Peaksware Holdings LLC 401(K) Plan — Form 5500 plan (Peaksware Holdings 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, Peaksware Holdings LLC 401(K) Plan is a benefit plan reported by Peaksware Holdings LLC under EIN 61-1750687 and plan number 001. The latest loaded filing year is 2023. The filing reports 393 participants and $27,942,378 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peaksware Holdings LLC
- EIN
- 61-1750687
- Plan number
- 001
- Plan type
- 2
- Location
- Louisville, CO
- Latest filing year
- 2023
- Participants
- 393
- End-of-year plan assets
- $27,942,378
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 393 | H, C | 20240930150515NAL0002709827001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,942,378
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,942,378
- Net assets (BOY)
- $21,738,463
Income & contributions
- Employer contributions
- $1,071,042
- Participant contributions
- $1,950,588
- Total contributions
- $3,457,228
- Total income / additions
- $8,660,907
Expenses & distributions
- Benefits paid
- $2,306,128
- Administrative expenses
- $150,864
- Total expenses
- $2,456,992
- Net increase / (decrease)
- $6,203,915
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James | INVESTMENT ADVISOR | $72,894 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co | RECORDKEEPER | $41,430 | $0 | 2023 |
| Brock And Company Cpas Pc | AUDITOR | $19,505 | not reported in the loaded dataset | 2023 |
| Ascensus Holdings Inc Dba Futurepla | CONTRACT ADMIN | $12,671 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,664 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Peaksware Holdings LLC
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Louisville, CO
- Raymond James — Schedule C compensation
- Empower Annuity Insurance Co — Schedule C compensation
- Brock And Company Cpas Pc — Schedule C compensation
- Ascensus Holdings Inc Dba Futurepla — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation