The Peak Holdings Corporation Employee Stock Ownership Plan — Form 5500 plan (Peak Holdings Corporation Employee Stock Ownership Plan)

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 Peak Holdings Corporation Employee Stock Ownership Plan is a benefit plan reported by Peak Holdings Corporation Employee Stock Ownership Plan under EIN 88-2895770 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,140 participants and $57,775,578 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Peak Holdings Corporation Employee Stock Ownership Plan
EIN
88-2895770
Plan number
003
Plan type
2
Location
St. Helana, CA
Latest filing year
2023
Participants
1,140
End-of-year plan assets
$57,775,578

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,140H, C20241010135952NAL0035945264001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$57,775,578
Total liabilities (EOY)
$0
Net assets (EOY)
$57,775,578
Net assets (BOY)
$56,467,428

Income & contributions

Total contributions
$0
Total income / additions
$3,620,763

Expenses & distributions

Benefits paid
$2,193,246
Administrative expenses
$119,367
Total expenses
$2,312,613
Net increase / (decrease)
$1,308,150

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
UbsINVESTMENT MANAGEMENT$119,557not reported in the loaded dataset2023

Related Form 5500 pages