Pawling Corporation 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Pawling Corporation)
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, Pawling Corporation 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Pawling Corporation under EIN 14-1277239 and plan number 003. The latest loaded filing year is 2023. The filing reports 124 participants and $10,482,119 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pawling Corporation
- EIN
- 14-1277239
- Plan number
- 003
- Plan type
- 2
- Location
- Wassaic, NY
- Latest filing year
- 2023
- Participants
- 124
- End-of-year plan assets
- $10,482,119
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 124 | H, C | 20241001141512NAL0003362867001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,482,119
- Total liabilities (EOY)
- $4,234
- Net assets (EOY)
- $10,477,885
- Net assets (BOY)
- $9,006,948
Income & contributions
- Employer contributions
- $108,387
- Participant contributions
- $377,024
- Total contributions
- $485,411
- Total income / additions
- $1,923,305
Expenses & distributions
- Benefits paid
- $414,309
- Administrative expenses
- $38,059
- Total expenses
- $452,368
- Net increase / (decrease)
- $1,470,937
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Excel Wealth Management, LLC | ADVISOR | $19,067 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $14,642 | not reported in the loaded dataset | 2023 |