Pep Printing, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Pep Printing, 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, Pep Printing, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Pep Printing, Inc. under EIN 93-0712053 and plan number 002. The latest loaded filing year is 2023. The filing reports 191 participants and $14,929,758 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pep Printing, Inc.
- EIN
- 93-0712053
- Plan number
- 002
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 191
- End-of-year plan assets
- $14,929,758
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 191 | H, C | 20241014183640NAL0026950609001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,929,758
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,929,758
- Net assets (BOY)
- $13,593,336
Income & contributions
- Employer contributions
- $185,200
- Participant contributions
- $696,623
- Total contributions
- $960,944
- Total income / additions
- $3,093,329
Expenses & distributions
- Benefits paid
- $1,689,417
- Administrative expenses
- $67,490
- Total expenses
- $1,756,907
- Net increase / (decrease)
- $1,336,422
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First Pacific Financial Inc | INVESTMENT ADVISOR | $33,860 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $26,163 | $0 | 2023 |
| Pension Plan Specialists Pc | TPA | $1,450 | $10,000 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $5,327 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pep Printing, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- First Pacific Financial Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Pension Plan Specialists Pc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation