2023 Form 5500 filing — Pep Printing, Inc. 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 20241014183640NAL0026950609001) for Pep Printing, Inc. 401(K) Profit Sharing Plan, reported by Pep Printing, Inc. under EIN 93-0712053 and plan number 002. It reports 191 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014183640NAL0026950609001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pep Printing, Inc.
- EIN
- 93-0712053
- Plan number
- 002
- Location
- Portland, OR
- Participants
- 191
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,929,758
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,929,758
- Employer contributions
- $185,200
- Participant contributions
- $696,623
- Total income / additions
- $3,093,329
- Benefits paid
- $1,689,417
- Administrative expenses
- $67,490
- Total expenses
- $1,756,907
- Net increase / (decrease)
- $1,336,422
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Pacific Financial Inc | INVESTMENT ADVISOR | $33,860 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $26,163 | $0 |
| Pension Plan Specialists Pc | TPA | $1,450 | $10,000 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $5,327 | not reported in the loaded dataset |