Perfectserve, Inc. Retirement Savings Plan — Form 5500 plan (Perfectserve, 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, Perfectserve, Inc. Retirement Savings Plan is a benefit plan reported by Perfectserve, Inc. under EIN 62-1614688 and plan number 001. The latest loaded filing year is 2023. The filing reports 340 participants and $15,825,938 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Perfectserve, Inc.
- EIN
- 62-1614688
- Plan number
- 001
- Plan type
- 2
- Location
- Knoxville, TN
- Latest filing year
- 2023
- Participants
- 340
- End-of-year plan assets
- $15,825,938
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 340 | H, C | 20241011101711NAL0010806947001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,825,938
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,825,938
- Net assets (BOY)
- $13,146,493
Income & contributions
- Employer contributions
- $848,593
- Participant contributions
- $1,528,974
- Total contributions
- $2,845,039
- Total income / additions
- $5,254,481
Expenses & distributions
- Benefits paid
- $2,487,066
- Administrative expenses
- $87,970
- Total expenses
- $2,575,036
- Net increase / (decrease)
- $2,679,445
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $71,464 | $0 | 2023 |
| Mml Investors Services, LLC | INVESTMENT ADVISORY | $0 | $34,368 | 2023 |
| Crowe Llp | ACCOUNTANT | $16,600 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group Inc | TPA | $0 | $6,967 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Perfectserve, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Knoxville, TN
- Principal Life Insurance Company — Schedule C compensation
- Mml Investors Services, LLC — Schedule C compensation
- Crowe Llp — Schedule C compensation
- The Angell Pension Group Inc — Schedule C compensation