2023 Form 5500 filing — Perry Technical Institute 401(K) Psp
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 20250317142609NAL0000963059001) for Perry Technical Institute 401(K) Psp, reported by Perry Technical Institute under EIN 91-0570848 and plan number 001. It reports 155 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317142609NAL0000963059001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Perry Technical Institute
- EIN
- 91-0570848
- Plan number
- 001
- Location
- Yakima, WA
- Participants
- 155
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,562,771
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,562,771
- Employer contributions
- $385,949
- Participant contributions
- $503,804
- Total income / additions
- $2,755,436
- Benefits paid
- $523,144
- Administrative expenses
- $42,485
- Total expenses
- $565,629
- Net increase / (decrease)
- $2,189,807
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Global | NONE | $26,427 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $16,058 | $14 |