Pencor Services, Inc. 401(K) Salary Reduction 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. 401(K) Salary Reduction Plan is a benefit plan reported by Pencor Services, Inc. under EIN 24-0820653 and plan number 004. The latest loaded filing year is 2023. The filing reports 744 participants and $24,855,677 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
- 004
- Plan type
- 2
- Location
- Palmerton, PA
- Latest filing year
- 2023
- Participants
- 744
- End-of-year plan assets
- $24,855,677
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 744 | H, C | 20241009154342NAL0018680065001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,855,677
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,855,677
- Net assets (BOY)
- $20,981,126
Income & contributions
- Employer contributions
- $539,954
- Participant contributions
- $1,943,445
- Total contributions
- $2,534,857
- Total income / additions
- $5,834,568
Expenses & distributions
- Benefits paid
- $2,516,278
- Administrative expenses
- $119,588
- Total expenses
- $2,635,866
- Net increase / (decrease)
- $3,198,702
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions, | RECORDKEEPER | $102,103 | $0 | 2023 |
| Royal Alliance Associates, Inc. | BROKER | $0 | $53,016 | 2023 |
| Stalker & Associates, Inc. | TPA/ RECORDKEEPER | $13,084 | $1,807 | 2023 |
| Envestnet Retirement Solutions LLC | INVETSMENT ADVISORY-PLAN | $4,401 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pencor Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Palmerton, PA
- Transamerica Retirement Solutions, — Schedule C compensation
- Royal Alliance Associates, Inc. — Schedule C compensation
- Stalker & Associates, Inc. — Schedule C compensation
- Envestnet Retirement Solutions LLC — Schedule C compensation