2023 Form 5500 filing — Perkins Eastman Architects, Dpc 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 20241011172725NAL0012805059001) for Perkins Eastman Architects, Dpc 401(K) Plan, reported by Perkins Eastman Architects, Dpc under EIN 13-3044005 and plan number 001. It reports 1,481 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011172725NAL0012805059001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Perkins Eastman Architects, Dpc
- EIN
- 13-3044005
- Plan number
- 001
- Location
- New York, NY
- Participants
- 1,481
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $148,232,485
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $148,232,485
- Employer contributions
- $50
- Participant contributions
- $9,625,767
- Total income / additions
- $33,397,563
- Benefits paid
- $11,456,800
- Administrative expenses
- -$109,953
- Total expenses
- $11,346,847
- Net increase / (decrease)
- $22,050,716
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | ADVISOR | $83,797 | not reported in the loaded dataset |
| Lilling & Company Llp | ACCOUNTANT/AUDITOR | $21,135 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$214,885 | $0 |