2023 Form 5500 filing — Perry Protech Employee Stock Ownership And 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 20250904101348NAL0009968291001) for Perry Protech Employee Stock Ownership And Profit Sharing Plan, reported by Perry Protech under EIN 34-4473514 and plan number 003. It reports 304 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250904101348NAL0009968291001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Perry Protech
- EIN
- 34-4473514
- Plan number
- 003
- Location
- Lima, OH
- Participants
- 304
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $121,889,812
- Total liabilities (EOY)
- $26,218,733
- Net assets (EOY)
- $95,671,079
- Employer contributions
- $5,076,627
- Total income / additions
- $14,976,913
- Benefits paid
- $3,522,063
- Administrative expenses
- $7,561
- Total expenses
- $4,543,684
- Net increase / (decrease)
- $10,433,229
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T.Rowe Price | PLAN RECORDKEEPER | $7,561 | not reported in the loaded dataset |