Pearce Services, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Pearce Services, LLC)

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, Pearce Services, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Pearce Services, LLC under EIN 46-5721882 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,036 participants and $25,221,458 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pearce Services, LLC
EIN
46-5721882
Plan number
001
Plan type
2
Location
Paso Robles, CA
Latest filing year
2023
Participants
2,036
End-of-year plan assets
$25,221,458

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,036H, C20241004124845NAL0012225153001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,221,458
Total liabilities (EOY)
$38,177
Net assets (EOY)
$25,183,281
Net assets (BOY)
$18,994,009

Income & contributions

Employer contributions
$1,526,652
Participant contributions
$4,388,496
Total contributions
$6,440,086
Total income / additions
$9,775,405

Expenses & distributions

Benefits paid
$3,363,737
Administrative expenses
$146,957
Total expenses
$3,586,133
Net increase / (decrease)
$6,189,272

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$96,454not reported in the loaded dataset2023
Financial Counseling Resources, LLCNONE$50,503not reported in the loaded dataset2023
Charles SchwabNONE$0$10,9522023

Related Form 5500 pages