Pencor Services, Inc. Non-Agreement Pension Plan — Form 5500 plan (Pencor Services, 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, Pencor Services, Inc. Non-Agreement Pension Plan is a benefit plan reported by Pencor Services, Inc. under EIN 24-0820653 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,482 participants and $162,376,953 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pencor Services, Inc.
EIN
24-0820653
Plan number
002
Plan type
2
Location
Palmerton, PA
Latest filing year
2023
Participants
1,482
End-of-year plan assets
$162,376,953

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,482H, C20250411090612NAL0045996002001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$162,376,953
Total liabilities (EOY)
$0
Net assets (EOY)
$162,376,953
Net assets (BOY)
$144,947,933

Income & contributions

Employer contributions
$2,500,000
Total contributions
$2,500,000
Total income / additions
$21,525,000

Expenses & distributions

Benefits paid
$3,275,721
Administrative expenses
$820,259
Total expenses
$4,095,980
Net increase / (decrease)
$17,429,020

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
AssetmarkINVESTMENT ADVISOR$727,934$02023

Related Form 5500 pages