Plan5500

Pertronix, LLC Retirement Plan — Form 5500 plan (Pertronix, 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, Pertronix, LLC Retirement Plan is a benefit plan reported by Pertronix, LLC under EIN 95-2252935 and plan number 001. The latest loaded filing year is 2023. The filing reports 138 participants and $4,670,795 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.7MPlan net assets, end of year$4,670,795
Participants138Covered participants reported
Assets / participant$33.8KComputed: assets ÷ participants$33,846 (computed)
Provider compensation$57.2K5 Schedule C provider row(s)$57,229
Plan sponsor
Pertronix, LLC
EIN
95-2252935
Plan number
001
Plan type
2
Location
Lenexa, KS
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    138 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4.7M total assets
Net assets$4.7MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$2.9M
Benefits paid / distributions$2.9M
Contributions
Employer$163.7K
Participant$300.7K
Full reported line items

Net assets

Total assets (EOY)
$4,670,795
Total liabilities (EOY)
$0
Net assets (EOY)
$4,670,795
Net assets (BOY)
$6,398,184

Income & contributions

Employer contributions
$163,728
Participant contributions
$300,692
Total contributions
$465,445
Total income / additions
$1,192,376

Expenses & distributions

Benefits paid
$2,882,159
Administrative expenses
$37,606
Total expenses
$2,919,765
Net increase / (decrease)
-$1,727,389
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 35%Participant 65%
Total expenses ÷ net assets63%Computed ratio
Benefits paid ÷ total income242%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Empower Annuity Insurance Company O$36.3K
    RECORDKEEPER · Direct $36.3K · Indirect $0
  2. 2
    Northwestern Mutual Investment Svcs$13.2K
    BROKER ADVISOR · Direct $0 · Indirect $13.2K
  3. 3
    Benefit Plans Plus, LLC$5.5K
    CONTRACT ADMIN · Direct $0 · Indirect $5.5K
  4. 4
    Leafhouse Financial Advisors, LLC$2.2K
    OTHER · Direct $2.2K
  5. 5
    Northwestern Mutual Investment Svcs$50
    OTHER · Direct $50

Related Form 5500 pages