Plan5500

Pepin Distributing Company, LLC Savings And Retirement Plan — Form 5500 plan (Pepin Distributing Company, LLC)

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, Pepin Distributing Company, LLC Savings And Retirement Plan is a benefit plan reported by Pepin Distributing Company, LLC under EIN 59-2758271 and plan number 002. The latest loaded filing year is 2023. The filing reports 257 participants and $32,510,481 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$32.5MPlan net assets, end of year$32,510,481
Participants257Covered participants reported
Assets / participant$126.5KComputed: assets ÷ participants$126,500 (computed)
Provider compensation$21.1K1 Schedule C provider row(s)$21,086
Plan sponsor
Pepin Distributing Company, LLC
EIN
59-2758271
Plan number
002
Plan type
2
Location
Tampa, FL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    257 participants · 2Sch HSch C
    View filing →
Schedule H · 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)$32.5M total assets
Net assets$32.5MLiabilities$0
Money in vs. money out
Total income / additions$5.5M
Total expenses$7M
Benefits paid / distributions$6.9M
Contributions
Employer$376.8K
Participant$1.2M
Full reported line items

Net assets

Total assets (EOY)
$32,510,481
Total liabilities (EOY)
$0
Net assets (EOY)
$32,510,481
Net assets (BOY)
$34,011,207

Income & contributions

Employer contributions
$376,758
Participant contributions
$1,218,422
Total contributions
$1,597,465
Total income / additions
$5,482,300

Expenses & distributions

Benefits paid
$6,934,455
Administrative expenses
$25,129
Total expenses
$6,983,026
Net increase / (decrease)
-$1,500,726
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 24%Participant 76%
Total expenses ÷ net assets21%Computed ratio
Benefits paid ÷ total income126%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Investments Institutional$21.1K
    RECORDKEEPER · Direct $21.1K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Pepin Distributing Company, LLC Savings And Retirement Plan?
Pepin Distributing Company, LLC Savings And Retirement Plan is reported as sponsored by Pepin Distributing Company, LLC (EIN 59-2758271, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Pepin Distributing Company, LLC Savings And Retirement Plan?
The latest Form 5500 filing year loaded for Pepin Distributing Company, LLC Savings And Retirement Plan is 2023.
How many participants does Pepin Distributing Company, LLC Savings And Retirement Plan report?
Pepin Distributing Company, LLC Savings And Retirement Plan reports 257 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Pepin Distributing Company, LLC Savings And Retirement Plan?
Pepin Distributing Company, LLC Savings And Retirement Plan reports $32,510,481 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages