Penny Publications, LLC 401(K) Plan — Form 5500 plan (Penny Publications, LLC)
Plain-English plan 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, Penny Publications, LLC 401(K) Plan is a benefit plan reported by Penny Publications, LLC under EIN 06-1533995 and plan number 002. The latest loaded filing year is 2023. The filing reports 177 participants and $18,336,040 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Penny Publications, LLC
- EIN
- 06-1533995
- Plan number
- 002
- Plan type
- 2
- Location
- Norwalk, CT
- Latest filing year
- 2023
- Participants
- 177
- End-of-year plan assets
- $18,336,040
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 177 | H, C | 20241014132515NAL0027383825001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,336,040
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,336,040
- Net assets (BOY)
- $15,618,448
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $927,512
- Total contributions
- $927,512
- Total income / additions
- $3,452,962
Expenses & distributions
- Benefits paid
- $676,482
- Administrative expenses
- $25,306
- Total expenses
- $735,370
- Net increase / (decrease)
- $2,717,592
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch,Pierce,Fenner + Smith | BROKERAGE | not reported in the loaded dataset | $56,329 | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $24,556 | $0 | 2023 |
| Visconti And Associates Pc | AUDITOR | $750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Penny Publications, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Norwalk, CT
- Merrill Lynch,Pierce,Fenner + Smith — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Visconti And Associates Pc — Schedule C compensation