Peace River Center For Personal Development, Inc. 401(K) Plan — Form 5500 plan (Peace River Center For Personal Development, 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, Peace River Center For Personal Development, Inc. 401(K) Plan is a benefit plan reported by Peace River Center For Personal Development, Inc. under EIN 59-0818924 and plan number 004. The latest loaded filing year is 2023. The filing reports 861 participants and $14,454,857 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Peace River Center For Personal Development, Inc.
EIN
59-0818924
Plan number
004
Plan type
2
Location
Bartow, FL
Latest filing year
2023
Participants
861
End-of-year plan assets
$14,454,857

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023861H, C20240724151006NAL0012879761001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,454,857
Total liabilities (EOY)
$0
Net assets (EOY)
$14,454,857
Net assets (BOY)
$11,770,190

Income & contributions

Employer contributions
$341,027
Participant contributions
$947,733
Total contributions
$1,301,548
Total income / additions
$3,603,654

Expenses & distributions

Benefits paid
$808,258
Administrative expenses
$104,166
Total expenses
$918,987
Net increase / (decrease)
$2,684,667

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Chas P Smith & Associates Pa CpasADVISOR$60,841not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$43,325$02023

Related Form 5500 pages