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PENN ENGINEERING PROFIT SHARING AND 401K PLAN 401k Plan overview

Plan NamePENN ENGINEERING PROFIT SHARING AND 401K PLAN
Plan identification number 002

PENN ENGINEERING PROFIT SHARING AND 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PENN ENGINEERING & MFG. CORP. has sponsored the creation of one or more 401k plans.

Company Name:PENN ENGINEERING & MFG. CORP.
Employer identification number (EIN):230951065
NAIC Classification:332900

Additional information about PENN ENGINEERING & MFG. CORP.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0385021

More information about PENN ENGINEERING & MFG. CORP.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENN ENGINEERING PROFIT SHARING AND 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01SANDY L. SCHIMPF
0022016-01-01SANDY L. SCHIMPF
0022015-01-01SANDRA L. SCHIMPF
0022014-01-01SANDRA L. SCHIMPF
0022013-01-01SANDRA L. SCHIMPF
0022012-01-01SANDRA SCHIMPF
0022011-01-01SANDRA L. SCHIMPF
0022010-01-01SANDRA L. SCHIMPF
0022009-01-01SANDRA SCHIMPF

Plan Statistics for PENN ENGINEERING PROFIT SHARING AND 401K PLAN

401k plan membership statisitcs for PENN ENGINEERING PROFIT SHARING AND 401K PLAN

Measure Date Value
2022: PENN ENGINEERING PROFIT SHARING AND 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,119
Total number of active participants reported on line 7a of the Form 55002022-01-01807
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-01189
Total of all active and inactive participants2022-01-011,002
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-011,005
Number of participants with account balances2022-01-01967
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0152
2021: PENN ENGINEERING PROFIT SHARING AND 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,020
Total number of active participants reported on line 7a of the Form 55002021-01-01766
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-01344
Total of all active and inactive participants2021-01-011,116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-011,119
Number of participants with account balances2021-01-011,082
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0131
2020: PENN ENGINEERING PROFIT SHARING AND 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,022
Total number of active participants reported on line 7a of the Form 55002020-01-01718
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01293
Total of all active and inactive participants2020-01-011,014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-011,020
Number of participants with account balances2020-01-01995
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0152
2019: PENN ENGINEERING PROFIT SHARING AND 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,053
Total number of active participants reported on line 7a of the Form 55002019-01-01782
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01236
Total of all active and inactive participants2019-01-011,020
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-011,022
Number of participants with account balances2019-01-011,004
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0148
2018: PENN ENGINEERING PROFIT SHARING AND 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01845
Total number of active participants reported on line 7a of the Form 55002018-01-01851
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01199
Total of all active and inactive participants2018-01-011,051
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-011,053
Number of participants with account balances2018-01-01952
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0160
2017: PENN ENGINEERING PROFIT SHARING AND 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01847
Total number of active participants reported on line 7a of the Form 55002017-01-01713
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01129
Total of all active and inactive participants2017-01-01842
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01845
Number of participants with account balances2017-01-01839
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0119
2016: PENN ENGINEERING PROFIT SHARING AND 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01788
Total number of active participants reported on line 7a of the Form 55002016-01-01689
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01154
Total of all active and inactive participants2016-01-01843
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-01847
Number of participants with account balances2016-01-01754
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: PENN ENGINEERING PROFIT SHARING AND 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01780
Total number of active participants reported on line 7a of the Form 55002015-01-01549
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01235
Total of all active and inactive participants2015-01-01784
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-01788
Number of participants with account balances2015-01-01746
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: PENN ENGINEERING PROFIT SHARING AND 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01949
Total number of active participants reported on line 7a of the Form 55002014-01-01544
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01232
Total of all active and inactive participants2014-01-01776
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-01780
Number of participants with account balances2014-01-01742
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0113
2013: PENN ENGINEERING PROFIT SHARING AND 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01964
Total number of active participants reported on line 7a of the Form 55002013-01-01709
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01240
Total of all active and inactive participants2013-01-01949
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01949
Number of participants with account balances2013-01-01932
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: PENN ENGINEERING PROFIT SHARING AND 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01797
Total number of active participants reported on line 7a of the Form 55002012-01-01769
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01193
Total of all active and inactive participants2012-01-01962
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01964
Number of participants with account balances2012-01-01824
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0119
2011: PENN ENGINEERING PROFIT SHARING AND 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01905
Total number of active participants reported on line 7a of the Form 55002011-01-01630
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01166
Total of all active and inactive participants2011-01-01796
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01797
Number of participants with account balances2011-01-01704
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0133
2010: PENN ENGINEERING PROFIT SHARING AND 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01810
Total number of active participants reported on line 7a of the Form 55002010-01-01730
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01175
Total of all active and inactive participants2010-01-01905
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01905
Number of participants with account balances2010-01-01757
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: PENN ENGINEERING PROFIT SHARING AND 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,251
Total number of active participants reported on line 7a of the Form 55002009-01-01647
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01163
Total of all active and inactive participants2009-01-01810
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01810
Number of participants with account balances2009-01-01708
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0124

Financial Data on PENN ENGINEERING PROFIT SHARING AND 401K PLAN

Measure Date Value
2022 : PENN ENGINEERING PROFIT SHARING AND 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-14,328,297
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$11,058,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$10,748,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,869,856
Value of total assets at end of year2022-12-31$121,427,989
Value of total assets at beginning of year2022-12-31$146,815,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$310,786
Total interest from all sources2022-12-31$287,654
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$7,738,538
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$7,738,538
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,801,699
Participant contributions at end of year2022-12-31$1,193,626
Participant contributions at beginning of year2022-12-31$1,150,986
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$432,322
Other income not declared elsewhere2022-12-31$103,525
Administrative expenses (other) incurred2022-12-31$310,786
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-25,387,148
Value of net assets at end of year (total assets less liabilities)2022-12-31$121,427,989
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$146,815,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$108,423,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$134,709,074
Interest on participant loans2022-12-31$55,776
Interest earned on other investments2022-12-31$231,878
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$11,810,973
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$10,955,077
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-31,327,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,635,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$10,748,065
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WITHUM SMITH & BROWN PC
Accountancy firm EIN2022-12-31222027092
2021 : PENN ENGINEERING PROFIT SHARING AND 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$26,643,207
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$10,519,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$10,175,875
Value of total corrective distributions2021-12-31$16,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,847,806
Value of total assets at end of year2021-12-31$146,815,137
Value of total assets at beginning of year2021-12-31$130,691,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$327,592
Total interest from all sources2021-12-31$303,553
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$15,848,631
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$15,848,631
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$7,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,320,840
Participant contributions at end of year2021-12-31$1,150,986
Participant contributions at beginning of year2021-12-31$1,304,260
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$523,477
Other income not declared elsewhere2021-12-31$118,863
Administrative expenses (other) incurred2021-12-31$327,592
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$16,123,376
Value of net assets at end of year (total assets less liabilities)2021-12-31$146,815,137
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$130,691,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$134,709,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$119,570,038
Interest on participant loans2021-12-31$64,302
Interest earned on other investments2021-12-31$239,251
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$10,955,077
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$9,817,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,524,354
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$4,003,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,175,875
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WITHUM SMITH & BROWN PC
Accountancy firm EIN2021-12-31222027092
2020 : PENN ENGINEERING PROFIT SHARING AND 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$21,929,002
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$14,619,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$14,292,824
Expenses. Certain deemed distributions of participant loans2020-12-31$47
Value of total corrective distributions2020-12-31$54,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,645,131
Value of total assets at end of year2020-12-31$130,691,761
Value of total assets at beginning of year2020-12-31$123,382,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$271,784
Total interest from all sources2020-12-31$334,022
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,913,292
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$4,913,292
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$7,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,631,975
Participant contributions at end of year2020-12-31$1,304,260
Participant contributions at beginning of year2020-12-31$1,649,911
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,111
Other income not declared elsewhere2020-12-31$105,044
Administrative expenses (other) incurred2020-12-31$271,784
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$7,309,494
Value of net assets at end of year (total assets less liabilities)2020-12-31$130,691,761
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$123,382,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$119,570,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$112,160,090
Interest on participant loans2020-12-31$75,438
Interest earned on other investments2020-12-31$258,584
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$9,817,463
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$9,572,266
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,931,513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,011,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$14,292,824
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WITHUM SMITH & BROWN PC
Accountancy firm EIN2020-12-31222027092
2019 : PENN ENGINEERING PROFIT SHARING AND 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$29,233,438
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$13,158,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,875,968
Expenses. Certain deemed distributions of participant loans2019-12-31$10,880
Value of total corrective distributions2019-12-31$61,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,227,052
Value of total assets at end of year2019-12-31$123,382,267
Value of total assets at beginning of year2019-12-31$107,307,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$210,606
Total interest from all sources2019-12-31$400,639
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$10,650,976
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$10,650,976
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$7,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,857,007
Participant contributions at end of year2019-12-31$1,649,911
Participant contributions at beginning of year2019-12-31$1,559,698
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$212,419
Other income not declared elsewhere2019-12-31$67,587
Administrative expenses (other) incurred2019-12-31$210,606
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$16,074,705
Value of net assets at end of year (total assets less liabilities)2019-12-31$123,382,267
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$107,307,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$112,160,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$96,822,230
Interest on participant loans2019-12-31$85,567
Interest earned on other investments2019-12-31$315,072
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$9,572,266
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$8,925,634
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,887,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,157,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$12,875,968
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WITHUM SMITH & BROWN PC
Accountancy firm EIN2019-12-31222027092
2018 : PENN ENGINEERING PROFIT SHARING AND 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,581,021
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,840,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,762,440
Value of total corrective distributions2018-12-31$66,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,029,780
Value of total assets at end of year2018-12-31$107,307,562
Value of total assets at beginning of year2018-12-31$110,566,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$10,900
Total interest from all sources2018-12-31$171,713
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$7,667,387
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$7,667,387
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$7,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,648,193
Participant contributions at end of year2018-12-31$1,559,698
Participant contributions at beginning of year2018-12-31$1,379,429
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,337,546
Administrative expenses (other) incurred2018-12-31$10,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,259,142
Value of net assets at end of year (total assets less liabilities)2018-12-31$107,307,562
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$110,566,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$96,822,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$101,242,510
Interest on participant loans2018-12-31$69,231
Interest earned on other investments2018-12-31$102,482
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$8,925,634
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$7,944,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-14,287,859
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,044,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,762,440
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WITHUM SMITH & BROWN PC
Accountancy firm EIN2018-12-31222027092
2017 : PENN ENGINEERING PROFIT SHARING AND 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$947,663
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$21,643,598
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,209,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,133,567
Expenses. Certain deemed distributions of participant loans2017-12-31$6,454
Value of total corrective distributions2017-12-31$57,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,980,703
Value of total assets at end of year2017-12-31$110,566,704
Value of total assets at beginning of year2017-12-31$93,184,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,650
Total interest from all sources2017-12-31$151,754
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,280,500
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$5,280,500
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$7,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,000,177
Participant contributions at end of year2017-12-31$1,379,429
Participant contributions at beginning of year2017-12-31$1,488,975
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$307,775
Other income not declared elsewhere2017-12-31$8,632
Administrative expenses (other) incurred2017-12-31$11,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$16,434,217
Value of net assets at end of year (total assets less liabilities)2017-12-31$110,566,704
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$93,184,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$101,242,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$82,366,139
Interest on participant loans2017-12-31$62,447
Interest earned on other investments2017-12-31$89,307
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$7,944,765
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$9,329,710
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,222,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,672,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,133,567
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WITHUM SMITH & BROWN PC
Accountancy firm EIN2017-12-31222027092
2016 : PENN ENGINEERING PROFIT SHARING AND 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$8,418,150
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$9,658,575
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,113,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,024,866
Value of total corrective distributions2016-12-31$78,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,873,624
Value of total assets at end of year2016-12-31$93,184,824
Value of total assets at beginning of year2016-12-31$78,221,383
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,750
Total interest from all sources2016-12-31$127,639
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,128,782
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$3,128,782
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$7,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,289,610
Participant contributions at end of year2016-12-31$1,488,975
Participant contributions at beginning of year2016-12-31$1,477,258
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$302,746
Other income not declared elsewhere2016-12-31$684
Administrative expenses (other) incurred2016-12-31$9,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$6,545,291
Value of net assets at end of year (total assets less liabilities)2016-12-31$93,184,824
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$78,221,383
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$82,366,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$70,073,636
Interest on participant loans2016-12-31$59,105
Interest earned on other investments2016-12-31$68,534
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$9,329,710
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$6,670,489
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,527,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,281,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,024,866
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WITHUM SMITH & BROWN, PC
Accountancy firm EIN2016-12-31222027092
2015 : PENN ENGINEERING PROFIT SHARING AND 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$4,013,468
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$7,238,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,119,702
Value of total corrective distributions2015-12-31$111,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,331,932
Value of total assets at end of year2015-12-31$78,221,383
Value of total assets at beginning of year2015-12-31$81,446,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,700
Total interest from all sources2015-12-31$133,023
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,571,721
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,571,721
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$7,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,059,697
Participant contributions at end of year2015-12-31$1,477,258
Participant contributions at beginning of year2015-12-31$1,615,729
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$91,470
Other income not declared elsewhere2015-12-31$874
Administrative expenses (other) incurred2015-12-31$7,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,225,098
Value of net assets at end of year (total assets less liabilities)2015-12-31$78,221,383
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$81,446,481
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$70,073,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$73,082,436
Interest on participant loans2015-12-31$66,165
Interest earned on other investments2015-12-31$66,858
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$6,670,489
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$6,748,316
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,024,082
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,180,765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,119,702
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WITHUM SMITH & BROWN, PC
Accountancy firm EIN2015-12-31222027092
2014 : PENN ENGINEERING PROFIT SHARING AND 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$3,843,569
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$9,309,701
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,538,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,389,227
Expenses. Certain deemed distributions of participant loans2014-12-31$1
Value of total corrective distributions2014-12-31$138,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,508,774
Value of total assets at end of year2014-12-31$81,446,481
Value of total assets at beginning of year2014-12-31$78,519,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$11,150
Total interest from all sources2014-12-31$89,650
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,959,921
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$3,959,921
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$7,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,155,987
Participant contributions at end of year2014-12-31$1,615,729
Participant contributions at beginning of year2014-12-31$1,248,617
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$314,450
Other income not declared elsewhere2014-12-31$-4,587
Administrative expenses (other) incurred2014-12-31$11,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$6,770,930
Value of net assets at end of year (total assets less liabilities)2014-12-31$81,446,481
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$78,519,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$73,082,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$71,518,517
Interest on participant loans2014-12-31$59,766
Interest earned on other investments2014-12-31$29,884
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$4,832,526
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$6,748,316
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$919,460
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$717,338
Net investment gain or loss from common/collective trusts2014-12-31$38,605
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,038,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,389,227
