Permobil, Inc. 401(K) Profit Sharing And Trust — Form 5500 plan (Permobil, Inc)

Plain-English plan 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, Permobil, Inc. 401(K) Profit Sharing And Trust is a benefit plan reported by Permobil, Inc under EIN 04-3189589 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,242 participants and $74,296,796 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Permobil, Inc
EIN
04-3189589
Plan number
001
Plan type
2
Location
Lebanon, TN
Latest filing year
2023
Participants
1,242
End-of-year plan assets
$74,296,796

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,242H, C20241009125423NAL0009208387001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$74,296,796
Total liabilities (EOY)
$0
Net assets (EOY)
$74,296,796
Net assets (BOY)
$60,778,623

Income & contributions

Employer contributions
$2,429,748
Participant contributions
$4,874,214
Total contributions
$8,122,669
Total income / additions
$19,710,483

Expenses & distributions

Benefits paid
$6,010,820
Administrative expenses
$179,435
Total expenses
$6,192,310
Net increase / (decrease)
$13,518,173

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$92,759$02023
Mma SecuritiesADVISOR$76,653not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$10,023not reported in the loaded dataset2023

Related Form 5500 pages