2023 Form 5500 filing — Perc Engineering, L.L.C. 401(K) 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 20240809085809NAL0013252034001) for Perc Engineering, L.L.C. 401(K) Plan, reported by Perc Engineering, LLC under EIN 46-0686723 and plan number 001. It reports 155 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240809085809NAL0013252034001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Perc Engineering, LLC
- EIN
- 46-0686723
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 155
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,140,437
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,140,437
- Employer contributions
- $1,065,540
- Participant contributions
- $1,414,653
- Total income / additions
- $6,377,312
- Benefits paid
- $1,191,471
- Administrative expenses
- $53,723
- Total expenses
- $1,245,194
- Net increase / (decrease)
- $5,132,118
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps, Inc | NONE | $45,717 | $0 |
| Pimco Funds | NONE | $0 | $0 |
| Dodge & Cox Funds | NONE | $0 | $0 |
| American Funds | NONE | $0 | $0 |
| Dimensional Funds | NONE | $0 | $0 |
| Mfs Funds | NONE | $0 | $0 |
| Fidelity Funds | NONE | $0 | $0 |
| Vanguard Group | NONE | $0 | $0 |
| Jp Morgan Funds | NONE | $0 | $0 |