2023 Form 5500 filing — Penzeys, Ltd 401(K) Plan And Trust
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 20250423094144NAL0009639296001) for Penzeys, Ltd 401(K) Plan And Trust, reported by Penzeys, Ltd under EIN 39-1623813 and plan number 001. It reports 520 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250423094144NAL0009639296001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Penzeys, Ltd
- EIN
- 39-1623813
- Plan number
- 001
- Location
- Wauwatosa, WI
- Participants
- 520
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,649,177
- Total liabilities (EOY)
- $8,675
- Net assets (EOY)
- $15,640,502
- Employer contributions
- $207,470
- Participant contributions
- $1,005,015
- Total income / additions
- $3,459,063
- Benefits paid
- $1,582,006
- Administrative expenses
- $15,851
- Total expenses
- $1,597,857
- Net increase / (decrease)
- $1,861,206
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $15,851 | $523 |