Perforce Software, Inc., 401(K) Plan — Form 5500 plan (Perforce Software, 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, Perforce Software, Inc., 401(K) Plan is a benefit plan reported by Perforce Software, Inc. under EIN 94-3250959 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,431 participants and $132,875,046 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Perforce Software, Inc.
- EIN
- 94-3250959
- Plan number
- 001
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 1,431
- End-of-year plan assets
- $132,875,046
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,431 | H, C | 20241010130004NAL0011482387001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $132,875,046
- Net assets (EOY)
- $132,875,046
- Net assets (BOY)
- $114,762,794
Income & contributions
- Employer contributions
- $1,826,665
- Participant contributions
- $8,449,160
- Total contributions
- $11,614,310
- Total income / additions
- $31,949,683
Expenses & distributions
- Benefits paid
- $13,771,647
- Administrative expenses
- $54,262
- Total expenses
- $13,837,431
- Net increase / (decrease)
- $18,112,252
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Findec Benefit Services, Inc. | TPA RECORDKEEPER | $54,263 | $0 | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN | $0 | $11,328 | 2023 |
| Creative Planning, Inc. | BROKERAGE ADVISOR | $2,236 | $0 | 2023 |
| Charles Schwab & Co, Inc. | BROKER DEALER | $376 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Perforce Software, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Minneapolis, MN
- Findec Benefit Services, Inc. — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Creative Planning, Inc. — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation