2023 Form 5500 filing — Exterior Design, 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 20241007131442NAL0008892803001) for Exterior Design, Inc. Profit Sharing Plan, reported by Exterior Design, Inc. Dba The Perennial Farm under EIN 52-1257744 and plan number 001. It reports 135 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)$7.4MReported net assets$7,365,809
Participants135
Provider compensation$55.4K3 Schedule C row(s)$55,435
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241007131442NAL0008892803001
Plan sponsor
Exterior Design, Inc. Dba The Perennial Farm
EIN
52-1257744
Plan number
001
Location
Glen Arm, 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)$7.4M total assets
Net assets$7.4MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$328.1K
Benefits paid / distributions$271.3K
Contributions
Employer$150K
Participant$0
Full reported line items
Total assets (EOY)
$7,365,809
Total liabilities (EOY)
$0
Net assets (EOY)
$7,365,809
Employer contributions
$150,000
Participant contributions
$0
Total income / additions
$1,468,831
Benefits paid
$271,276
Administrative expenses
$56,816
Total expenses
$328,092
Net increase / (decrease)
$1,140,739
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISORY · Direct $0 · Indirect $37.9K
  2. 2
    ACCOUNTING · Direct $9K · Indirect $0
  3. 3
    OTHER SERVICES · Direct $8.3K · Indirect $315

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007131442NAL0008892803001 cover?
It is the 2023 Form 5500 filing for Exterior Design, Inc. Profit Sharing Plan, reported by Exterior Design, Inc. Dba The Perennial Farm (EIN 52-1257744).
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