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, H.O. Penn 401(K) & Profit Sharing Plan And Trust is a benefit plan reported by H.O. Penn Machinery Company, Inc. under EIN 13-1158790 and plan number 005. The latest loaded filing year is 2023. The filing reports 307 participants and $82,633,196 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $82,633,196
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $82,633,196
- Net assets (BOY)
- $74,859,111
Income & contributions
- Employer contributions
- $805,817
- Participant contributions
- $2,985,477
- Total contributions
- $3,819,654
- Total income / additions
- $15,468,154
Expenses & distributions
- Benefits paid
- $7,718,209
- Administrative expenses
- -$24,140
- Total expenses
- $7,694,069
- Net increase / (decrease)
- $7,774,085