PERUGIA MANAGEMENT CORP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PERUGIA MANAGEMENT CORP 401(K) PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025 : PERUGIA MANAGEMENT CORP 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-03 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-03 | 2541 |
| Net assets as of the end of the plan year | 2025-07-03 | 473763 |
| Total assets as of the beginning of the plan year | 2025-07-03 | 323306 |
| Value of plan covered by a fidelity bond | 2025-07-03 | 40000 |
| Participant contributions to plan in this plan year | 2025-07-03 | 69856 |
| Value of participant loans at end of plan year | 2025-07-03 | 416 |
| Other contributions to plan in this plan year | 2025-07-03 | 0 |
| Other income to plan in this plan year | 2025-07-03 | 42740 |
| Plan net income in this plan year | 2025-07-03 | 150457 |
| Net assets as of the end of the plan year | 2025-07-03 | 473763 |
| Net assets as of the beginning of the plan year | 2025-07-03 | 323306 |
| Value of contributions failed to transmitted timely | 2025-07-03 | 795 |
| Employer contributions to plan in this plan year | 2025-07-03 | 40402 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-03 | 2541 |
| Total transfers to/from plan in this plan year | 2025-05-20 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-20 | 2541 |
| Net assets as of the end of the plan year | 2025-05-20 | 473763 |
| Total assets as of the beginning of the plan year | 2025-05-20 | 323306 |
| Value of plan covered by a fidelity bond | 2025-05-20 | 40000 |
| Participant contributions to plan in this plan year | 2025-05-20 | 69856 |
| Value of participant loans at end of plan year | 2025-05-20 | 416 |
| Other contributions to plan in this plan year | 2025-05-20 | 0 |
| Other income to plan in this plan year | 2025-05-20 | 42740 |
| Plan net income in this plan year | 2025-05-20 | 150457 |
| Net assets as of the end of the plan year | 2025-05-20 | 473763 |
| Net assets as of the beginning of the plan year | 2025-05-20 | 323306 |
| Value of contributions failed to transmitted timely | 2025-05-20 | 795 |
| Employer contributions to plan in this plan year | 2025-05-20 | 40402 |
| Fees paid to broker by Benefit Provider | 2025-05-20 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-20 | 2541 |
| 2024 : PERUGIA MANAGEMENT CORP 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-05-09 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-09 | 997 |
| Net assets as of the end of the plan year | 2024-05-09 | 323306 |
| Total assets as of the beginning of the plan year | 2024-05-09 | 187667 |
| Value of plan covered by a fidelity bond | 2024-05-09 | 20000 |
| Participant contributions to plan in this plan year | 2024-05-09 | 57913 |
| Value of participant loans at end of plan year | 2024-05-09 | 677 |
| Other contributions to plan in this plan year | 2024-05-09 | 0 |
| Other income to plan in this plan year | 2024-05-09 | 43664 |
| Plan net income in this plan year | 2024-05-09 | 135639 |
| Net assets as of the end of the plan year | 2024-05-09 | 323306 |
| Net assets as of the beginning of the plan year | 2024-05-09 | 187667 |
| Value of contributions failed to transmitted timely | 2024-05-09 | 5650 |
| Employer contributions to plan in this plan year | 2024-05-09 | 35059 |
| Fees paid to broker by Benefit Provider | 2024-05-09 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-09 | 997 |
| 2021 : PERUGIA MANAGEMENT CORP 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $109,790 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $3,175 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,226 |
| Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of total corrective distributions | 2021-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $100,732 |
| Value of total assets at end of year | 2021-12-31 | $147,481 |
| Value of total assets at beginning of year | 2021-12-31 | $40,866 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,949 |
| Total interest from all sources | 2021-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $5,029 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $5,029 |
| Assets. Real estate other than employer real property at beginning of year | 2021-12-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2021-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $20,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $57,754 |
| Participant contributions at end of year | 2021-12-31 | $1,527 |
| Participant contributions at beginning of year | 2021-12-31 | $0 |
| Participant contributions at end of year | 2021-12-31 | $9,154 |
| Participant contributions at beginning of year | 2021-12-31 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2021-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $0 |
| Administrative expenses (other) incurred | 2021-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $106,615 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $147,481 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $40,866 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Assets. partnership/joint venture interests at beginning of year | 2021-12-31 | $0 |
| Investment advisory and management fees | 2021-12-31 | $37 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $124,696 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $40,853 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $0 |
| Interest on participant loans | 2021-12-31 | $0 |
| Value of interest in master investment trust accounts at end of year | 2021-12-31 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $13 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2021-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-12-31 | $0 |
| Asset value of US Government securities at beginning of year | 2021-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $4,029 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $0 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2021-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Assets. Invements in employer securities at beginning of year | 2021-12-31 | $0 |
| Assets. Value of employer real property at beginning of year | 2021-12-31 | $0 |
| Contributions received in cash from employer | 2021-12-31 | $42,978 |
| Employer contributions (assets) at end of year | 2021-12-31 | $12,104 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,226 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2021-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $0 |
| Contract administrator fees | 2021-12-31 | $1,912 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-12-31 | $0 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2021-12-31 | $0 |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | LAUFER LLP |
| Accountancy firm EIN | 2021-12-31 | 112512603 |
| 2020 : PERUGIA MANAGEMENT CORP 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $40,948 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $82 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $0 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of total corrective distributions | 2020-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $36,800 |
| Value of total assets at end of year | 2020-12-31 | $40,866 |
| Value of total assets at beginning of year | 2020-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $82 |
| Total interest from all sources | 2020-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,032 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,032 |
| Assets. Real estate other than employer real property at beginning of year | 2020-12-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2020-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $20,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $22,798 |
| Participant contributions at end of year | 2020-12-31 | $0 |
| Participant contributions at beginning of year | 2020-12-31 | $0 |
| Participant contributions at end of year | 2020-12-31 | $0 |
| Participant contributions at beginning of year | 2020-12-31 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2020-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
| Administrative expenses (other) incurred | 2020-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $40,866 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $40,866 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Assets. partnership/joint venture interests at beginning of year | 2020-12-31 | $0 |
| Investment advisory and management fees | 2020-12-31 | $4 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $40,853 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $0 |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $0 |
| Interest on participant loans | 2020-12-31 | $0 |
| Value of interest in master investment trust accounts at end of year | 2020-12-31 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $13 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2020-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2020-12-31 | $0 |
| Asset value of US Government securities at beginning of year | 2020-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $3,116 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $0 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2020-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Assets. Invements in employer securities at beginning of year | 2020-12-31 | $0 |
| Assets. Value of employer real property at beginning of year | 2020-12-31 | $0 |
| Contributions received in cash from employer | 2020-12-31 | $14,002 |
| Employer contributions (assets) at end of year | 2020-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2020-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $0 |
| Contract administrator fees | 2020-12-31 | $78 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2020-12-31 | $0 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2020-12-31 | $0 |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | LANDAU ARNOLD LAUFER, LLP |
| Accountancy firm EIN | 2020-12-31 | 112512603 |
