PASCO SPECIALTY & MANUFACTURING, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PASCO SPECIALTY & MANUFACTURING, INC. EMPLOYEE STOCK OWNERSHIP PLAN
401k plan membership statisitcs for PASCO SPECIALTY & MANUFACTURING, INC. EMPLOYEE STOCK OWNERSHIP PLAN
| Measure | Date | Value |
|---|
| 2023: PASCO SPECIALTY & MANUFACTURING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 39 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 36 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 1 |
| Total of all active and inactive participants | 2023-01-01 | 37 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 37 |
| Number of participants with account balances | 2023-01-01 | 37 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 1 |
| 2022: PASCO SPECIALTY & MANUFACTURING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 41 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 37 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1 |
| Total of all active and inactive participants | 2022-01-01 | 38 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 38 |
| Number of participants with account balances | 2022-01-01 | 38 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: PASCO SPECIALTY & MANUFACTURING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 39 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 37 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 2 |
| Total of all active and inactive participants | 2021-01-01 | 39 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 39 |
| Number of participants with account balances | 2021-01-01 | 39 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: PASCO SPECIALTY & MANUFACTURING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 41 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 39 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 39 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 39 |
| Number of participants with account balances | 2020-01-01 | 39 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : PASCO SPECIALTY & MANUFACTURING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $4,409,473 |
| Total plan liabilities at beginning of year | 2023-12-31 | $3,620,811 |
| Total income from all sources | 2023-12-31 | $2,674,758 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $1,157,134 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $25,953 |
| Total plan assets at end of year | 2023-12-31 | $8,010,428 |
| Total plan assets at beginning of year | 2023-12-31 | $5,704,142 |
| Value of fidelity bond covering the plan | 2023-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $1,131,181 |
| Other income received | 2023-12-31 | $2,306,400 |
| Net income (gross income less expenses) | 2023-12-31 | $1,517,624 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $3,600,955 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,083,331 |
| Assets. Value of employer securities | 2023-12-31 | $8,010,400 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $368,358 |
| 2022 : PASCO SPECIALTY & MANUFACTURING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $3,620,811 |
| Total plan liabilities at beginning of year | 2022-12-31 | $3,790,115 |
| Total income from all sources | 2022-12-31 | $-1,147,981 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $121,196 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $26,308 |
| Total plan assets at end of year | 2022-12-31 | $5,704,142 |
| Total plan assets at beginning of year | 2022-12-31 | $7,142,623 |
| Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $94,888 |
| Other income received | 2022-12-31 | $-1,438,401 |
| Net income (gross income less expenses) | 2022-12-31 | $-1,269,177 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,083,331 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,352,508 |
| Assets. Value of employer securities | 2022-12-31 | $5,704,000 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $290,420 |
| 2021 : PASCO SPECIALTY & MANUFACTURING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $3,790,115 |
| Total plan liabilities at beginning of year | 2021-12-31 | $3,955,291 |
| Total income from all sources | 2021-12-31 | $6,885,858 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $98,987 |
| Total plan assets at end of year | 2021-12-31 | $7,142,623 |
| Total plan assets at beginning of year | 2021-12-31 | $520,928 |
| Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $98,882 |
| Other income received | 2021-12-31 | $6,621,601 |
| Net income (gross income less expenses) | 2021-12-31 | $6,786,871 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,352,508 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $-3,434,363 |
| Assets. Value of employer securities | 2021-12-31 | $7,142,400 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $264,257 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $105 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : PASCO SPECIALTY & MANUFACTURING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $3,955,291 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $-3,430,942 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $3,421 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $520,928 |
| Total plan assets at beginning of year | 2020-12-31 | $0 |
| Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $3,421 |
| Other income received | 2020-12-31 | $-3,695,199 |
| Net income (gross income less expenses) | 2020-12-31 | $-3,434,363 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $-3,434,363 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $0 |
| Assets. Value of employer securities | 2020-12-31 | $520,800 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $264,257 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2023: PASCO SPECIALTY & MANUFACTURING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: PASCO SPECIALTY & MANUFACTURING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: PASCO SPECIALTY & MANUFACTURING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: PASCO SPECIALTY & MANUFACTURING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | First time form 5500 has been submitted | Yes |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
