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PPL EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NamePPL EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

PPL EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).

401k Sponsoring company profile

PPL SERVICES CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:PPL SERVICES CORPORATION
Employer identification number (EIN):233041441
NAIC Classification:221100

Additional information about PPL SERVICES CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3162434

More information about PPL SERVICES CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PPL EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01CHRISTINE HESS
0022023-01-01
0022023-01-01CHRISTINE HESS
0022022-01-01
0022022-01-01CHRISTINE HESS
0022021-01-01
0022021-01-01CHRISTINE HESS
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JULISSA BURGOS STEPHEN BREININGER2018-10-11
0022016-01-01JULISSA BURGOS STEPHEN BREININGER2017-10-10
0022015-01-01JULISSA BURGOS STEPHEN BREININGER2016-10-14
0022014-01-01JULISSA BURGOS STEPHEN BREININGER2015-10-13
0022013-01-01KARLA DURN STEPHEN BREININGER2014-10-14
0022012-01-01KARLA DURN VINCENT SORGI2013-10-14
0022011-01-01KARLA DURN VINCENT SORGI2012-10-05
0022010-01-01DALE KLEPPINGER VINCENT SORGI2011-10-14
0022009-01-01DALE KLEPPINGER VINCENT SORGI2010-10-06

Financial Data on PPL EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023 : PPL EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-12-31$-7,861,905
Total unrealized appreciation/depreciation of assets2023-12-31$-7,861,905
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$923,744
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$942,456
Total income from all sources (including contributions)2023-12-31$-4,647,197
Total loss/gain on sale of assets2023-12-31$-1,110,201
Total of all expenses incurred2023-12-31$13,365,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$13,365,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$0
Value of total assets at end of year2023-12-31$107,522,256
Value of total assets at beginning of year2023-12-31$125,554,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$0
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$3,851,819
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,367
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$15,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$927,507
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$945,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-18,013,160
Value of net assets at end of year (total assets less liabilities)2023-12-31$106,598,512
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$124,611,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$26,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$23,273
Value of interest in master investment trust accounts at end of year2023-12-31$801,264
Value of interest in master investment trust accounts at beginning of year2023-12-31$858,109
Value of interest in common/collective trusts at end of year2023-12-31$1,839,514
Value of interest in common/collective trusts at beginning of year2023-12-31$1,789,077
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$4,771
Net investment gain or loss from common/collective trusts2023-12-31$420,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$103,927,246
Assets. Invements in employer securities at beginning of year2023-12-31$121,937,819
Income. Dividends from common stock2023-12-31$3,850,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$13,365,963
Liabilities. Value of benefit claims payable at end of year2023-12-31$923,744
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$942,456
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$11,902,977
Aggregate carrying amount (costs) on sale of assets2023-12-31$13,013,178
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2023-12-31133891517
Unrealized appreciation/depreciation of real estate assets2023-01-01$-7,861,905
Total unrealized appreciation/depreciation of assets2023-01-01$-7,861,905
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$923,744
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$942,456
Total income from all sources (including contributions)2023-01-01$-4,647,197
Total loss/gain on sale of assets2023-01-01$-1,110,201
Total of all expenses incurred2023-01-01$13,365,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$13,365,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$0
Value of total assets at end of year2023-01-01$107,522,256
Value of total assets at beginning of year2023-01-01$125,554,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$0
Total interest from all sources2023-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$3,851,819
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$1,367
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$15,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$927,507
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$945,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$-18,013,160
Value of net assets at end of year (total assets less liabilities)2023-01-01$106,598,512
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$124,611,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$26,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$23,273
Value of interest in master investment trust accounts at end of year2023-01-01$801,264
Value of interest in master investment trust accounts at beginning of year2023-01-01$858,109
Value of interest in common/collective trusts at end of year2023-01-01$1,839,514
Value of interest in common/collective trusts at beginning of year2023-01-01$1,789,077
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$4,771
Net investment gain or loss from common/collective trusts2023-01-01$420,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Assets. Invements in employer securities at end of year2023-01-01$103,927,246
Assets. Invements in employer securities at beginning of year2023-01-01$121,937,819
Income. Dividends from common stock2023-01-01$3,850,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$13,365,963
Liabilities. Value of benefit claims payable at end of year2023-01-01$923,744
Liabilities. Value of benefit claims payable at beginning of year2023-01-01$942,456
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Aggregate proceeds on sale of assets2023-01-01$11,902,977
Aggregate carrying amount (costs) on sale of assets2023-01-01$13,013,178
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01DELOITTE & TOUCHE LLP
Accountancy firm EIN2023-01-01133891517
2022 : PPL EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$-3,322,367
Total unrealized appreciation/depreciation of assets2022-12-31$-3,322,367
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$942,456
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,860,269
Total income from all sources (including contributions)2022-12-31$-896,109
Total loss/gain on sale of assets2022-12-31$-709,001
Total of all expenses incurred2022-12-31$12,481,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$12,482,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$125,554,128
Value of total assets at beginning of year2022-12-31$139,849,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$-365
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,787,969
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$1,063
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$15,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$945,850
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,863,452
Administrative expenses (other) incurred2022-12-31$-365
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$-13,377,945
Value of net assets at end of year (total assets less liabilities)2022-12-31$124,611,672
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$137,989,617
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$23,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$30,964
Value of interest in master investment trust accounts at end of year2022-12-31$858,109
Value of interest in master investment trust accounts at beginning of year2022-12-31$901,625
Value of interest in common/collective trusts at end of year2022-12-31$1,789,077
Value of interest in common/collective trusts at beginning of year2022-12-31$2,898,066
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$1,686
Net investment gain or loss from common/collective trusts2022-12-31$-614,837
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$121,937,819
Assets. Invements in employer securities at beginning of year2022-12-31$134,155,779
Income. Dividends from common stock2022-12-31$3,786,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$12,482,201
Liabilities. Value of benefit claims payable at end of year2022-12-31$942,456
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$1,860,269
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
Aggregate proceeds on sale of assets2022-12-31$11,579,198
Aggregate carrying amount (costs) on sale of assets2022-12-31$12,288,199
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
Unrealized appreciation/depreciation of real estate assets2022-01-01$-3,322,367
Total unrealized appreciation/depreciation of assets2022-01-01$-3,322,367
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$942,456
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$1,860,269
Total income from all sources (including contributions)2022-01-01$-896,109
Total loss/gain on sale of assets2022-01-01$-709,001
Total of all expenses incurred2022-01-01$12,481,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$12,482,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$0
Value of total assets at end of year2022-01-01$125,554,128
Value of total assets at beginning of year2022-01-01$139,849,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$-365
Total interest from all sources2022-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$3,787,969
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$1,063
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$15,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$945,850
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$1,863,452
Administrative expenses (other) incurred2022-01-01$-365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-13,377,945
Value of net assets at end of year (total assets less liabilities)2022-01-01$124,611,672
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$137,989,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$23,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$30,964
Value of interest in master investment trust accounts at end of year2022-01-01$858,109
Value of interest in master investment trust accounts at beginning of year2022-01-01$901,625
Value of interest in common/collective trusts at end of year2022-01-01$1,789,077
Value of interest in common/collective trusts at beginning of year2022-01-01$2,898,066
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$1,686
Net investment gain or loss from common/collective trusts2022-01-01$-614,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Assets. Invements in employer securities at end of year2022-01-01$121,937,819
Assets. Invements in employer securities at beginning of year2022-01-01$134,155,779
Income. Dividends from common stock2022-01-01$3,786,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$12,482,201
Liabilities. Value of benefit claims payable at end of year2022-01-01$942,456
Liabilities. Value of benefit claims payable at beginning of year2022-01-01$1,860,269
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Aggregate proceeds on sale of assets2022-01-01$11,579,198
Aggregate carrying amount (costs) on sale of assets2022-01-01$12,288,199
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01BAKER TILLY US, LLP
Accountancy firm EIN2022-01-01390859910
2021 : PPL EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$8,313,774
Total unrealized appreciation/depreciation of assets2021-12-31$8,313,774
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,860,269
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,963,712
Total income from all sources (including contributions)2021-12-31$16,591,679
Total loss/gain on sale of assets2021-12-31$219,509
Total of all expenses incurred2021-12-31$15,512,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$15,511,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$139,849,886
Value of total assets at beginning of year2021-12-31$138,874,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$709
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$7,650,767
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$840
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,863,452
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,980,506
Administrative expenses (other) incurred2021-12-31$709
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$1,079,024
Value of net assets at end of year (total assets less liabilities)2021-12-31$137,989,617
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$136,910,593
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$30,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,066
Value of interest in master investment trust accounts at end of year2021-12-31$901,625
Value of interest in master investment trust accounts at beginning of year2021-12-31$909,053
Value of interest in common/collective trusts at end of year2021-12-31$2,898,066
Value of interest in common/collective trusts at beginning of year2021-12-31$3,090,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,038
Net investment gain or loss from common/collective trusts2021-12-31$393,477
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
Assets. Invements in employer securities at end of year2021-12-31$134,155,779
Assets. Invements in employer securities at beginning of year2021-12-31$132,880,643
Income. Dividends from common stock2021-12-31$7,649,927
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$15,511,946
Liabilities. Value of benefit claims payable at end of year2021-12-31$1,860,269
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$1,963,712
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
Aggregate proceeds on sale of assets2021-12-31$12,620,365
Aggregate carrying amount (costs) on sale of assets2021-12-31$12,400,856
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : PPL EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$-35,553,369
Total unrealized appreciation/depreciation of assets2020-12-31$-35,553,369
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,963,712
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,995,844
Total income from all sources (including contributions)2020-12-31$-27,898,093
Total loss/gain on sale of assets2020-12-31$-856,941
Total of all expenses incurred2020-12-31$11,114,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,113,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$138,874,305
Value of total assets at beginning of year2020-12-31$177,919,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$938
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$7,880,541
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$855
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,980,506
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,999,126
Administrative expenses (other) incurred2020-12-31$938
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-39,012,915
Value of net assets at end of year (total assets less liabilities)2020-12-31$136,910,593
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$175,923,508
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$14,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$34,133
Value of interest in master investment trust accounts at end of year2020-12-31$909,053
Value of interest in master investment trust accounts at beginning of year2020-12-31$818,405
Value of interest in common/collective trusts at end of year2020-12-31$3,090,037
Value of interest in common/collective trusts at beginning of year2020-12-31$2,595,578
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-4,003
Net investment gain or loss from common/collective trusts2020-12-31$576,426
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
Assets. Invements in employer securities at end of year2020-12-31$132,880,643
Assets. Invements in employer securities at beginning of year2020-12-31$172,472,110
Income. Dividends from common stock2020-12-31$7,879,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,113,884
Liabilities. Value of benefit claims payable at end of year2020-12-31$1,963,712
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$1,995,844
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
Aggregate proceeds on sale of assets2020-12-31$8,022,866
Aggregate carrying amount (costs) on sale of assets2020-12-31$8,879,807
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : PPL EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$35,956,414
Total unrealized appreciation/depreciation of assets2019-12-31$35,956,414
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,995,844
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,125,132
Total income from all sources (including contributions)2019-12-31$46,323,561
Total loss/gain on sale of assets2019-12-31$1,636,157
Total of all expenses incurred2019-12-31$19,322,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$19,322,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$177,919,352
Value of total assets at beginning of year2019-12-31$151,047,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$425
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,239,662
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$1,565
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,999,126
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,127,840
Administrative expenses (other) incurred2019-12-31$425
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$27,000,650
Value of net assets at end of year (total assets less liabilities)2019-12-31$175,923,508
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$148,922,858
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$34,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$32,759
Value of interest in master investment trust accounts at end of year2019-12-31$818,405
Value of interest in master investment trust accounts at beginning of year2019-12-31$921,978
Value of interest in common/collective trusts at end of year2019-12-31$2,595,578
Value of interest in common/collective trusts at beginning of year2019-12-31$2,234,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,774
Net investment gain or loss from common/collective trusts2019-12-31$426,585
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
Assets. Invements in employer securities at end of year2019-12-31$172,472,110
Assets. Invements in employer securities at beginning of year2019-12-31$145,731,150
Income. Dividends from common stock2019-12-31$8,238,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$19,322,486
Liabilities. Value of benefit claims payable at end of year2019-12-31$1,995,844
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$2,125,132
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
Aggregate proceeds on sale of assets2019-12-31$16,123,884
Aggregate carrying amount (costs) on sale of assets2019-12-31$14,487,727
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
2018 : PPL EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-13,164,682
Total unrealized appreciation/depreciation of assets2018-12-31$-13,164,682
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,125,132
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,211,776
Total income from all sources (including contributions)2018-12-31$-5,344,117
Total loss/gain on sale of assets2018-12-31$-843,142
Total of all expenses incurred2018-12-31$20,637,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$20,637,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$151,047,990
Value of total assets at beginning of year2018-12-31$177,116,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$325
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$8,750,088
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$1,799
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,127,840
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,234,085
Administrative expenses (other) incurred2018-12-31$325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-25,982,082
Value of net assets at end of year (total assets less liabilities)2018-12-31$148,922,858
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$174,904,940
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$32,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$193,167
Value of interest in master investment trust accounts at end of year2018-12-31$921,978
Value of interest in master investment trust accounts at beginning of year2018-12-31$764,595
Value of interest in common/collective trusts at end of year2018-12-31$2,234,263
Value of interest in common/collective trusts at beginning of year2018-12-31$2,369,566
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$8,990
Net investment gain or loss from common/collective trusts2018-12-31$-104,936
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
Assets. Invements in employer securities at end of year2018-12-31$145,731,150
Assets. Invements in employer securities at beginning of year2018-12-31$171,555,303
Income. Dividends from common stock2018-12-31$8,748,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$20,637,640
Liabilities. Value of benefit claims payable at end of year2018-12-31$2,125,132
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$2,211,776
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
Aggregate proceeds on sale of assets2018-12-31$17,219,872
Aggregate carrying amount (costs) on sale of assets2018-12-31$18,063,014
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : PPL EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-17,601,079
Total unrealized appreciation/depreciation of assets2017-12-31$-17,601,079
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,211,776
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,353,922
Total income from all sources (including contributions)2017-12-31$-5,966,786
Total loss/gain on sale of assets2017-12-31$2,155,127
Total of all expenses incurred2017-12-31$30,776,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$30,776,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$177,116,716
Value of total assets at beginning of year2017-12-31$214,002,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$9,180,723
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,234,085
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2,356,179
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-36,743,759
Value of net assets at end of year (total assets less liabilities)2017-12-31$174,904,940
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$211,648,699
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$193,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$165,931
Value of interest in master investment trust accounts at end of year2017-12-31$764,595
Value of interest in master investment trust accounts at beginning of year2017-12-31$703,613
Value of interest in common/collective trusts at end of year2017-12-31$2,369,566
Value of interest in common/collective trusts at beginning of year2017-12-31$2,000,340
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$31,502
Net investment gain or loss from common/collective trusts2017-12-31$258,799
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
Assets. Invements in employer securities at end of year2017-12-31$171,555,303
Assets. Invements in employer securities at beginning of year2017-12-31$208,776,558
Income. Dividends from common stock2017-12-31$9,180,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$30,776,973
Liabilities. Value of benefit claims payable at end of year2017-12-31$2,211,776
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$2,353,922
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$-27,442,716
Aggregate carrying amount (costs) on sale of assets2017-12-31$-29,597,843
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31390859910
2016 : PPL EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-759,048
Total unrealized appreciation/depreciation of assets2016-12-31$-759,048
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,353,922
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,540,835
Total income from all sources (including contributions)2016-12-31$10,045,846
Total loss/gain on sale of assets2016-12-31$954,183
Total of all expenses incurred2016-12-31$28,979,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$28,977,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$214,002,621
Value of total assets at beginning of year2016-12-31$233,123,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,425
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$9,744,975
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$10,494
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$2,356,179
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,542,989
Administrative expenses (other) incurred2016-12-31$2,425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-18,933,902
Value of net assets at end of year (total assets less liabilities)2016-12-31$211,648,699
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$230,582,601
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$165,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$373,772
Value of interest in master investment trust accounts at end of year2016-12-31$703,613
Value of interest in master investment trust accounts at beginning of year2016-12-31$684,564
Value of interest in common/collective trusts at end of year2016-12-31$2,000,340
Value of interest in common/collective trusts at beginning of year2016-12-31$1,801,083
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$16,611
Net investment gain or loss from common/collective trusts2016-12-31$86,115
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
Assets. Invements in employer securities at end of year2016-12-31$208,776,558
Assets. Invements in employer securities at beginning of year2016-12-31$227,721,028
