Peter Paul Electronics Company, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Peter Paul Electronics Co., Inc.)
Plain-English plan 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, Peter Paul Electronics Company, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Peter Paul Electronics Co., Inc. under EIN 06-0811946 and plan number 001. The latest loaded filing year is 2023. The filing reports 148 participants and $6,671,719 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peter Paul Electronics Co., Inc.
- EIN
- 06-0811946
- Plan number
- 001
- Plan type
- 2
- Location
- New Britain, CT
- Latest filing year
- 2023
- Participants
- 148
- End-of-year plan assets
- $6,671,719
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 148 | H, C | 20240916070311NAL0001776752001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,671,719
- Total liabilities (EOY)
- $9,054
- Net assets (EOY)
- $6,662,665
- Net assets (BOY)
- $6,555,618
Income & contributions
- Employer contributions
- $68,500
- Participant contributions
- $386,423
- Total contributions
- $454,923
- Total income / additions
- $1,278,402
Expenses & distributions
- Benefits paid
- $1,118,229
- Administrative expenses
- $44,132
- Total expenses
- $1,171,355
- Net increase / (decrease)
- $107,047
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower | RECORDKEEPER | $21,199 | $0 | 2023 |
| Smith Brothers | INVESTMENT ADVISOR | $15,909 | not reported in the loaded dataset | 2023 |
| Pension Consultants Inc | CONTRACT ADMIN | $5,000 | $6,364 | 2023 |
| Advised Assets Group | INVESTMENT MGMT | $2,024 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Peter Paul Electronics Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in New Britain, CT
- Empower — Schedule C compensation
- Smith Brothers — Schedule C compensation
- Pension Consultants Inc — Schedule C compensation
- Advised Assets Group — Schedule C compensation