Pennsylvania Capital Mgmt Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Pennsylvania Capital Mgmt Inc)
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, Pennsylvania Capital Mgmt Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Pennsylvania Capital Mgmt Inc under EIN 23-2815817 and plan number 001. The latest loaded filing year is 2023. The filing reports 12 participants and $4,783,878 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pennsylvania Capital Mgmt Inc
- EIN
- 23-2815817
- Plan number
- 001
- Plan type
- 2
- Location
- Huntingdon Valley, PA
- Latest filing year
- 2023
- Participants
- 12
- End-of-year plan assets
- $4,783,878
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12 | I | 20241011140936NAL0038966624001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,783,878
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,783,878
- Net assets (BOY)
- $3,448,851
Income & contributions
- Employer contributions
- $192,281
- Participant contributions
- $168,448
- Total income / additions
- $1,335,147
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $120
- Total expenses
- $120
- Net increase / (decrease)
- $1,335,027
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.