Perc Engineering, L.L.C. 401(K) Plan — Form 5500 plan (Perc Engineering, 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, Perc Engineering, L.L.C. 401(K) Plan is a benefit plan reported by Perc Engineering, LLC under EIN 46-0686723 and plan number 001. The latest loaded filing year is 2023. The filing reports 155 participants and $25,140,437 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Perc Engineering, LLC
- EIN
- 46-0686723
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 155
- End-of-year plan assets
- $25,140,437
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 155 | H, C | 20240809085809NAL0013252034001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,140,437
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,140,437
- Net assets (BOY)
- $20,008,319
Income & contributions
- Employer contributions
- $1,065,540
- Participant contributions
- $1,414,653
- Total contributions
- $2,505,673
- Total income / additions
- $6,377,312
Expenses & distributions
- Benefits paid
- $1,191,471
- Administrative expenses
- $53,723
- Total expenses
- $1,245,194
- Net increase / (decrease)
- $5,132,118
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T Rowe Price Rps, Inc | NONE | $45,717 | $0 | 2023 |
| Pimco Funds | NONE | $0 | $0 | 2023 |
| Dodge & Cox Funds | NONE | $0 | $0 | 2023 |
| American Funds | NONE | $0 | $0 | 2023 |
| Dimensional Funds | NONE | $0 | $0 | 2023 |
| Mfs Funds | NONE | $0 | $0 | 2023 |
| Fidelity Funds | NONE | $0 | $0 | 2023 |
| Vanguard Group | NONE | $0 | $0 | 2023 |
| Jp Morgan Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Perc Engineering, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- T Rowe Price Rps, Inc — Schedule C compensation
- Pimco Funds — Schedule C compensation
- Dodge & Cox Funds — Schedule C compensation
- American Funds — Schedule C compensation
- Dimensional Funds — Schedule C compensation
- Mfs Funds — Schedule C compensation
- Fidelity Funds — Schedule C compensation
- Vanguard Group — Schedule C compensation
- Jp Morgan Funds — Schedule C compensation