Perry Technical Institute 401(K) Psp — Form 5500 plan (Perry Technical Institute)
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, Perry Technical Institute 401(K) Psp is a benefit plan reported by Perry Technical Institute under EIN 91-0570848 and plan number 001. The latest loaded filing year is 2023. The filing reports 155 participants and $13,562,771 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Perry Technical Institute
- EIN
- 91-0570848
- Plan number
- 001
- Plan type
- 2
- Location
- Yakima, WA
- Latest filing year
- 2023
- Participants
- 155
- End-of-year plan assets
- $13,562,771
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 155 | H, C | 20250317142609NAL0000963059001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,562,771
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,562,771
- Net assets (BOY)
- $11,372,964
Income & contributions
- Employer contributions
- $385,949
- Participant contributions
- $503,804
- Total contributions
- $900,742
- Total income / additions
- $2,755,436
Expenses & distributions
- Benefits paid
- $523,144
- Administrative expenses
- $42,485
- Total expenses
- $565,629
- Net increase / (decrease)
- $2,189,807
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Global | NONE | $26,427 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | NONE | $16,058 | $14 | 2023 |