2023 Form 5500 filing — Pergan Marshall, LLC 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 20240906105000NAL0000625779001) for Pergan Marshall, LLC 401(K) Savings Plan, reported by Pergan Marshall, LLC under EIN 83-0484040 and plan number 001. It reports 49 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240906105000NAL0000625779001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pergan Marshall, LLC
- EIN
- 83-0484040
- Plan number
- 001
- Location
- Marshall, TX
- Participants
- 49
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,636,947
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,636,947
- Employer contributions
- $96,549
- Participant contributions
- $249,149
- Total income / additions
- $723,789
- Benefits paid
- $613,259
- Administrative expenses
- $375
- Total expenses
- $645,331
- Net increase / (decrease)
- $78,458
- Schedule source
- Schedule I