How many benefit plans does Perceptyx, Inc report on Form 5500?

Perceptyx, Inc (EIN 20-0006759) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Perceptyx, Inc?

The Employer Identification Number (EIN) reported for Perceptyx, Inc is 20-0006759.

What is the latest Form 5500 filing year for Perceptyx, Inc?

The latest loaded Form 5500 filing year for Perceptyx, Inc is 2023.

Perceptyx, Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Perceptyx, Inc (EIN 20-0006759) is a plan sponsor located in Temecula, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 20-0006759
Location: Temecula, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $25,608,629
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $25,608,629

Contributions & income

Employer contributions: $1,117,653
Participant contributions: $3,234,142
Total income / additions: $8,605,875

Expenses & distributions

Benefits paid / distributions: $5,004,162
Total expenses: $5,125,046
Net increase / (decrease): $3,480,829

Coverage

Total reported participants: 771
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Perceptyx, Inc plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Perceptyx, Inc. 401(K) Profit Sharing Plan	001	440	$25,608,629	2023
Perceptyx, Inc. Welfare Benefit Plan	505	331	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Perceptyx, Inc
Year	Plan	Participants	Schedules	Filing
2023	Perceptyx, Inc. Welfare Benefit Plan	331	—	20241011093819NAL0038335280001
2023	Perceptyx, Inc. 401(K) Profit Sharing Plan	440	H, C	20241015161508NAL0030307361001