2023 Form 5500 filing — Perlick Corporation Retirement Savings 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 20241015082036NAL0055181650001) for Perlick Corporation Retirement Savings Plan, reported by Perlick Corporation under EIN 39-0533500 and plan number 002. It reports 398 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)$31.1MReported net assets$31,096,055
Participants398
Provider compensation$75.4K3 Schedule C row(s)$75,362
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015082036NAL0055181650001
- Plan sponsor
- Perlick Corporation
- EIN
- 39-0533500
- Plan number
- 002
- Location
- Milwaukee, WI
- 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)$31.1M total assets
Net assets$31.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $31,096,055
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,096,055
- Employer contributions
- $752,628
- Participant contributions
- $1,686,865
- Total income / additions
- $7,308,962
- Benefits paid
- $4,308,060
- Administrative expenses
- $75,254
- Total expenses
- $4,383,314
- Net increase / (decrease)
- $2,925,648
Schedule C
Reported service provider compensation
Compensation reported on the 2023 filing, ranked by reported total.
- 1
- 2
- 3