2023 Form 5500 filing — 401(K) Retirementsavings Plan For Employees Of Perry'S Ice Cream Company, Inc.
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 20240725144519NAL0024399936001) for 401(K) Retirementsavings Plan For Employees Of Perry'S Ice Cream Company, Inc., reported by Perry'S Ice Cream Company under EIN 16-0711501 and plan number 002. It reports 445 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725144519NAL0024399936001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Perry'S Ice Cream Company
- EIN
- 16-0711501
- Plan number
- 002
- Location
- Akron, NY
- Participants
- 445
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,767,135
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,767,135
- Employer contributions
- $760,409
- Participant contributions
- $1,650,247
- Total income / additions
- $8,232,085
- Benefits paid
- $3,043,211
- Administrative expenses
- $29,484
- Total expenses
- $3,072,695
- Net increase / (decrease)
- $5,159,390
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc | ADVISOR | $26,332 | not reported in the loaded dataset |
| Fideility Investments Institutional | RECORDKEEPER | $3,151 | $0 |