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PERIO INC. RETIREMENT PLAN 401k Plan overview

Plan NamePERIO INC. RETIREMENT PLAN
Plan identification number 001

PERIO INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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
  • 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.
  • 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

PERIO INC. has sponsored the creation of one or more 401k plans.

Company Name:PERIO INC.
Employer identification number (EIN):050350072
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERIO INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01BRENDA PIERCE
0012014-01-01BRENDA PIERCE
0012013-01-01BRENDA PIERCE
0012012-01-01BRENDA PIERCE
0012011-01-01BRENDA PIERCE
0012010-01-01BRENDA PIERCE
0012009-01-01BRENDA R. PIERCE

Financial Data on PERIO INC. RETIREMENT PLAN

Measure Date Value
2025 : PERIO INC. RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-032826741
Net assets as of the end of the plan year2025-06-032642666
Total assets as of the beginning of the plan year2025-06-034707740
Value of plan covered by a fidelity bond2025-06-03500000
Participant contributions to plan in this plan year2025-06-0320712
Value of participant loans at end of plan year2025-06-0359707
Other income to plan in this plan year2025-06-03605297
Plan net income in this plan year2025-06-03-2065074
Net assets as of the end of the plan year2025-06-032642666
Net assets as of the beginning of the plan year2025-06-034707740
Employer contributions to plan in this plan year2025-06-03135658
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-03701
2024 : PERIO INC. RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-03-1947078
Net assets as of the end of the plan year2024-03-194707740
Total assets as of the beginning of the plan year2024-03-193951797
Value of plan covered by a fidelity bond2024-03-19500000
Participant contributions to plan in this plan year2024-03-1912161
Value of participant loans at end of plan year2024-03-1936959
Other expenses paid from plan in this plan year2024-03-19300
Other income to plan in this plan year2024-03-19746787
Plan net income in this plan year2024-03-19755943
Net assets as of the end of the plan year2024-03-194707740
Net assets as of the beginning of the plan year2024-03-193951797
Employer contributions to plan in this plan year2024-03-1944073
2022 : PERIO INC. RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-02-23659
Net assets as of the end of the plan year2022-02-234538230
Total assets as of the beginning of the plan year2022-02-233767244
Value of plan covered by a fidelity bond2022-02-23500000
Participant contributions to plan in this plan year2022-02-233630
Value of participant loans at end of plan year2022-02-2324172
Other income to plan in this plan year2022-02-23746251
Plan net income in this plan year2022-02-23770986
Net assets as of the end of the plan year2022-02-234538230
Net assets as of the beginning of the plan year2022-02-233767244
Employer contributions to plan in this plan year2022-02-2321764
Expensese paid to adminstrative service provicers from plan in this plan year2022-02-23150
2016 : PERIO INC. RETIREMENT PLAN 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$172,470
Expenses. Total of all expenses incurred2016-12-31$3,449,666
Benefits paid (including direct rollovers)2016-12-31$3,449,622
Total plan assets at end of year2016-12-31$2,488,826
Total plan assets at beginning of year2016-12-31$5,766,022
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$5,570
Other income received2016-12-31$28,623
Net income (gross income less expenses)2016-12-31$-3,277,196
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,488,826
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$5,766,022
Assets. Value of participant loans2016-12-31$13,194
Total contributions received or receivable from employer(s)2016-12-31$138,277
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$44
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : PERIO INC. RETIREMENT PLAN 2015 401k financial data
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$93,249
Expenses. Total of all expenses incurred2015-12-31$4,922
Benefits paid (including direct rollovers)2015-12-31$4,922
Total plan assets at end of year2015-12-31$5,766,022
Total plan assets at beginning of year2015-12-31$5,677,695
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$5,587
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-46,898
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$88,327
Net plan assets at end of year (total assets less liabilities)2015-12-31$5,766,022
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$5,677,695
Assets. Value of participant loans2015-12-31$12,788
Total contributions received or receivable from employer(s)2015-12-31$134,560
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : PERIO INC. RETIREMENT PLAN 2014 401k financial data
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$351,443
Expenses. Total of all expenses incurred2014-12-31$11,023
Benefits paid (including direct rollovers)2014-12-31$11,023
Total plan assets at end of year2014-12-31$5,677,695
Total plan assets at beginning of year2014-12-31$5,337,275
Value of fidelity bond covering the plan2014-12-31$400,000
Total contributions received or receivable from participants2014-12-31$4,927
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$259,045
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$340,420
Net plan assets at end of year (total assets less liabilities)2014-12-31$5,677,695
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$5,337,275
Assets. Value of participant loans2014-12-31$14,841
Total contributions received or receivable from employer(s)2014-12-31$87,471
Value of certain deemed distributions of participant loans2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : PERIO INC. RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$953,827
Expenses. Total of all expenses incurred2013-12-31$182,118
Benefits paid (including direct rollovers)2013-12-31$182,118
Total plan assets at end of year2013-12-31$5,337,275
Total plan assets at beginning of year2013-12-31$4,565,566
Value of fidelity bond covering the plan2013-12-31$400,000
Total contributions received or receivable from participants2013-12-31$5,602
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$803,524
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$771,709
Net plan assets at end of year (total assets less liabilities)2013-12-31$5,337,275
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,565,566
Assets. Value of participant loans2013-12-31$12,464
Total contributions received or receivable from employer(s)2013-12-31$144,701
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : PERIO INC. RETIREMENT PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$672,223
Expenses. Total of all expenses incurred2012-12-31$63,654
Benefits paid (including direct rollovers)2012-12-31$63,654
Total plan assets at end of year2012-12-31$4,565,566
Total plan assets at beginning of year2012-12-31$3,956,997
Value of fidelity bond covering the plan2012-12-31$400,000
Total contributions received or receivable from participants2012-12-31$5,158
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$508,037
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$608,569
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,565,566
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,956,997
Assets. Value of participant loans2012-12-31$5,807
Total contributions received or receivable from employer(s)2012-12-31$159,028
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : PERIO INC. RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$48,049
Expenses. Total of all expenses incurred2011-12-31$24,389
Benefits paid (including direct rollovers)2011-12-31$24,389
Total plan assets at end of year2011-12-31$3,956,997
Total plan assets at beginning of year2011-12-31$3,933,337
Value of fidelity bond covering the plan2011-12-31$400,000
Total contributions received or receivable from participants2011-12-31$21,141
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-104,145
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$23,660
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,956,997
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,933,337
Assets. Value of participant loans2011-12-31$2,126
Total contributions received or receivable from employer(s)2011-12-31$131,053
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : PERIO INC. RETIREMENT PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$606,787
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$3,933,337
Total plan assets at beginning of year2010-12-31$3,326,550
Value of fidelity bond covering the plan2010-12-31$400,000
Total contributions received or receivable from participants2010-12-31$21,376
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$450,572
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$606,787
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,933,337
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,326,550
Assets. Value of participant loans2010-12-31$2,911
Total contributions received or receivable from employer(s)2010-12-31$134,839
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : PERIO INC. RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PERIO INC. RETIREMENT PLAN

2016: PERIO INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
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: PERIO INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
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: PERIO INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
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
2013: PERIO INC. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PERIO INC. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PERIO INC. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PERIO INC. RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PERIO INC. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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