2023 Form 5500 filing — Pesi, Inc. Retirement Trust
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 20241014165255NAL0046883376001) for Pesi, Inc. Retirement Trust, reported by Pesi, Inc. under EIN 26-3896894 and plan number 001. It reports 272 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014165255NAL0046883376001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pesi, Inc.
- EIN
- 26-3896894
- Plan number
- 001
- Location
- Eau Claire, WI
- Participants
- 272
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,841,875
- Net assets (EOY)
- $19,841,875
- Employer contributions
- $1,252,667
- Participant contributions
- $1,793,174
- Total income / additions
- $6,055,617
- Benefits paid
- $620,311
- Administrative expenses
- $28,225
- Total expenses
- $648,536
- Net increase / (decrease)
- $5,407,081
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Decimal, Inc. | RECORDKEEPER, 3(16) | $23,006 | not reported in the loaded dataset |
| Matrix | CUSTODIAN | $5,219 | not reported in the loaded dataset |