H.O. PENN MACHINERY COMPANY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan H. O. PENN MACHINERY CO. , INC. PENSION PLAN AND TRUST
401k plan membership statisitcs for H. O. PENN MACHINERY CO. , INC. PENSION PLAN AND TRUST
Measure | Date | Value |
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2022: H. O. PENN MACHINERY CO. , INC. PENSION PLAN AND TRUST 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 3 |
Total of all active and inactive participants | 2022-01-01 | 10 |
Total participants | 2022-01-01 | 10 |
Number of participants with account balances | 2022-01-01 | 10 |
2021: H. O. PENN MACHINERY CO. , INC. PENSION PLAN AND TRUST 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 2 |
Total of all active and inactive participants | 2021-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
Total participants | 2021-01-01 | 11 |
Number of participants with account balances | 2021-01-01 | 11 |
2020: H. O. PENN MACHINERY CO. , INC. PENSION PLAN AND TRUST 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 3 |
Total of all active and inactive participants | 2020-01-01 | 12 |
Total participants | 2020-01-01 | 12 |
Number of participants with account balances | 2020-01-01 | 12 |
2019: H. O. PENN MACHINERY CO. , INC. PENSION PLAN AND TRUST 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
Total of all active and inactive participants | 2019-01-01 | 12 |
Total participants | 2019-01-01 | 12 |
Number of participants with account balances | 2019-01-01 | 12 |
2018: H. O. PENN MACHINERY CO. , INC. PENSION PLAN AND TRUST 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
Total of all active and inactive participants | 2018-01-01 | 12 |
Total participants | 2018-01-01 | 12 |
Number of participants with account balances | 2018-01-01 | 12 |
2017: H. O. PENN MACHINERY CO. , INC. PENSION PLAN AND TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 3 |
Total of all active and inactive participants | 2017-01-01 | 12 |
Total participants | 2017-01-01 | 12 |
Number of participants with account balances | 2017-01-01 | 12 |
Measure | Date | Value |
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2022 : H. O. PENN MACHINERY CO. , INC. PENSION PLAN AND TRUST 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-902,552 |
Expenses. Total of all expenses incurred | 2022-12-31 | $556,090 |
Benefits paid (including direct rollovers) | 2022-12-31 | $556,034 |
Total plan assets at end of year | 2022-12-31 | $5,087,888 |
Total plan assets at beginning of year | 2022-12-31 | $6,546,530 |
Value of fidelity bond covering the plan | 2022-12-31 | $10,000,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $49,701 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-1,002,033 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-1,458,642 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $5,087,888 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,546,530 |
Assets. Value of participant loans | 2022-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $49,780 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $56 |
2021 : H. O. PENN MACHINERY CO. , INC. PENSION PLAN AND TRUST 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $841,037 |
Expenses. Total of all expenses incurred | 2021-12-31 | $904,633 |
Benefits paid (including direct rollovers) | 2021-12-31 | $905,607 |
Total plan assets at end of year | 2021-12-31 | $6,546,530 |
Total plan assets at beginning of year | 2021-12-31 | $6,610,126 |
Value of fidelity bond covering the plan | 2021-12-31 | $10,000,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $59,166 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $730,330 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $-63,596 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $6,546,530 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,610,126 |
Assets. Value of participant loans | 2021-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $51,541 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $-974 |
2020 : H. O. PENN MACHINERY CO. , INC. PENSION PLAN AND TRUST 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $904,837 |
Expenses. Total of all expenses incurred | 2020-12-31 | $-246 |
Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
Total plan assets at end of year | 2020-12-31 | $6,610,126 |
Total plan assets at beginning of year | 2020-12-31 | $5,705,043 |
Value of fidelity bond covering the plan | 2020-12-31 | $10,000,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $60,638 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $798,261 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $905,083 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $6,610,126 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,705,043 |
Assets. Value of participant loans | 2020-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $45,938 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $-246 |
2019 : H. O. PENN MACHINERY CO. , INC. PENSION PLAN AND TRUST 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $1,021,932 |
Expenses. Total of all expenses incurred | 2019-12-31 | $4,253 |
Benefits paid (including direct rollovers) | 2019-12-31 | $3,300 |
Total plan assets at end of year | 2019-12-31 | $5,705,043 |
Total plan assets at beginning of year | 2019-12-31 | $4,687,364 |
Value of fidelity bond covering the plan | 2019-12-31 | $10,000,000 |
Total contributions received or receivable from participants | 2019-12-31 | $52,249 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $925,634 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $1,017,679 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $5,705,043 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,687,364 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $44,049 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $953 |
2018 : H. O. PENN MACHINERY CO. , INC. PENSION PLAN AND TRUST 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $-151,120 |
Expenses. Total of all expenses incurred | 2018-12-31 | $223,522 |
Benefits paid (including direct rollovers) | 2018-12-31 | $224,415 |
Total plan assets at end of year | 2018-12-31 | $4,687,364 |
Total plan assets at beginning of year | 2018-12-31 | $5,062,006 |
Value of fidelity bond covering the plan | 2018-12-31 | $10,000,000 |
Total contributions received or receivable from participants | 2018-12-31 | $56,273 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-259,863 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-374,642 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $4,687,364 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,062,006 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $52,470 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $-893 |
2017 : H. O. PENN MACHINERY CO. , INC. PENSION PLAN AND TRUST 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $670,296 |
Expenses. Total of all expenses incurred | 2017-12-31 | $350,985 |
Benefits paid (including direct rollovers) | 2017-12-31 | $345,423 |
Total plan assets at end of year | 2017-12-31 | $5,062,006 |
Total plan assets at beginning of year | 2017-12-31 | $4,742,695 |
Value of fidelity bond covering the plan | 2017-12-31 | $10,000,000 |
Total contributions received or receivable from participants | 2017-12-31 | $61,661 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $550,183 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $319,311 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $5,062,006 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,742,695 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $58,452 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $5,562 |
2022: H. O. PENN MACHINERY CO. , INC. PENSION PLAN AND TRUST 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: H. O. PENN MACHINERY CO. , INC. PENSION PLAN AND TRUST 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: H. O. PENN MACHINERY CO. , INC. PENSION PLAN AND TRUST 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: H. O. PENN MACHINERY CO. , INC. PENSION PLAN AND TRUST 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: H. O. PENN MACHINERY CO. , INC. PENSION PLAN AND TRUST 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: H. O. PENN MACHINERY CO. , INC. PENSION PLAN AND TRUST 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |