Wayne Perry, Inc. And Fueling & Service Technologies, Inc. 401(K) Plan — Form 5500 plan (Wayne Perry, 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, Wayne Perry, Inc. And Fueling & Service Technologies, Inc. 401(K) Plan is a benefit plan reported by Wayne Perry, Inc. under EIN 95-2880827 and plan number 002. The latest loaded filing year is 2023. The filing reports 312 participants and $25,782,084 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wayne Perry, Inc.
EIN
95-2880827
Plan number
002
Plan type
2
Location
Buena Park, CA
Latest filing year
2023
Participants
312
End-of-year plan assets
$25,782,084

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023312H, C20241010121819NAL0020958945001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,782,084
Total liabilities (EOY)
$0
Net assets (EOY)
$25,782,084
Net assets (BOY)
$21,542,179

Income & contributions

Employer contributions
$332,578
Participant contributions
$1,930,599
Total contributions
$2,360,810
Total income / additions
$5,936,639

Expenses & distributions

Benefits paid
$1,659,740
Administrative expenses
$27,657
Total expenses
$1,696,734
Net increase / (decrease)
$4,239,905

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nfp Retirement IncADVISOR$22,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$5,381$02023

Related Form 5500 pages