2023 Form 5500 filing — The Peplinski Group, Inc. Profit Sharing 401(K) 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 20241011093431NAL0012332131001) for The Peplinski Group, Inc. Profit Sharing 401(K) Plan, reported by The Peplinski Group, Inc. under EIN 38-3561614 and plan number 003. It reports 1,065 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011093431NAL0012332131001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- The Peplinski Group, Inc.
- EIN
- 38-3561614
- Plan number
- 003
- Location
- Farwell, MI
- Participants
- 1,065
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,752,969
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,752,969
- Employer contributions
- $553,350
- Participant contributions
- $1,108,648
- Total income / additions
- $4,233,393
- Benefits paid
- $1,671,022
- Administrative expenses
- $85,340
- Total expenses
- $1,756,362
- Net increase / (decrease)
- $2,477,031
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $25,316 | not reported in the loaded dataset |
| Andrews Hooper Pavlik Plc | OTHER | $24,000 | not reported in the loaded dataset |
| Watkins Ross & Company | CONTRACT ADMIN | $10,990 | $10,000 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $19,648 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $15,613 | $0 |