Plan5500

Charles Perry Partners, Inc. 401(K) Plan — Form 5500 plan (Charles Perry Partners, Inc.)

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, Charles Perry Partners, Inc. 401(K) Plan is a benefit plan reported by Charles Perry Partners, Inc. under EIN 45-1601307 and plan number 002. The latest loaded filing year is 2023. The filing reports 275 participants and $19,231,563 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$19.2MPlan net assets, end of year$19,231,563
Participants275Covered participants reported
Assets / participant$69.9KComputed: assets ÷ participants$69,933 (computed)
Provider compensation$9.3K2 Schedule C provider row(s)$9,307
Plan sponsor
Charles Perry Partners, Inc.
EIN
45-1601307
Plan number
002
Plan type
2
Location
Gainesville, FL
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    275 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$19.2M total assets
Net assets$19.2MLiabilities$0
Money in vs. money out
Total income / additions$4.8M
Total expenses$3M
Benefits paid / distributions$3M
Contributions
Employer$480.9K
Participant$1.2M
Full reported line items

Net assets

Total assets (EOY)
$19,231,563
Total liabilities (EOY)
$0
Net assets (EOY)
$19,231,563
Net assets (BOY)
$17,470,190

Income & contributions

Employer contributions
$480,876
Participant contributions
$1,211,033
Total contributions
$1,727,920
Total income / additions
$4,795,245

Expenses & distributions

Benefits paid
$3,018,411
Administrative expenses
$15,461
Total expenses
$3,033,872
Net increase / (decrease)
$1,761,373
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 28%Participant 72%
Total expenses ÷ net assets16%Computed ratio
Benefits paid ÷ total income63%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Economic Group Pension Services$9.3K
    THIRD PARTY ADMIN · Direct $0 · Indirect $9.3K
  2. 2
    Voya Retirement Ins & Ann Co$0
    SERVICE PROVIDER · Direct $0 · Indirect $0

Related Form 5500 pages