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PERLMAN & PERLMAN, LLP 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NamePERLMAN & PERLMAN, LLP 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

PERLMAN & PERLMAN, LLP 401(K) PROFIT SHARING PLAN & TRUST 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.
  • 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

PERLMAN & PERLMAN, LLP has sponsored the creation of one or more 401k plans.

Company Name:PERLMAN & PERLMAN, LLP
Employer identification number (EIN):200806281
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about PERLMAN & PERLMAN, LLP

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2003-11-06
Company Identification Number: 2974176
Legal Registered Office Address: 41 MADISON AVE
40TH FL
NEW YORK
United States of America (USA)
10010

More information about PERLMAN & PERLMAN, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERLMAN & PERLMAN, LLP 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SETH PERLMAN2024-10-10
0012022-01-01SETH PERLMAN2023-10-03 SETH PERLMAN2023-10-03
0012021-01-01SETH PERLMAN, ESQ.2022-09-19
0012020-01-01SETH PERLMAN, ESQ.2021-10-05
0012019-01-01SETH PERLMAN, ESQ.2020-10-13 SETH PERLMAN, ESQ.2020-10-13
0012018-01-01SETH PERLMAN, ESQ.2019-10-14 SETH PERLMAN, ESQ.2019-10-14
0012017-01-01SETH PERLMAN, ESQ.2018-10-11
0012016-01-01SETH PERLMAN, ESQ.2017-10-13
0012015-01-01SETH PERLMAN, ESQ.2016-10-03 SETH PERLMAN, ESQ.2016-10-03
0012014-01-01SETH PERLMAN, ESQ.2015-10-05 SETH PERLMAN, ESQ.2015-10-05
0012013-01-01ROBERT WILLIAMS2014-07-18
0012012-01-01PERLMAN PERLMAN LLP2013-07-09
0012011-01-01PERLMAN PERLMAN LLP2012-07-20
0012010-01-01PERLMAN PERLMAN LLP2011-07-07
0012009-01-01PERLMAN PERLMAN LLP

Financial Data on PERLMAN & PERLMAN, LLP 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : PERLMAN & PERLMAN, LLP 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-162250439
Total liabilities as of the beginning of the plan year2025-09-160
Total expenses incurred by plan in this plan year2025-09-1634535
Net assets as of the end of the plan year2025-09-164241624
Total assets as of the beginning of the plan year2025-09-161304534
Value of plan covered by a fidelity bond2025-09-16350996
Participant contributions to plan in this plan year2025-09-16163700
Value of participant loans at end of plan year2025-09-169249
Other income to plan in this plan year2025-09-16363210
Plan net income in this plan year2025-09-16686651
Net assets as of the end of the plan year2025-09-164241624
Net assets as of the beginning of the plan year2025-09-161304534
Value of employer contributions paid2025-09-160
Employer contributions to plan in this plan year2025-09-16194276
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-161124
2024 : PERLMAN & PERLMAN, LLP 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-10-100
Total expenses incurred by plan in this plan year2024-10-102103
Net assets as of the end of the plan year2024-10-101304534
Total assets as of the beginning of the plan year2024-10-10960448
Value of plan covered by a fidelity bond2024-10-10350996
Participant contributions to plan in this plan year2024-10-1070118
Value of participant loans at end of plan year2024-10-104546
Other income to plan in this plan year2024-10-10175706
Plan net income in this plan year2024-10-10344086
Net assets as of the end of the plan year2024-10-101304534
Net assets as of the beginning of the plan year2024-10-10960448
Value of employer contributions paid2024-10-100
Employer contributions to plan in this plan year2024-10-10100365
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-101365
2022 : PERLMAN & PERLMAN, LLP 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-190
Total liabilities as of the end of the plan year2022-09-190
Total liabilities as of the beginning of the plan year2022-09-190
Total expenses incurred by plan in this plan year2022-09-1916667
Net assets as of the end of the plan year2022-09-191733106
Total assets as of the beginning of the plan year2022-09-191404325
Value of plan covered by a fidelity bond2022-09-19350996
Participant contributions to plan in this plan year2022-09-19108829
Value of participant loans at end of plan year2022-09-1936202
Other expenses paid from plan in this plan year2022-09-190
Other contributions to plan in this plan year2022-09-190
Other income to plan in this plan year2022-09-19220834
Plan net income in this plan year2022-09-19328781
Net assets as of the end of the plan year2022-09-191733106
Net assets as of the beginning of the plan year2022-09-191404325
Employer contributions to plan in this plan year2022-09-1915785
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-19715

Form 5500 Responses for PERLMAN & PERLMAN, LLP 401(K) PROFIT SHARING PLAN & TRUST

2009: PERLMAN & PERLMAN, LLP 401(K) PROFIT SHARING PLAN & TRUST 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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