Pei Down East Toyota 401(K) Retirement Plan — Form 5500 plan (Pei)
Plain-English plan 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, Pei Down East Toyota 401(K) Retirement Plan is a benefit plan reported by Pei under EIN 01-0420117 and plan number 001. The latest loaded filing year is 2023. The filing reports 141 participants and $10,475,200 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pei
- EIN
- 01-0420117
- Plan number
- 001
- Plan type
- 2
- Location
- Brewer, ME
- Latest filing year
- 2023
- Participants
- 141
- End-of-year plan assets
- $10,475,200
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 141 | H, C | 20241004105441NAL0012120721002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,475,200
- Net assets (EOY)
- $10,475,200
- Net assets (BOY)
- $9,001,547
Income & contributions
- Employer contributions
- $75,561
- Participant contributions
- $632,452
- Total contributions
- $710,073
- Total income / additions
- $2,279,301
Expenses & distributions
- Benefits paid
- $731,586
- Administrative expenses
- $31,092
- Total expenses
- $805,648
- Net increase / (decrease)
- $1,473,653
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Equity Services | INVESTMENT ADVISOR | $18,665 | $0 | 2023 |
| Berry Dunn Mcneil And Parker | AUDITOR | $10,096 | $0 | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $6,317 | $0 | 2023 |
| Downeast Pension Services Inc | CONTRACT ADMIN | $2,082 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pei
- 2023 Form 5500 filing
- Form 5500 filings in ME
- 401(k) and benefit plan filings in Brewer, ME
- Commonwealth Equity Services — Schedule C compensation
- Berry Dunn Mcneil And Parker — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Downeast Pension Services Inc — Schedule C compensation