2023 Form 5500 filing — Peri & Sons Farms, Inc. 401(K) Ps Plan 002
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 20241010132401NAL0035795136001) for Peri & Sons Farms, Inc. 401(K) Ps Plan 002, reported by Peri & Sons Farms, Inc. under EIN 88-0175412 and plan number 002. It reports 334 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010132401NAL0035795136001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Peri & Sons Farms, Inc.
- EIN
- 88-0175412
- Plan number
- 002
- Location
- Yerington, NV
- Participants
- 334
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,487,800
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,487,800
- Employer contributions
- $1,282,183
- Participant contributions
- $1,106,158
- Total income / additions
- $5,183,436
- Benefits paid
- $1,079,378
- Administrative expenses
- $71,180
- Total expenses
- $1,150,558
- Net increase / (decrease)
- $4,032,878
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $74,606 | $36,807 |
| Nationwide | RECORDKEEPER | $57,105 | $905 |
| N.A. Falcone & Associates, Inc. | CONTRACT ADMINISTRATOR | $7,952 | $2,181 |
| Polycomp Administrative Services | CONTRACT ADMINISTRATOR | $480 | $711 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |