Total Pep Solutions — Form 5500 plan (Sheakley Workforce Management Services, LLC Dba Sheakley Pension)

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, Total Pep Solutions is a benefit plan reported by Sheakley Workforce Management Services, LLC Dba Sheakley Pension under EIN 82-3571106 and plan number 101. The latest loaded filing year is 2023. The filing reports 113 participants and $47,819,187 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sheakley Workforce Management Services, LLC Dba Sheakley Pension
EIN
82-3571106
Plan number
101
Plan type
3
Location
Cincinnati, OH
Latest filing year
2023
Participants
113
End-of-year plan assets
$47,819,187

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023113H, C20250828065730NAL0017848960001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$47,819,187
Total liabilities (EOY)
$0
Net assets (EOY)
$47,819,187
Net assets (BOY)
$16,585,635

Income & contributions

Employer contributions
$904,886
Participant contributions
$1,628,945
Total contributions
$2,534,451
Total income / additions
$6,599,225

Expenses & distributions

Benefits paid
$1,260,106
Administrative expenses
$78,990
Total expenses
$1,339,096
Net increase / (decrease)
$5,260,129

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sheakley Workforce ManagementCONTRACT ADMIN, PPP$66,273not reported in the loaded dataset2023
Octavia Wealth AdvisorsSERVICE PROVIDER$12,717$38,8882023

Related Form 5500 pages