2023 Form 5500 filing — Peerless Transport 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 20241014151025NAL0015176451001) for Peerless Transport 401(K) Plan, reported by Peerless Beverage Co. under EIN 22-1429984 and plan number 003. It reports 155 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014151025NAL0015176451001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Peerless Beverage Co.
- EIN
- 22-1429984
- Plan number
- 003
- Location
- Union, NJ
- Participants
- 155
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,957,592
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,957,592
- Employer contributions
- $157,959
- Participant contributions
- $378,647
- Total income / additions
- $2,400,226
- Benefits paid
- $613,488
- Administrative expenses
- $43,325
- Total expenses
- $656,813
- Net increase / (decrease)
- $1,743,413
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | NONE | $17,804 | $920 |
| Wells Fargo Advisors | NONE | $17,696 | not reported in the loaded dataset |