The Pete Store, LLC 401(K) Plan — Form 5500 plan (The Pete Store, LLC)

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, The Pete Store, LLC 401(K) Plan is a benefit plan reported by The Pete Store, LLC under EIN 26-4607022 and plan number 001. The latest loaded filing year is 2023. The filing reports 956 participants and $29,156,440 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Pete Store, LLC
EIN
26-4607022
Plan number
001
Plan type
2
Location
Baltimore, MD
Latest filing year
2023
Participants
956
End-of-year plan assets
$29,156,440

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023956H, C20241015095345NAL0029183921001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,156,440
Total liabilities (EOY)
$55,249
Net assets (EOY)
$29,101,191
Net assets (BOY)
$22,343,033

Income & contributions

Employer contributions
$643,928
Participant contributions
$3,085,311
Total contributions
$5,544,084
Total income / additions
$8,851,986

Expenses & distributions

Benefits paid
$1,919,155
Administrative expenses
$119,424
Total expenses
$2,093,828
Net increase / (decrease)
$6,758,158

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wealth Enhancement AdvisoryNONE$43,251not reported in the loaded dataset2023
John Hancock Life Insurance CompanyNONE$7,102not reported in the loaded dataset2023

Related Form 5500 pages