2023 Form 5500 filing — The Peak Holdings Corporation Employee Stock Ownership 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 20241010135952NAL0035945264001) for The Peak Holdings Corporation Employee Stock Ownership Plan, reported by Peak Holdings Corporation Employee Stock Ownership Plan under EIN 88-2895770 and plan number 003. It reports 1,140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010135952NAL0035945264001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Peak Holdings Corporation Employee Stock Ownership Plan
- EIN
- 88-2895770
- Plan number
- 003
- Location
- St. Helana, CA
- Participants
- 1,140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,775,578
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,775,578
- Total income / additions
- $3,620,763
- Benefits paid
- $2,193,246
- Administrative expenses
- $119,367
- Total expenses
- $2,312,613
- Net increase / (decrease)
- $1,308,150
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs | INVESTMENT MANAGEMENT | $119,557 | not reported in the loaded dataset |