Peterson Brothers Retirement Plan — Form 5500 plan (Vert Markets, 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, Peterson Brothers Retirement Plan is a benefit plan reported by Vert Markets, Inc. under EIN 82-0548255 and plan number 001. The latest loaded filing year is 2023. The filing reports 149 participants and $41,600,634 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vert Markets, Inc.
- EIN
- 82-0548255
- Plan number
- 001
- Plan type
- 2
- Location
- Erie, PA
- Latest filing year
- 2023
- Participants
- 149
- End-of-year plan assets
- $41,600,634
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 149 | H, C | 20241009122858NAL0009190963001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,600,634
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,600,634
- Net assets (BOY)
- $34,849,842
Income & contributions
- Employer contributions
- $899,958
- Participant contributions
- $1,393,538
- Total contributions
- $2,591,917
- Total income / additions
- $9,100,462
Expenses & distributions
- Benefits paid
- $2,266,137
- Administrative expenses
- $83,533
- Total expenses
- $2,349,670
- Net increase / (decrease)
- $6,750,792
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors Fin Network Ll | INVESTMENT ADVISOR | $22,500 | not reported in the loaded dataset | 2023 |
| Northwest Bank | TRUSTEE | $21,306 | not reported in the loaded dataset | 2023 |
| Schaffner, Knight, Minnaugh& Compan | OTHER | $3,000 | not reported in the loaded dataset | 2023 |
| Definiti | NONE | $2,962 | not reported in the loaded dataset | 2023 |
| M2b Retirement Consulting LLC | CONTRACT ADMIN | $1,950 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $569 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors Fin Network Ll | OTHER | $22 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vert Markets, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Erie, PA
- Wells Fargo Advisors Fin Network Ll — Schedule C compensation
- Northwest Bank — Schedule C compensation
- Schaffner, Knight, Minnaugh& Compan — Schedule C compensation
- Definiti — Schedule C compensation
- M2b Retirement Consulting LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation