Logo

PAUL E. PERITO, M.D., PA DEFINED BENEFIT PLAN 401k Plan overview

Plan NamePAUL E. PERITO, M.D., PA DEFINED BENEFIT PLAN
Plan identification number 001

PAUL E. PERITO, M.D., PA DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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

PAUL E. PERITO, M.D., PA has sponsored the creation of one or more 401k plans.

Company Name:PAUL E. PERITO, M.D., PA
Employer identification number (EIN):650558709
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAUL E. PERITO, M.D., PA DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOSEPHINE RODRIGUEZ2024-04-26 PAUL PERITO MD2024-04-26
0012022-01-01JOSEPHINE RODRIGUEZ2023-06-21 PAUL PERITO MD2023-06-21
0012021-01-01JOSEPHINE RODRIGUEZ2022-04-26 PAUL PERITO MD2022-04-26
0012020-01-01JOSEPHINE PEREZ2021-05-18 PAUL PERITO MD2021-05-18
0012019-01-01JOSEPHINE RODRIGUEZ2020-06-03 PAUL E. PERITO MD2020-06-03
0012018-01-01JOSIE PEREZ2019-04-29 PAUL E. PERITO2019-04-29
0012017-01-01PAUL E PERITO MD2018-05-29 PAUL E. PERITO MD2018-05-29
0012016-01-01JOSPHINE RODRIGUEZ2017-05-11 PAUL E. PERITO MD2017-05-11
0012015-12-01JOSEPHINE RODRIGUEZ2016-06-21
0012014-01-01PAUL PERITO2015-02-02
0012013-01-01PAUL PERITO2014-09-30
0012012-01-01PAUL PERITO2013-07-10
0012011-01-01PAUL PERITO2012-09-26
0012010-01-01PAUL PERITO2011-10-10

Plan Statistics for PAUL E. PERITO, M.D., PA DEFINED BENEFIT PLAN

401k plan membership statisitcs for PAUL E. PERITO, M.D., PA DEFINED BENEFIT PLAN

Measure Date Value
2025: PAUL E. PERITO, M.D., PA DEFINED BENEFIT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-04-1712
Total number of particpants at end of year2025-04-1713
Number of Participants With Account Balances2025-04-1712
2024: PAUL E. PERITO, M.D., PA DEFINED BENEFIT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-04-2612
Total number of particpants at end of year2024-04-2612
Number of Participants With Account Balances2024-04-2611

Financial Data on PAUL E. PERITO, M.D., PA DEFINED BENEFIT PLAN

Measure Date Value
2025 : PAUL E. PERITO, M.D., PA DEFINED BENEFIT PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-04-170
Total expenses incurred by plan in this plan year2025-04-17181
Net assets as of the end of the plan year2025-04-17913994
Total assets as of the beginning of the plan year2025-04-17747405
Value of plan covered by a fidelity bond2025-04-17100000
Participant contributions to plan in this plan year2025-04-1750409
Value of participant loans at end of plan year2025-04-178747
Other income to plan in this plan year2025-04-1788237
Plan net income in this plan year2025-04-17166589
Net assets as of the end of the plan year2025-04-17913994
Net assets as of the beginning of the plan year2025-04-17747405
Employer contributions to plan in this plan year2025-04-1728124
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-17181
2024 : PAUL E. PERITO, M.D., PA DEFINED BENEFIT PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-04-260
Total expenses incurred by plan in this plan year2024-04-26180
Net assets as of the end of the plan year2024-04-26747405
Total assets as of the beginning of the plan year2024-04-26572568
Value of plan covered by a fidelity bond2024-04-26100000
Participant contributions to plan in this plan year2024-04-2648301
Value of participant loans at end of plan year2024-04-263594
Other income to plan in this plan year2024-04-26101171
Plan net income in this plan year2024-04-26174837
Net assets as of the end of the plan year2024-04-26747405
Net assets as of the beginning of the plan year2024-04-26572568
Employer contributions to plan in this plan year2024-04-2625545
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-26180

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
US 401k Lookup     VAT Lookup