Pbi-Gordon Companies, Inc. Employee Stock Ownership Plan — Form 5500 plan (Pbi-Gordon Companies, 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, Pbi-Gordon Companies, Inc. Employee Stock Ownership Plan is a benefit plan reported by Pbi-Gordon Companies, Inc. under EIN 85-2832459 and plan number 002. The latest loaded filing year is 2023. The filing reports 595 participants and $358,733,267 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pbi-Gordon Companies, Inc.
- EIN
- 85-2832459
- Plan number
- 002
- Plan type
- 2
- Location
- Shawnee, KS
- Latest filing year
- 2023
- Participants
- 595
- End-of-year plan assets
- $358,733,267
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 595 | H | 20250815142432NAL0005908675001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $358,733,267
- Total liabilities (EOY)
- $158,978,526
- Net assets (EOY)
- $199,754,741
- Net assets (BOY)
- $214,902,647
Income & contributions
- Employer contributions
- $8,615,164
- Total contributions
- $8,615,164
- Total income / additions
- -$2,407,370
Expenses & distributions
- Benefits paid
- $10,054,693
- Administrative expenses
- $0
- Total expenses
- $12,740,536
- Net increase / (decrease)
- -$15,147,906
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.