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PERFECT TRADING, INC. 401(K) PLAN AND TRUST 401k Plan overview

Plan NamePERFECT TRADING, INC. 401(K) PLAN AND TRUST
Plan identification number 001

PERFECT TRADING, INC. 401(K) PLAN AND 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.
  • 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.

401k Sponsoring company profile

PERFECT TRADING, INC. has sponsored the creation of one or more 401k plans.

Company Name:PERFECT TRADING, INC.
Employer identification number (EIN):261274776
NAIC Classification:452300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERFECT TRADING, INC. 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01BRIAN KLAYMAN2017-08-24
0012015-01-01BRIAN KLAYMAN2016-11-21
0012015-01-01BRIAN KLAYMAN2016-09-19
0012014-01-01WENDY POLLEY2015-09-21

Financial Data on PERFECT TRADING, INC. 401(K) PLAN AND TRUST

Measure Date Value
2025 : PERFECT TRADING, INC. 401(K) PLAN AND TRUST 2025 401k financial data
Total liabilities as of the end of the plan year2025-08-181984
Total liabilities as of the beginning of the plan year2025-08-181584
Total expenses incurred by plan in this plan year2025-08-187807
Net assets as of the end of the plan year2025-08-181153554
Total assets as of the beginning of the plan year2025-08-18950614
Value of plan covered by a fidelity bond2025-08-18115057
Participant contributions to plan in this plan year2025-08-1861000
Other expenses paid from plan in this plan year2025-08-187807
Other contributions to plan in this plan year2025-08-180
Other income to plan in this plan year2025-08-18142646
Plan net income in this plan year2025-08-18202540
Net assets as of the end of the plan year2025-08-181151570
Net assets as of the beginning of the plan year2025-08-18949030
Employer contributions to plan in this plan year2025-08-186701
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-180
2024 : PERFECT TRADING, INC. 401(K) PLAN AND TRUST 2024 401k financial data
Total liabilities as of the end of the plan year2024-03-121584
Total liabilities as of the beginning of the plan year2024-03-121217
Total expenses incurred by plan in this plan year2024-03-126011
Net assets as of the end of the plan year2024-03-12950614
Total assets as of the beginning of the plan year2024-03-12749168
Value of plan covered by a fidelity bond2024-03-1294903
Participant contributions to plan in this plan year2024-03-1260000
Other expenses paid from plan in this plan year2024-03-126011
Other contributions to plan in this plan year2024-03-120
Other income to plan in this plan year2024-03-12137857
Plan net income in this plan year2024-03-12201079
Net assets as of the end of the plan year2024-03-12949030
Net assets as of the beginning of the plan year2024-03-12747951
Employer contributions to plan in this plan year2024-03-129233
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-120
2022 : PERFECT TRADING, INC. 401(K) PLAN AND TRUST 2022 401k financial data
Total liabilities as of the end of the plan year2022-05-311291
Total liabilities as of the beginning of the plan year2022-05-31984
Total expenses incurred by plan in this plan year2022-05-315601
Net assets as of the end of the plan year2022-05-31823111
Total assets as of the beginning of the plan year2022-05-31667658
Value of plan covered by a fidelity bond2022-05-3182182
Participant contributions to plan in this plan year2022-05-3152000
Other expenses paid from plan in this plan year2022-05-315601
Other contributions to plan in this plan year2022-05-310
Other income to plan in this plan year2022-05-3199150
Plan net income in this plan year2022-05-31155146
Net assets as of the end of the plan year2022-05-31821820
Net assets as of the beginning of the plan year2022-05-31666674
Employer contributions to plan in this plan year2022-05-319597
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-310

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