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| Plan Name | PERLMAN & PERLMAN, LLP CASH BALANCE PLAN |
| Plan identification number | 003 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
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| 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
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 003 | 2023-01-01 | ||||
| 003 | 2022-01-01 | ||||
| 003 | 2021-01-01 | SETH PERLMAN, ESQ. | 2022-09-19 | ||
| 003 | 2020-01-01 | SETH PERLMAN, ESQ. | 2021-10-05 | ||
| 003 | 2019-01-01 | SETH PERLMAN, ESQ. | 2020-10-13 | SETH PERLMAN, ESQ. | 2020-10-13 |
| 003 | 2018-01-01 | SETH PERLMAN, ESQ. | 2019-10-14 | SETH PERLMAN, ESQ. | 2019-10-14 |
| 003 | 2017-01-01 | SETH PERLMAN, ESQ. | 2018-10-11 | ||
| 003 | 2016-01-01 | SETH PERLMAN, ESQ. | 2017-10-13 | ||
| 003 | 2015-01-01 | SETH PERLMAN, ESQ. | 2016-10-03 | SETH PERLMAN, ESQ. | 2016-10-03 |
| 003 | 2014-01-01 | SETH PERLMAN, ESQ. | 2015-10-05 | SETH PERLMAN | 2015-10-05 |
| 003 | 2013-01-01 | SETH PERLMAN, ESQ. | 2014-10-14 |
| Measure | Date | Value |
|---|---|---|
| 2025 : PERLMAN & PERLMAN, LLP CASH BALANCE PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-09-16 | 0 |
| Total liabilities as of the end of the plan year | 2025-09-16 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-16 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-16 | 0 |
| Net assets as of the end of the plan year | 2025-09-16 | 2613094 |
| Total assets as of the beginning of the plan year | 2025-09-16 | 2435006 |
| Value of plan covered by a fidelity bond | 2025-09-16 | 300574 |
| Participant contributions to plan in this plan year | 2025-09-16 | 0 |
| Other expenses paid from plan in this plan year | 2025-09-16 | 0 |
| Other contributions to plan in this plan year | 2025-09-16 | 0 |
| Other income to plan in this plan year | 2025-09-16 | 178088 |
| Plan net income in this plan year | 2025-09-16 | 178088 |
| Net assets as of the end of the plan year | 2025-09-16 | 2613094 |
| Net assets as of the beginning of the plan year | 2025-09-16 | 2435006 |
| Employer contributions to plan in this plan year | 2025-09-16 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-16 | 0 |
| 2024 : PERLMAN & PERLMAN, LLP CASH BALANCE PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-10-10 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-10 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-10 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-10 | 5296 |
| Net assets as of the end of the plan year | 2024-10-10 | 2435006 |
| Total assets as of the beginning of the plan year | 2024-10-10 | 2209125 |
| Value of plan covered by a fidelity bond | 2024-10-10 | 300574 |
| Participant contributions to plan in this plan year | 2024-10-10 | 0 |
| Other expenses paid from plan in this plan year | 2024-10-10 | 0 |
| Other contributions to plan in this plan year | 2024-10-10 | 0 |
| Other income to plan in this plan year | 2024-10-10 | 231177 |
| Plan net income in this plan year | 2024-10-10 | 225881 |
| Net assets as of the end of the plan year | 2024-10-10 | 2435006 |
| Net assets as of the beginning of the plan year | 2024-10-10 | 2209125 |
| Employer contributions to plan in this plan year | 2024-10-10 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-10 | 0 |
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