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from common stock2016-12-31$9,734,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$28,977,323
Liabilities. Value of benefit claims payable at end of year2016-12-31$2,353,922
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$2,540,835
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
Aggregate proceeds on sale of assets2016-12-31$25,223,629
Aggregate carrying amount (costs) on sale of assets2016-12-31$24,269,446
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
2015 : PPL EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-12,562,676
Total unrealized appreciation/depreciation of assets2015-12-31$-12,562,676
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,540,835
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,645,603
Total income from all sources (including contributions)2015-12-31$9,761,457
Total loss/gain on sale of assets2015-12-31$-3,664,592
Total of all expenses incurred2015-12-31$39,188,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$39,187,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$233,123,436
Value of total assets at beginning of year2015-12-31$262,655,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$950
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$25,963,330
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,542,989
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,647,642
Administrative expenses (other) incurred2015-12-31$950
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-29,426,988
Value of net assets at end of year (total assets less liabilities)2015-12-31$230,582,601
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$260,009,589
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$373,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$552,343
Value of interest in master investment trust accounts at end of year2015-12-31$684,564
Value of interest in master investment trust accounts at beginning of year2015-12-31$838,046
Value of interest in common/collective trusts at end of year2015-12-31$1,801,083
Value of interest in common/collective trusts at beginning of year2015-12-31$2,354,277
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$-5,695
Net gain/loss from 103.12 investment entities2015-12-31$21,189
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
Assets. Invements in employer securities at end of year2015-12-31$227,721,028
Assets. Invements in employer securities at beginning of year2015-12-31$256,262,884
Contributions received in cash from employer2015-12-31$0
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from common stock2015-12-31$25,963,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$39,187,495
Liabilities. Value of benefit claims payable at end of year2015-12-31$2,540,835
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$2,645,603
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
Aggregate proceeds on sale of assets2015-12-31$51,247,061
Aggregate carrying amount (costs) on sale of assets2015-12-31$54,911,653
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
2014 : PPL EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$43,463,643
Total unrealized appreciation/depreciation of assets2014-12-31$43,463,643
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,645,603
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,869,444
Total income from all sources (including contributions)2014-12-31$57,433,441
Total loss/gain on sale of assets2014-12-31$2,815,302
Total of all expenses incurred2014-12-31$32,446,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$32,442,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$262,655,192
Value of total assets at beginning of year2014-12-31$237,891,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,725
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$10,971,951
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,647,642
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,844,679
Administrative expenses (other) incurred2014-12-31$3,725
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$27,020
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$24,987,215
Value of net assets at end of year (total assets less liabilities)2014-12-31$260,009,589
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$235,022,374
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$552,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$333,394
Value of interest in master investment trust accounts at end of year2014-12-31$838,046
Value of interest in master investment trust accounts at beginning of year2014-12-31$857,710
Value of interest in common/collective trusts at end of year2014-12-31$2,354,277
Value of interest in common/collective trusts at beginning of year2014-12-31$2,159,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,733
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,733
Net investment gain or loss from common/collective trusts2014-12-31$121,151
Net gain/loss from 103.12 investment entities2014-12-31$50,285
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
Assets. Invements in employer securities at end of year2014-12-31$256,262,884
Assets. Invements in employer securities at beginning of year2014-12-31$231,677,116
Contributions received in cash from employer2014-12-31$0
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$18,044
Income. Dividends from common stock2014-12-31$10,971,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$32,442,501
Liabilities. Value of benefit claims payable at end of year2014-12-31$2,645,603
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$2,842,424
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
Aggregate proceeds on sale of assets2014-12-31$28,601,652
Aggregate carrying amount (costs) on sale of assets2014-12-31$25,786,350
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : PPL EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$10,738,113
Total unrealized appreciation/depreciation of assets2013-12-31$10,738,113
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,869,444
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,905,036
Total income from all sources (including contributions)2013-12-31$24,399,213
Total loss/gain on sale of assets2013-12-31$1,296,862
Total of all expenses incurred2013-12-31$25,325,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$25,187,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$421,044
Value of total assets at end of year2013-12-31$237,891,818
Value of total assets at beginning of year2013-12-31$238,853,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$137,521
