2023 Form 5500 filing — Pennsylvania Tool Sales & Services 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 20241015151634NAL0050131312001) for Pennsylvania Tool Sales & Services Employee Stock Ownership Plan, reported by Pennsylvania Tool Sales & Services under EIN 25-1356417 and plan number 002. It reports 162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.2MReported net assets$4,235,111
Participants162
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241015151634NAL0050131312001
Plan sponsor
Pennsylvania Tool Sales & Services
EIN
25-1356417
Plan number
002
Location
Youngstown, OH
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7.7M total assets
Net assets$4.2MLiabilities$3.5M
Money in vs. money out
Total income / additions$4.3M
Total expenses$46.1K
Benefits paid / distributions$0
Contributions
Employer$192.1K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$7,728,698
Total liabilities (EOY)
$3,493,587
Net assets (EOY)
$4,235,111
Employer contributions
$192,132
Total income / additions
$4,281,195
Benefits paid
$0
Administrative expenses
$0
Total expenses
$46,084
Net increase / (decrease)
$4,235,111

Related Form 5500 pages