401(K) Retirementsavings Plan For Employees Of Perry'S Ice Cream Company, Inc. — Form 5500 plan (Perry'S Ice Cream Company)

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, 401(K) Retirementsavings Plan For Employees Of Perry'S Ice Cream Company, Inc. is a benefit plan reported by Perry'S Ice Cream Company under EIN 16-0711501 and plan number 002. The latest loaded filing year is 2023. The filing reports 445 participants and $38,767,135 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Perry'S Ice Cream Company
EIN
16-0711501
Plan number
002
Plan type
2
Location
Akron, NY
Latest filing year
2023
Participants
445
End-of-year plan assets
$38,767,135

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023445H, C20240725144519NAL0024399936001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,767,135
Total liabilities (EOY)
$0
Net assets (EOY)
$38,767,135
Net assets (BOY)
$33,607,745

Income & contributions

Employer contributions
$760,409
Participant contributions
$1,650,247
Total contributions
$2,589,064
Total income / additions
$8,232,085

Expenses & distributions

Benefits paid
$3,043,211
Administrative expenses
$29,484
Total expenses
$3,072,695
Net increase / (decrease)
$5,159,390

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, IncADVISOR$26,332not reported in the loaded dataset2023
Fideility Investments InstitutionalRECORDKEEPER$3,151$02023

Related Form 5500 pages