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$11,632,383
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,844,679
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,866,588
Administrative expenses (other) incurred2013-12-31$137,521
Liabilities. Value of operating payables at end of year2013-12-31$27,020
Liabilities. Value of operating payables at beginning of year2013-12-31$50,152
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-926,291
Value of net assets at end of year (total assets less liabilities)2013-12-31$235,022,374
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$235,948,665
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$333,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,953,405
Value of interest in master investment trust accounts at end of year2013-12-31$857,710
Value of interest in master investment trust accounts at beginning of year2013-12-31$936,674
Value of interest in common/collective trusts at end of year2013-12-31$2,159,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,733
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$159,513
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$159,513
Net investment gain or loss from common/collective trusts2013-12-31$122,855
Net gain/loss from 103.12 investment entities2013-12-31$190,825
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
Assets. Invements in employer securities at end of year2013-12-31$231,677,116
Assets. Invements in employer securities at beginning of year2013-12-31$224,952,268
Contributions received in cash from employer2013-12-31$421,044
Employer contributions (assets) at end of year2013-12-31$18,044
Employer contributions (assets) at beginning of year2013-12-31$7,985,253
Income. Dividends from common stock2013-12-31$11,632,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$25,187,983
Liabilities. Value of benefit claims payable at end of year2013-12-31$2,842,424
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$2,854,884
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
Aggregate proceeds on sale of assets2013-12-31$20,944,608
Aggregate carrying amount (costs) on sale of assets2013-12-31$19,647,746
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31PARENTEBEARD LLC
Accountancy firm EIN2013-12-31232932984
2012 : PPL EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-5,657,225
Total unrealized appreciation/depreciation of assets2012-12-31$-5,657,225
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,905,036
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,789,299
Total income from all sources (including contributions)2012-12-31$13,678,491
Total loss/gain on sale of assets2012-12-31$-465,670
Total of all expenses incurred2012-12-31$20,291,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$20,156,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,985,253
Value of total assets at end of year2012-12-31$238,853,701
Value of total assets at beginning of year2012-12-31$245,350,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$134,418
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$11,564,954
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,866,588
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,759,999
Administrative expenses (other) incurred2012-12-31$134,418
Liabilities. Value of operating payables at end of year2012-12-31$50,152
Liabilities. Value of operating payables at beginning of year2012-12-31$29,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-6,612,736
Value of net assets at end of year (total assets less liabilities)2012-12-31$235,948,665
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$242,561,401
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$1,953,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,188,537
Value of interest in master investment trust accounts at end of year2012-12-31$936,674
Value of interest in master investment trust accounts at beginning of year2012-12-31$867,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$159,513
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$194,672
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$194,672
Net gain/loss from 103.12 investment entities2012-12-31$231,334
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
Assets. Invements in employer securities at end of year2012-12-31$224,952,268
Assets. Invements in employer securities at beginning of year2012-12-31$231,475,891
Contributions received in cash from employer2012-12-31$7,985,253
Employer contributions (assets) at end of year2012-12-31$7,985,253
Employer contributions (assets) at beginning of year2012-12-31$7,863,655
Income. Dividends from common stock2012-12-31$11,564,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$20,156,809
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$2,854,884
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$2,759,999
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
Aggregate proceeds on sale of assets2012-12-31$15,185,671
Aggregate carrying amount (costs) on sale of assets2012-12-31$15,651,341
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 name2012-12-31PARENTEBEARD, LLC
Accountancy firm EIN2012-12-31232932984
2011 : PPL EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$24,403,607
Total unrealized appreciation/depreciation of assets2011-12-31$24,403,607
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,789,299
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,755,883
Total income from all sources (including contributions)2011-12-31$43,780,513
Total loss/gain on sale of assets2011-12-31$352,082
Total of all expenses incurred2011-12-31$16,500,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$16,386,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,863,768
Value of total assets at end of year2011-12-31$245,350,700
Value of total assets at beginning of year2011-12-31$218,036,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$113,400
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$11,121,395
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,759,999
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,732,489
Administrative expenses (other) incurred2011-12-31$113,400
Liabilities. Value of operating payables at end of year2011-12-31$29,300
Liabilities. Value of operating payables at beginning of year2011-12-31$29,230
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$27,280,477
Value of net assets at end of year (total assets less liabilities)2011-12-31$242,561,401
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$215,280,924
