2023 Form 5500 filing — Petoskey Plastics, Inc. Gold Mine 401(K) Retirement Savings 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 20241014162902NAL0026712481001) for Petoskey Plastics, Inc. Gold Mine 401(K) Retirement Savings Plan, reported by Petoskey Plastics, Inc. under EIN 38-1913723 and plan number 001. It reports 624 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014162902NAL0026712481001
Filing year
2023
Form type
2
Plan sponsor
Petoskey Plastics, Inc.
EIN
38-1913723
Plan number
001
Location
Petoskey, MI
Participants
624
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$20,902,881
Total liabilities (EOY)
$199
Net assets (EOY)
$20,902,682
Employer contributions
$709,172
Participant contributions
$1,551,812
Total income / additions
$5,518,633
Benefits paid
$2,316,397
Administrative expenses
$122,809
Total expenses
$2,439,206
Net increase / (decrease)
$3,079,427
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Sentinel Benefits Group, Inc.TPA$76,494not reported in the loaded dataset
Sentinel Pension AdvisorsADVISOR$34,776not reported in the loaded dataset
Charles Schwab Trust BankCUSTODIAN$11,539not reported in the loaded dataset

Related Form 5500 pages