Pero Marketing Group, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Pero Marketing Group, LLC)

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, Pero Marketing Group, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Pero Marketing Group, LLC under EIN 47-4516018 and plan number 002. The latest loaded filing year is 2023. The filing reports 5 participants and $429,057 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$429.1KPlan net assets, end of year$429,057
Participants5Covered participants reported
Assets / participant$85.8KComputed: assets ÷ participants$85,811 (computed)
Provider compensationNone reported
Plan sponsor
Pero Marketing Group, LLC
EIN
47-4516018
Plan number
002
Plan type
2
Location
Newbury Park, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235I20241001195742NAL0012587360001
Schedule I · 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)$429.1K total assets
Net assets$429.1KLiabilities$0
Money in vs. money out
Total income / additions$177.5K
Total expenses$2.1K
Benefits paid / distributions$0
Contributions
Employer$0
Participant$127.5K
Full reported line items

Net assets

Total assets (EOY)
$429,057
Total liabilities (EOY)
$0
Net assets (EOY)
$429,057
Net assets (BOY)
$253,684

Income & contributions

Employer contributions
$0
Participant contributions
$127,500
Total income / additions
$177,453

Expenses & distributions

Benefits paid
$0
Administrative expenses
$2,080
Total expenses
$2,080
Net increase / (decrease)
$175,373
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 0%Participant 100%
Total expenses ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages