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, Peaberry Software, Inc. Retirement Trust is a benefit plan reported by Peaberry Software, Inc under EIN 45-4421845 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $7,411,318 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,411,318
- Net assets (EOY)
- $7,411,318
- Net assets (BOY)
- $3,583,545
Income & contributions
- Employer contributions
- $860,641
- Participant contributions
- $1,628,486
- Total contributions
- $3,212,387
- Total income / additions
- $4,212,873
Expenses & distributions
- Benefits paid
- $326,727
- Administrative expenses
- $13,759
- Total expenses
- $385,100
- Net increase / (decrease)
- $3,827,773