The Perficient, Inc. 401(K) Employee Savings Plan — Form 5500 plan (Perficient, 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, The Perficient, Inc. 401(K) Employee Savings Plan is a benefit plan reported by Perficient, Inc. under EIN 74-2853258 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,177 participants and $352,844,443 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Perficient, Inc.
EIN
74-2853258
Plan number
001
Plan type
2
Location
St. Louis, MO
Latest filing year
2023
Participants
4,177
End-of-year plan assets
$352,844,443

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,177H, C20240722143106NAL0010603873002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$352,844,443
Net assets (EOY)
$352,844,443
Net assets (BOY)
$297,177,813

Income & contributions

Employer contributions
$8,823,529
Participant contributions
$31,401,518
Total contributions
$43,072,746
Total income / additions
$88,375,984

Expenses & distributions

Benefits paid
$32,346,560
Administrative expenses
$311,355
Total expenses
$32,709,354
Net increase / (decrease)
$55,666,630

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$251,805$02023
Moneta Group Investment AdvisorsINVESTMEN ADVISING$37,500not reported in the loaded dataset2023
Armanino LlpAUDITOR$22,050not reported in the loaded dataset2023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages