Pharo Heating Savings & Retirement Plan — Form 5500 plan (Pharo Heating Company, 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, Pharo Heating Savings & Retirement Plan is a benefit plan reported by Pharo Heating Company, Inc. under EIN 39-1628675 and plan number 001. The latest loaded filing year is 2023. The filing reports 32 participants and $3,380,818 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pharo Heating Company, Inc.
- EIN
- 39-1628675
- Plan number
- 001
- Plan type
- 2
- Location
- Waunakee, WI
- Latest filing year
- 2023
- Participants
- 32
- End-of-year plan assets
- $3,380,818
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 32 | I | 20250506121639NAL0014381904001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,380,818
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,380,818
- Net assets (BOY)
- $3,080,602
Income & contributions
- Employer contributions
- $71,368
- Participant contributions
- $121,981
- Total income / additions
- $972,517
Expenses & distributions
- Benefits paid
- $672,251
- Administrative expenses
- $50
- Total expenses
- $672,301
- Net increase / (decrease)
- $300,216
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.