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PALISADE CAPITAL MANAGEMENT, LLC 401(K) PLAN 401k Plan overview

Plan NamePALISADE CAPITAL MANAGEMENT, LLC 401(K) PLAN
Plan identification number 001

PALISADE CAPITAL MANAGEMENT, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PALISADE CAPITAL MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name:PALISADE CAPITAL MANAGEMENT, LLC
Employer identification number (EIN):223330049
NAIC Classification:523900

Additional information about PALISADE CAPITAL MANAGEMENT, LLC

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number: 0600016082

More information about PALISADE CAPITAL MANAGEMENT, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PALISADE CAPITAL MANAGEMENT, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BEATA TANNUZZO2024-08-02
0012022-01-01BRADLEY GOLDMAN2023-07-11 BRADLEY GOLDMAN2023-07-11
0012021-01-01BRADLEY GOLDMAN2022-06-21 BRADLEY GOLDMAN2022-06-21
0012020-01-01BRADLEY GOLDMAN2021-05-25
0012019-01-01BRADLEY GOLDMAN2020-06-10
0012018-01-01BRADLEY GOLDMAN2019-05-30

Financial Data on PALISADE CAPITAL MANAGEMENT, LLC 401(K) PLAN

Measure Date Value
2025 : PALISADE CAPITAL MANAGEMENT, LLC 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-081090208
Net assets as of the end of the plan year2025-07-0815349403
Total assets as of the beginning of the plan year2025-07-0813553237
Value of plan covered by a fidelity bond2025-07-08500000
Participant contributions to plan in this plan year2025-07-08691463
Value of participant loans at end of plan year2025-07-084182
Other contributions to plan in this plan year2025-07-0816887
Other income to plan in this plan year2025-07-082020958
Plan net income in this plan year2025-07-081796166
Net assets as of the end of the plan year2025-07-0815349403
Net assets as of the beginning of the plan year2025-07-0813553237
Employer contributions to plan in this plan year2025-07-08157066
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-0846349
2024 : PALISADE CAPITAL MANAGEMENT, LLC 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-021899768
Net assets as of the end of the plan year2024-08-0213553237
Total assets as of the beginning of the plan year2024-08-0212301035
Value of plan covered by a fidelity bond2024-08-02500000
Participant contributions to plan in this plan year2024-08-02650936
Value of participant loans at end of plan year2024-08-0221738
Other contributions to plan in this plan year2024-08-02283884
Other income to plan in this plan year2024-08-022059410
Plan net income in this plan year2024-08-021252202
Net assets as of the end of the plan year2024-08-0213553237
Net assets as of the beginning of the plan year2024-08-0212301035
Employer contributions to plan in this plan year2024-08-02157740
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-0240376
2022 : PALISADE CAPITAL MANAGEMENT, LLC 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-211255663
Net assets as of the end of the plan year2022-06-2113760240
Total assets as of the beginning of the plan year2022-06-2112340902
Value of plan covered by a fidelity bond2022-06-21500000
Participant contributions to plan in this plan year2022-06-21608718
Value of participant loans at end of plan year2022-06-2142685
Other contributions to plan in this plan year2022-06-2175700
Other income to plan in this plan year2022-06-211913113
Plan net income in this plan year2022-06-211419338
Net assets as of the end of the plan year2022-06-2113760240
Net assets as of the beginning of the plan year2022-06-2112340902
Employer contributions to plan in this plan year2022-06-2177470
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-2141537

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