2023 Form 5500 filing — Peco Pallet 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 20241015102957NAL0047370016001) for Peco Pallet Inc. 401(K) Plan, reported by Peco Pallet Inc. under EIN 30-0423802 and plan number 001. It reports 419 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015102957NAL0047370016001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Peco Pallet Inc.
- EIN
- 30-0423802
- Plan number
- 001
- Location
- Irvington, NY
- Participants
- 419
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,574,700
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,574,700
- Employer contributions
- $846,584
- Participant contributions
- $1,775,305
- Total income / additions
- $5,517,791
- Benefits paid
- $1,553,661
- Administrative expenses
- $96,566
- Total expenses
- $1,664,316
- Net increase / (decrease)
- $3,853,475
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $53,276 | not reported in the loaded dataset |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $35,664 | $0 |
| Pasi LLC | NONE | $5,902 | not reported in the loaded dataset |