Peerless 401(K) Retirement Plan — Form 5500 plan (Peerless Industries, 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, Peerless 401(K) Retirement Plan is a benefit plan reported by Peerless Industries, Inc. under EIN 36-2700452 and plan number 002. The latest loaded filing year is 2023. The filing reports 289 participants and $28,239,445 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peerless Industries, Inc.
- EIN
- 36-2700452
- Plan number
- 002
- Plan type
- 2
- Location
- Aurora, IL
- Latest filing year
- 2023
- Participants
- 289
- End-of-year plan assets
- $28,239,445
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 289 | H, C | 20241008085022NAL0034200690001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,239,445
- Total liabilities (EOY)
- $1,937
- Net assets (EOY)
- $28,237,508
- Net assets (BOY)
- $24,010,370
Income & contributions
- Employer contributions
- $393,272
- Participant contributions
- $1,354,670
- Total contributions
- $1,747,942
- Total income / additions
- $6,028,453
Expenses & distributions
- Benefits paid
- $1,750,549
- Administrative expenses
- $27,586
- Total expenses
- $1,801,315
- Net increase / (decrease)
- $4,227,138
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mesirow Financial Inc | INVESTMENT ADVISOR | $34,773 | $0 | 2023 |
| Mesirow Financial Investment Mgmt | INVESTMENT MGMT | $12,658 | $0 | 2023 |
| Blue Chip Retirement Plans Inc. | TPA | $225 | $5,000 | 2023 |
| Creative Planning Holdco LLC | INVESTMENT ADVISOR | $3,233 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Peerless Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Aurora, IL
- Mesirow Financial Inc — Schedule C compensation
- Mesirow Financial Investment Mgmt — Schedule C compensation
- Blue Chip Retirement Plans Inc. — Schedule C compensation
- Creative Planning Holdco LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation