Plan5500

Pepper Source, Ltd. & Subsidiaries 401(K) Plan — Form 5500 plan (Pepper Source, Ltd.)

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, Pepper Source, Ltd. & Subsidiaries 401(K) Plan is a benefit plan reported by Pepper Source, Ltd. under EIN 72-1181338 and plan number 003. The latest loaded filing year is 2023. The filing reports 471 participants and $13,982,113 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pepper Source, Ltd.
EIN
72-1181338
Plan number
003
Plan type
2
Location
Metairie, LA
Latest filing year
2023
Participants
471
End-of-year plan assets
$13,982,113

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023471H, C20250203082304NAL0003175027001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,982,113
Total liabilities (EOY)
$9,016
Net assets (EOY)
$13,973,097
Net assets (BOY)
$11,873,955

Income & contributions

Employer contributions
$587,701
Participant contributions
$605,897
Total contributions
$1,193,598
Total income / additions
$2,930,402

Expenses & distributions

Benefits paid
$672,346
Administrative expenses
$87,985
Total expenses
$831,260
Net increase / (decrease)
$2,099,142

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial, LLCINVESTMENT ADVISOR$51,569not reported in the loaded dataset2023
Capital Group Retirement Plan ServiRECORDKEEPER$30,116$02023
The Haslauer Group, IncTPA$13,650not reported in the loaded dataset2023

Related Form 5500 pages