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$2,188,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,332,122
Value of interest in master investment trust accounts at end of year2011-12-31$867,946
Value of interest in master investment trust accounts at beginning of year2011-12-31$927,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$194,672
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$234,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$234,665
Net gain/loss from 103.12 investment entities2011-12-31$15,252
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
Assets. Invements in employer securities at end of year2011-12-31$231,475,891
Assets. Invements in employer securities at beginning of year2011-12-31$204,059,147
Contributions received in cash from employer2011-12-31$7,863,768
Employer contributions (assets) at end of year2011-12-31$7,863,655
Employer contributions (assets) at beginning of year2011-12-31$7,750,834
Income. Dividends from common stock2011-12-31$11,121,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$16,386,636
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$2,759,999
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$2,726,653
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
Aggregate proceeds on sale of assets2011-12-31$11,588,670
Aggregate carrying amount (costs) on sale of assets2011-12-31$11,236,588
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31PARENTEBEARD, LLC
Accountancy firm EIN2011-12-31232932984
2010 : PPL EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-45,447,133
Total unrealized appreciation/depreciation of assets2010-12-31$-45,447,133
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,755,883
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,692,106
Total income from all sources (including contributions)2010-12-31$-28,508,740
Total loss/gain on sale of assets2010-12-31$-2,086,329
Total of all expenses incurred2010-12-31$15,529,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$15,421,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,750,834
Value of total assets at end of year2010-12-31$218,036,807
Value of total assets at beginning of year2010-12-31$262,011,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$107,675
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$10,993,278
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$15,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2,732,489
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,664,981
Administrative expenses (other) incurred2010-12-31$107,675
Liabilities. Value of operating payables at end of year2010-12-31$29,230
Liabilities. Value of operating payables at beginning of year2010-12-31$27,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-44,038,336
Value of net assets at end of year (total assets less liabilities)2010-12-31$215,280,924
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$259,319,260
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$2,332,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,005,337
Value of interest in master investment trust accounts at end of year2010-12-31$927,550
Value of interest in master investment trust accounts at beginning of year2010-12-31$950,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$234,665
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$183,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$183,607
Net gain/loss from 103.12 investment entities2010-12-31$244,755
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
Assets. Invements in employer securities at end of year2010-12-31$204,059,147
Assets. Invements in employer securities at beginning of year2010-12-31$248,652,468
Contributions received in cash from employer2010-12-31$7,750,834
Employer contributions (assets) at end of year2010-12-31$7,750,834
Employer contributions (assets) at beginning of year2010-12-31$7,554,889
Income. Dividends from common stock2010-12-31$10,993,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$15,421,921
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$2,726,653
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$2,664,981
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
Aggregate proceeds on sale of assets2010-12-31$10,848,604
Aggregate carrying amount (costs) on sale of assets2010-12-31$12,934,933
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 name2010-12-31PARENTEBEARD, LLC
Accountancy firm EIN2010-12-31232932984

Form 5500 Responses for PPL EMPLOYEE STOCK OWNERSHIP PLAN

2023: PPL EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PPL EMPLOYEE STOCK OWNERSHIP 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 planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PPL EMPLOYEE STOCK OWNERSHIP 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 planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PPL EMPLOYEE STOCK OWNERSHIP 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 planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PPL EMPLOYEE STOCK OWNERSHIP 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 planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PPL EMPLOYEE STOCK OWNERSHIP 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 planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PPL EMPLOYEE STOCK OWNERSHIP 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 planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PPL EMPLOYEE STOCK OWNERSHIP 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 planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PPL EMPLOYEE STOCK OWNERSHIP 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 planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PPL EMPLOYEE STOCK OWNERSHIP 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 planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PPL EMPLOYEE STOCK OWNERSHIP 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 planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PPL EMPLOYEE STOCK OWNERSHIP 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 planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PPL EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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 planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PPL EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
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 planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PPL EMPLOYEE STOCK OWNERSHIP 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 planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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