Penrelco Employees Savings Incentive Plan And Trust — Form 5500 plan (Pennyrile Rural Electric 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, Penrelco Employees Savings Incentive Plan And Trust is a benefit plan reported by Pennyrile Rural Electric Corporation under EIN 61-0305525 and plan number 002. The latest loaded filing year is 2023. The filing reports 134 participants and $23,382,825 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pennyrile Rural Electric Corporation
- EIN
- 61-0305525
- Plan number
- 002
- Plan type
- 2
- Location
- Hopkinsville, KY
- Latest filing year
- 2023
- Participants
- 134
- End-of-year plan assets
- $23,382,825
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 134 | H, C | 20240923102712NAL0015280752001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,382,825
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,382,825
- Net assets (BOY)
- $21,285,571
Income & contributions
- Employer contributions
- $458,859
- Participant contributions
- $862,705
- Total contributions
- $1,352,280
- Total income / additions
- $4,627,383
Expenses & distributions
- Benefits paid
- $2,467,907
- Administrative expenses
- $62,222
- Total expenses
- $2,530,129
- Net increase / (decrease)
- $2,097,254
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial | INVESTMENT ADVISOR | $25,706 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $23,317 | $0 | 2023 |
| Kem Duguid & Associates Psc Dba Dug | AUDITOR | $8,750 | not reported in the loaded dataset | 2023 |
| Reed & Co Of Mayfield Psc | AUDITOR | $2,582 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,867 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pennyrile Rural Electric Corporation
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Hopkinsville, KY
- Lpl Financial — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Kem Duguid & Associates Psc Dba Dug — Schedule C compensation
- Reed & Co Of Mayfield Psc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation