2023 Form 5500 filing — Perimeter Healthcare 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 20241013151508NAL0042380288001) for Perimeter Healthcare 401(K) Plan, reported by Woodridge Management, Inc. under EIN 20-4889788 and plan number 001. It reports 1,435 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241013151508NAL0042380288001
Filing year
2023
Form type
2
Plan sponsor
Woodridge Management, Inc.
EIN
20-4889788
Plan number
001
Location
Alpharetta, GA
Participants
1,435
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$4,635,653
Total liabilities (EOY)
$0
Net assets (EOY)
$4,635,653
Employer contributions
$384,874
Participant contributions
$828,726
Total income / additions
$1,941,414
Benefits paid
$760,154
Administrative expenses
$82,826
Total expenses
$842,980
Net increase / (decrease)
$1,098,434
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Professional Capital ServicesCONTRACT ADMINISTRATOR$115,440$0

Related Form 5500 pages