2023 Form 5500 filing — The Pepper Companies, Inc. Retirement And Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240806134802NAL0004370656001) for The Pepper Companies, Inc. Retirement And Savings Plan, reported by The Pepper Companies, Inc. under EIN 36-3337997 and plan number 003. It reports 1,061 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240806134802NAL0004370656001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Pepper Companies, Inc.
- EIN
- 36-3337997
- Plan number
- 003
- Location
- Barrington, IL
- Participants
- 1,061
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $146,679,177
- Total liabilities (EOY)
- $57,442
- Net assets (EOY)
- $146,621,735
- Employer contributions
- $2,975,402
- Participant contributions
- $7,189,670
- Total income / additions
- $34,440,546
- Benefits paid
- $10,975,416
- Administrative expenses
- $287,659
- Total expenses
- $11,263,075
- Net increase / (decrease)
- $23,177,471
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $167,814 | $0 |
| Vanguard Advisers Inc. | NONE | $57,920 | not reported in the loaded dataset |
| Ifp Advisors, LLC Dba Finspire | NONE | $48,760 | not reported in the loaded dataset |
| Fgmk | NONE | $13,924 | not reported in the loaded dataset |