Original filing (PDF)20240503204429NAL0030725425001

PERFEX CHEMICAL SOLUTIONS

Name: PERFEX CHEMICAL SOLUTIONS — PERFEX CHEMICAL SOLUTIONS 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: PERFEX CHEMICAL SOLUTIONS

Form 5500-SF

FILING_RECEIVED

PERFEX CHEMICAL SOLUTIONS 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

121

Accounts w/ balance

137

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PERFEX CHEMICAL SOLUTIONS.

Plan sponsor

Name

PERFEX CHEMICAL SOLUTIONS

EIN

84-2174807

Address

1050 N PRICE RD. · PAMPA, TX · 79065

Phone

(806) 665-6001

Industry

Manufacturingsee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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