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WITHUM SMITH & BROWN, PC
Accountancy firm EIN2014-12-31222027092
2013 : PENN ENGINEERING PROFIT SHARING AND 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$29,300
Total income from all sources (including contributions)2013-12-31$16,301,170
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,138,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,046,083
Value of total corrective distributions2013-12-31$87,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,313,107
Value of total assets at end of year2013-12-31$78,519,120
Value of total assets at beginning of year2013-12-31$66,386,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,922
Total interest from all sources2013-12-31$52,548
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,641,931
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,641,931
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$7,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,260,454
Participant contributions at end of year2013-12-31$1,248,617
Participant contributions at beginning of year2013-12-31$1,099,248
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$30,386
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$186,869
Administrative expenses (other) incurred2013-12-31$4,922
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$29,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$12,162,306
Value of net assets at end of year (total assets less liabilities)2013-12-31$78,519,120
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$66,356,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$71,518,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$60,604,687
Interest on participant loans2013-12-31$52,423
Interest earned on other investments2013-12-31$125
Value of interest in common/collective trusts at end of year2013-12-31$4,832,526
Value of interest in common/collective trusts at beginning of year2013-12-31$4,162,735
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$919,460
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$9,227,365
Net investment gain or loss from common/collective trusts2013-12-31$66,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,865,784
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$489,058
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,046,083
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WITHUM SMITH & BROWN, PC
Accountancy firm EIN2013-12-31222027092
2012 : PENN ENGINEERING PROFIT SHARING AND 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$29,300
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$29,300
Total income from all sources (including contributions)2012-12-31$11,555,886
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,856,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,796,062
Value of total corrective distributions2012-12-31$38,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,941,361
Value of total assets at end of year2012-12-31$66,386,114
Value of total assets at beginning of year2012-12-31$57,686,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$22,425
Total interest from all sources2012-12-31$47,326
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,350,711
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,350,711
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$7,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,924,477
Participant contributions at end of year2012-12-31$1,099,248
Participant contributions at beginning of year2012-12-31$1,057,590
Participant contributions at end of year2012-12-31$30,386
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$42,323
Administrative expenses (other) incurred2012-12-31$22,425
Liabilities. Value of operating payables at end of year2012-12-31$29,300
Liabilities. Value of operating payables at beginning of year2012-12-31$29,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$8,699,379
Value of net assets at end of year (total assets less liabilities)2012-12-31$66,356,814
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$57,657,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$60,604,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$52,254,172
Interest on participant loans2012-12-31$47,326
Value of interest in common/collective trusts at end of year2012-12-31$4,162,735
Value of interest in common/collective trusts at beginning of year2012-12-31$3,926,941
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,154,552
Net investment gain or loss from common/collective trusts2012-12-31$61,936
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,974,561
Employer contributions (assets) at end of year2012-12-31$489,058
Employer contributions (assets) at beginning of year2012-12-31$448,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,796,062
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31WITHUM SMITH & BROWN, PC
Accountancy firm EIN2012-12-31222027092
2011 : PENN ENGINEERING PROFIT SHARING AND 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$1,820,437
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$29,300
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,772,013
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,444,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,396,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,695,824
Value of total assets at end of year2011-12-31$57,686,735
Value of total assets at beginning of year2011-12-31$56,509,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$48,425
Total interest from all sources2011-12-31$47,416
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$978,123
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$978,123
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$7,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,774,680
Participant contributions at end of year2011-12-31$1,057,590
Participant contributions at beginning of year2011-12-31$932,776
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$10,145
Administrative expenses (other) incurred2011-12-31$48,425
Liabilities. Value of operating payables at end of year2011-12-31$29,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-672,881
Value of net assets at end of year (total assets less liabilities)2011-12-31$57,657,435
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$56,509,879
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$52,254,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$55,103,562
Interest on participant loans2011-12-31$47,416
Value of interest in common/collective trusts at end of year2011-12-31$3,926,941
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,023,859
Net investment gain or loss from common/collective trusts2011-12-31$74,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,910,999
Employer contributions (assets) at end of year2011-12-31$448,032
Employer contributions (assets) at beginning of year2011-12-31$473,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,396,469
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31WITHUM SMITH & BROWN, PC
Accountancy firm EIN2011-12-31222027092
2010 : PENN ENGINEERING PROFIT SHARING AND 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$854,920
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$9,678,052
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,034,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,015,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,875,361
Value of total assets at end of year2010-12-31$56,509,879
Value of total assets at beginning of year2010-12-31$48,011,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$18,771
Total interest from all sources2010-12-31$52,458
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,039,201
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,039,201
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$7,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,575,484
Participant contributions at end of year2010-12-31$932,776
Participant contributions at beginning of year2010-12-31$814,650
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$16,354
Other income not declared elsewhere2010-12-31$850
Administrative expenses (other) incurred2010-12-31$18,771
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$7,643,455
Value of net assets at end of year (total assets less liabilities)2010-12-31$56,509,879
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$48,011,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$55,103,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$47,180,500
Interest on participant loans2010-12-31$52,458
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,710,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,299,877
Employer contributions (assets) at end of year2010-12-31$473,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,015,826
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MORRISON COGEN
Accountancy firm EIN2010-12-31231406493
2009 : PENN ENGINEERING PROFIT SHARING AND 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PENN ENGINEERING PROFIT SHARING AND 401K PLAN

