2023 Form 5500 filing — Peerless Chain Company 401(K) Retirement Savings 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 20241015191602NAL0029476337001) for Peerless Chain Company 401(K) Retirement Savings Plan, reported by Peerless Chain Company under EIN 22-2993140 and plan number 004. It reports 338 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015191602NAL0029476337001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Peerless Chain Company
- EIN
- 22-2993140
- Plan number
- 004
- Location
- Winona, MN
- Participants
- 338
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,082,154
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,082,154
- Employer contributions
- $714,978
- Participant contributions
- $1,328,384
- Total income / additions
- $6,227,571
- Benefits paid
- $2,957,381
- Administrative expenses
- $102,668
- Total expenses
- $3,062,699
- Net increase / (decrease)
- $3,164,872
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | RECORDKEEPER | $101,749 | $0 |
| Commonwealth Financial Network | INVESTMENT ADVISORY | $0 | $67,195 |
| Pa Retirement Solutions, Inc. | THIRD PARTY ADMINISTRATO | $700 | $8,845 |