Perry Ellis Shared Services LLC 401(K) Plan — Form 5500 plan (Perry Ellis Shared Services LLC)
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, Perry Ellis Shared Services LLC 401(K) Plan is a benefit plan reported by Perry Ellis Shared Services LLC under EIN 20-2085469 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,846 participants and $89,101,361 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Perry Ellis Shared Services LLC
- EIN
- 20-2085469
- Plan number
- 002
- Plan type
- 2
- Location
- Miami, FL
- Latest filing year
- 2023
- Participants
- 1,846
- End-of-year plan assets
- $89,101,361
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,846 | H, C | 20240806140857NAL0001422307001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $89,101,361
- Net assets (EOY)
- $89,101,361
- Net assets (BOY)
- $75,306,954
Income & contributions
- Employer contributions
- $903,785
- Participant contributions
- $4,630,825
- Total contributions
- $6,983,794
- Total income / additions
- $21,189,847
Expenses & distributions
- Benefits paid
- $7,283,371
- Administrative expenses
- $110,482
- Total expenses
- $7,395,440
- Net increase / (decrease)
- $13,794,407
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Truist Bank | NONE | $40,720 | not reported in the loaded dataset | 2023 |
| Elliott Davis Decosimo,LLC | NONE | $28,380 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC | NONE | $26,922 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $14,458 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $10 | $0 | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Perry Ellis Shared Services LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Miami, FL
- Truist Bank — Schedule C compensation
- Elliott Davis Decosimo,LLC — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation