401k Plan data: PERENNIAL CAPITAL ADVISORS, LLC PROFIT SHARING PLAN plan

PERENNIAL CAPITAL ADVISORS, LLC PROFIT SHARING PLAN 401k Plan overview

Plan Name	PERENNIAL CAPITAL ADVISORS, LLC PROFIT SHARING PLAN
Plan identification number	001

PERENNIAL CAPITAL ADVISORS, LLC PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

401k Sponsoring company profile

PERENNIAL CAPITAL ADVISORS, LLC has sponsored the creation of one or more 401k plans.

Company Name: PERENNIAL CAPITAL ADVISORS, LLC

Employer identification number (EIN): 200342761

NAIC Classification: 523900

Additional information about PERENNIAL CAPITAL ADVISORS, LLC

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 2004-05-24

Company Identification Number: 3057098

Legal Registered Office Address: 1270 AVENUE OF AMERICAS
SUITE 2118
NEW YORK
United States of America (USA)
10020

More information about PERENNIAL CAPITAL ADVISORS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERENNIAL CAPITAL ADVISORS, LLC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 PAUL J. BRENNAN 2024-10-17 LESLIE E. GREIS 2024-10-17
001 2022-01-01 PAUL J. BRENNAN 2024-01-31 LESLIE E. GREIS 2024-01-31
001 2021-01-01 PAULBRENNAN 2022-10-15
001 2020-01-01 LESLIE E. GREIS 2021-09-29
001 2019-01-01 LESLIE E. GREIS 2020-10-01
001 2019-01-01 LESLIE E. GREIS 2020-10-01
001 2018-01-01 LESLIE E. GREIS 2019-10-06
001 2017-01-01
001 2016-01-01
001 2015-01-01 PAUL J. BRENNAN
001 2014-01-01 PAUL J. BRENNAN
001 2013-01-01 PAUL J. BRENNAN
001 2012-01-01 PAUL J. BRENNAN
001 2011-01-01 PAUL J. BRENNAN
001 2009-01-01 PAUL J. BRENNAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	PAUL J. BRENNAN	2024-10-17	LESLIE E. GREIS	2024-10-17
001	2022-01-01	PAUL J. BRENNAN	2024-01-31	LESLIE E. GREIS	2024-01-31
001	2021-01-01	PAULBRENNAN	2022-10-15
001	2020-01-01	LESLIE E. GREIS	2021-09-29
001	2019-01-01	LESLIE E. GREIS	2020-10-01
001	2019-01-01	LESLIE E. GREIS	2020-10-01
001	2018-01-01	LESLIE E. GREIS	2019-10-06
001	2017-01-01
001	2016-01-01
001	2015-01-01	PAUL J. BRENNAN
001	2014-01-01	PAUL J. BRENNAN
001	2013-01-01	PAUL J. BRENNAN
001	2012-01-01	PAUL J. BRENNAN
001	2011-01-01	PAUL J. BRENNAN
001	2009-01-01	PAUL J. BRENNAN

Financial Data on PERENNIAL CAPITAL ADVISORS, LLC PROFIT SHARING PLAN

Measure	Date	Value
2023 : PERENNIAL CAPITAL ADVISORS, LLC PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$326,474
Expenses. Total of all expenses incurred	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$1,674,472
Total plan assets at beginning of year	2023-12-31	$1,347,998
Value of fidelity bond covering the plan	2023-12-31	$265,000
Other income received	2023-12-31	$223,374
Net income (gross income less expenses)	2023-12-31	$326,474
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,674,472
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,347,998
Total contributions received or receivable from employer(s)	2023-12-31	$103,100
2022 : PERENNIAL CAPITAL ADVISORS, LLC PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-59,112
Expenses. Total of all expenses incurred	2022-12-31	$339
Benefits paid (including direct rollovers)	2022-12-31	$339
Total plan assets at end of year	2022-12-31	$1,347,998
Total plan assets at beginning of year	2022-12-31	$1,407,449
Value of fidelity bond covering the plan	2022-12-31	$265,000
Other income received	2022-12-31	$-182,805
Net income (gross income less expenses)	2022-12-31	$-59,451
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,347,998
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,407,449
Total contributions received or receivable from employer(s)	2022-12-31	$123,693
2021 : PERENNIAL CAPITAL ADVISORS, LLC PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$354,379
Expenses. Total of all expenses incurred	2021-12-31	$1,627
Benefits paid (including direct rollovers)	2021-12-31	$677
Total plan assets at end of year	2021-12-31	$1,407,449
Total plan assets at beginning of year	2021-12-31	$1,054,697
Value of fidelity bond covering the plan	2021-12-31	$265,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$950
Other income received	2021-12-31	$238,379
Net income (gross income less expenses)	2021-12-31	$352,752
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,407,449
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,054,697
Total contributions received or receivable from employer(s)	2021-12-31	$116,000
2020 : PERENNIAL CAPITAL ADVISORS, LLC PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$-935
Expenses. Total of all expenses incurred	2020-12-31	$2,456
Benefits paid (including direct rollovers)	2020-12-31	$2,086
Total plan assets at end of year	2020-12-31	$1,054,697
Total plan assets at beginning of year	2020-12-31	$1,058,088
Value of fidelity bond covering the plan	2020-12-31	$265,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$370
Other income received	2020-12-31	$-118,320
Net income (gross income less expenses)	2020-12-31	$-3,391
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,054,697
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,058,088
Total contributions received or receivable from employer(s)	2020-12-31	$117,385
2019 : PERENNIAL CAPITAL ADVISORS, LLC PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$181,833
Expenses. Total of all expenses incurred	2019-12-31	$4,833
Benefits paid (including direct rollovers)	2019-12-31	$4,463
Total plan assets at end of year	2019-12-31	$1,058,088
Total plan assets at beginning of year	2019-12-31	$881,088
Value of fidelity bond covering the plan	2019-12-31	$265,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$370
Other income received	2019-12-31	$64,442
Net income (gross income less expenses)	2019-12-31	$177,000
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,058,088
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$881,088
Total contributions received or receivable from employer(s)	2019-12-31	$117,391
2018 : PERENNIAL CAPITAL ADVISORS, LLC PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$103,947
Expenses. Total of all expenses incurred	2018-12-31	$893
Total plan assets at end of year	2018-12-31	$881,088
Total plan assets at beginning of year	2018-12-31	$778,034
Value of fidelity bond covering the plan	2018-12-31	$265,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$893
Other income received	2018-12-31	$-5,253
Net income (gross income less expenses)	2018-12-31	$103,054
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$881,088
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$778,034
Total contributions received or receivable from employer(s)	2018-12-31	$109,200
2017 : PERENNIAL CAPITAL ADVISORS, LLC PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$134,012
Expenses. Total of all expenses incurred	2017-12-31	$1,079
Benefits paid (including direct rollovers)	2017-12-31	$803
Total plan assets at end of year	2017-12-31	$778,034
Total plan assets at beginning of year	2017-12-31	$645,101
Value of fidelity bond covering the plan	2017-12-31	$265,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$276
Other income received	2017-12-31	$27,862
Net income (gross income less expenses)	2017-12-31	$132,933
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$778,034
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$645,101
Total contributions received or receivable from employer(s)	2017-12-31	$106,150
2016 : PERENNIAL CAPITAL ADVISORS, LLC PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$115,813
Expenses. Total of all expenses incurred	2016-12-31	$3,976
Benefits paid (including direct rollovers)	2016-12-31	$3,976
Total plan assets at end of year	2016-12-31	$645,101
Total plan assets at beginning of year	2016-12-31	$533,264
Value of fidelity bond covering the plan	2016-12-31	$265,000
Other income received	2016-12-31	$10,528
Net income (gross income less expenses)	2016-12-31	$111,837
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$645,101
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$533,264
Total contributions received or receivable from employer(s)	2016-12-31	$105,285
2015 : PERENNIAL CAPITAL ADVISORS, LLC PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$54,244
Expenses. Total of all expenses incurred	2015-12-31	$361
Total plan assets at end of year	2015-12-31	$533,264
Total plan assets at beginning of year	2015-12-31	$479,381
Value of fidelity bond covering the plan	2015-12-31	$265,000
Other income received	2015-12-31	$-7,396
Net income (gross income less expenses)	2015-12-31	$53,883
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$533,264
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$479,381
Total contributions received or receivable from employer(s)	2015-12-31	$61,640
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$361
2014 : PERENNIAL CAPITAL ADVISORS, LLC PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$65,430
Expenses. Total of all expenses incurred	2014-12-31	$994
Total plan assets at end of year	2014-12-31	$479,381
Total plan assets at beginning of year	2014-12-31	$414,945
Value of fidelity bond covering the plan	2014-12-31	$265,000
Other income received	2014-12-31	$3,010
Net income (gross income less expenses)	2014-12-31	$64,436
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$479,381
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$414,945
Total contributions received or receivable from employer(s)	2014-12-31	$62,420
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$994
2013 : PERENNIAL CAPITAL ADVISORS, LLC PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$76,272
Expenses. Total of all expenses incurred	2013-12-31	$605
Benefits paid (including direct rollovers)	2013-12-31	$344
Total plan assets at end of year	2013-12-31	$414,945
Total plan assets at beginning of year	2013-12-31	$339,278
Other income received	2013-12-31	$5,488
Net income (gross income less expenses)	2013-12-31	$75,667
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$414,945
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$339,278
Total contributions received or receivable from employer(s)	2013-12-31	$70,784
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$261
2012 : PERENNIAL CAPITAL ADVISORS, LLC PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$73,764
Expenses. Total of all expenses incurred	2012-12-31	$253
Total plan assets at end of year	2012-12-31	$339,278
Total plan assets at beginning of year	2012-12-31	$265,767
Other income received	2012-12-31	$1,539
Net income (gross income less expenses)	2012-12-31	$73,511
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$339,278
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$265,767
Total contributions received or receivable from employer(s)	2012-12-31	$72,225
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$253
2011 : PERENNIAL CAPITAL ADVISORS, LLC PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$55,359
Expenses. Total of all expenses incurred	2011-12-31	$100
Total plan assets at end of year	2011-12-31	$265,767
Total plan assets at beginning of year	2011-12-31	$210,508
Other income received	2011-12-31	$250
Net income (gross income less expenses)	2011-12-31	$55,259
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$265,767
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$210,508
Total contributions received or receivable from employer(s)	2011-12-31	$55,109
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$100
2010 : PERENNIAL CAPITAL ADVISORS, LLC PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$45,687
Expenses. Total of all expenses incurred	2010-12-31	$350
Total plan assets at end of year	2010-12-31	$210,508
Total plan assets at beginning of year	2010-12-31	$165,171
Other income received	2010-12-31	$-8,113
Net income (gross income less expenses)	2010-12-31	$45,337
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$210,508
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$165,171
Total contributions received or receivable from employer(s)	2010-12-31	$53,800
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$350

