2023 Form 5500 filing — Percontee, Inc./Chantilly Crushed Stone, 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 20241001094133NAL0003165395001) for Percontee, Inc./Chantilly Crushed Stone, Inc. Profit Sharing Plan, reported by Percontee, Inc. under EIN 52-0564430 and plan number 001. It reports 295 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$20.6MReported net assets$20,630,451
Participants295
Provider compensation$63K2 Schedule C row(s)$62,976
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241001094133NAL0003165395001
Plan sponsor
Percontee, Inc.
EIN
52-0564430
Plan number
001
Location
Silver Spring, MD
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 H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$20.6M total assets
Net assets$20.6MLiabilities$0
Money in vs. money out
Total income / additions$4.4M
Total expenses$1.2M
Benefits paid / distributions$1.1M
Contributions
Employer$683.5K
Participant$1.1M
Full reported line items
Total assets (EOY)
$20,630,451
Total liabilities (EOY)
$0
Net assets (EOY)
$20,630,451
Employer contributions
$683,513
Participant contributions
$1,122,122
Total income / additions
$4,382,033
Benefits paid
$1,135,642
Administrative expenses
$39,594
Total expenses
$1,175,236
Net increase / (decrease)
$3,206,797
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $39.6K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $23.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001094133NAL0003165395001 cover?
It is the 2023 Form 5500 filing for Percontee, Inc./Chantilly Crushed Stone, Inc. Profit Sharing Plan, reported by Percontee, Inc. (EIN 52-0564430).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages