2023 Form 5500 filing — Pepper Source, Ltd. & Subsidiaries 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 20250203082304NAL0003175027001) for Pepper Source, Ltd. & Subsidiaries 401(K) Plan, reported by Pepper Source, Ltd. under EIN 72-1181338 and plan number 003. It reports 471 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250203082304NAL0003175027001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pepper Source, Ltd.
- EIN
- 72-1181338
- Plan number
- 003
- Location
- Metairie, LA
- Participants
- 471
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,982,113
- Total liabilities (EOY)
- $9,016
- Net assets (EOY)
- $13,973,097
- Employer contributions
- $587,701
- Participant contributions
- $605,897
- Total income / additions
- $2,930,402
- Benefits paid
- $672,346
- Administrative expenses
- $87,985
- Total expenses
- $831,260
- Net increase / (decrease)
- $2,099,142
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial, LLC | INVESTMENT ADVISOR | $51,569 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $30,116 | $0 |
| The Haslauer Group, Inc | TPA | $13,650 | not reported in the loaded dataset |