2023 Form 5500 filing — Perillo Employees 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 20240916163524NAL0001180883001) for Perillo Employees 401(K) Plan, reported by Gold Coast Motor Cars Dba Perillo Bmw, Inc. under EIN 36-3117447 and plan number 001. It reports 166 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916163524NAL0001180883001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gold Coast Motor Cars Dba Perillo Bmw, Inc.
- EIN
- 36-3117447
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 166
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,311,608
- Total liabilities (EOY)
- $902
- Net assets (EOY)
- $11,310,706
- Employer contributions
- $90,230
- Participant contributions
- $662,137
- Total income / additions
- $2,536,566
- Benefits paid
- $599,313
- Administrative expenses
- $22,189
- Total expenses
- $621,502
- Net increase / (decrease)
- $1,915,064
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Citigroup Global Markets, Inc. | INVESTMENT ADVISOR | $16,292 | not reported in the loaded dataset |
| Shore Tompkins Actuarial Resources | CONTRACT ADMINISTRATOR | $5,452 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $445 | $0 |