2023 Form 5500 filing — Perko, Inc. 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 20241015131602NAL0016468515001) for Perko, Inc. 401(K) Profit Sharing Plan, reported by Perko, Inc. under EIN 59-0932376 and plan number 001. It reports 283 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$7,396,569
Participants283
Provider compensation$31.8K2 Schedule C row(s)$31,788
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015131602NAL0016468515001
Plan sponsor
Perko, Inc.
EIN
59-0932376
Plan number
001
Location
Miami, FL
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$1.6M
Total expenses$1.8M
Benefits paid / distributions$1.8M
Contributions
Employer$32.5K
Participant$407.1K
Full reported line items
Total assets (EOY)
$7,396,569
Total liabilities (EOY)
$0
Net assets (EOY)
$7,396,569
Employer contributions
$32,474
Participant contributions
$407,073
Total income / additions
$1,607,982
Benefits paid
$1,757,296
Administrative expenses
$31,788
Total expenses
$1,789,084
Net increase / (decrease)
-$181,102
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $19.8K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $12K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015131602NAL0016468515001 cover?
It is the 2023 Form 5500 filing for Perko, Inc. 401(K) Profit Sharing Plan, reported by Perko, Inc. (EIN 59-0932376).
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