2023 Form 5500 filing — Pearce Services, LLC 401(K) Profit Sharing 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 20241004124845NAL0012225153001) for Pearce Services, LLC 401(K) Profit Sharing Plan, reported by Pearce Services, LLC under EIN 46-5721882 and plan number 001. It reports 2,036 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$25.2MReported net assets$25,183,281
Participants2K2,036
Provider compensation$157.9K3 Schedule C row(s)$157,909
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241004124845NAL0012225153001
- Plan sponsor
- Pearce Services, LLC
- EIN
- 46-5721882
- Plan number
- 001
- Location
- Paso Robles, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$25.2M total assets
Net assets$25.2MLiabilities$38.2K
Full reported line items
- Total assets (EOY)
- $25,221,458
- Total liabilities (EOY)
- $38,177
- Net assets (EOY)
- $25,183,281
- Employer contributions
- $1,526,652
- Participant contributions
- $4,388,496
- Total income / additions
- $9,775,405
- Benefits paid
- $3,363,737
- Administrative expenses
- $146,957
- Total expenses
- $3,586,133
- Net increase / (decrease)
- $6,189,272
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $96,454 | not reported in the loaded dataset |
| Financial Counseling Resources, LLC | NONE | $50,503 | not reported in the loaded dataset |
| Charles Schwab | NONE | $0 | $10,952 |