?>
Logo

PERLSON LLP 401(K) PLAN 401k Plan overview

Plan NamePERLSON LLP 401(K) PLAN
Plan identification number 001

PERLSON LLP 401(K) 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
  • 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

PERLSON LLP has sponsored the creation of one or more 401k plans.

Company Name:PERLSON LLP
Employer identification number (EIN):112717013
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Additional information about PERLSON LLP

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1996-07-01
Company Identification Number: 2043994
Legal Registered Office Address: 977 NO BROADWAY

NO MASSAPEQUA
United States of America (USA)
11758

More information about PERLSON LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERLSON LLP 401(K) 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
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01MARK PERLSON2013-04-04 MARK PERLSON2013-04-04
0012011-01-01MARK PERLSON2012-04-26 MARK PERLSON2012-04-26
0012010-01-01MARK PERLSON MARK PERLSON2011-04-11
0012009-01-01MARK PERLSON

Plan Statistics for PERLSON LLP 401(K) PLAN

401k plan membership statisitcs for PERLSON LLP 401(K) PLAN

Measure Date Value
2025: PERLSON LLP 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-1531
Total number of particpants at end of year2025-10-1535
Number of Participants With Account Balances2025-10-1534
2024: PERLSON LLP 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-1834
Total number of particpants at end of year2024-09-1831
Number of Participants With Account Balances2024-09-1831
2022: PERLSON LLP 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-0229
Total number of particpants at end of year2022-06-0227
Number of Participants With Account Balances2022-06-0227
2010: PERLSON LLP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0119
Total number of active participants reported on line 7a of the Form 55002010-01-0116
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-013
Total of all active and inactive participants2010-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0119
Number of participants with account balances2010-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: PERLSON LLP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0118
Total number of active participants reported on line 7a of the Form 55002009-01-0118
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0119
Number of participants with account balances2009-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PERLSON LLP 401(K) PLAN

Measure Date Value
2025 : PERLSON LLP 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-15353417
Net assets as of the end of the plan year2025-10-156603104
Total assets as of the beginning of the plan year2025-10-155478695
Value of plan covered by a fidelity bond2025-10-15250000
Participant contributions to plan in this plan year2025-10-15203052
Value of participant loans at end of plan year2025-10-1546363
Other income to plan in this plan year2025-10-151055889
Plan net income in this plan year2025-10-151124409
Net assets as of the end of the plan year2025-10-156603104
Net assets as of the beginning of the plan year2025-10-155478695
Employer contributions to plan in this plan year2025-10-15218885
Fees paid to broker by Benefit Provider2025-10-1523995
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-151275
2024 : PERLSON LLP 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-180
Total liabilities as of the end of the plan year2024-09-180
Total liabilities as of the beginning of the plan year2024-09-180
Total expenses incurred by plan in this plan year2024-09-181988017
Net assets as of the end of the plan year2024-09-185478695
Total assets as of the beginning of the plan year2024-09-185998231
Value of plan covered by a fidelity bond2024-09-18250000
Participant contributions to plan in this plan year2024-09-18216794
Value of participant loans at end of plan year2024-09-1854551
Other expenses paid from plan in this plan year2024-09-180
Other contributions to plan in this plan year2024-09-1830097
Other income to plan in this plan year2024-09-181047697
Plan net income in this plan year2024-09-18-519536
Net assets as of the end of the plan year2024-09-185478695
Net assets as of the beginning of the plan year2024-09-185998231
Employer contributions to plan in this plan year2024-09-18173893
Fees paid to broker by Benefit Provider2024-09-1820958
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-181400
2022 : PERLSON LLP 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-020
Total liabilities as of the end of the plan year2022-06-020
Total liabilities as of the beginning of the plan year2022-06-020
Total expenses incurred by plan in this plan year2022-06-02327818
Net assets as of the end of the plan year2022-06-026859159
Total assets as of the beginning of the plan year2022-06-026027746
Value of plan covered by a fidelity bond2022-06-02250000
Participant contributions to plan in this plan year2022-06-02149199
Value of participant loans at end of plan year2022-06-02101069
Other expenses paid from plan in this plan year2022-06-020
Other contributions to plan in this plan year2022-06-020
Other income to plan in this plan year2022-06-02873701
Plan net income in this plan year2022-06-02831413
Net assets as of the end of the plan year2022-06-026859159
Net assets as of the beginning of the plan year2022-06-026027746
Employer contributions to plan in this plan year2022-06-02136331
Fees paid to broker by Benefit Provider2022-06-0225710
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-02280
2010 : PERLSON LLP 401(K) 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$376,744
Expenses. Total of all expenses incurred2010-12-31$5,624
Benefits paid (including direct rollovers)2010-12-31$5,394
Total plan assets at end of year2010-12-31$1,787,684
Total plan assets at beginning of year2010-12-31$1,416,564
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$98,451
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$185,627
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$371,120
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,787,684
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,416,564
Assets. Value of participant loans2010-12-31$51,235
Total contributions received or receivable from employer(s)2010-12-31$92,666
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$230
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : PERLSON LLP 401(K) 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 PERLSON LLP 401(K) PLAN

2010: PERLSON LLP 401(K) 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 – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: PERLSON LLP 401(K) 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 – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPH2945
Policy instance 1

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
401k Lookup     VAT Lookup S3