2023 Form 5500 filing — Perlick Corporation Retirement 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 20241015082036NAL0055181650001) for Perlick Corporation Retirement Savings Plan, reported by Perlick Corporation under EIN 39-0533500 and plan number 002. It reports 398 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015082036NAL0055181650001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Perlick Corporation
- EIN
- 39-0533500
- Plan number
- 002
- Location
- Milwaukee, WI
- Participants
- 398
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,096,055
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,096,055
- Employer contributions
- $752,628
- Participant contributions
- $1,686,865
- Total income / additions
- $7,308,962
- Benefits paid
- $4,308,060
- Administrative expenses
- $75,254
- Total expenses
- $4,383,314
- Net increase / (decrease)
- $2,925,648
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $31,979 | $0 |
| One America Retirement Services LLC | NONE | $26,383 | not reported in the loaded dataset |
| Francis Investment Counsel LLC | NONE | $17,000 | not reported in the loaded dataset |