Peak Achievement Athletics 401(K) Retirement Plan — Form 5500 plan (Bauer Hockey, 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, Peak Achievement Athletics 401(K) Retirement Plan is a benefit plan reported by Bauer Hockey, LLC under EIN 81-5281678 and plan number 002. The latest loaded filing year is 2023. The filing reports 459 participants and $42,403,621 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bauer Hockey, LLC
EIN
81-5281678
Plan number
002
Plan type
2
Location
Exeter, NH
Latest filing year
2023
Participants
459
End-of-year plan assets
$42,403,621

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023459H, C20240712130040NAL0026880432001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$42,403,621
Total liabilities (EOY)
$0
Net assets (EOY)
$42,403,621
Net assets (BOY)
$34,293,993

Income & contributions

Employer contributions
$901,765
Participant contributions
$1,867,614
Total contributions
$3,937,018
Total income / additions
$9,985,892

Expenses & distributions

Benefits paid
$1,787,296
Administrative expenses
$88,968
Total expenses
$1,876,264
Net increase / (decrease)
$8,109,628

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$38,472$02023
Morgan Stanley Smith BarneyADVISOR$0$02023

Related Form 5500 pages