2023 Form 5500 filing — J.W. Pepper & Son, Inc. 401(K) Savings And Investment 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 20250227085149NAL0001174499001) for J.W. Pepper & Son, Inc. 401(K) Savings And Investment Plan, reported by J.W. Pepper & Son, Inc. under EIN 23-0963171 and plan number 001. It reports 222 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250227085149NAL0001174499001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- J.W. Pepper & Son, Inc.
- EIN
- 23-0963171
- Plan number
- 001
- Location
- Exton, PA
- Participants
- 222
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,642,502
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,642,502
- Employer contributions
- $442,204
- Participant contributions
- $728,416
- Total income / additions
- $3,997,178
- Benefits paid
- $768,425
- Administrative expenses
- $64,600
- Total expenses
- $833,025
- Net increase / (decrease)
- $3,164,153
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Conrad Siegel | NONE | $28,480 | not reported in the loaded dataset |
| Clarfeld Financial Advisors | NONE | $26,130 | not reported in the loaded dataset |
| Clarfeld Financial Advisors | NONE | $16,053 | not reported in the loaded dataset |
| Conrad Siegel | NONE | $12,855 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $9,990 | $0 |
| Charles Schwab & Co., Inc. | NONE | $4,764 | $0 |
| Dodge & Cox | NONE | $0 | $0 |
| Federated Hermes | NONE | $0 | $0 |
| Fidelity & Research Company | NONE | $0 | $0 |
| Fidelity Selectco, LLC | NONE | $0 | $0 |
| Invesco Advisers, Inc. | NONE | $0 | $0 |
| Dimensional Fund Advisors Lp | NONE | $0 | $0 |
| Massachusetts Financial Services Co | NONE | $0 | $0 |
| T. Rowe Price Associates, Inc. | NONE | $0 | $0 |
| Morley Capital | NONE | $0 | $0 |
| Blackrock Advisors LLC | NONE | $0 | $0 |
| Capital Research And Company | NONE | $0 | $0 |
| Delaware Management Company | NONE | $0 | $0 |