PERIO INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PERIO, INC. CASH BALANCE PLAN
| Measure | Date | Value |
|---|
| 2025 : PERIO, INC. CASH BALANCE PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-05-14 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-05-14 | 44073 |
| Total expenses incurred by plan in this plan year | 2025-05-14 | 478523 |
| Net assets as of the end of the plan year | 2025-05-14 | 656094 |
| Total assets as of the beginning of the plan year | 2025-05-14 | 1061628 |
| Value of plan covered by a fidelity bond | 2025-05-14 | 500000 |
| Participant contributions to plan in this plan year | 2025-05-14 | 0 |
| Other expenses paid from plan in this plan year | 2025-05-14 | 0 |
| Other contributions to plan in this plan year | 2025-05-14 | 0 |
| Other income to plan in this plan year | 2025-05-14 | 117062 |
| Plan net income in this plan year | 2025-05-14 | -361461 |
| Net assets as of the end of the plan year | 2025-05-14 | 656094 |
| Net assets as of the beginning of the plan year | 2025-05-14 | 1017555 |
| Employer contributions to plan in this plan year | 2025-05-14 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-14 | 0 |
| 2024 : PERIO, INC. CASH BALANCE PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-05-17 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-17 | 44073 |
| Total liabilities as of the beginning of the plan year | 2024-05-17 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-17 | 10849 |
| Net assets as of the end of the plan year | 2024-05-17 | 1061628 |
| Total assets as of the beginning of the plan year | 2024-05-17 | 871746 |
| Value of plan covered by a fidelity bond | 2024-05-17 | 500000 |
| Participant contributions to plan in this plan year | 2024-05-17 | 0 |
| Other expenses paid from plan in this plan year | 2024-05-17 | 0 |
| Other contributions to plan in this plan year | 2024-05-17 | 0 |
| Other income to plan in this plan year | 2024-05-17 | 90731 |
| Plan net income in this plan year | 2024-05-17 | 145809 |
| Net assets as of the end of the plan year | 2024-05-17 | 1017555 |
| Net assets as of the beginning of the plan year | 2024-05-17 | 871746 |
| Employer contributions to plan in this plan year | 2024-05-17 | 65927 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-17 | 0 |
| 2022 : PERIO, INC. CASH BALANCE PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-04-07 | -12023 |
| Total liabilities as of the end of the plan year | 2022-04-07 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-04-07 | 0 |
| Total expenses incurred by plan in this plan year | 2022-04-07 | 0 |
| Net assets as of the end of the plan year | 2022-04-07 | 939117 |
| Total assets as of the beginning of the plan year | 2022-04-07 | 728935 |
| Participant contributions to plan in this plan year | 2022-04-07 | 0 |
| Other expenses paid from plan in this plan year | 2022-04-07 | 0 |
| Other contributions to plan in this plan year | 2022-04-07 | 0 |
| Other income to plan in this plan year | 2022-04-07 | 68969 |
| Plan net income in this plan year | 2022-04-07 | 222205 |
| Net assets as of the end of the plan year | 2022-04-07 | 939117 |
| Net assets as of the beginning of the plan year | 2022-04-07 | 728935 |
| Employer contributions to plan in this plan year | 2022-04-07 | 153236 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-04-07 | 0 |
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