2023 Form 5500 filing — Peerless Pump Retirement Income 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 20241014110056NAL0027100577001) for Peerless Pump Retirement Income Plan, reported by Peerless Pump Company under EIN 05-0596578 and plan number 200. It reports 479 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014110056NAL0027100577001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Peerless Pump Company
- EIN
- 05-0596578
- Plan number
- 200
- Location
- Indianapolis, IN
- Participants
- 479
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,899,135
- Total liabilities (EOY)
- $5,042
- Net assets (EOY)
- $40,894,093
- Employer contributions
- $1,000,000
- Participant contributions
- $0
- Total income / additions
- $6,149,126
- Benefits paid
- $2,895,715
- Administrative expenses
- $467,211
- Total expenses
- $3,362,926
- Net increase / (decrease)
- $2,786,200
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $114,347 | not reported in the loaded dataset |
| Axia Advisory Corp. | NONE | $50,000 | not reported in the loaded dataset |
| Mechela Anderson | PLAN ADMINISTRATOR | $29,438 | not reported in the loaded dataset |
| Forvis, Llp | NONE | $21,000 | not reported in the loaded dataset |
| U.S. Bank National Association | NONE | $19,799 | $0 |
| Ogletree,Deakins,Nash,Smoak&Steward | NONE | $7,971 | not reported in the loaded dataset |