Penn Engineering Pension Plan — Form 5500 plan (Penn Engineering & Mfg. Corp.)
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, Penn Engineering Pension Plan is a benefit plan reported by Penn Engineering & Mfg. Corp. under EIN 23-0951065 and plan number 001. The latest loaded filing year is 2023. The filing reports 366 participants and $21,194,487 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Penn Engineering & Mfg. Corp.
- EIN
- 23-0951065
- Plan number
- 001
- Plan type
- 2
- Location
- Danboro, PA
- Latest filing year
- 2023
- Participants
- 366
- End-of-year plan assets
- $21,194,487
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 366 | H, C | 20241015055525NAL0027689009001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,194,487
- Net assets (EOY)
- $21,194,487
- Net assets (BOY)
- $16,170,363
Income & contributions
- Employer contributions
- $6,348,000
- Total contributions
- $6,348,000
- Total income / additions
- $7,868,780
Expenses & distributions
- Benefits paid
- $2,378,738
- Administrative expenses
- $465,918
- Total expenses
- $2,844,656
- Net increase / (decrease)
- $5,024,124
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stone Street Equity | NONE | $45,000 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $30,373 | not reported in the loaded dataset | 2023 |
| Korn Ferry Hay Group, Inc. | NONE | $26,775 | not reported in the loaded dataset | 2023 |
| Wilmington Trust | NONE | $16,698 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Penn Engineering & Mfg. Corp.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Danboro, PA
- Stone Street Equity — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Korn Ferry Hay Group, Inc. — Schedule C compensation
- Wilmington Trust — Schedule C compensation