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PENNTERRA ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NamePENNTERRA ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

PENNTERRA ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

PENNTERRA ENGINEERING, INC. has sponsored the creation of one or more 401k plans.

Company Name:PENNTERRA ENGINEERING, INC.
Employer identification number (EIN):251376538
NAIC Classification:237210
NAIC Description:Land Subdivision

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENNTERRA ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022019-01-01
0022018-01-01
0022017-01-01JOHN C. SEPP
0022016-01-01JOHN C. SEPP

Plan Statistics for PENNTERRA ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for PENNTERRA ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023: PENNTERRA ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0124
Total number of active participants reported on line 7a of the Form 55002023-01-0125
Number of retired or separated participants receiving benefits2023-01-011
Number of other retired or separated participants entitled to future benefits2023-01-011
Total of all active and inactive participants2023-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0127
Number of participants with account balances2023-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: PENNTERRA ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0123
Total number of active participants reported on line 7a of the Form 55002022-01-0123
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0124
Number of participants with account balances2022-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PENNTERRA ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0121
Total number of active participants reported on line 7a of the Form 55002021-01-0120
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0121
Number of participants with account balances2021-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PENNTERRA ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0122
Total number of active participants reported on line 7a of the Form 55002020-01-0121
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0121
Number of participants with account balances2020-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PENNTERRA ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0121
Total number of active participants reported on line 7a of the Form 55002019-01-0121
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0122
Number of participants with account balances2019-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PENNTERRA ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0121
Total number of active participants reported on line 7a of the Form 55002018-01-0119
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0120
Number of participants with account balances2018-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PENNTERRA ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0120
Total number of active participants reported on line 7a of the Form 55002017-01-0119
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0121
Number of participants with account balances2017-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PENNTERRA ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0119
Total number of active participants reported on line 7a of the Form 55002016-01-0118
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0119
Number of participants with account balances2016-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on PENNTERRA ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023 : PENNTERRA ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Total plan liabilities at end of year2023-12-31$219,191
Total plan liabilities at beginning of year2023-12-31$246,758
Total income from all sources2023-12-31$223,082
Expenses. Total of all expenses incurred2023-12-31$60,708
Benefits paid (including direct rollovers)2023-12-31$50,000
Total plan assets at end of year2023-12-31$1,722,064
Total plan assets at beginning of year2023-12-31$1,587,257
Value of fidelity bond covering the plan2023-12-31$170,000
Expenses. Other expenses not covered elsewhere2023-12-31$10,615
Other income received2023-12-31$131,400
Net income (gross income less expenses)2023-12-31$162,374
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,502,873
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,340,499
Assets. Value of employer securities2023-12-31$1,717,200
Total contributions received or receivable from employer(s)2023-12-31$91,682
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$93
2022 : PENNTERRA ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$246,758
Total plan liabilities at beginning of year2022-12-31$338,088
Total income from all sources2022-12-31$188,767
Expenses. Total of all expenses incurred2022-12-31$13,484
Total plan assets at end of year2022-12-31$1,587,257
Total plan assets at beginning of year2022-12-31$1,503,304
Value of fidelity bond covering the plan2022-12-31$170,000
Expenses. Other expenses not covered elsewhere2022-12-31$13,437
Other income received2022-12-31$84,000
Net income (gross income less expenses)2022-12-31$175,283
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,340,499
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,165,216
Assets. Value of employer securities2022-12-31$1,585,800
Total contributions received or receivable from employer(s)2022-12-31$104,767
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$47
2021 : PENNTERRA ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$338,088
Total plan liabilities at beginning of year2021-12-31$445,766
Total income from all sources2021-12-31$181,967
Expenses. Total of all expenses incurred2021-12-31$22,137
Total plan assets at end of year2021-12-31$1,503,304
Total plan assets at beginning of year2021-12-31$1,451,152
Value of fidelity bond covering the plan2021-12-31$170,000
Expenses. Other expenses not covered elsewhere2021-12-31$22,090
Other income received2021-12-31$52,200
Net income (gross income less expenses)2021-12-31$159,830
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,165,216
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,005,386
Assets. Value of employer securities2021-12-31$1,501,800
Total contributions received or receivable from employer(s)2021-12-31$129,767
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$47
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : PENNTERRA ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$445,766
Total plan liabilities at beginning of year2020-12-31$575,065
Total income from all sources2020-12-31$340,767
Expenses. Total of all expenses incurred2020-12-31$25,905
Benefits paid (including direct rollovers)2020-12-31$362
Total plan assets at end of year2020-12-31$1,451,152
Total plan assets at beginning of year2020-12-31$1,265,589
Value of fidelity bond covering the plan2020-12-31$170,000
Expenses. Other expenses not covered elsewhere2020-12-31$25,468
Other income received2020-12-31$186,000
Net income (gross income less expenses)2020-12-31$314,862
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,005,386
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$690,524
Assets. Value of employer securities2020-12-31$1,449,600
Total contributions received or receivable from employer(s)2020-12-31$154,767
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$75
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : PENNTERRA ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$575,065
Total plan liabilities at beginning of year2019-12-31$758,883
Total income from all sources2019-12-31$276,767
Expenses. Total of all expenses incurred2019-12-31$35,996
Total plan assets at end of year2019-12-31$1,265,589
Total plan assets at beginning of year2019-12-31$1,208,636
Value of fidelity bond covering the plan2019-12-31$170,000
Expenses. Other expenses not covered elsewhere2019-12-31$35,949
Other income received2019-12-31$57,000
Net income (gross income less expenses)2019-12-31$240,771
Net plan assets at end of year (total assets less liabilities)2019-12-31$690,524
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$449,753
Assets. Value of employer securities2019-12-31$1,263,600
Total contributions received or receivable from employer(s)2019-12-31$219,767
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$47
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : PENNTERRA ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$758,883
Total plan liabilities at beginning of year2018-12-31$930,000
Total income from all sources2018-12-31$609,895
Expenses. Total of all expenses incurred2018-12-31$45,063
Benefits paid (including direct rollovers)2018-12-31$643
Total plan assets at end of year2018-12-31$1,208,636
Total plan assets at beginning of year2018-12-31$814,921
Value of fidelity bond covering the plan2018-12-31$170,000
Expenses. Other expenses not covered elsewhere2018-12-31$44,372
Other income received2018-12-31$393,600
Net income (gross income less expenses)2018-12-31$564,832
Net plan assets at end of year (total assets less liabilities)2018-12-31$449,753
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$-115,079
Assets. Value of employer securities2018-12-31$1,206,600
Total contributions received or receivable from employer(s)2018-12-31$216,295
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$48
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : PENNTERRA ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$930,000
Total plan liabilities at beginning of year2017-12-31$1,000,000
Total income from all sources2017-12-31$463,200
Expenses. Total of all expenses incurred2017-12-31$50,047
Total plan assets at end of year2017-12-31$814,921
Total plan assets at beginning of year2017-12-31$471,768
Value of fidelity bond covering the plan2017-12-31$170,000
Expenses. Other expenses not covered elsewhere2017-12-31$50,000
Other income received2017-12-31$343,200
Net income (gross income less expenses)2017-12-31$413,153
Net plan assets at end of year (total assets less liabilities)2017-12-31$-115,079
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$-528,232
Assets. Value of employer securities2017-12-31$813,000
Total contributions received or receivable from employer(s)2017-12-31$120,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$47
2016 : PENNTERRA ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$1,000,000
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$-490,700
Expenses. Total of all expenses incurred2016-12-31$37,532
Total plan assets at end of year2016-12-31$471,768
Total plan assets at beginning of year2016-12-31$0
Value of fidelity bond covering the plan2016-12-31$25,000
Expenses. Other expenses not covered elsewhere2016-12-31$37,500
Other income received2016-12-31$-530,200
Net income (gross income less expenses)2016-12-31$-528,232
Net plan assets at end of year (total assets less liabilities)2016-12-31$-528,232
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$0
Assets. Value of employer securities2016-12-31$469,800
Total contributions received or receivable from employer(s)2016-12-31$39,500
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$32

Form 5500 Responses for PENNTERRA ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2023: PENNTERRA ENGINEERING, INC. 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 planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PENNTERRA ENGINEERING, INC. 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 planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PENNTERRA ENGINEERING, INC. 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 planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PENNTERRA ENGINEERING, INC. 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 planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PENNTERRA ENGINEERING, INC. 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 planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PENNTERRA ENGINEERING, INC. 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 planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PENNTERRA ENGINEERING, INC. 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 planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PENNTERRA ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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