2023 Form 5500 filing — Perfect Home Services 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 20251009052729NAL0006533281001) for Perfect Home Services 401(K) Plan, reported by Perfect Air & Home Improvement, under EIN 20-4999075 and plan number 001. It reports 160 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)$9MReported net assets$8,997,784
Participants160
Provider compensation$2.6K2 Schedule C row(s)$2,642
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20251009052729NAL0006533281001
- Plan sponsor
- Perfect Air & Home Improvement,
- EIN
- 20-4999075
- Plan number
- 001
- Location
- Aurora, IL
- Received date
- not reported in the loaded dataset
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)$9M total assets
Net assets$9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,997,784
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,997,784
- Employer contributions
- $205,314
- Participant contributions
- $297,390
- Total income / additions
- $1,064,753
- Benefits paid
- $834,211
- Administrative expenses
- $3,789
- Total expenses
- $865,964
- Net increase / (decrease)
- $198,789
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $2,642 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |