2023 Form 5500 filing — Wayne Perry, Inc. And Fueling & Service Technologies, Inc. 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 20241010121819NAL0020958945001) for Wayne Perry, Inc. And Fueling & Service Technologies, Inc. 401(K) Plan, reported by Wayne Perry, Inc. under EIN 95-2880827 and plan number 002. It reports 312 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010121819NAL0020958945001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wayne Perry, Inc.
- EIN
- 95-2880827
- Plan number
- 002
- Location
- Buena Park, CA
- Participants
- 312
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,782,084
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,782,084
- Employer contributions
- $332,578
- Participant contributions
- $1,930,599
- Total income / additions
- $5,936,639
- Benefits paid
- $1,659,740
- Administrative expenses
- $27,657
- Total expenses
- $1,696,734
- Net increase / (decrease)
- $4,239,905
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement Inc | ADVISOR | $22,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $5,381 | $0 |