Perlo Construction Group Retirement Plan — Form 5500 plan (Perlo Construction Group, 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, Perlo Construction Group Retirement Plan is a benefit plan reported by Perlo Construction Group, LLC under EIN 93-1295790 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $31,396,170 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Perlo Construction Group, LLC
- EIN
- 93-1295790
- Plan number
- 001
- Plan type
- 2
- Location
- Tualatin, OR
- Latest filing year
- 2023
- Participants
- 136
- End-of-year plan assets
- $31,396,170
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 136 | H, C | 20241014154311NAL0027756177001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,396,170
- Total liabilities (EOY)
- $81,534
- Net assets (EOY)
- $31,314,636
- Net assets (BOY)
- $25,755,702
Income & contributions
- Employer contributions
- $1,625,927
- Participant contributions
- $769,329
- Total contributions
- $2,509,176
- Total income / additions
- $6,893,843
Expenses & distributions
- Benefits paid
- $1,244,801
- Administrative expenses
- $90,108
- Total expenses
- $1,334,909
- Net increase / (decrease)
- $5,558,934
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rbc Capital Markets, LLC | BROKER | $39,569 | not reported in the loaded dataset | 2023 |
| Pension Plan Specialists, Pc | TPA | $15,699 | $0 | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $1,334 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Perlo Construction Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Tualatin, OR
- Rbc Capital Markets, LLC — Schedule C compensation
- Pension Plan Specialists, Pc — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation