Penn Engineering 401(K) Plan — Form 5500 plan (Penn Engineering & Manufacturing)
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 401(K) Plan is a benefit plan reported by Penn Engineering & Manufacturing under EIN 23-0951065 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,005 participants and $151,189,340 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Penn Engineering & Manufacturing
- EIN
- 23-0951065
- Plan number
- 002
- Plan type
- 2
- Location
- Danboro, PA
- Latest filing year
- 2023
- Participants
- 1,005
- End-of-year plan assets
- $151,189,340
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,005 | H, C | 20241015085049NAL0014270659001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $151,189,340
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $151,189,340
- Net assets (BOY)
- $121,427,989
Income & contributions
- Employer contributions
- $4,115,311
- Participant contributions
- $5,548,678
- Total contributions
- $10,232,895
- Total income / additions
- $32,820,724
Expenses & distributions
- Benefits paid
- $8,284,714
- Administrative expenses
- $324,982
- Total expenses
- $8,634,804
- Net increase / (decrease)
- $24,185,920
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $212,860 | $0 | 2023 |
| Resources Inv. Adv. Fct Stone St | SERVICE PROVIDER | $90,048 | $0 | 2023 |
| Withum Smith Brown | SERVICE PROVIDER | $22,074 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Penn Engineering & Manufacturing
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Danboro, PA
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Resources Inv. Adv. Fct Stone St — Schedule C compensation
- Withum Smith Brown — Schedule C compensation