Pelton Shepherd Industries 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Pelton Shepherd Industries)
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, Pelton Shepherd Industries 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Pelton Shepherd Industries under EIN 94-1551414 and plan number 001. The latest loaded filing year is 2023. The filing reports 215 participants and $2,545,720 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pelton Shepherd Industries
- EIN
- 94-1551414
- Plan number
- 001
- Plan type
- 2
- Location
- Stockton, CA
- Latest filing year
- 2023
- Participants
- 215
- End-of-year plan assets
- $2,545,720
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 215 | H, C | 20241015170912NAL0050611104001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,545,720
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,545,720
- Net assets (BOY)
- $1,867,967
Income & contributions
- Employer contributions
- $263,198
- Participant contributions
- $197,592
- Total contributions
- $460,804
- Total income / additions
- $818,221
Expenses & distributions
- Benefits paid
- $110,190
- Administrative expenses
- $30,278
- Total expenses
- $140,468
- Net increase / (decrease)
- $677,753
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Co | RECORDKEEPER | $2,052 | $0 | 2023 |
| Envestnet Retirement Solutions | REGISTERED INVESTMENT AD | $838 | $0 | 2023 |