How big is Perch Energy, Inc.'s plan?

Perch Energy, Inc.'s plan reported $1.3M in assets and 55 participants for 2023.

Original filing (PDF)20240830061513NAL0014566289001

Perch Energy, Inc.

Name: Perch Energy, Inc. — Perch Energy 401(k) Profit, Form 5500 (2023)
Creator: Perch Energy, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Perch Energy 401(k) Profit Sharing Plan

401(k) retirement plan · Perch Energy, Inc.'s Perch Energy 401(k) Profit Sharing Plan held $1.3M in plan assets for 55 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Betty Caldwell signed Perch Energy, Inc.'s 2023 Form 5500 as plan administrator.

Betty Caldwell — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Perch Energy, Inc.'s EIN is 36-4815977.

EIN 36-4815977

Plan number 002

Plan year 2023

ACK ID 20240830061513NAL0014566289001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Perch Energy, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Perch Energy, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PERCH ENERGY, INC..

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off