The Pepin Academies, Inc. 401(K) Plan — Form 5500 plan (The Pepin Academies, 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, The Pepin Academies, Inc. 401(K) Plan is a benefit plan reported by The Pepin Academies, Inc. under EIN 59-3580106 and plan number 001. The latest loaded filing year is 2023. The filing reports 298 participants and $4,477,810 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Pepin Academies, Inc.
EIN
59-3580106
Plan number
001
Plan type
2
Location
Tampa, FL
Latest filing year
2023
Participants
298
End-of-year plan assets
$4,477,810

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023298H, C20241014074003NAL0045222528001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,477,810
Total liabilities (EOY)
$0
Net assets (EOY)
$4,477,810
Net assets (BOY)
$3,747,616

Income & contributions

Employer contributions
$147,802
Participant contributions
$371,173
Total contributions
$518,975
Total income / additions
$1,185,936

Expenses & distributions

Benefits paid
$418,659
Administrative expenses
$37,083
Total expenses
$455,742
Net increase / (decrease)
$730,194

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$37,083$02023
Psi Advisors LLCINVESTMENT ADVISORY$0$13,7642023

Related Form 5500 pages