Perry Protech Employee Stock Ownership And Profit Sharing Plan — Form 5500 plan (Perry Protech)
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, Perry Protech Employee Stock Ownership And Profit Sharing Plan is a benefit plan reported by Perry Protech under EIN 34-4473514 and plan number 003. The latest loaded filing year is 2023. The filing reports 304 participants and $121,889,812 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Perry Protech
- EIN
- 34-4473514
- Plan number
- 003
- Plan type
- 2
- Location
- Lima, OH
- Latest filing year
- 2023
- Participants
- 304
- End-of-year plan assets
- $121,889,812
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 304 | H, C | 20250904101348NAL0009968291001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $121,889,812
- Total liabilities (EOY)
- $26,218,733
- Net assets (EOY)
- $95,671,079
- Net assets (BOY)
- $85,237,850
Income & contributions
- Employer contributions
- $5,076,627
- Total contributions
- $5,076,627
- Total income / additions
- $14,976,913
Expenses & distributions
- Benefits paid
- $3,522,063
- Administrative expenses
- $7,561
- Total expenses
- $4,543,684
- Net increase / (decrease)
- $10,433,229
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T.Rowe Price | PLAN RECORDKEEPER | $7,561 | not reported in the loaded dataset | 2023 |