2023 Form 5500 filing — Pharo Heating Savings & Retirement 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 20250506121639NAL0014381904001) for Pharo Heating Savings & Retirement Plan, reported by Pharo Heating Company, Inc. under EIN 39-1628675 and plan number 001. It reports 32 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20250506121639NAL0014381904001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pharo Heating Company, Inc.
- EIN
- 39-1628675
- Plan number
- 001
- Location
- Waunakee, WI
- Participants
- 32
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,380,818
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,380,818
- Employer contributions
- $71,368
- Participant contributions
- $121,981
- Total income / additions
- $972,517
- Benefits paid
- $672,251
- Administrative expenses
- $50
- Total expenses
- $672,301
- Net increase / (decrease)
- $300,216
- Schedule source
- Schedule I