2023 Form 5500 filing — Perceptyx, 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 20241015161508NAL0030307361001) for Perceptyx, Inc. 401(K) Profit Sharing Plan, reported by Perceptyx, Inc. under EIN 20-0006759 and plan number 001. It reports 440 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015161508NAL0030307361001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Perceptyx, Inc.
- EIN
- 20-0006759
- Plan number
- 001
- Location
- Temecula, CA
- Participants
- 440
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,608,629
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,608,629
- Employer contributions
- $1,117,653
- Participant contributions
- $3,234,142
- Total income / additions
- $8,605,875
- Benefits paid
- $5,004,162
- Administrative expenses
- $107,559
- Total expenses
- $5,125,046
- Net increase / (decrease)
- $3,480,829
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Warren Street Advisors | NONE | $79,404 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $28,155 | $136 |