Perkins & Company P.C. Employee 401(K) Profit Sharing Plan — Form 5500 plan (Perkins & Company P.C.)
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, Perkins & Company P.C. Employee 401(K) Profit Sharing Plan is a benefit plan reported by Perkins & Company P.C. under EIN 93-0928924 and plan number 001. The latest loaded filing year is 2023. The filing reports 270 participants and $42,563,142 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Perkins & Company P.C.
- EIN
- 93-0928924
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 270
- End-of-year plan assets
- $42,563,142
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 270 | H, C | 20241003101000NAL0016826256001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,563,142
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,563,142
- Net assets (BOY)
- $36,348,849
Income & contributions
- Employer contributions
- $1,317,216
- Participant contributions
- $2,118,588
- Total contributions
- $3,827,075
- Total income / additions
- $10,121,933
Expenses & distributions
- Benefits paid
- $3,790,034
- Administrative expenses
- $114,129
- Total expenses
- $3,907,640
- Net increase / (decrease)
- $6,214,293
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & | INVESTMENT ADVISOR | $90,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $24,129 | $0 | 2023 |