Perr & Knight 401(K) Plan — Form 5500 plan (Perr & Knight, 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, Perr & Knight 401(K) Plan is a benefit plan reported by Perr & Knight, Inc. under EIN 95-4511033 and plan number 001. The latest loaded filing year is 2023. The filing reports 165 participants and $31,501,974 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Perr & Knight, Inc.
- EIN
- 95-4511033
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Monica, CA
- Latest filing year
- 2023
- Participants
- 165
- End-of-year plan assets
- $31,501,974
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 165 | H, C | 20240812151337NAL0009607137001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,501,974
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,501,974
- Net assets (BOY)
- $24,703,100
Income & contributions
- Employer contributions
- $591,401
- Participant contributions
- $1,838,180
- Total contributions
- $2,639,538
- Total income / additions
- $7,335,132
Expenses & distributions
- Benefits paid
- $403,768
- Administrative expenses
- $108,782
- Total expenses
- $536,258
- Net increase / (decrease)
- $6,798,874
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $808,568 | not reported in the loaded dataset | 2023 |
| Actuarial Benefits Corp | PENSION ADMINISTRATOR | $23,874 | not reported in the loaded dataset | 2023 |
| Perr & Knight Inc. | OTHER | $9,810 | not reported in the loaded dataset | 2023 |
| Fidelity Investments | RECORDKEEPER | $25 | not reported in the loaded dataset | 2023 |
| Great-West Life & Annuity Ins. Co. | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Perr & Knight, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Santa Monica, CA
- Morgan Stanley — Schedule C compensation
- Actuarial Benefits Corp — Schedule C compensation
- Perr & Knight Inc. — Schedule C compensation
- Fidelity Investments — Schedule C compensation
- Great-West Life & Annuity Ins. Co. — Schedule C compensation