2023 Form 5500 filing — Perry Brothers Inc Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240620160008NAL0001053603002) for Perry Brothers Inc Retirement Plan, reported by Perry Brothers Inc under EIN 75-0490980 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$75Reported net assets
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240620160008NAL0001053603002
Plan sponsor
Perry Brothers Inc
EIN
75-0490980
Plan number
001
Location
Lufkin, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$75 total assets
Net assets$75Liabilities
Money in vs. money out
Total income / additions$23.9K
Total expenses$23.9K
Benefits paid / distributions$23.9K
Contributions
Employer$23.9K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$75
Net assets (EOY)
$75
Employer contributions
$23,903
Total income / additions
$23,911
Benefits paid
$23,903
Total expenses
$23,903
Net increase / (decrease)
$8

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240620160008NAL0001053603002 cover?
It is the 2023 Form 5500 filing for Perry Brothers Inc Retirement Plan, reported by Perry Brothers Inc (EIN 75-0490980).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages