2023 Form 5500 filing — Peerless Technologies Corporation 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 20241015092322NAL0027937281001) for Peerless Technologies Corporation 401(K) Plan, reported by Peerless Technologies Corporation under EIN 36-4353581 and plan number 001. It reports 766 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015092322NAL0027937281001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Peerless Technologies Corporation
- EIN
- 36-4353581
- Plan number
- 001
- Location
- Fairborn, OH
- Participants
- 766
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,677,513
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,677,513
- Employer contributions
- $1,368,651
- Participant contributions
- $3,179,384
- Total income / additions
- $8,621,316
- Benefits paid
- $5,303,382
- Administrative expenses
- $206,332
- Total expenses
- $5,547,582
- Net increase / (decrease)
- $3,073,734
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $60,130 | not reported in the loaded dataset |
| Anderson Financial Strategies, LLC | INVESTMENT ADVISOR | $57,516 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $57,092 | $0 |
| Hammerman, Graf, Hughes & Co. | AUDITOR | $19,860 | not reported in the loaded dataset |
| Benefit Solutions Etc, Ltd | CONTRACT ADMIN | $12,816 | not reported in the loaded dataset |