2023 Form 5500 filing — The Perryman Company New Comparability 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 20241014132254NAL0026251569001) for The Perryman Company New Comparability Profit Sharing Plan, reported by The Perryman Company under EIN 25-1585501 and plan number 001. It reports 568 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014132254NAL0026251569001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Perryman Company
- EIN
- 25-1585501
- Plan number
- 001
- Location
- Houston, PA
- Participants
- 568
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $92,990,613
- Total liabilities (EOY)
- $248
- Net assets (EOY)
- $92,990,365
- Employer contributions
- $5,705,976
- Participant contributions
- $2,153,129
- Total income / additions
- $20,855,601
- Benefits paid
- $4,993,065
- Administrative expenses
- $234,844
- Total expenses
- $5,227,909
- Net increase / (decrease)
- $15,627,692
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Coury Firm Asset Management | RIA | $197,412 | not reported in the loaded dataset |
| Fidelity | RECORDKEEPER | $37,432 | not reported in the loaded dataset |