Peerless Chain Company 401(K) Retirement Savings Plan — Form 5500 plan (Peerless Chain 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 Chain Company 401(K) Retirement Savings Plan is a benefit plan reported by Peerless Chain Company under EIN 22-2993140 and plan number 004. The latest loaded filing year is 2023. The filing reports 338 participants and $25,082,154 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peerless Chain Company
- EIN
- 22-2993140
- Plan number
- 004
- Plan type
- 2
- Location
- Winona, MN
- Latest filing year
- 2023
- Participants
- 338
- End-of-year plan assets
- $25,082,154
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 338 | H, C | 20241015191602NAL0029476337001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,082,154
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,082,154
- Net assets (BOY)
- $21,917,282
Income & contributions
- Employer contributions
- $714,978
- Participant contributions
- $1,328,384
- Total contributions
- $2,769,241
- Total income / additions
- $6,227,571
Expenses & distributions
- Benefits paid
- $2,957,381
- Administrative expenses
- $102,668
- Total expenses
- $3,062,699
- Net increase / (decrease)
- $3,164,872
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | RECORDKEEPER | $101,749 | $0 | 2023 |
| Commonwealth Financial Network | INVESTMENT ADVISORY | $0 | $67,195 | 2023 |
| Pa Retirement Solutions, Inc. | THIRD PARTY ADMINISTRATO | $700 | $8,845 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Peerless Chain Company
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Winona, MN
- Principal Life Insurance Company — Schedule C compensation
- Commonwealth Financial Network — Schedule C compensation
- Pa Retirement Solutions, Inc. — Schedule C compensation