Pea Group 401(K) & Profit Sharing Plan — Form 5500 plan (Pea Group)
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, Pea Group 401(K) & Profit Sharing Plan is a benefit plan reported by Pea Group under EIN 38-1813731 and plan number 002. The latest loaded filing year is 2023. The filing reports 204 participants and $25,590,229 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pea Group
- EIN
- 38-1813731
- Plan number
- 002
- Plan type
- 2
- Location
- Auburn Hills, MI
- Latest filing year
- 2023
- Participants
- 204
- End-of-year plan assets
- $25,590,229
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 204 | H, C | 20241010143724NAL0020348417001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,590,229
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,590,229
- Net assets (BOY)
- $19,961,935
Income & contributions
- Employer contributions
- $768,137
- Participant contributions
- $1,381,454
- Total contributions
- $2,332,137
- Total income / additions
- $6,222,334
Expenses & distributions
- Benefits paid
- $504,070
- Administrative expenses
- $89,970
- Total expenses
- $594,040
- Net increase / (decrease)
- $5,628,294
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $76,530 | $0 | 2023 |
| Kestra Investment Services LLC | BROKER/ADVISOR | $0 | $41,103 | 2023 |
| Tdm Retirement Services, LLC | CONTRACT ADMIN | $11,976 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $9,969 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pea Group
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Auburn Hills, MI
- Empower Annuity Insurance Company — Schedule C compensation
- Kestra Investment Services LLC — Schedule C compensation
- Tdm Retirement Services, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation