2023 Form 5500 filing — Peerless 401(K) Retirement 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 20241008085022NAL0034200690001) for Peerless 401(K) Retirement Plan, reported by Peerless Industries, Inc. under EIN 36-2700452 and plan number 002. It reports 289 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008085022NAL0034200690001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Peerless Industries, Inc.
- EIN
- 36-2700452
- Plan number
- 002
- Location
- Aurora, IL
- Participants
- 289
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,239,445
- Total liabilities (EOY)
- $1,937
- Net assets (EOY)
- $28,237,508
- Employer contributions
- $393,272
- Participant contributions
- $1,354,670
- Total income / additions
- $6,028,453
- Benefits paid
- $1,750,549
- Administrative expenses
- $27,586
- Total expenses
- $1,801,315
- Net increase / (decrease)
- $4,227,138
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mesirow Financial Inc | INVESTMENT ADVISOR | $34,773 | $0 |
| Mesirow Financial Investment Mgmt | INVESTMENT MGMT | $12,658 | $0 |
| Blue Chip Retirement Plans Inc. | TPA | $225 | $5,000 |
| Creative Planning Holdco LLC | INVESTMENT ADVISOR | $3,233 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |