401(K) PLAN FOR SALARIED AND CLERICAL EMPLOYEES OF PENN UNION CO. LLC 401k Plan overview

401(K) PLAN FOR SALARIED AND CLERICAL EMPLOYEES OF PENN UNION CO. LLC Benefits

401k Sponsoring company profile

Company Name:	PENN UNION CO. LLC
Employer identification number (EIN):	341766735
NAIC Classification:	335900

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	EDWARD C SHIELDS	2024-08-28	EDWARD C SHIELDS	2024-08-28
001	2022-01-01	EDWARD SHIELDS	2023-05-31
001	2021-01-01	EDWARD C SHIELDS	2022-09-15
001	2020-01-01	EDWARD C SHIELDS	2021-07-02
001	2019-01-01	ROBERT AMENDOLA	2020-09-10
001	2018-01-01	ROBERT AMENDOLA	2019-07-11
001	2017-01-01	ROBERT AMENDOLA	2018-07-25
001	2016-01-01	ROBERT AMENDOLA	2017-08-31
001	2015-01-01	ROBERT AMENDOLA	2016-08-31
001	2013-01-01	ROBERT AMENDOLA	2014-09-30
001	2012-01-01	ROBERT AMENDOLA	2013-06-10	ROBERT AMENDOLA	2013-06-10
001	2011-01-01	ROBERT AMENDOLA	2012-07-25
001	2010-01-01	ROBERT AMENDOLA	2011-07-22

Plan Statistics for 401(K) PLAN FOR SALARIED AND CLERICAL EMPLOYEES OF PENN UNION CO. LLC

Measure	Date	Value
2025: 401(K) PLAN FOR SALARIED AND CLERICAL EMPLOYEES OF PENN UNION CO. LLC 2025 401k membership
Total number of particpants at beginning of year	2025-06-30	48
Total number of particpants at end of year	2025-06-30	46
Number of Participants With Account Balances	2025-06-30	43
2024: 401(K) PLAN FOR SALARIED AND CLERICAL EMPLOYEES OF PENN UNION CO. LLC 2024 401k membership
Total number of particpants at beginning of year	2024-08-28	47
Total number of particpants at end of year	2024-08-28	48
Number of Participants With Account Balances	2024-08-28	46
2022: 401(K) PLAN FOR SALARIED AND CLERICAL EMPLOYEES OF PENN UNION CO. LLC 2022 401k membership
Total number of particpants at beginning of year	2022-09-15	47
Total number of particpants at end of year	2022-09-15	46
Number of Participants With Account Balances	2022-09-15	46

Financial Data on 401(K) PLAN FOR SALARIED AND CLERICAL EMPLOYEES OF PENN UNION CO. LLC

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