Peterman Heating, Cooling & Plumbing, Inc 401(K) Plan — Form 5500 plan (Peterman Heating, Cooling & Plumbing, Inc.)
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, Peterman Heating, Cooling & Plumbing, Inc 401(K) Plan is a benefit plan reported by Peterman Heating, Cooling & Plumbing, Inc. under EIN 35-1744027 and plan number 001. The latest loaded filing year is 2023. The filing reports 580 participants and $5,678,177 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peterman Heating, Cooling & Plumbing, Inc.
- EIN
- 35-1744027
- Plan number
- 001
- Plan type
- 2
- Location
- Greenwood, IN
- Latest filing year
- 2023
- Participants
- 580
- End-of-year plan assets
- $5,678,177
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 580 | H, C | 20241014115909NAL0044406864001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,678,177
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,678,177
- Net assets (BOY)
- $3,623,046
Income & contributions
- Employer contributions
- $720,391
- Participant contributions
- $1,198,608
- Total contributions
- $2,171,804
- Total income / additions
- $3,011,781
Expenses & distributions
- Benefits paid
- $912,649
- Administrative expenses
- $44,001
- Total expenses
- $956,650
- Net increase / (decrease)
- $2,055,131
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jcm Strategic Wealth Partners | RIA | $21,329 | not reported in the loaded dataset | 2023 |
| John Hancock | RECORDKEEPER | $3,700 | $0 | 2023 |
| Wilshire Associates Inc. | RIA | $948 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Peterman Heating, Cooling & Plumbing, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Greenwood, IN
- Jcm Strategic Wealth Partners — Schedule C compensation
- John Hancock — Schedule C compensation
- Wilshire Associates Inc. — Schedule C compensation