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. Employee Stock Ownership Plan is a benefit plan reported by Pennoni Associates Inc. under EIN 23-1683429 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,182 participants and $100,013,402 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $100,013,402
- Total liabilities (EOY)
- $278,003
- Net assets (EOY)
- $99,735,399
- Net assets (BOY)
- $75,787,163
Income & contributions
- Employer contributions
- $11,000,000
- Total contributions
- $11,000,586
- Total income / additions
- $29,854,002
Expenses & distributions
- Benefits paid
- $5,874,532
- Administrative expenses
- $31,234
- Total expenses
- $5,905,766
- Net increase / (decrease)
- $23,948,236