Department of Labor filing

PERKINS MOTOR COMPANY, INC.

PERKINS MOTOR COMPANY, INC. PROFIT SHARING PLAN · For the plan year ended May 31, 2025

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Public filing 2024 · received Mar 13, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

55filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$1,126

Reported employer contributions per active participant.

Higher than about 61% of comparable plans
#People in the filing
110

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$194 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 41% of comparable plans
Investment performance
Not available

Plan assets changed -6.7%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202455out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions61st percentileTypical peer $921 · based on 863 comparable plans
Lower reported administrative expense41st percentileTypical peer $169 · based on 934 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended May 31, 2025, PERKINS MOTOR COMPANY, INC. reported $123,828 in employer contributions across the plan and 110 active participants. That works out to $1,126 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy43%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 1.9%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 15.7%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context55/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$123,828
Participant contributions
$419,418
Other contributions
$0
Employer share of reported contributions
22.8%
Beginning assets
$5,249,439
Ending assets
$4,896,015
Ending net assets
$4,880,454
Ending liabilities
$15,561
Total income
$1,008,021
Total expenses
$1,331,290
Administrative expenses
$47,247
Participant loans
$74,709

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$1,104
2023
$1,128
2024
$1,126
Plan-paid administrative expenses per participant
2022
$167
2023
$182
2024
$194
Active participants
2022
104
2023
107
2024
110
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$1,1261104.9M20260313150301NAL0007807377001
2023$1,1281075.2M20250316211719NAL0000995041001
2022$1,1041044.3M20240213165428NAL0013730032001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
1.5%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
840461492-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Oct 1, 1974
Industry
Retail trade
Amended filing
Yes
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2S2T3D

Current plan terms

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Filing ACK_ID20260313150301NAL0007807377001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