2023 Form 5500 filing — Peaberry Software, Inc. Retirement Trust
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 20240926163744NAL0000588483001) for Peaberry Software, Inc. Retirement Trust, reported by Peaberry Software, Inc under EIN 45-4421845 and plan number 001. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926163744NAL0000588483001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Peaberry Software, Inc
- EIN
- 45-4421845
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 147
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,411,318
- Net assets (EOY)
- $7,411,318
- Employer contributions
- $860,641
- Participant contributions
- $1,628,486
- Total income / additions
- $4,212,873
- Benefits paid
- $326,727
- Administrative expenses
- $13,759
- Total expenses
- $385,100
- Net increase / (decrease)
- $3,827,773
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Decimal, Inc. | THIRD PARTY RECORDKEEPER | $11,398 | not reported in the loaded dataset |