Peer Group Advisors, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Peer Group Advisors, 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, Peer Group Advisors, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Peer Group Advisors, Inc. under EIN 46-0825628 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $7,186 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peer Group Advisors, Inc.
- EIN
- 46-0825628
- Plan number
- 001
- Plan type
- 2
- Location
- Plymouth, MA
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $7,186
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240727093218NAL0028382192001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $7,186
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,186
- Net assets (BOY)
- $68,024
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- -$60,838
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- -$60,838
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.