Pete'S Road Service, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Pete'S Road Service, 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, Pete'S Road Service, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Pete'S Road Service, Inc. under EIN 95-2591159 and plan number 001. The latest loaded filing year is 2023. The filing reports 238 participants and $11,472,772 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pete'S Road Service, Inc.
EIN
95-2591159
Plan number
001
Plan type
2
Location
Fullerton, CA
Latest filing year
2023
Participants
238
End-of-year plan assets
$11,472,772

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023238H, C20241014101556NAL0027001233001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,472,772
Total liabilities (EOY)
$0
Net assets (EOY)
$11,472,772
Net assets (BOY)
$9,352,372

Income & contributions

Employer contributions
$59,520
Participant contributions
$397,589
Total contributions
$457,109
Total income / additions
$2,272,649

Expenses & distributions

Benefits paid
$140,256
Administrative expenses
$2,325
Total expenses
$152,249
Net increase / (decrease)
$2,120,400

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Group Retirement Plan Svcs.REORDKEEPER$2,325$02023

Related Form 5500 pages