2022: PENN ENGINEERING PROFIT SHARING AND 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PENN ENGINEERING PROFIT SHARING AND 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PENN ENGINEERING PROFIT SHARING AND 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PENN ENGINEERING PROFIT SHARING AND 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PENN ENGINEERING PROFIT SHARING AND 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PENN ENGINEERING PROFIT SHARING AND 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PENN ENGINEERING PROFIT SHARING AND 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PENN ENGINEERING PROFIT SHARING AND 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PENN ENGINEERING PROFIT SHARING AND 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PENN ENGINEERING PROFIT SHARING AND 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PENN ENGINEERING PROFIT SHARING AND 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PENN ENGINEERING PROFIT SHARING AND 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PENN ENGINEERING PROFIT SHARING AND 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PENN ENGINEERING PROFIT SHARING AND 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1127
Policy instance 1
Insurance contract or identification numberYH1127
Number of Individuals Covered1005
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1127
Policy instance 1
Insurance contract or identification numberYH1127
Number of Individuals Covered1119
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1127
Policy instance 1
Insurance contract or identification numberYH1127
Number of Individuals Covered1020
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1127
Policy instance 1
Insurance contract or identification numberYH1127
Number of Individuals Covered1022
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1127
Policy instance 1
Insurance contract or identification numberYH1127
Number of Individuals Covered845
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1127
Policy instance 1
Insurance contract or identification numberYH1127
Number of Individuals Covered788
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1127
Policy instance 1
Insurance contract or identification numberYH1127
Number of Individuals Covered780
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1127
Policy instance 1
Insurance contract or identification numberYH1127
Number of Individuals Covered949
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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