401k Plan data: PERMIRA ADVISERS 401K PLAN plan

PERMIRA ADVISERS 401K PLAN 401k Plan overview

Plan Name	PERMIRA ADVISERS 401K PLAN
Plan identification number	001

PERMIRA ADVISERS 401K PLAN Benefits

401k Plan Type

Defined 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.
Plan covering Self-Employed individuals.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PERMIRA ADVISERS, LLC has sponsored the creation of one or more 401k plans.

Company Name: PERMIRA ADVISERS, LLC

Employer identification number (EIN): 020565670

NAIC Classification: 523900

Additional information about PERMIRA ADVISERS, LLC

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 2002-02-05

Company Identification Number: 2727610

Legal Registered Office Address: 320 PARK AVENUE
23RD FL
NEW YORK
United States of America (USA)
10022

More information about PERMIRA ADVISERS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERMIRA ADVISERS 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 DANIEL BRENHOUSE
001 2023-01-01
001 2023-01-01 JOHN COYLE
001 2022-01-01
001 2022-01-01 JOHN COYLE
001 2021-01-01
001 2021-01-01 JOHN COYLE
001 2020-01-01
001 2019-01-01
001 2018-01-01 JOHN COYLE
001 2017-01-01 JOHN COYLE
001 2016-01-01 JOHN COYLE
001 2015-01-01 JOHN COYLE 2016-06-17
001 2014-01-01 JOHN COYLE 2015-07-07
001 2013-01-01 JOHN COYLE 2014-06-12
001 2012-01-01 JOHN COYLE 2013-06-20
001 2011-01-01 JOHN COYLE 2012-06-21
001 2010-01-01 JOHN COYLE 2011-06-22
001 2009-01-01 JOHN COYLE JOHN COYLE 2010-07-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2024-01-01	DANIEL BRENHOUSE
001	2023-01-01
001	2023-01-01	JOHN COYLE
001	2022-01-01
001	2022-01-01	JOHN COYLE
001	2021-01-01
001	2021-01-01	JOHN COYLE
001	2020-01-01
001	2019-01-01
001	2018-01-01	JOHN COYLE
001	2017-01-01	JOHN COYLE
001	2016-01-01	JOHN COYLE
001	2015-01-01	JOHN COYLE	2016-06-17
001	2014-01-01	JOHN COYLE	2015-07-07
001	2013-01-01	JOHN COYLE	2014-06-12
001	2012-01-01	JOHN COYLE	2013-06-20
001	2011-01-01	JOHN COYLE	2012-06-21
001	2010-01-01	JOHN COYLE	2011-06-22
001	2009-01-01	JOHN COYLE		JOHN COYLE	2010-07-13

