Peak Utility Services Group, Inc. 401(K) Plan — Form 5500 plan (Peak Utility Services Group, 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 Utility Services Group, Inc. 401(K) Plan is a benefit plan reported by Peak Utility Services Group, Inc. under EIN 46-5733753 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,323 participants and $28,449,923 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peak Utility Services Group, Inc.
- EIN
- 46-5733753
- Plan number
- 001
- Plan type
- 2
- Location
- Broomfield, CO
- Latest filing year
- 2023
- Participants
- 2,323
- End-of-year plan assets
- $28,449,923
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,323 | H, C | 20241015144603NAL0049986464001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,449,923
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,449,923
- Net assets (BOY)
- $24,670,645
Income & contributions
- Employer contributions
- $1,007,857
- Participant contributions
- $4,550,684
- Total contributions
- $6,154,396
- Total income / additions
- $10,099,713
Expenses & distributions
- Benefits paid
- $6,697,269
- Administrative expenses
- $233,603
- Total expenses
- $7,116,169
- Net increase / (decrease)
- $2,983,544
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $127,802 | $0 | 2023 |
| Mesirow Financial Investment | INVESTMENT MGMT | $65,401 | not reported in the loaded dataset | 2023 |
| Mesirow Financial Inc | INVESTMENT ADVISOR | $36,667 | not reported in the loaded dataset | 2023 |
| Creative Planning Holdco LLC Dba | INVESTMENT ADVISOR | $3,333 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | CONSULTING | $400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Peak Utility Services Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Broomfield, CO
- Empower Annuity Insurance Company — Schedule C compensation
- Mesirow Financial Investment — Schedule C compensation
- Mesirow Financial Inc — Schedule C compensation
- Creative Planning Holdco LLC Dba — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation