Perfection Learning Corporation 401(K) Ps Plan & Trust — Form 5500 plan (Perfection Learning 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, Perfection Learning Corporation 401(K) Ps Plan & Trust is a benefit plan reported by Perfection Learning Corporation under EIN 42-0895541 and plan number 001. The latest loaded filing year is 2023. The filing reports 149 participants and $17,915,238 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Perfection Learning Corporation
- EIN
- 42-0895541
- Plan number
- 001
- Plan type
- 2
- Location
- Logan, IA
- Latest filing year
- 2023
- Participants
- 149
- End-of-year plan assets
- $17,915,238
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 149 | H, C | 20241114092949NAL0038489442001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,915,238
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,915,238
- Net assets (BOY)
- $15,317,739
Income & contributions
- Employer contributions
- $236,047
- Participant contributions
- $834,461
- Total contributions
- $1,460,905
- Total income / additions
- $3,284,302
Expenses & distributions
- Benefits paid
- $599,465
- Administrative expenses
- $87,338
- Total expenses
- $686,803
- Net increase / (decrease)
- $2,597,499
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Advanced Capital Group | NONE | $42,899 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $32,839 | not reported in the loaded dataset | 2023 |
| Lutz | NONE | $11,600 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $8,428 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Perfection Learning Corporation
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Logan, IA
- Advanced Capital Group — Schedule C compensation
- Milliman — Schedule C compensation
- Lutz — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation