2023 Form 5500 filing — The Pepin Academies, Inc. 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 20241014074003NAL0045222528001) for The Pepin Academies, Inc. 401(K) Plan, reported by The Pepin Academies, Inc. under EIN 59-3580106 and plan number 001. It reports 298 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014074003NAL0045222528001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Pepin Academies, Inc.
- EIN
- 59-3580106
- Plan number
- 001
- Location
- Tampa, FL
- Participants
- 298
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,477,810
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,477,810
- Employer contributions
- $147,802
- Participant contributions
- $371,173
- Total income / additions
- $1,185,936
- Benefits paid
- $418,659
- Administrative expenses
- $37,083
- Total expenses
- $455,742
- Net increase / (decrease)
- $730,194
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $37,083 | $0 |
| Psi Advisors LLC | INVESTMENT ADVISORY | $0 | $13,764 |