2023 Form 5500 filing — Pearl Meyer 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 20241002140633NAL0004064483001) for Pearl Meyer 401(K) Plan, reported by Pearl Meyer & Partners, LLC under EIN 35-2324075 and plan number 001. It reports 159 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002140633NAL0004064483001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pearl Meyer & Partners, LLC
- EIN
- 35-2324075
- Plan number
- 001
- Location
- Wellesley Hills, MA
- Participants
- 159
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,980,463
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,980,463
- Employer contributions
- $955,782
- Participant contributions
- $2,086,020
- Total income / additions
- $10,340,181
- Benefits paid
- $6,000,755
- Administrative expenses
- $2,386
- Total expenses
- $6,003,141
- Net increase / (decrease)
- $4,337,040
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | -$2,875 | $0 |