2023 Form 5500 filing — Dan Perkins Group 401(K) 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 20240807113337NAL0007844402001) for Dan Perkins Group 401(K) Savings Plan, reported by Dan Perkins Subaru, Inc. under EIN 06-1082099 and plan number 001. It reports 207 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240807113337NAL0007844402001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dan Perkins Subaru, Inc.
- EIN
- 06-1082099
- Plan number
- 001
- Location
- Milford, CT
- Participants
- 207
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,494,780
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,494,780
- Participant contributions
- $814,939
- Total income / additions
- $2,072,398
- Benefits paid
- $861,861
- Administrative expenses
- $49,950
- Total expenses
- $969,923
- Net increase / (decrease)
- $1,102,475
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gfs Wealth Management Advisors, Inc | NONE | $19,430 | not reported in the loaded dataset |
| Stancorp Financial | NONE | $14,327 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,588 | not reported in the loaded dataset |
| Carron & Bletzer, Pllc | AUDITOR | $5,150 | not reported in the loaded dataset |