Perkins Eastman Architects, Dpc 401(K) Plan — Form 5500 plan (Perkins Eastman Architects, Dpc)

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, Perkins Eastman Architects, Dpc 401(K) Plan is a benefit plan reported by Perkins Eastman Architects, Dpc under EIN 13-3044005 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,481 participants and $148,232,485 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Perkins Eastman Architects, Dpc
EIN
13-3044005
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
1,481
End-of-year plan assets
$148,232,485

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,481H, C20241011172725NAL0012805059001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$148,232,485
Total liabilities (EOY)
$0
Net assets (EOY)
$148,232,485
Net assets (BOY)
$121,739,581

Income & contributions

Employer contributions
$50
Participant contributions
$9,625,767
Total contributions
$11,064,567
Total income / additions
$33,397,563

Expenses & distributions

Benefits paid
$11,456,800
Administrative expenses
-$109,953
Total expenses
$11,346,847
Net increase / (decrease)
$22,050,716

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services IncADVISOR$83,797not reported in the loaded dataset2023
Lilling & Company LlpACCOUNTANT/AUDITOR$21,135not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$214,885$02023

Related Form 5500 pages