2023 Form 5500 filing — Pea Group 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 20241010143724NAL0020348417001) for Pea Group 401(K) & Profit Sharing Plan, reported by Pea Group under EIN 38-1813731 and plan number 002. It reports 204 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010143724NAL0020348417001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pea Group
- EIN
- 38-1813731
- Plan number
- 002
- Location
- Auburn Hills, MI
- Participants
- 204
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,590,229
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,590,229
- Employer contributions
- $768,137
- Participant contributions
- $1,381,454
- Total income / additions
- $6,222,334
- Benefits paid
- $504,070
- Administrative expenses
- $89,970
- Total expenses
- $594,040
- Net increase / (decrease)
- $5,628,294
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $76,530 | $0 |
| Kestra Investment Services LLC | BROKER/ADVISOR | $0 | $41,103 |
| Tdm Retirement Services, LLC | CONTRACT ADMIN | $11,976 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $9,969 | not reported in the loaded dataset |