Per Mar Security And Research Corp. 401(K) Plan — Form 5500 plan (Per Mar Security & Research 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, Per Mar Security And Research Corp. 401(K) Plan is a benefit plan reported by Per Mar Security & Research Corporation under EIN 42-0818682 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,066 participants and $31,410,150 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Per Mar Security & Research Corporation
EIN
42-0818682
Plan number
001
Plan type
2
Location
Davenport, IA
Latest filing year
2023
Participants
3,066
End-of-year plan assets
$31,410,150

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,066H, C20241014081723NAL0051533618001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,410,150
Total liabilities (EOY)
$0
Net assets (EOY)
$31,410,150
Net assets (BOY)
$25,981,213

Income & contributions

Employer contributions
$1,108,276
Participant contributions
$2,407,522
Total contributions
$3,577,785
Total income / additions
$7,533,891

Expenses & distributions

Benefits paid
$2,087,748
Administrative expenses
$17,206
Total expenses
$2,104,954
Net increase / (decrease)
$5,428,937

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$8,737$02023

Related Form 5500 pages