2023 Form 5500 filing — Permira Advisers 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 20240809150653NAL0011291840001) for Permira Advisers 401(K) Plan, reported by Permira Advisers, LLC under EIN 02-0565670 and plan number 001. It reports 112 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$17.3MReported net assets$17,319,286
Participants112
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240809150653NAL0011291840001
Plan sponsor
Permira Advisers, LLC
EIN
02-0565670
Plan number
001
Location
New York, NY
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)$17.3M total assets
Net assets$17.3MLiabilities$0
Money in vs. money out
Total income / additions$5.4M
Total expenses$524K
Benefits paid / distributions$522.8K
Contributions
Employer$745.9K
Participant$1.7M
Full reported line items
Total assets (EOY)
$17,319,286
Total liabilities (EOY)
$0
Net assets (EOY)
$17,319,286
Employer contributions
$745,940
Participant contributions
$1,728,530
Total income / additions
$5,418,757
Benefits paid
$522,794
Administrative expenses
$576
Total expenses
$523,966
Net increase / (decrease)
$4,894,791

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240809150653NAL0011291840001 cover?
It is the 2023 Form 5500 filing for Permira Advisers 401(K) Plan, reported by Permira Advisers, LLC (EIN 02-0565670).
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