Peak Trading Corporation 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Peak Trading Corporation)

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, Peak Trading Corporation 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Peak Trading Corporation under EIN 16-1537196 and plan number 001. The latest loaded filing year is 2023. The filing reports 40 participants and $2,685,284 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.7MPlan net assets, end of year$2,685,284
Participants40Covered participants reported
Assets / participant$67.1KComputed: assets ÷ participants$67,132 (computed)
Provider compensationNone reported
Plan sponsor
Peak Trading Corporation
EIN
16-1537196
Plan number
001
Plan type
2
Location
Saugerties, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202340I20240730102947NAL0019889921001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.7M total assets
Net assets$2.7MLiabilities$0
Money in vs. money out
Total income / additions$411.4K
Total expenses$22.7K
Benefits paid / distributions$22.6K
Contributions
Employer$30.9K
Participant$63.6K
Full reported line items

Net assets

Total assets (EOY)
$2,685,284
Total liabilities (EOY)
$0
Net assets (EOY)
$2,685,284
Net assets (BOY)
$2,296,657

Income & contributions

Employer contributions
$30,886
Participant contributions
$63,587
Total income / additions
$411,364

Expenses & distributions

Benefits paid
$22,602
Administrative expenses
$135
Total expenses
$22,737
Net increase / (decrease)
$388,627
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 33%Participant 67%
Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income5%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages