2023 Form 5500 filing — Perrett'S Profit Sharing 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 20240828112212NAL0006767763001) for Perrett'S Profit Sharing Plan, reported by Perrett Construction, Ltd under EIN 47-0751823 and plan number 001. It reports 25 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.1MReported net assets$3,095,434
Participants25
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240828112212NAL0006767763001
Plan sponsor
Perrett Construction, Ltd
EIN
47-0751823
Plan number
001
Location
Valentine, NE
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.1M total assets
Net assets$3.1MLiabilities$0
Money in vs. money out
Total income / additions$572.3K
Total expenses$108.3K
Benefits paid / distributions$90.3K
Contributions
Employer$65.4K
Participant$133.3K
Full reported line items
Total assets (EOY)
$3,095,434
Total liabilities (EOY)
$0
Net assets (EOY)
$3,095,434
Employer contributions
$65,393
Participant contributions
$133,251
Total income / additions
$572,341
Benefits paid
$90,293
Administrative expenses
$18,021
Total expenses
$108,314
Net increase / (decrease)
$464,027

Related Form 5500 pages