Form 5500 Responses for PERENNIAL CAPITAL ADVISORS, LLC PROFIT SHARING PLAN

2023: PERENNIAL CAPITAL ADVISORS, LLC PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: PERENNIAL CAPITAL ADVISORS, LLC PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PERENNIAL CAPITAL ADVISORS, LLC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PERENNIAL CAPITAL ADVISORS, LLC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PERENNIAL CAPITAL ADVISORS, LLC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PERENNIAL CAPITAL ADVISORS, LLC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PERENNIAL CAPITAL ADVISORS, LLC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PERENNIAL CAPITAL ADVISORS, LLC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PERENNIAL CAPITAL ADVISORS, LLC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PERENNIAL CAPITAL ADVISORS, LLC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PERENNIAL CAPITAL ADVISORS, LLC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PERENNIAL CAPITAL ADVISORS, LLC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PERENNIAL CAPITAL ADVISORS, LLC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PERENNIAL CAPITAL ADVISORS, LLC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PERENNIAL CAPITAL ADVISORS, LLC
Employer identification number (EIN):	200342761
NAIC Classification:	523900

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	2004-05-24
Company Identification Number:	3057098
Legal Registered Office Address:	1270 AVENUE OF AMERICAS SUITE 2118 NEW YORK United States of America (USA) 10020