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, Pennoni Associates Inc. 401(K)/Profit Sharing Plan is a benefit plan reported by Pennoni Associates Inc. under EIN 23-1683429 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,777 participants and $143,052,337 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $143,052,337
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $143,052,337
- Net assets (BOY)
- $116,053,983
Income & contributions
- Participant contributions
- $7,374,167
- Total contributions
- $12,668,215
- Total income / additions
- $36,293,274
Expenses & distributions
- Benefits paid
- $9,092,230
- Administrative expenses
- $248,841
- Total expenses
- $9,349,373
- Net increase / (decrease)
- $26,943,901