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| Plan Name | PERMA TREAT CASH BALANCE RETIREMENT PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
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| Company Name: | TOMA INVESTMENTS, LLC DBA PERMA TREAT |
| Employer identification number (EIN): | 208816614 |
| NAIC Classification: | 238300 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2022-01-01 | ||||
| 002 | 2021-01-01 | ||||
| 002 | 2020-01-01 | ||||
| 002 | 2019-01-01 | ||||
| 002 | 2018-01-01 | ||||
| 002 | 2017-01-01 | ||||
| 002 | 2016-01-01 |
| Measure | Date | Value |
|---|---|---|
| 2022 : PERMA TREAT CASH BALANCE RETIREMENT PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-10-10 | 6215 |
| Net assets as of the end of the plan year | 2022-10-10 | 328267 |
| Total assets as of the beginning of the plan year | 2022-10-10 | 312143 |
| Value of plan covered by a fidelity bond | 2022-10-10 | 31215 |
| Participant contributions to plan in this plan year | 2022-10-10 | 0 |
| Other expenses paid from plan in this plan year | 2022-10-10 | 0 |
| Other contributions to plan in this plan year | 2022-10-10 | 0 |
| Other income to plan in this plan year | 2022-10-10 | 22339 |
| Plan net income in this plan year | 2022-10-10 | 16124 |
| Net assets as of the end of the plan year | 2022-10-10 | 328267 |
| Net assets as of the beginning of the plan year | 2022-10-10 | 312143 |
| Employer contributions to plan in this plan year | 2022-10-10 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-10 | 1952 |
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