2023 Form 5500 filing — Perry Ellis Shared Services LLC 401(K) 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 20240806140857NAL0001422307001) for Perry Ellis Shared Services LLC 401(K) Plan, reported by Perry Ellis Shared Services LLC under EIN 20-2085469 and plan number 002. It reports 1,846 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240806140857NAL0001422307001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Perry Ellis Shared Services LLC
- EIN
- 20-2085469
- Plan number
- 002
- Location
- Miami, FL
- Participants
- 1,846
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $89,101,361
- Net assets (EOY)
- $89,101,361
- Employer contributions
- $903,785
- Participant contributions
- $4,630,825
- Total income / additions
- $21,189,847
- Benefits paid
- $7,283,371
- Administrative expenses
- $110,482
- Total expenses
- $7,395,440
- Net increase / (decrease)
- $13,794,407
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Truist Bank | NONE | $40,720 | not reported in the loaded dataset |
| Elliott Davis Decosimo,LLC | NONE | $28,380 | not reported in the loaded dataset |
| Capfinancial Partners LLC | NONE | $26,922 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $14,458 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $10 | $0 |
| Charles Schwab Trust Bank | NONE | $0 | $0 |