2023 Form 5500 filing — Pei Down East Toyota 401(K) Retirement 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 20241004105441NAL0012120721002) for Pei Down East Toyota 401(K) Retirement Plan, reported by Pei under EIN 01-0420117 and plan number 001. It reports 141 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004105441NAL0012120721002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pei
- EIN
- 01-0420117
- Plan number
- 001
- Location
- Brewer, ME
- Participants
- 141
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,475,200
- Net assets (EOY)
- $10,475,200
- Employer contributions
- $75,561
- Participant contributions
- $632,452
- Total income / additions
- $2,279,301
- Benefits paid
- $731,586
- Administrative expenses
- $31,092
- Total expenses
- $805,648
- Net increase / (decrease)
- $1,473,653
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Equity Services | INVESTMENT ADVISOR | $18,665 | $0 |
| Berry Dunn Mcneil And Parker | AUDITOR | $10,096 | $0 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $6,317 | $0 |
| Downeast Pension Services Inc | CONTRACT ADMIN | $2,082 | $0 |