The Pepper Companies, Inc. Retirement And Savings Plan — Form 5500 plan (The Pepper Companies, 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, The Pepper Companies, Inc. Retirement And Savings Plan is a benefit plan reported by The Pepper Companies, Inc. under EIN 36-3337997 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,061 participants and $146,679,177 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Pepper Companies, Inc.
- EIN
- 36-3337997
- Plan number
- 003
- Plan type
- 2
- Location
- Barrington, IL
- Latest filing year
- 2023
- Participants
- 1,061
- End-of-year plan assets
- $146,679,177
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,061 | H, C | 20240806134802NAL0004370656001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $146,679,177
- Total liabilities (EOY)
- $57,442
- Net assets (EOY)
- $146,621,735
- Net assets (BOY)
- $123,444,264
Income & contributions
- Employer contributions
- $2,975,402
- Participant contributions
- $7,189,670
- Total contributions
- $10,837,125
- Total income / additions
- $34,440,546
Expenses & distributions
- Benefits paid
- $10,975,416
- Administrative expenses
- $287,659
- Total expenses
- $11,263,075
- Net increase / (decrease)
- $23,177,471
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $167,814 | $0 | 2023 |
| Vanguard Advisers Inc. | NONE | $57,920 | not reported in the loaded dataset | 2023 |
| Ifp Advisors, LLC Dba Finspire | NONE | $48,760 | not reported in the loaded dataset | 2023 |
| Fgmk | NONE | $13,924 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Pepper Companies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Barrington, IL
- The Vanguard Group, Inc. — Schedule C compensation
- Vanguard Advisers Inc. — Schedule C compensation
- Ifp Advisors, LLC Dba Finspire — Schedule C compensation
- Fgmk — Schedule C compensation