Original filing (PDF)20240312081010NAL0044267152001

J.W. PERRY, INC.

Name: J.W. PERRY, INC. — J.W. PERRY, INC. RETIREMENT PLAN, Form 5500 (2022)
Creator: J.W. PERRY, INC.

Form 5500-SF

FILING_RECEIVED

J.W. PERRY, INC. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

J.W. PERRY, INC.

EIN

39-1100885

Address

707 S. CENTER AVE. · PO BOX 542 · MERRILL, WI · 54452

Phone

(715) 536-9465

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-07-01

Tax period

2023-05-31

Filed

2024-03-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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