2023 Form 5500 filing — Percheron, LLC 401(K) 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 20241015103857NAL0057037442001) for Percheron, LLC 401(K) Profit Sharing Plan, reported by Percheron Holdings, LLC under EIN 27-1955567 and plan number 001. It reports 1,107 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015103857NAL0057037442001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Percheron Holdings, LLC
- EIN
- 27-1955567
- Plan number
- 001
- Location
- Katy, TX
- Participants
- 1,107
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,116,521
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,116,521
- Employer contributions
- $0
- Participant contributions
- $1,709,757
- Total income / additions
- $4,811,306
- Benefits paid
- $1,750,071
- Administrative expenses
- $80,080
- Total expenses
- $1,892,915
- Net increase / (decrease)
- $2,918,391
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $40,786 | $0 |
| Creative Planning LLC | INVESTMENT ADVISOR | $29,702 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $9,530 | not reported in the loaded dataset |