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, Penzeys, Ltd 401(K) Plan And Trust is a benefit plan reported by Penzeys, Ltd under EIN 39-1623813 and plan number 001. The latest loaded filing year is 2023. The filing reports 520 participants and $15,649,177 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,649,177
- Total liabilities (EOY)
- $8,675
- Net assets (EOY)
- $15,640,502
- Net assets (BOY)
- $13,779,296
Income & contributions
- Employer contributions
- $207,470
- Participant contributions
- $1,005,015
- Total contributions
- $1,212,485
- Total income / additions
- $3,459,063
Expenses & distributions
- Benefits paid
- $1,582,006
- Administrative expenses
- $15,851
- Total expenses
- $1,597,857
- Net increase / (decrease)
- $1,861,206