Peninsula Components 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Peninsula Components)
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, Peninsula Components 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Peninsula Components under EIN 94-3252971 and plan number 001. The latest loaded filing year is 2023. The filing reports 221 participants and $17,081,686 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peninsula Components
- EIN
- 94-3252971
- Plan number
- 001
- Plan type
- 2
- Location
- San Carlos, CA
- Latest filing year
- 2023
- Participants
- 221
- End-of-year plan assets
- $17,081,686
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 221 | H, C | 20241014122214NAL0026133137001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,081,686
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,081,686
- Net assets (BOY)
- $13,791,772
Income & contributions
- Employer contributions
- $241,976
- Participant contributions
- $979,756
- Total contributions
- $1,221,732
- Total income / additions
- $3,623,016
Expenses & distributions
- Benefits paid
- $286,887
- Administrative expenses
- $40,907
- Total expenses
- $333,102
- Net increase / (decrease)
- $3,289,914
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Whitespace Financial | INVESTMENT/FINANCIAL ADVI | $36,569 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $4,337 | $0 | 2023 |