Peerless Pump Retirement Income Plan — Form 5500 plan (Peerless Pump Company)
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, Peerless Pump Retirement Income Plan is a benefit plan reported by Peerless Pump Company under EIN 05-0596578 and plan number 200. The latest loaded filing year is 2023. The filing reports 479 participants and $40,899,135 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peerless Pump Company
- EIN
- 05-0596578
- Plan number
- 200
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 479
- End-of-year plan assets
- $40,899,135
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 479 | H, C | 20241014110056NAL0027100577001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,899,135
- Total liabilities (EOY)
- $5,042
- Net assets (EOY)
- $40,894,093
- Net assets (BOY)
- $38,107,893
Income & contributions
- Employer contributions
- $1,000,000
- Participant contributions
- $0
- Total contributions
- $1,000,000
- Total income / additions
- $6,149,126
Expenses & distributions
- Benefits paid
- $2,895,715
- Administrative expenses
- $467,211
- Total expenses
- $3,362,926
- Net increase / (decrease)
- $2,786,200
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $114,347 | not reported in the loaded dataset | 2023 |
| Axia Advisory Corp. | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Mechela Anderson | PLAN ADMINISTRATOR | $29,438 | not reported in the loaded dataset | 2023 |
| Forvis, Llp | NONE | $21,000 | not reported in the loaded dataset | 2023 |
| U.S. Bank National Association | NONE | $19,799 | $0 | 2023 |
| Ogletree,Deakins,Nash,Smoak&Steward | NONE | $7,971 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Peerless Pump Company
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Willis Towers Watson Us LLC — Schedule C compensation
- Axia Advisory Corp. — Schedule C compensation
- Mechela Anderson — Schedule C compensation
- Forvis, Llp — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation
- Ogletree,Deakins,Nash,Smoak&Steward — Schedule C compensation