The Perryman Company New Comparability Profit Sharing Plan — Form 5500 plan (The Perryman 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, The Perryman Company New Comparability Profit Sharing Plan is a benefit plan reported by The Perryman Company under EIN 25-1585501 and plan number 001. The latest loaded filing year is 2023. The filing reports 568 participants and $92,990,613 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Perryman Company
- EIN
- 25-1585501
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, PA
- Latest filing year
- 2023
- Participants
- 568
- End-of-year plan assets
- $92,990,613
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 568 | H, C | 20241014132254NAL0026251569001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $92,990,613
- Total liabilities (EOY)
- $248
- Net assets (EOY)
- $92,990,365
- Net assets (BOY)
- $77,362,673
Income & contributions
- Employer contributions
- $5,705,976
- Participant contributions
- $2,153,129
- Total contributions
- $7,979,729
- Total income / additions
- $20,855,601
Expenses & distributions
- Benefits paid
- $4,993,065
- Administrative expenses
- $234,844
- Total expenses
- $5,227,909
- Net increase / (decrease)
- $15,627,692
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Coury Firm Asset Management | RIA | $197,412 | not reported in the loaded dataset | 2023 |
| Fidelity | RECORDKEEPER | $37,432 | not reported in the loaded dataset | 2023 |