2023 Form 5500 filing — Peckham Industries, Inc. Deferred Compensation Profit Sharing Thrift 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 20241010084441NAL0019818961001) for Peckham Industries, Inc. Deferred Compensation Profit Sharing Thrift Plan, reported by Peckham Industries, Inc. under EIN 13-1724577 and plan number 002. It reports 1,148 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010084441NAL0019818961001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Peckham Industries, Inc.
- EIN
- 13-1724577
- Plan number
- 002
- Location
- Brewster, NY
- Participants
- 1,148
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $84,717,592
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,717,592
- Employer contributions
- $1,759,253
- Participant contributions
- $4,603,118
- Total income / additions
- $22,348,261
- Benefits paid
- $6,540,702
- Administrative expenses
- -$91,074
- Total expenses
- $6,452,898
- Net increase / (decrease)
- $15,895,363
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $31,077 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$122,151 | $0 |