2023 Form 5500 filing — Peterson Brothers 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 20241009122858NAL0009190963001) for Peterson Brothers Retirement Plan, reported by Vert Markets, Inc. under EIN 82-0548255 and plan number 001. It reports 149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009122858NAL0009190963001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vert Markets, Inc.
- EIN
- 82-0548255
- Plan number
- 001
- Location
- Erie, PA
- Participants
- 149
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,600,634
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,600,634
- Employer contributions
- $899,958
- Participant contributions
- $1,393,538
- Total income / additions
- $9,100,462
- Benefits paid
- $2,266,137
- Administrative expenses
- $83,533
- Total expenses
- $2,349,670
- Net increase / (decrease)
- $6,750,792
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors Fin Network Ll | INVESTMENT ADVISOR | $22,500 | not reported in the loaded dataset |
| Northwest Bank | TRUSTEE | $21,306 | not reported in the loaded dataset |
| Schaffner, Knight, Minnaugh& Compan | OTHER | $3,000 | not reported in the loaded dataset |
| Definiti | NONE | $2,962 | not reported in the loaded dataset |
| M2b Retirement Consulting LLC | CONTRACT ADMIN | $1,950 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $569 | not reported in the loaded dataset |
| Wells Fargo Advisors Fin Network Ll | OTHER | $22 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |