Peerless Technologies Corporation 401(K) Plan — Form 5500 plan (Peerless Technologies 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, Peerless Technologies Corporation 401(K) Plan is a benefit plan reported by Peerless Technologies Corporation under EIN 36-4353581 and plan number 001. The latest loaded filing year is 2023. The filing reports 766 participants and $29,677,513 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peerless Technologies Corporation
- EIN
- 36-4353581
- Plan number
- 001
- Plan type
- 2
- Location
- Fairborn, OH
- Latest filing year
- 2023
- Participants
- 766
- End-of-year plan assets
- $29,677,513
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 766 | H, C | 20241015092322NAL0027937281001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,677,513
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,677,513
- Net assets (BOY)
- $26,603,779
Income & contributions
- Employer contributions
- $1,368,651
- Participant contributions
- $3,179,384
- Total contributions
- $5,174,048
- Total income / additions
- $8,621,316
Expenses & distributions
- Benefits paid
- $5,303,382
- Administrative expenses
- $206,332
- Total expenses
- $5,547,582
- Net increase / (decrease)
- $3,073,734
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $60,130 | not reported in the loaded dataset | 2023 |
| Anderson Financial Strategies, LLC | INVESTMENT ADVISOR | $57,516 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $57,092 | $0 | 2023 |
| Hammerman, Graf, Hughes & Co. | AUDITOR | $19,860 | not reported in the loaded dataset | 2023 |
| Benefit Solutions Etc, Ltd | CONTRACT ADMIN | $12,816 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Peerless Technologies Corporation
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Fairborn, OH
- Empower Advisory Group, LLC — Schedule C compensation
- Anderson Financial Strategies, LLC — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Hammerman, Graf, Hughes & Co. — Schedule C compensation
- Benefit Solutions Etc, Ltd — Schedule C compensation