Wayne Perry, 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, Wayne Perry, Inc. (EIN 95-2880827) is a plan sponsor located in Buena Park, CA 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
95-2880827
Location
Buena Park, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$25,782,084
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$25,782,084

Contributions & income

Employer contributions
$332,578
Participant contributions
$1,930,599
Total income / additions
$5,936,639

Expenses & distributions

Benefits paid / distributions
$1,659,740
Total expenses
$1,696,734
Net increase / (decrease)
$4,239,905

Coverage

Total reported participants
597
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

Wayne Perry, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Wayne Perry, Inc. And Fueling & Service Technologies, Inc. 401(K) Plan002312$25,782,0842023
Wayne Perry, Inc. Welfare Benefits Plan501285not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Wayne Perry, Inc.
YearPlanParticipantsSchedulesFiling
2023Wayne Perry, Inc. Welfare Benefits Plan28520240813193149NAL0006036595001
2023Wayne Perry, Inc. And Fueling & Service Technologies, Inc. 401(K) Plan312H, C20241010121819NAL0020958945001

Related Form 5500 pages