Plan5500

Perteet, 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, Perteet, Inc. (EIN 91-1505037) is a plan sponsor located in Everett, WA with 2 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
91-1505037
Location
Everett, WA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Perteet, Inc.

  • 2 loaded plans hold $24.2M in reported assets.
  • The largest, Perteet, Inc. 401(K) Retirement Savings Plan, holds 66% of this company's reported plan assets.
  • Plans cover 242 reported participants.
  • 2 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$24.2MSummed across loaded plans$24,172,739
Total reported assets$24.2M$24,172,739
Total reported participants242
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$24.2M total assets
Net assets$24.2MLiabilities$0
Contributions & income
Employer contributions$836K
Participant contributions$1.3M
Total income / additions$5.1M
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.4M
Net increase / (decrease)$3.7M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets66%Perteet, Inc. 401(K) Retirement Savings Plan
Participants per plan121Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Perteet, Inc. 401(K) Retirement Savings Plan$16M
    Plan #002 · 133 participants · 2023
  2. 2
    Perteet Inc. Employee Stock Ownership Plan And Trust$8.2M
    Plan #003 · 109 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Perteet, Inc.. Open one for its full reported snapshot.

  1. 2023
    Perteet Inc. Employee Stock Ownership Plan And Trust109 participants · 2Sch I
    View filing →
  2. 2023
    Perteet, Inc. 401(K) Retirement Savings Plan133 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Perteet, Inc. report on Form 5500?
Perteet, Inc. (EIN 91-1505037) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Perteet, Inc.?
The Employer Identification Number (EIN) reported for Perteet, Inc. is 91-1505037.
What is the latest Form 5500 filing year for Perteet, Inc.?
The latest loaded Form 5500 filing year for Perteet, Inc. is 2023.

Related Form 5500 pages