Peak Industrial Inc. Retirement Savings Plan — Form 5500 plan (Peak Industrial 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, Peak Industrial Inc. Retirement Savings Plan is a benefit plan reported by Peak Industrial Inc. under EIN 45-2792810 and plan number 001. The latest loaded filing year is 2023. The filing reports 238 participants and $15,159,208 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peak Industrial Inc.
- EIN
- 45-2792810
- Plan number
- 001
- Plan type
- 2
- Location
- West Valley City, UT
- Latest filing year
- 2023
- Participants
- 238
- End-of-year plan assets
- $15,159,208
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 238 | H, C | 20240925104735NAL0005398403001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,159,208
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,159,208
- Net assets (BOY)
- $14,280,829
Income & contributions
- Employer contributions
- $417,225
- Participant contributions
- $823,749
- Total contributions
- $1,349,728
- Total income / additions
- $3,618,315
Expenses & distributions
- Benefits paid
- $2,662,462
- Administrative expenses
- $77,474
- Total expenses
- $2,739,936
- Net increase / (decrease)
- $878,379
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Soltis Investment Advisors | ADVISOR | $44,369 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | RECORDKEEPER | $30,242 | $0 | 2023 |