2023 Form 5500 filing — Perfecto Industries, Inc. Profit Sharing 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 20240918121213NAL0009078850001) for Perfecto Industries, Inc. Profit Sharing Plan, reported by Perfecto Industries, Inc. under EIN 31-1034000 and plan number 003. It reports 120 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$18MReported net assets$18,045,630
Participants120
Provider compensation$1641 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240918121213NAL0009078850001
- Plan sponsor
- Perfecto Industries, Inc.
- EIN
- 31-1034000
- Plan number
- 003
- Location
- Gaylord, MI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$18M total assets
Net assets$18MLiabilities$0
Full reported line items
- Total assets (EOY)
- $18,045,630
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,045,630
- Employer contributions
- $519,710
- Participant contributions
- $608,006
- Total income / additions
- $4,152,706
- Benefits paid
- $785,393
- Administrative expenses
- $2,684
- Total expenses
- $788,077
- Net increase / (decrease)
- $3,364,629
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $164 | $0 |