Peri & Sons Farms, Inc. 401(K) Ps Plan 002 — Form 5500 plan (Peri & Sons Farms, 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, Peri & Sons Farms, Inc. 401(K) Ps Plan 002 is a benefit plan reported by Peri & Sons Farms, Inc. under EIN 88-0175412 and plan number 002. The latest loaded filing year is 2023. The filing reports 334 participants and $20,487,800 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peri & Sons Farms, Inc.
- EIN
- 88-0175412
- Plan number
- 002
- Plan type
- 2
- Location
- Yerington, NV
- Latest filing year
- 2023
- Participants
- 334
- End-of-year plan assets
- $20,487,800
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 334 | H, C | 20241010132401NAL0035795136001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,487,800
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,487,800
- Net assets (BOY)
- $16,454,922
Income & contributions
- Employer contributions
- $1,282,183
- Participant contributions
- $1,106,158
- Total contributions
- $2,403,961
- Total income / additions
- $5,183,436
Expenses & distributions
- Benefits paid
- $1,079,378
- Administrative expenses
- $71,180
- Total expenses
- $1,150,558
- Net increase / (decrease)
- $4,032,878
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $74,606 | $36,807 | 2023 |
| Nationwide | RECORDKEEPER | $57,105 | $905 | 2023 |
| N.A. Falcone & Associates, Inc. | CONTRACT ADMINISTRATOR | $7,952 | $2,181 | 2023 |
| Polycomp Administrative Services | CONTRACT ADMINISTRATOR | $480 | $711 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Peri & Sons Farms, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NV
- 401(k) and benefit plan filings in Yerington, NV
- Morgan Stanley — Schedule C compensation
- Nationwide — Schedule C compensation
- N.A. Falcone & Associates, Inc. — Schedule C compensation
- Polycomp Administrative Services — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation