2023 Form 5500 filing — Peterman Heating, Cooling & Plumbing, Inc 401(K) 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 20241014115909NAL0044406864001) for Peterman Heating, Cooling & Plumbing, Inc 401(K) Plan, reported by Peterman Heating, Cooling & Plumbing, Inc. under EIN 35-1744027 and plan number 001. It reports 580 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014115909NAL0044406864001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Peterman Heating, Cooling & Plumbing, Inc.
- EIN
- 35-1744027
- Plan number
- 001
- Location
- Greenwood, IN
- Participants
- 580
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,678,177
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,678,177
- Employer contributions
- $720,391
- Participant contributions
- $1,198,608
- Total income / additions
- $3,011,781
- Benefits paid
- $912,649
- Administrative expenses
- $44,001
- Total expenses
- $956,650
- Net increase / (decrease)
- $2,055,131
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jcm Strategic Wealth Partners | RIA | $21,329 | not reported in the loaded dataset |
| John Hancock | RECORDKEEPER | $3,700 | $0 |
| Wilshire Associates Inc. | RIA | $948 | not reported in the loaded dataset |