PALMER ENGINEERING, CO. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST AGREEMENT
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
PALMER ENGINEERING COMPANY
This Other plan holds N/A in total assets and serves 89 participants as of 2024. It is sponsored by PALMER ENGINEERING COMPANY in Kentucky.
What the Filing Says About PALMER ENGINEERING, CO. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST AGREEMENT
PALMER ENGINEERING, CO. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST AGREEMENT is a Other retirement plan sponsored by PALMER ENGINEERING COMPANY, headquartered in Kentucky. As of the 2024 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 89 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 610679012, and the plan has been effective since 1998-03-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from N/A at the beginning of 2024 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 Type | Other |
| Employer EIN | 610679012 |
| Plan Effective Date | 1998-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (PALMER ENGINEERING COMPANY)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 84 | N/A |
| 2023 | 1 | 89 | N/A |
| 2024 | 1 | 89 | N/A |
Nearby Other Plans in Kentucky
Peer Other plans — same state, same plan type — ranked by total assets.
- HOUCHENS INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN $2.3B · 6,764
- NORTON HEALTHCARE, INC. RETIREMENT PLAN $171M · 2,555
- APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN $155M · 931
- COMMONWEALTH ROLLED PRODUCTS, INC. HOURLY EMPLOYEES PENSION PLAN $114M · 813
- H & R AGRI-POWER EMPLOYEE STOCK OWNERSHIP PLAN $105M · 489
Related Data
Guides
Frequently Asked Questions
How much money is in the PALMER ENGINEERING, CO. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST AGREEMENT? ▼
What type of plan is PALMER ENGINEERING, CO. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST AGREEMENT? ▼
Who sponsors the PALMER ENGINEERING, CO. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST AGREEMENT? ▼
How did PALMER ENGINEERING, CO. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST AGREEMENT perform in 2024? ▼
Where can I find official filings for PALMER ENGINEERING, CO. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST AGREEMENT? ▼
How does PALMER ENGINEERING, CO. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST AGREEMENT compare to other plans? ▼
Explore PlainRetire
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 610679012.
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.
Read our methodology — how this data is sourced, computed, and verified.