Plan5500

Perkins Motor Company, Inc. Profit Sharing Plan — Form 5500 plan (Perkins Motor Company, 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 Motor Company, Inc. Profit Sharing Plan is a benefit plan reported by Perkins Motor Company, Inc. under EIN 84-0461492 and plan number 001. The latest loaded filing year is 2023. The filing reports 206 participants and $5,249,439 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.2MPlan net assets, end of year$5,203,723
Participants206Covered participants reported
Assets / participant$25.5KComputed: assets ÷ participants$25,483 (computed)
Provider compensation$48.3K4 Schedule C provider row(s)$48,270
Plan sponsor
Perkins Motor Company, Inc.
EIN
84-0461492
Plan number
001
Plan type
2
Location
Colorado Springs, CO
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    206 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$5.2M total assets
Net assets$5.2MLiabilities$45.7K
Money in vs. money out
Total income / additions$1.2M
Total expenses$248.7K
Benefits paid / distributions$192K
Contributions
Employer$120.7K
Participant$366.9K
Full reported line items

Net assets

Total assets (EOY)
$5,249,439
Total liabilities (EOY)
$45,716
Net assets (EOY)
$5,203,723
Net assets (BOY)
$4,236,504

Income & contributions

Employer contributions
$120,738
Participant contributions
$366,923
Total contributions
$487,661
Total income / additions
$1,215,891

Expenses & distributions

Benefits paid
$191,971
Administrative expenses
$37,454
Total expenses
$248,672
Net increase / (decrease)
$967,219
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 25%Participant 75%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income16%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Empower Annuity Insurance Company O$25.6K
    RECORDKEEPER · Direct $25.6K · Indirect $0
  2. 2
    Erickson Brown Kloster Pc$11.3K
    AUDITOR · Direct $11.3K
  3. 3
    Kestra Investment Services LLC$10.8K
    BROKER/ADVISER · Direct $0 · Indirect $10.8K
  4. 4
    Empower Advisory Group, LLC$550
    INVESTMENT MGMT · Direct $550

What to inspect next

Frequently asked questions

Who sponsors the Perkins Motor Company, Inc. Profit Sharing Plan?
Perkins Motor Company, Inc. Profit Sharing Plan is reported as sponsored by Perkins Motor Company, Inc. (EIN 84-0461492, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Perkins Motor Company, Inc. Profit Sharing Plan?
The latest Form 5500 filing year loaded for Perkins Motor Company, Inc. Profit Sharing Plan is 2023.
How many participants does Perkins Motor Company, Inc. Profit Sharing Plan report?
Perkins Motor Company, Inc. Profit Sharing Plan reports 206 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Perkins Motor Company, Inc. Profit Sharing Plan?
Perkins Motor Company, Inc. Profit Sharing Plan reports $5,249,439 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages