Pergan Marshall, LLC 401(K) Savings Plan — Form 5500 plan (Pergan Marshall, 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, Pergan Marshall, LLC 401(K) Savings Plan is a benefit plan reported by Pergan Marshall, LLC under EIN 83-0484040 and plan number 001. The latest loaded filing year is 2023. The filing reports 49 participants and $2,636,947 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pergan Marshall, LLC
- EIN
- 83-0484040
- Plan number
- 001
- Plan type
- 2
- Location
- Marshall, TX
- Latest filing year
- 2023
- Participants
- 49
- End-of-year plan assets
- $2,636,947
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 49 | I | 20240906105000NAL0000625779001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,636,947
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,636,947
- Net assets (BOY)
- $2,558,489
Income & contributions
- Employer contributions
- $96,549
- Participant contributions
- $249,149
- Total income / additions
- $723,789
Expenses & distributions
- Benefits paid
- $613,259
- Administrative expenses
- $375
- Total expenses
- $645,331
- Net increase / (decrease)
- $78,458
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.