Other
2023 plan-year Other DOL Form 5500

Payne Publishers Employee Stock Ownership Plan Tru

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Payne Publishers, Inc. · Virginia · Manufacturing

What the 2023 filing shows

Payne Publishers Employee Stock Ownership Plan Tru holds N/A for 21 participants.

N/A
total plan assets (2023 EOY)
21
covered participants
Total Assets (2023)
N/A
Participants
21
State
Industry
Manufacturing

What the Filing Says About Payne Publishers Employee Stock Ownership Plan Tru

Payne Publishers Employee Stock Ownership Plan Tru is a Other retirement plan sponsored by Payne Publishers, Inc., headquartered in Virginia. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 21 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 540898446, and the plan has been effective since 1986-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan TypeOther
Employer EIN540898446
Plan Effective Date1986-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Payne Publishers, Inc.)

Year Plans Participants Total Assets
2022 1 21 N/A
2023 1 21 N/A
2024 1 19 N/A

Nearby Other Plans in Virginia

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Payne Publishers Employee Stock Ownership Plan Tru?
As of the 2023 Form 5500 filing, Payne Publishers Employee Stock Ownership Plan Tru holds N/A in total assets with 21 participants. It is sponsored by Payne Publishers, Inc..
What type of plan is Payne Publishers Employee Stock Ownership Plan Tru?
Payne Publishers Employee Stock Ownership Plan Tru is a Other plan. It has been effective since 1986-04-01. The plan is filed with the U.S. Department of Labor under EIN 540898446.
Who sponsors the Payne Publishers Employee Stock Ownership Plan Tru?
Payne Publishers Employee Stock Ownership Plan Tru is sponsored by Payne Publishers, Inc., located in Virginia. The sponsor's EIN is 540898446 and the plan operates in the Manufacturing industry.
How did Payne Publishers Employee Stock Ownership Plan Tru perform in 2023?
Payne Publishers Employee Stock Ownership Plan Tru held N/A in total assets at the end of 2023.
Where can I find official filings for Payne Publishers Employee Stock Ownership Plan Tru?
Official Form 5500 filings for Payne Publishers Employee Stock Ownership Plan Tru are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 540898446 or plan name at efast.dol.gov.
How does Payne Publishers Employee Stock Ownership Plan Tru compare to other plans?
You can compare Payne Publishers Employee Stock Ownership Plan Tru against other Other plans on the plan type page, or view plans in Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 540898446.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.