2023 Form 5500 filing — Total Pep Solutions
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 20250828065730NAL0017848960001) for Total Pep Solutions, reported by Sheakley Workforce Management Services, LLC Dba Sheakley Pension under EIN 82-3571106 and plan number 101. It reports 113 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250828065730NAL0017848960001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Sheakley Workforce Management Services, LLC Dba Sheakley Pension
- EIN
- 82-3571106
- Plan number
- 101
- Location
- Cincinnati, OH
- Participants
- 113
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,819,187
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,819,187
- Employer contributions
- $904,886
- Participant contributions
- $1,628,945
- Total income / additions
- $6,599,225
- Benefits paid
- $1,260,106
- Administrative expenses
- $78,990
- Total expenses
- $1,339,096
- Net increase / (decrease)
- $5,260,129
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sheakley Workforce Management | CONTRACT ADMIN, PPP | $66,273 | not reported in the loaded dataset |
| Octavia Wealth Advisors | SERVICE PROVIDER | $12,717 | $38,888 |