Financial Data on PERMIRA ADVISERS 401K PLAN

Measure	Date	Value
2023 : PERMIRA ADVISERS 401K PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$5,418,757
Expenses. Total of all expenses incurred	2023-12-31	$523,966
Benefits paid (including direct rollovers)	2023-12-31	$522,794
Total plan assets at end of year	2023-12-31	$17,319,286
Total plan assets at beginning of year	2023-12-31	$12,424,495
Value of fidelity bond covering the plan	2023-12-31	$500,000
Assets. Value of tangible personal property	2023-12-31	$0
Total contributions received or receivable from participants	2023-12-31	$1,728,530
Assets. Value of loans (other than to participants)	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$159,194
Other income received	2023-12-31	$2,785,093
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$4,894,791
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$17,319,286
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$12,424,495
Assets. Value of participant loans	2023-12-31	$57,933
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$0
Assets. Value of real-estate (other than employer real property)	2023-12-31	$0
Assets. Value of employer securities	2023-12-31	$0
Assets. Value of employer real property	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$745,940
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$596
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$576
2022 : PERMIRA ADVISERS 401K PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-777,879
Expenses. Total of all expenses incurred	2022-12-31	$784,844
Benefits paid (including direct rollovers)	2022-12-31	$784,660
Total plan assets at end of year	2022-12-31	$12,424,495
Total plan assets at beginning of year	2022-12-31	$13,987,218
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$1,274,281
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$80,750
Other income received	2022-12-31	$-2,637,841
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-1,562,723
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$12,424,495
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$13,987,218
Assets. Value of participant loans	2022-12-31	$49,306
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$504,931
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$184
2021 : PERMIRA ADVISERS 401K PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$3,606,576
Expenses. Total of all expenses incurred	2021-12-31	$755,110
Benefits paid (including direct rollovers)	2021-12-31	$754,916
Total plan assets at end of year	2021-12-31	$13,987,218
Total plan assets at beginning of year	2021-12-31	$11,135,752
Value of fidelity bond covering the plan	2021-12-31	$500,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$948,402
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$64,450
Other income received	2021-12-31	$2,152,049
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$2,851,466
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$13,987,218
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$11,135,752
Assets. Value of participant loans	2021-12-31	$25,247
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$441,675
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$194
2020 : PERMIRA ADVISERS 401K PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$2,682,003
Expenses. Total of all expenses incurred	2020-12-31	$107,915
Benefits paid (including direct rollovers)	2020-12-31	$107,884
Total plan assets at end of year	2020-12-31	$11,135,752
Total plan assets at beginning of year	2020-12-31	$8,561,664
Value of fidelity bond covering the plan	2020-12-31	$500,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$811,339
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$4,911
Other income received	2020-12-31	$1,500,950
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$2,574,088
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$11,135,752
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$8,561,664
Assets. Value of participant loans	2020-12-31	$27,695
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$364,803
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$31
2019 : PERMIRA ADVISERS 401K PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$2,671,398
Expenses. Total of all expenses incurred	2019-12-31	$44,804
Benefits paid (including direct rollovers)	2019-12-31	$44,648
Total plan assets at end of year	2019-12-31	$8,561,664
Total plan assets at beginning of year	2019-12-31	$5,935,070
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$676,240
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$58,148
Other income received	2019-12-31	$1,627,127
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$2,626,594
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$8,561,664
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$5,935,070
Assets. Value of participant loans	2019-12-31	$51,425
Total contributions received or receivable from employer(s)	2019-12-31	$309,883
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$156
2018 : PERMIRA ADVISERS 401K PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$577,976
Expenses. Total of all expenses incurred	2018-12-31	$65,282
Benefits paid (including direct rollovers)	2018-12-31	$65,169
Total plan assets at end of year	2018-12-31	$5,935,070
Total plan assets at beginning of year	2018-12-31	$5,422,376
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$580,981
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$182,896
Other income received	2018-12-31	$-442,680
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$512,694
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$5,935,070
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$5,422,376
Assets. Value of participant loans	2018-12-31	$46,381
Total contributions received or receivable from employer(s)	2018-12-31	$256,779
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$113
2017 : PERMIRA ADVISERS 401K PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,553,057
Expenses. Total of all expenses incurred	2017-12-31	$4,272
Benefits paid (including direct rollovers)	2017-12-31	$4,272
Total plan assets at end of year	2017-12-31	$5,422,376
Total plan assets at beginning of year	2017-12-31	$3,873,591
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$459,301
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$37,215
Other income received	2017-12-31	$865,922
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$1,548,785
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$5,422,376
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,873,591
Assets. Value of participant loans	2017-12-31	$4,542
Total contributions received or receivable from employer(s)	2017-12-31	$190,619
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
2016 : PERMIRA ADVISERS 401K PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$885,880
Expenses. Total of all expenses incurred	2016-12-31	$283,387
Benefits paid (including direct rollovers)	2016-12-31	$283,387
Total plan assets at end of year	2016-12-31	$3,873,591
Total plan assets at beginning of year	2016-12-31	$3,271,098
Value of fidelity bond covering the plan	2016-12-31	$288,000
Total contributions received or receivable from participants	2016-12-31	$344,118
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$336,402
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$602,493
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,873,591
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,271,098
Assets. Value of participant loans	2016-12-31	$9,299
Total contributions received or receivable from employer(s)	2016-12-31	$205,360
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2009 : PERMIRA ADVISERS 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for PERMIRA ADVISERS 401K PLAN

2023: PERMIRA ADVISERS 401K PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: PERMIRA ADVISERS 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PERMIRA ADVISERS 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PERMIRA ADVISERS 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PERMIRA ADVISERS 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PERMIRA ADVISERS 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PERMIRA ADVISERS 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PERMIRA ADVISERS 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2009: PERMIRA ADVISERS 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PERMIRA ADVISERS, LLC
Employer identification number (EIN):	020565670
NAIC Classification:	523900

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	2002-02-05
Company Identification Number:	2727610
Legal Registered Office Address:	320 PARK AVENUE 23RD FL NEW YORK United States of America (USA) 10022