Peryam & Kroll 401(K) Plan — Form 5500 plan (Peryam & Kroll Research Corporation)
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, Peryam & Kroll 401(K) Plan is a benefit plan reported by Peryam & Kroll Research Corporation under EIN 36-2532052 and plan number 001. The latest loaded filing year is 2023. The filing reports 221 participants and $6,796,400 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peryam & Kroll Research Corporation
- EIN
- 36-2532052
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 221
- End-of-year plan assets
- $6,796,400
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 221 | H, C | 20241012102439NAL0039699472001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,796,400
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,796,400
- Net assets (BOY)
- $5,701,811
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $387,258
- Total contributions
- $387,258
- Total income / additions
- $1,477,824
Expenses & distributions
- Benefits paid
- $332,767
- Administrative expenses
- $50,500
- Total expenses
- $383,235
- Net increase / (decrease)
- $1,094,589
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Embree Financial Group | ADVISOR | $27,370 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $23,130 | $0 | 2023 |