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PERETZ RESNICK & CO. LLP RETIREMENT PLAN 401k Plan overview

Plan NamePERETZ RESNICK & CO. LLP RETIREMENT PLAN
Plan identification number 001

PERETZ RESNICK & CO. LLP 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
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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

PERETZ, RESNICK, MITGANG & MARCUS, LLP has sponsored the creation of one or more 401k plans.

Company Name:PERETZ, RESNICK, MITGANG & MARCUS, LLP
Employer identification number (EIN):134038381
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Additional information about PERETZ, RESNICK, MITGANG & MARCUS, LLP

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1999-01-11
Company Identification Number: 2333343
Legal Registered Office Address: 303 SOUTH BROADWAY
STE. 105
TARRYTOWN
United States of America (USA)
105915410

More information about PERETZ, RESNICK, MITGANG & MARCUS, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERETZ RESNICK & CO. LLP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROBERT MITGANG2024-07-03
0012022-01-01ROBERT MITGANG2023-07-28
0012021-01-01DAVID M. PERETZ2022-06-01
0012020-01-01DAVID M. PERETZ2021-06-21
0012019-01-01DAVID M. PERETZ2020-08-26
0012018-01-01DAVID M. PERETZ2019-09-18
0012017-01-01DAVID M. PERETZ2018-09-24
0012016-01-01DAVID M. PERETZ2017-10-08
0012015-01-01DAVID M. PERETZ2016-06-27
0012014-01-01DAVID M. PERETZ2015-07-14
0012013-01-01DAVID M. PERETZ2014-05-14
0012012-01-01DAVID M. PERETZ2013-05-21
0012011-01-01DAVID M. PERETZ2012-10-01
0012010-01-01DAVID M. PERETZ2011-10-05

Financial Data on PERETZ RESNICK & CO. LLP RETIREMENT PLAN

Measure Date Value
2025 : PERETZ RESNICK & CO. LLP RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-260
Total liabilities as of the end of the plan year2025-06-260
Total liabilities as of the beginning of the plan year2025-06-2637739
Total expenses incurred by plan in this plan year2025-06-261259493
Net assets as of the end of the plan year2025-06-262377496
Total assets as of the beginning of the plan year2025-06-263026927
Value of plan covered by a fidelity bond2025-06-26300000
Participant contributions to plan in this plan year2025-06-26254126
Value of participant loans at end of plan year2025-06-260
Other expenses paid from plan in this plan year2025-06-260
Other contributions to plan in this plan year2025-06-260
Other income to plan in this plan year2025-06-26345675
Plan net income in this plan year2025-06-26-611692
Net assets as of the end of the plan year2025-06-262377496
Net assets as of the beginning of the plan year2025-06-262989188
Employer contributions to plan in this plan year2025-06-2648000
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-2614397
2024 : PERETZ RESNICK & CO. LLP RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-030
Total liabilities as of the end of the plan year2024-07-0337739
Total liabilities as of the beginning of the plan year2024-07-030
Total expenses incurred by plan in this plan year2024-07-031120091
Net assets as of the end of the plan year2024-07-033026927
Total assets as of the beginning of the plan year2024-07-033283128
Value of plan covered by a fidelity bond2024-07-03300000
Participant contributions to plan in this plan year2024-07-03250694
Value of participant loans at end of plan year2024-07-032963
Other expenses paid from plan in this plan year2024-07-030
Other contributions to plan in this plan year2024-07-036593
Other income to plan in this plan year2024-07-03520864
Plan net income in this plan year2024-07-03-293940
Net assets as of the end of the plan year2024-07-032989188
Net assets as of the beginning of the plan year2024-07-033283128
Employer contributions to plan in this plan year2024-07-0348000
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-0316958

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