Perlick Corporation Retirement Savings Plan — Form 5500 plan (Perlick Corporation)
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, Perlick Corporation Retirement Savings Plan is a benefit plan reported by Perlick Corporation under EIN 39-0533500 and plan number 002. The latest loaded filing year is 2023. The filing reports 398 participants and $31,096,055 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Perlick Corporation
- EIN
- 39-0533500
- Plan number
- 002
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 398
- End-of-year plan assets
- $31,096,055
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 398 | H, C | 20241015082036NAL0055181650001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,096,055
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,096,055
- Net assets (BOY)
- $28,170,407
Income & contributions
- Employer contributions
- $752,628
- Participant contributions
- $1,686,865
- Total contributions
- $2,957,797
- Total income / additions
- $7,308,962
Expenses & distributions
- Benefits paid
- $4,308,060
- Administrative expenses
- $75,254
- Total expenses
- $4,383,314
- Net increase / (decrease)
- $2,925,648
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $31,979 | $0 | 2023 |
| One America Retirement Services LLC | NONE | $26,383 | not reported in the loaded dataset | 2023 |
| Francis Investment Counsel LLC | NONE | $17,000 | not reported in the loaded dataset | 2023 |