2023 Form 5500 filing — Pelton Shepherd Industries 401(K) Profit Sharing Plan And 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 20241015170912NAL0050611104001) for Pelton Shepherd Industries 401(K) Profit Sharing Plan And Trust, reported by Pelton Shepherd Industries under EIN 94-1551414 and plan number 001. It reports 215 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015170912NAL0050611104001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pelton Shepherd Industries
- EIN
- 94-1551414
- Plan number
- 001
- Location
- Stockton, CA
- Participants
- 215
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,545,720
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,545,720
- Employer contributions
- $263,198
- Participant contributions
- $197,592
- Total income / additions
- $818,221
- Benefits paid
- $110,190
- Administrative expenses
- $30,278
- Total expenses
- $140,468
- Net increase / (decrease)
- $677,753
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Co | RECORDKEEPER | $2,052 | $0 |
| Envestnet Retirement Solutions | REGISTERED INVESTMENT AD | $838 | $0 |