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PERIH GROUP 401(K) PLAN 401k Plan overview

Plan NamePERIH GROUP 401(K) PLAN
Plan identification number 001

PERIH GROUP 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

PERIH GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:PERIH GROUP, LLC
Employer identification number (EIN):200652748
NAIC Classification:236110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERIH GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PATRICK PERIH2024-10-09 PATRICK PERIH2024-10-09
0012022-01-01PATRICK PERIH2023-08-07 PATRICK PERIH2023-08-07
0012021-01-01PATRICK PERIH2022-10-12 PATRICK PERIH2022-10-12
0012020-01-01PATRICK PERIH2021-10-04 PATRICK PERIH2021-10-04
0012019-01-01PATRICK PERIH2020-09-23 PATRICK PERIH2020-09-23
0012018-01-01PATRICK PERIH2019-10-14 PATRICK PERIH2019-10-14
0012017-01-01PATRICK PERIH2018-10-01 PATRICK PERIH2018-10-01
0012016-01-01PATRICK PERIH2017-10-13
0012015-01-01PATRICK PERIH2016-09-20 PATRICK PERIH2016-09-20
0012014-01-01PATRICK PERIH2015-07-28
0012013-01-01PATRICK PERIH2014-10-14 PATRICK PERIH2014-10-14
0012012-01-01PATRICK PERIH
0012011-01-01PATRICK PERIH

Financial Data on PERIH GROUP 401(K) PLAN

Measure Date Value
2025 : PERIH GROUP 401(K) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-07-120
Total expenses incurred by plan in this plan year2025-07-1235970
Net assets as of the end of the plan year2025-07-122783199
Total assets as of the beginning of the plan year2025-07-122270576
Value of plan covered by a fidelity bond2025-07-12250000
Participant contributions to plan in this plan year2025-07-1260503
Other income to plan in this plan year2025-07-12472987
Plan net income in this plan year2025-07-12512623
Net assets as of the end of the plan year2025-07-122783199
Net assets as of the beginning of the plan year2025-07-122270576
Employer contributions to plan in this plan year2025-07-1215103
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1222545
2024 : PERIH GROUP 401(K) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-10-090
Total expenses incurred by plan in this plan year2024-10-0915334
Net assets as of the end of the plan year2024-10-092270576
Total assets as of the beginning of the plan year2024-10-092021686
Value of plan covered by a fidelity bond2024-10-09250000
Participant contributions to plan in this plan year2024-10-0957108
Other income to plan in this plan year2024-10-09192746
Plan net income in this plan year2024-10-09248890
Net assets as of the end of the plan year2024-10-092270576
Net assets as of the beginning of the plan year2024-10-092021686
Employer contributions to plan in this plan year2024-10-0914370
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0915334
2022 : PERIH GROUP 401(K) PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-10-120
Total expenses incurred by plan in this plan year2022-10-1214166
Net assets as of the end of the plan year2022-10-121787523
Total assets as of the beginning of the plan year2022-10-121377101
Value of plan covered by a fidelity bond2022-10-12100000
Participant contributions to plan in this plan year2022-10-1257456
Other income to plan in this plan year2022-10-12353726
Plan net income in this plan year2022-10-12410422
Net assets as of the end of the plan year2022-10-121787523
Net assets as of the beginning of the plan year2022-10-121377101
Employer contributions to plan in this plan year2022-10-1213406
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-1212585
2012 : PERIH GROUP 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$83,515
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$448,562
Total plan assets at beginning of year2012-12-31$365,047
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$30,958
Other income received2012-12-31$39,728
Net income (gross income less expenses)2012-12-31$83,515
Net plan assets at end of year (total assets less liabilities)2012-12-31$448,562
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$365,047
Total contributions received or receivable from employer(s)2012-12-31$12,829
2011 : PERIH GROUP 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$7,402
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$365,047
Total plan assets at beginning of year2011-12-31$357,645
Value of fidelity bond covering the plan2011-12-31$40,000
Total contributions received or receivable from participants2011-12-31$31,570
Other income received2011-12-31$-35,271
Net income (gross income less expenses)2011-12-31$7,402
Net plan assets at end of year (total assets less liabilities)2011-12-31$365,047
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$357,645
Total contributions received or receivable from employer(s)2011-12-31$11,103
2010 : PERIH GROUP 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$89,647
Expenses. Total of all expenses incurred2010-12-31$1,098
Benefits paid (including direct rollovers)2010-12-31$1,098
Total plan assets at end of year2010-12-31$357,645
Total plan assets at beginning of year2010-12-31$269,096
Value of fidelity bond covering the plan2010-12-31$20,000
Total contributions received or receivable from participants2010-12-31$26,577
Other income received2010-12-31$51,082
Net income (gross income less expenses)2010-12-31$88,549
Net plan assets at end of year (total assets less liabilities)2010-12-31$357,645
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$269,096
Total contributions received or receivable from employer(s)2010-12-31$11,988
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for PERIH GROUP 401(K) PLAN

2012: PERIH GROUP 401(K) 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: PERIH GROUP 401(K) 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

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