Peak Technologies, Inc. 401(K) Retirement Plan — Form 5500 plan (Peak Technologies, 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, Peak Technologies, Inc. 401(K) Retirement Plan is a benefit plan reported by Peak Technologies, Inc. under EIN 36-3149386 and plan number 003. The latest loaded filing year is 2023. The filing reports 419 participants and $89,226,947 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peak Technologies, Inc.
- EIN
- 36-3149386
- Plan number
- 003
- Plan type
- 2
- Location
- Linthicum Heights, MD
- Latest filing year
- 2023
- Participants
- 419
- End-of-year plan assets
- $89,226,947
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 419 | H, C | 20241015161104NAL0015051587001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $89,226,947
- Total liabilities (EOY)
- $3
- Net assets (EOY)
- $89,226,944
- Net assets (BOY)
- $43,750,792
Income & contributions
- Employer contributions
- $1,446,644
- Participant contributions
- $5,129,601
- Total contributions
- $7,023,179
- Total income / additions
- $19,140,752
Expenses & distributions
- Benefits paid
- $8,556,374
- Administrative expenses
- $30,207
- Total expenses
- $8,614,567
- Net increase / (decrease)
- $10,526,185
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mesirow Financial Inc | ADVISOR | $51,638 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $18,303 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$38,387 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Peak Technologies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Linthicum Heights, MD
- Mesirow Financial Inc — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation