Plan5500

Pesi, Inc. Retirement Trust — Form 5500 plan (Pesi, 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, Pesi, Inc. Retirement Trust is a benefit plan reported by Pesi, Inc. under EIN 26-3896894 and plan number 001. The latest loaded filing year is 2023. The filing reports 272 participants and $19,841,875 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pesi, Inc.
EIN
26-3896894
Plan number
001
Plan type
2
Location
Eau Claire, WI
Latest filing year
2023
Participants
272
End-of-year plan assets
$19,841,875

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023272H, C20241014165255NAL0046883376001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,841,875
Net assets (EOY)
$19,841,875
Net assets (BOY)
$14,434,794

Income & contributions

Employer contributions
$1,252,667
Participant contributions
$1,793,174
Total contributions
$3,181,618
Total income / additions
$6,055,617

Expenses & distributions

Benefits paid
$620,311
Administrative expenses
$28,225
Total expenses
$648,536
Net increase / (decrease)
$5,407,081

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Decimal, Inc.RECORDKEEPER, 3(16)$23,006not reported in the loaded dataset2023
MatrixCUSTODIAN$5,219not reported in the loaded dataset2023

Related Form 5500 pages