Pep Printing, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Pep Printing, 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, Pep Printing, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Pep Printing, Inc. under EIN 93-0712053 and plan number 002. The latest loaded filing year is 2023. The filing reports 191 participants and $14,929,758 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pep Printing, Inc.
EIN
93-0712053
Plan number
002
Plan type
2
Location
Portland, OR
Latest filing year
2023
Participants
191
End-of-year plan assets
$14,929,758

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023191H, C20241014183640NAL0026950609001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,929,758
Total liabilities (EOY)
$0
Net assets (EOY)
$14,929,758
Net assets (BOY)
$13,593,336

Income & contributions

Employer contributions
$185,200
Participant contributions
$696,623
Total contributions
$960,944
Total income / additions
$3,093,329

Expenses & distributions

Benefits paid
$1,689,417
Administrative expenses
$67,490
Total expenses
$1,756,907
Net increase / (decrease)
$1,336,422

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
First Pacific Financial IncINVESTMENT ADVISOR$33,860not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$26,163$02023
Pension Plan Specialists PcTPA$1,450$10,0002023
Empower Advisory Group, LLCINVESTMENT MANAGEMENT$5,327not reported in the loaded dataset2023

Related Form 5500 pages