Peri Formwork Systems, Inc 401(K) Plan — Form 5500 plan (Peri Formwork Systems, 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, Peri Formwork Systems, Inc 401(K) Plan is a benefit plan reported by Peri Formwork Systems, Inc. under EIN 94-2867244 and plan number 002. The latest loaded filing year is 2023. The filing reports 548 participants and $42,984,666 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peri Formwork Systems, Inc.
- EIN
- 94-2867244
- Plan number
- 002
- Plan type
- 2
- Location
- Elkridge, MD
- Latest filing year
- 2023
- Participants
- 548
- End-of-year plan assets
- $42,984,666
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 548 | H, C | 20241015150954NAL0014925107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,984,666
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,984,666
- Net assets (BOY)
- $35,869,422
Income & contributions
- Employer contributions
- $1,098,474
- Participant contributions
- $2,579,615
- Total contributions
- $3,822,183
- Total income / additions
- $11,152,897
Expenses & distributions
- Benefits paid
- $3,988,286
- Administrative expenses
- $49,367
- Total expenses
- $4,037,653
- Net increase / (decrease)
- $7,115,244
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Macroview Investment Management Ll | ADVISOR | $45,177 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $9,604 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$5,413 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Peri Formwork Systems, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Elkridge, MD
- Macroview Investment Management Ll — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation