The Peplinski Group, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (The Peplinski Group, 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, The Peplinski Group, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by The Peplinski Group, Inc. under EIN 38-3561614 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,065 participants and $18,752,969 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Peplinski Group, Inc.
- EIN
- 38-3561614
- Plan number
- 003
- Plan type
- 3
- Location
- Farwell, MI
- Latest filing year
- 2023
- Participants
- 1,065
- End-of-year plan assets
- $18,752,969
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,065 | H, C | 20241011093431NAL0012332131001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,752,969
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,752,969
- Net assets (BOY)
- $16,275,938
Income & contributions
- Employer contributions
- $553,350
- Participant contributions
- $1,108,648
- Total contributions
- $1,698,266
- Total income / additions
- $4,233,393
Expenses & distributions
- Benefits paid
- $1,671,022
- Administrative expenses
- $85,340
- Total expenses
- $1,756,362
- Net increase / (decrease)
- $2,477,031
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $25,316 | not reported in the loaded dataset | 2023 |
| Andrews Hooper Pavlik Plc | OTHER | $24,000 | not reported in the loaded dataset | 2023 |
| Watkins Ross & Company | CONTRACT ADMIN | $10,990 | $10,000 | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $19,648 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $15,613 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Peplinski Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Farwell, MI
- Wells Fargo Advisors LLC — Schedule C compensation
- Andrews Hooper Pavlik Plc — Schedule C compensation
- Watkins Ross & Company — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation