Peerless Holding Group, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Peerless Holding Group, Inc. (EIN 55-0698224) is a plan sponsor located in St. Albans, WV with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
55-0698224
Location
St. Albans, WV
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.4MSummed across loaded plans$2,365,035
Total reported assets$2.4M$2,365,035
Total reported participants48
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.4M total assets
Net assets$2.4MLiabilities$0
Contributions & income
Employer contributions$7.2K
Participant contributions$76.9K
Total income / additions$471.8K
Expenses & distributions
Benefits paid / distributions$209.1K
Total expenses$212.8K
Net increase / (decrease)$259K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets52%Peerless Holding Group 401(K) Bargaining Unit Retirement Plan
Participants per plan24Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #002 · 25 participants · 2023
  2. 2
    Plan #001 · 23 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Peerless Holding Group, Inc.
YearPlanParticipantsSchedulesFiling
2023Peerless Holding Group 401(K) Retirement Plan23I20240520110849NAL0001290641001
2023Peerless Holding Group 401(K) Bargaining Unit Retirement Plan25I20240520111134NAL0001293601001

Related Form 5500 pages