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PEREGRINE FINANCIAL CORPORATION 401(K) PLAN AND TRUST 401k Plan overview

Plan NamePEREGRINE FINANCIAL CORPORATION 401(K) PLAN AND TRUST
Plan identification number 333

PEREGRINE FINANCIAL CORPORATION 401(K) PLAN AND TRUST 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

PEREGRINE FINANCIAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:PEREGRINE FINANCIAL CORPORATION
Employer identification number (EIN):043067534
NAIC Classification:541600

Additional information about PEREGRINE FINANCIAL CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2211533

More information about PEREGRINE FINANCIAL CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEREGRINE FINANCIAL CORPORATION 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332023-01-01
3332023-01-01ELLEN TOLI
3332022-01-01
3332022-01-01ELLEN TOLI
3332021-01-01
3332021-01-01ELLEN TOLI
3332020-01-01
3332019-01-01
3332018-01-01
3332017-01-01ELLEN TOLI
3332016-01-01ELLEN TOLI
3332015-01-01ELLEN TOLI
3332014-01-01ELLEN TOLI
3332013-01-01TODD A KLIBANSKY2014-02-28 TODD A KLIBANSKY2014-02-28
3332012-01-01TODD A. KLIBANSKY2013-08-30 TODD A. KLIBANSKY2013-08-30
3332011-01-01TODD A. KLIBANSKY2012-10-01
3332010-01-01TODD A. KLIBANSKY2011-10-06

Financial Data on PEREGRINE FINANCIAL CORPORATION 401(K) PLAN AND TRUST

Measure Date Value
2025 : PEREGRINE FINANCIAL CORPORATION 401(K) PLAN AND TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-280
Total liabilities as of the end of the plan year2025-09-280
Total liabilities as of the beginning of the plan year2025-09-280
Total expenses incurred by plan in this plan year2025-09-28243969
Net assets as of the end of the plan year2025-09-285375530
Total assets as of the beginning of the plan year2025-09-284385892
Value of plan covered by a fidelity bond2025-09-281000000
Participant contributions to plan in this plan year2025-09-28254229
Other expenses paid from plan in this plan year2025-09-280
Other contributions to plan in this plan year2025-09-280
Other income to plan in this plan year2025-09-28799748
Plan net income in this plan year2025-09-28989638
Net assets as of the end of the plan year2025-09-285375530
Net assets as of the beginning of the plan year2025-09-284385892
Employer contributions to plan in this plan year2025-09-28179630
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-286997
2023 : PEREGRINE FINANCIAL CORPORATION 401(K) PLAN AND TRUST 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$1,586,444
Expenses. Total of all expenses incurred2023-12-31$1,657,223
Benefits paid (including direct rollovers)2023-12-31$1,653,100
Total plan assets at end of year2023-12-31$4,385,892
Total plan assets at beginning of year2023-12-31$4,456,671
Value of fidelity bond covering the plan2023-12-31$1,000,000
Total contributions received or receivable from participants2023-12-31$247,852
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$1,180,190
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$-70,779
Net plan assets at end of year (total assets less liabilities)2023-12-31$4,385,892
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$4,456,671
Assets. Value of participant loans2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$158,402
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$2,940
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$1,183
2022 : PEREGRINE FINANCIAL CORPORATION 401(K) PLAN AND TRUST 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-988,224
Expenses. Total of all expenses incurred2022-12-31$243,906
Benefits paid (including direct rollovers)2022-12-31$240,962
Total plan assets at end of year2022-12-31$4,456,671
Total plan assets at beginning of year2022-12-31$5,688,801
Value of fidelity bond covering the plan2022-12-31$1,000,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$216,607
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$76,015
Other income received2022-12-31$-1,401,335
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-1,232,130
Net plan assets at end of year (total assets less liabilities)2022-12-31$4,456,671
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$5,688,801
Assets. Value of participant loans2022-12-31$46,707
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$120,489
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$2,125
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$819
2021 : PEREGRINE FINANCIAL CORPORATION 401(K) PLAN AND TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$968,489
Expenses. Total of all expenses incurred2021-12-31$142,589
Benefits paid (including direct rollovers)2021-12-31$138,539
Total plan assets at end of year2021-12-31$5,688,801
Total plan assets at beginning of year2021-12-31$4,862,901
Value of fidelity bond covering the plan2021-12-31$1,000,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$167,683
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$686,527
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$825,900
Net plan assets at end of year (total assets less liabilities)2021-12-31$5,688,801
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,862,901
Assets. Value of participant loans2021-12-31$24,779
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$114,279
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$3,421
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$629
2020 : PEREGRINE FINANCIAL CORPORATION 401(K) PLAN AND TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,152,659
Expenses. Total of all expenses incurred2020-12-31$1,101,233
Benefits paid (including direct rollovers)2020-12-31$1,098,652
Total plan assets at end of year2020-12-31$4,862,901
Total plan assets at beginning of year2020-12-31$4,811,475
Value of fidelity bond covering the plan2020-12-31$1,000,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$159,856
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$872,820
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$51,426
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,862,901
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,811,475
Assets. Value of participant loans2020-12-31$46,777
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$119,983
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$2,311
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$270
2019 : PEREGRINE FINANCIAL CORPORATION 401(K) PLAN AND TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,075,281
Expenses. Total of all expenses incurred2019-12-31$667,520
Benefits paid (including direct rollovers)2019-12-31$665,471
Total plan assets at end of year2019-12-31$4,811,475
Total plan assets at beginning of year2019-12-31$4,403,714
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$127,605
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$23,295
Other income received2019-12-31$818,660
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$407,761
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,811,475
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$4,403,714
Assets. Value of participant loans2019-12-31$66,100
Total contributions received or receivable from employer(s)2019-12-31$105,721
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$1,811
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$238
2018 : PEREGRINE FINANCIAL CORPORATION 401(K) PLAN AND TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-64,161
Expenses. Total of all expenses incurred2018-12-31$476,723
Benefits paid (including direct rollovers)2018-12-31$476,354
Total plan assets at end of year2018-12-31$4,403,714
Total plan assets at beginning of year2018-12-31$4,944,598
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$117,783
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-278,896
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-540,884
Net plan assets at end of year (total assets less liabilities)2018-12-31$4,403,714
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,944,598
Assets. Value of participant loans2018-12-31$84,478
Total contributions received or receivable from employer(s)2018-12-31$96,952
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$369
2017 : PEREGRINE FINANCIAL CORPORATION 401(K) PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$917,855
Expenses. Total of all expenses incurred2017-12-31$534,873
Benefits paid (including direct rollovers)2017-12-31$534,679
Total plan assets at end of year2017-12-31$4,944,598
Total plan assets at beginning of year2017-12-31$4,561,616
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$141,800
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$668,938
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$382,982
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,944,598
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$4,561,616
Assets. Value of participant loans2017-12-31$51,084
Total contributions received or receivable from employer(s)2017-12-31$107,117
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$194
2016 : PEREGRINE FINANCIAL CORPORATION 401(K) PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$442,646
Expenses. Total of all expenses incurred2016-12-31$632,282
Benefits paid (including direct rollovers)2016-12-31$631,969
Total plan assets at end of year2016-12-31$4,561,616
Total plan assets at beginning of year2016-12-31$4,751,252
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$135,756
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$1,223
Other income received2016-12-31$199,922
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-189,636
Net plan assets at end of year (total assets less liabilities)2016-12-31$4,561,616
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,751,252
Assets. Value of participant loans2016-12-31$87,846
Total contributions received or receivable from employer(s)2016-12-31$105,745
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$313
2015 : PEREGRINE FINANCIAL CORPORATION 401(K) PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$239,517
Expenses. Total of all expenses incurred2015-12-31$141,325
Benefits paid (including direct rollovers)2015-12-31$141,137
Total plan assets at end of year2015-12-31$4,751,252
Total plan assets at beginning of year2015-12-31$4,653,060
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$139,705
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-165
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$98,192
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,751,252
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,653,060
Assets. Value of participant loans2015-12-31$70,996
Total contributions received or receivable from employer(s)2015-12-31$99,977
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$188
2014 : PEREGRINE FINANCIAL CORPORATION 401(K) PLAN AND TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$464,444
Expenses. Total of all expenses incurred2014-12-31$640,918
Benefits paid (including direct rollovers)2014-12-31$640,911
Total plan assets at end of year2014-12-31$4,653,060
Total plan assets at beginning of year2014-12-31$4,829,534
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$117,912
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$258,200
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-176,474
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,653,060
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,829,534
Assets. Value of participant loans2014-12-31$42,529
Total contributions received or receivable from employer(s)2014-12-31$88,332
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$7

Form 5500 Responses for PEREGRINE FINANCIAL CORPORATION 401(K) PLAN AND TRUST

2023: PEREGRINE FINANCIAL CORPORATION 401(K) PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entityMulitple employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PEREGRINE FINANCIAL CORPORATION 401(K) PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PEREGRINE FINANCIAL CORPORATION 401(K) PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PEREGRINE FINANCIAL CORPORATION 401(K) PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PEREGRINE FINANCIAL CORPORATION 401(K) PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PEREGRINE FINANCIAL CORPORATION 401(K) PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PEREGRINE FINANCIAL CORPORATION 401(K) PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PEREGRINE FINANCIAL CORPORATION 401(K) PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PEREGRINE FINANCIAL CORPORATION 401(K) PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PEREGRINE FINANCIAL CORPORATION 401(K) PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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