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, Peet'S Coffee & Tea, LLC Savings & Retirement Plan is a benefit plan reported by Peet'S Coffee & Tea, LLC under EIN 91-0863396 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,281 participants and $110,734,053 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $110,734,053
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $110,734,053
- Net assets (BOY)
- $89,735,960
Income & contributions
- Employer contributions
- $3,422,497
- Participant contributions
- $7,668,988
- Total contributions
- $12,384,631
- Total income / additions
- $30,558,360
Expenses & distributions
- Benefits paid
- $9,455,990
- Administrative expenses
- $135,729
- Total expenses
- $9,560,267
- Net increase / (decrease)
- $20,998,093