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Original filing (PDF)20240415150031NAL0002162593001
PERCEPTION PROGRAMS, INC.
Form 5500-SF
FILING_RECEIVED
403(B) THRIFT PLAN OF PERCEPTION PROGRAMS, INC.
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
135
Accounts w/ balance
124
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
77
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PERCEPTION PROGRAMS, INC..
Plan sponsor
Name
PERCEPTION PROGRAMS, INC.
EIN
06-0873149
Address
54 NORTH ST · WILLIMANTIC, CT · 062262528
Phone
(860) 450-7122
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-07-01
Tax period
2023-06-30
Filed
2024-04-15
Pension benefit codes
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.