Percheron, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Percheron Holdings, LLC)

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, Percheron, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Percheron Holdings, LLC under EIN 27-1955567 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,107 participants and $18,116,521 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Percheron Holdings, LLC
EIN
27-1955567
Plan number
001
Plan type
2
Location
Katy, TX
Latest filing year
2023
Participants
1,107
End-of-year plan assets
$18,116,521

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,107H, C20241015103857NAL0057037442001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,116,521
Total liabilities (EOY)
$0
Net assets (EOY)
$18,116,521
Net assets (BOY)
$15,198,130

Income & contributions

Employer contributions
$0
Participant contributions
$1,709,757
Total contributions
$1,993,534
Total income / additions
$4,811,306

Expenses & distributions

Benefits paid
$1,750,071
Administrative expenses
$80,080
Total expenses
$1,892,915
Net increase / (decrease)
$2,918,391

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$40,786$02023
Creative Planning LLCINVESTMENT ADVISOR$29,702not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$9,530not reported in the loaded dataset2023

Related Form 5500 pages