2023 Form 5500 filing — Perkins Capital Management, Inc. Profit Sharing Plan & Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240722080224NAL0022278210001) for Perkins Capital Management, Inc. Profit Sharing Plan & Trust, reported by Perkins Capital Management, Inc. under EIN 41-1501962 and plan number 001. It reports 12 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240722080224NAL0022278210001
Filing year
2023
Form type
2
Plan sponsor
Perkins Capital Management, Inc.
EIN
41-1501962
Plan number
001
Location
Wayzata, MN
Participants
12
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$4,557,726
Net assets (EOY)
$4,557,726
Total income / additions
$621,799
Benefits paid
$98,750
Total expenses
$99,360
Net increase / (decrease)
$522,439
Schedule source
Schedule I

Related Form 5500 pages