2023 Form 5500 filing — Perfection Learning Corporation 401(K) Ps Plan & Trust
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 20241114092949NAL0038489442001) for Perfection Learning Corporation 401(K) Ps Plan & Trust, reported by Perfection Learning Corporation under EIN 42-0895541 and plan number 001. It reports 149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241114092949NAL0038489442001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Perfection Learning Corporation
- EIN
- 42-0895541
- Plan number
- 001
- Location
- Logan, IA
- Participants
- 149
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,915,238
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,915,238
- Employer contributions
- $236,047
- Participant contributions
- $834,461
- Total income / additions
- $3,284,302
- Benefits paid
- $599,465
- Administrative expenses
- $87,338
- Total expenses
- $686,803
- Net increase / (decrease)
- $2,597,499
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Advanced Capital Group | NONE | $42,899 | not reported in the loaded dataset |
| Milliman | NONE | $32,839 | not reported in the loaded dataset |
| Lutz | NONE | $11,600 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $8,428 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |