State Of The Art, Inc. Money Purchase Pension Plan — Form 5500 plan (State Of The Art, 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, State Of The Art, Inc. Money Purchase Pension Plan is a benefit plan reported by State Of The Art, Inc. under EIN 25-1202653 and plan number 001. The latest loaded filing year is 2023. The filing reports 122 participants and $24,193,987 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
State Of The Art, Inc.
EIN
25-1202653
Plan number
001
Plan type
2
Location
State College, PA
Latest filing year
2023
Participants
122
End-of-year plan assets
$24,193,987

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023122H, C20240923105645NAL0011271889001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,193,987
Total liabilities (EOY)
$0
Net assets (EOY)
$24,193,987
Net assets (BOY)
$20,402,773

Income & contributions

Employer contributions
$759,296
Total contributions
$759,296
Total income / additions
$4,526,997

Expenses & distributions

Benefits paid
$679,925
Administrative expenses
$55,858
Total expenses
$735,783
Net increase / (decrease)
$3,791,214

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$32,338$02023
Pnc Institutional Asset ManagementADVISOR$17,086not reported in the loaded dataset2023
Newport Trust CompanyTRUSTEE$6,434$02023

Related Form 5500 pages