2023 Form 5500 filing — Perkins Motor Company, Inc. 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 20250316211719NAL0000995041001) for Perkins Motor Company, Inc. Profit Sharing Plan, reported by Perkins Motor Company, Inc. under EIN 84-0461492 and plan number 001. It reports 206 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)$5.2MReported net assets$5,203,723
Participants206
Provider compensation$48.3K4 Schedule C row(s)$48,270
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250316211719NAL0000995041001
Plan sponsor
Perkins Motor Company, Inc.
EIN
84-0461492
Plan number
001
Location
Colorado Springs, CO
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)$5.2M total assets
Net assets$5.2MLiabilities$45.7K
Money in vs. money out
Total income / additions$1.2M
Total expenses$248.7K
Benefits paid / distributions$192K
Contributions
Employer$120.7K
Participant$366.9K
Full reported line items
Total assets (EOY)
$5,249,439
Total liabilities (EOY)
$45,716
Net assets (EOY)
$5,203,723
Employer contributions
$120,738
Participant contributions
$366,923
Total income / additions
$1,215,891
Benefits paid
$191,971
Administrative expenses
$37,454
Total expenses
$248,672
Net increase / (decrease)
$967,219
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $25.6K · Indirect $0
  2. 2
    AUDITOR · Direct $11.3K
  3. 3
    BROKER/ADVISER · Direct $0 · Indirect $10.8K
  4. 4
    INVESTMENT MGMT · Direct $550

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250316211719NAL0000995041001 cover?
It is the 2023 Form 5500 filing for Perkins Motor Company, Inc. Profit Sharing Plan, reported by Perkins Motor Company, Inc. (EIN 84-0461492).
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