2023 Form 5500 filing — Pearce Services, LLC 401(K) Profit Sharing 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 20241004124845NAL0012225153001) for Pearce Services, LLC 401(K) Profit Sharing Plan, reported by Pearce Services, LLC under EIN 46-5721882 and plan number 001. It reports 2,036 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004124845NAL0012225153001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pearce Services, LLC
- EIN
- 46-5721882
- Plan number
- 001
- Location
- Paso Robles, CA
- Participants
- 2,036
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,221,458
- Total liabilities (EOY)
- $38,177
- Net assets (EOY)
- $25,183,281
- Employer contributions
- $1,526,652
- Participant contributions
- $4,388,496
- Total income / additions
- $9,775,405
- Benefits paid
- $3,363,737
- Administrative expenses
- $146,957
- Total expenses
- $3,586,133
- Net increase / (decrease)
- $6,189,272
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $96,454 | not reported in the loaded dataset |
| Financial Counseling Resources, LLC | NONE | $50,503 | not reported in the loaded dataset |
| Charles Schwab | NONE | $0 | $10,952 |