Plan5500

Perceptyx, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Perceptyx, Inc.)

Plain-English plan 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, Perceptyx, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Perceptyx, Inc. under EIN 20-0006759 and plan number 001. The latest loaded filing year is 2023. The filing reports 440 participants and $25,608,629 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Perceptyx, Inc.
EIN
20-0006759
Plan number
001
Plan type
2
Location
Temecula, CA
Latest filing year
2023
Participants
440
End-of-year plan assets
$25,608,629

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023440H, C20241015161508NAL0030307361001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,608,629
Total liabilities (EOY)
$0
Net assets (EOY)
$25,608,629
Net assets (BOY)
$22,127,800

Income & contributions

Employer contributions
$1,117,653
Participant contributions
$3,234,142
Total contributions
$4,725,888
Total income / additions
$8,605,875

Expenses & distributions

Benefits paid
$5,004,162
Administrative expenses
$107,559
Total expenses
$5,125,046
Net increase / (decrease)
$3,480,829

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Warren Street AdvisorsNONE$79,404not reported in the loaded dataset2023
Ascensus LLCNONE$28,155$1362023

Related Form 5500 pages