2023 Form 5500 filing — Peak Industrial Inc. Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240925104735NAL0005398403001) for Peak Industrial Inc. Retirement Savings Plan, reported by Peak Industrial Inc. under EIN 45-2792810 and plan number 001. It reports 238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925104735NAL0005398403001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Peak Industrial Inc.
- EIN
- 45-2792810
- Plan number
- 001
- Location
- West Valley City, UT
- Participants
- 238
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,159,208
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,159,208
- Employer contributions
- $417,225
- Participant contributions
- $823,749
- Total income / additions
- $3,618,315
- Benefits paid
- $2,662,462
- Administrative expenses
- $77,474
- Total expenses
- $2,739,936
- Net increase / (decrease)
- $878,379
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Soltis Investment Advisors | ADVISOR | $44,369 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $30,242 | $0 |