Penn Stuart & Eskridge Profit Sharing Plan — Form 5500 plan (Penn Stuart & Eskridge)
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 Stuart & Eskridge Profit Sharing Plan is a benefit plan reported by Penn Stuart & Eskridge under EIN 54-1064212 and plan number 001. The latest loaded filing year is 2023. The filing reports 99 participants and $44,410,663 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Penn Stuart & Eskridge
- EIN
- 54-1064212
- Plan number
- 001
- Plan type
- 2
- Location
- Abingdon, VA
- Latest filing year
- 2023
- Participants
- 99
- End-of-year plan assets
- $44,410,663
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 99 | I, C | 20240801130037NAL0049559954001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $44,410,663
- Net assets (EOY)
- $44,410,663
- Net assets (BOY)
- $37,574,704
Income & contributions
- Employer contributions
- $1,026,519
- Participant contributions
- $413,722
- Total income / additions
- $8,061,633
Expenses & distributions
- Benefits paid
- $1,204,462
- Total expenses
- $1,225,674
- Net increase / (decrease)
- $6,835,959
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $21,212 | $0 | 2023 |