Pearl Technology, LLC Retirement & Savings Plan — Form 5500 plan (Pearl Technology, 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, Pearl Technology, LLC Retirement & Savings Plan is a benefit plan reported by Pearl Technology, LLC under EIN 84-3954605 and plan number 001. The latest loaded filing year is 2023. The filing reports 249 participants and $14,701,342 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pearl Technology, LLC
EIN
84-3954605
Plan number
001
Plan type
2
Location
Peoria Heights, IL
Latest filing year
2023
Participants
249
End-of-year plan assets
$14,701,342

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023249H, C20241010095150NAL0011349747001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,701,342
Total liabilities (EOY)
$0
Net assets (EOY)
$14,701,342
Net assets (BOY)
$16,810,923

Income & contributions

Employer contributions
$95,899
Participant contributions
$220,564
Total contributions
$318,265
Total income / additions
$3,064,804

Expenses & distributions

Benefits paid
$5,171,279
Administrative expenses
$3,106
Total expenses
$5,174,385
Net increase / (decrease)
-$2,109,581

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$325$02023

Related Form 5500 pages