2023 Form 5500 filing — The Perficient, Inc. 401(K) Employee Savings Plan
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 20240722143106NAL0010603873002) for The Perficient, Inc. 401(K) Employee Savings Plan, reported by Perficient, Inc. under EIN 74-2853258 and plan number 001. It reports 4,177 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240722143106NAL0010603873002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Perficient, Inc.
- EIN
- 74-2853258
- Plan number
- 001
- Location
- St. Louis, MO
- Participants
- 4,177
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $352,844,443
- Net assets (EOY)
- $352,844,443
- Employer contributions
- $8,823,529
- Participant contributions
- $31,401,518
- Total income / additions
- $88,375,984
- Benefits paid
- $32,346,560
- Administrative expenses
- $311,355
- Total expenses
- $32,709,354
- Net increase / (decrease)
- $55,666,630
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $251,805 | $0 |
| Moneta Group Investment Advisors | INVESTMEN ADVISING | $37,500 | not reported in the loaded dataset |
| Armanino Llp | AUDITOR | $22,050 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |