2023 Form 5500 filing — Pennco Institutes, 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 20250114101022NAL0011529571001) for Pennco Institutes, Inc. 401(K) Profit Sharing Plan, reported by Pennco Institutes, Inc. under EIN 23-1891908 and plan number 001. It reports 180 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$333.8KReported net assets$333,807
Participants180
Provider compensation$3.5K2 Schedule C row(s)$3,460
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250114101022NAL0011529571001
Plan sponsor
Pennco Institutes, Inc.
EIN
23-1891908
Plan number
001
Location
Bristol, PA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$333.8K total assets
Net assets$333.8KLiabilities$0
Money in vs. money out
Total income / additions$188.4K
Total expenses$21.4K
Benefits paid / distributions$5.9K
Contributions
Employer$0
Participant$134.6K
Full reported line items
Total assets (EOY)
$333,807
Total liabilities (EOY)
$0
Net assets (EOY)
$333,807
Employer contributions
$0
Participant contributions
$134,579
Total income / additions
$188,368
Benefits paid
$5,929
Administrative expenses
$6,073
Total expenses
$21,365
Net increase / (decrease)
$167,003
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $3.3K
  2. 2
    FIDUCIARY ADVISOR · Direct $122

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250114101022NAL0011529571001 cover?
It is the 2023 Form 5500 filing for Pennco Institutes, Inc. 401(K) Profit Sharing Plan, reported by Pennco Institutes, Inc. (EIN 23-1891908).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages