Pta Corporation Employee Stock Ownership Plan — Form 5500 plan (Pta Corporation)
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, Pta Corporation Employee Stock Ownership Plan is a benefit plan reported by Pta Corporation under EIN 36-3334974 and plan number 003. The latest loaded filing year is 2023. The filing reports 246 participants and $21,312,248 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pta Corporation
- EIN
- 36-3334974
- Plan number
- 003
- Plan type
- 2
- Location
- Oxford, CT
- Latest filing year
- 2023
- Participants
- 246
- End-of-year plan assets
- $21,312,248
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 246 | H | 20241216090830NAL0002109440001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,312,248
- Total liabilities (EOY)
- $6,580,889
- Net assets (EOY)
- $14,731,359
- Net assets (BOY)
- $11,124,292
Income & contributions
- Employer contributions
- $745,094
- Total contributions
- $745,094
- Total income / additions
- $4,216,887
Expenses & distributions
- Benefits paid
- $425,564
- Administrative expenses
- $0
- Total expenses
- $609,820
- Net increase / (decrease)
- $3,607,067
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.