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, Penn United Technologies, Inc. Employee Stock Ownership Plan is a benefit plan reported by Penn United Technologies, Inc. under EIN 25-1215115 and plan number 001. The latest loaded filing year is 2023. The filing reports 904 participants and $154,789,850 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $154,789,850
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $154,789,850
- Net assets (BOY)
- $152,505,921
Income & contributions
- Employer contributions
- $2,484,503
- Total contributions
- $2,484,503
- Total income / additions
- $9,840,706
Expenses & distributions
- Benefits paid
- $7,461,282
- Administrative expenses
- $10,136
- Total expenses
- $7,471,418
- Net increase / (decrease)
- $2,369,288