2023 Form 5500 filing — Peak Utility Services Group, 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 20241015144603NAL0049986464001) for Peak Utility Services Group, Inc. 401(K) Plan, reported by Peak Utility Services Group, Inc. under EIN 46-5733753 and plan number 001. It reports 2,323 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015144603NAL0049986464001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Peak Utility Services Group, Inc.
- EIN
- 46-5733753
- Plan number
- 001
- Location
- Broomfield, CO
- Participants
- 2,323
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,449,923
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,449,923
- Employer contributions
- $1,007,857
- Participant contributions
- $4,550,684
- Total income / additions
- $10,099,713
- Benefits paid
- $6,697,269
- Administrative expenses
- $233,603
- Total expenses
- $7,116,169
- Net increase / (decrease)
- $2,983,544
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $127,802 | $0 |
| Mesirow Financial Investment | INVESTMENT MGMT | $65,401 | not reported in the loaded dataset |
| Mesirow Financial Inc | INVESTMENT ADVISOR | $36,667 | not reported in the loaded dataset |
| Creative Planning Holdco LLC Dba | INVESTMENT ADVISOR | $3,333 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | CONSULTING | $400 | not reported in the loaded dataset |