2023 Form 5500 filing — Peri Formwork Systems, 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 20241015150954NAL0014925107001) for Peri Formwork Systems, Inc 401(K) Plan, reported by Peri Formwork Systems, Inc. under EIN 94-2867244 and plan number 002. It reports 548 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015150954NAL0014925107001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Peri Formwork Systems, Inc.
- EIN
- 94-2867244
- Plan number
- 002
- Location
- Elkridge, MD
- Participants
- 548
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,984,666
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,984,666
- Employer contributions
- $1,098,474
- Participant contributions
- $2,579,615
- Total income / additions
- $11,152,897
- Benefits paid
- $3,988,286
- Administrative expenses
- $49,367
- Total expenses
- $4,037,653
- Net increase / (decrease)
- $7,115,244
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Macroview Investment Management Ll | ADVISOR | $45,177 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $9,604 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$5,413 | $0 |