· 2022–2024 · DOL EFAST2

Richard S. Perry — Richard S. Perry Profit Sharing, Form 5500 (2024)

Original filing (PDF)20251007160252NAL0002596211001

Richard S. Perry

Form 5500-SF

FILING_RECEIVED

Richard S. Perry Profit Sharing Plan

401(k) retirement plan · Richard S. Perry's Richard S. Perry Profit Sharing Plan held $549K in plan assets for 10 participants in 2024.

Active participants

10

Accounts w/ balance

11

Plan assets (EOY)

$549K

Net assets (EOY)

$549K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

79

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

RICHARD S. PERRY

EIN

61-1116700all filings

Address

2128 NICHOLASVILLE ROAD · LEXINGTON, KY · 40503

Phone

(859) 277-7195

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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