2023 Form 5500 filing — Petpeople Enterprises, LLC 401(K) Retirement 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 20241114144803NAL0010781939001) for Petpeople Enterprises, LLC 401(K) Retirement Plan, reported by Petpeople Enterprises, LLC under EIN 31-1718062 and plan number 002. It reports 195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241114144803NAL0010781939001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Petpeople Enterprises, LLC
- EIN
- 31-1718062
- Plan number
- 002
- Location
- Worthington, OH
- Participants
- 195
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $37,082
- Participant contributions
- $59,697
- Total income / additions
- $298,473
- Benefits paid
- $39,663
- Administrative expenses
- $0
- Total expenses
- $39,663
- Net increase / (decrease)
- $258,810
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Duncan Williams Asset Mgmt. | ADVISORY | $3,827 | not reported in the loaded dataset |
| John Hancock Life Insurance Co. | RECORDKEEPER | $2,034 | $0 |
| Willshire Associates Inc (Usa) | ADVISORY | $1,014 | not reported in the loaded dataset |