions
- $0
- Total income / additions
- $10,966,545
- Benefits paid
- $3,786,279
- Administrative expenses
- $102,793
- Total expenses
- $3,889,072
- Net increase / (decrease)
- $7,077,473
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sa Stone Wealth Management | INVESTMENT ADVISOR | $77,104 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $25,689 | $0 |