Peerless Holding Group 401(K) Bargaining Unit Retirement Plan — Form 5500 plan (Peerless Holding 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, Peerless Holding Group 401(K) Bargaining Unit Retirement Plan is a benefit plan reported by Peerless Holding Group, Inc. under EIN 55-0698224 and plan number 002. The latest loaded filing year is 2023. The filing reports 25 participants and $1,218,357 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.2MPlan net assets, end of year$1,218,357
Participants25Covered participants reported
Assets / participant$48.7KComputed: assets ÷ participants$48,734 (computed)
Provider compensationNone reported
Plan sponsor
Peerless Holding Group, Inc.
EIN
55-0698224
Plan number
002
Plan type
2
Location
St. Albans, WV
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202325I20240520111134NAL0001293601001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.2M total assets
Net assets$1.2MLiabilities$0
Money in vs. money out
Total income / additions$251.1K
Total expenses$176.1K
Benefits paid / distributions$173.8K
Contributions
Employer$7.2K
Participant$32.1K
Full reported line items

Net assets

Total assets (EOY)
$1,218,357
Total liabilities (EOY)
$0
Net assets (EOY)
$1,218,357
Net assets (BOY)
$1,143,294

Income & contributions

Employer contributions
$7,165
Participant contributions
$32,055
Total income / additions
$251,135

Expenses & distributions

Benefits paid
$173,822
Administrative expenses
$2,250
Total expenses
$176,072
Net increase / (decrease)
$75,063
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 18%Participant 82%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income69%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages