Perkins Capital Management, Inc. Profit Sharing Plan & Trust — Form 5500 plan (Perkins Capital Management, 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, Perkins Capital Management, Inc. Profit Sharing Plan & Trust is a benefit plan reported by Perkins Capital Management, Inc. under EIN 41-1501962 and plan number 001. The latest loaded filing year is 2023. The filing reports 12 participants and $4,557,726 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Perkins Capital Management, Inc.
- EIN
- 41-1501962
- Plan number
- 001
- Plan type
- 2
- Location
- Wayzata, MN
- Latest filing year
- 2023
- Participants
- 12
- End-of-year plan assets
- $4,557,726
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12 | I | 20240722080224NAL0022278210001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,557,726
- Net assets (EOY)
- $4,557,726
- Net assets (BOY)
- $4,035,287
Income & contributions
- Total income / additions
- $621,799
Expenses & distributions
- Benefits paid
- $98,750
- Total expenses
- $99,360
- Net increase / (decrease)
- $522,439
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.