401k Plan data: PERLLA, LLC 401(K) PROFIT SHARING PLAN plan

PERLLA, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	PERLLA, LLC 401(K) PROFIT SHARING PLAN
Plan identification number	001

PERLLA, LLC 401(K) 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.
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.
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

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

Company Name: PERLLA, LLC

Employer identification number (EIN): 261521437

NAIC Classification: 511210
NAIC Description: Software Publishers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERLLA, LLC 401(K) 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 CLIFTON BATSON 2024-10-07
001 2022-01-01 CLIFTON BATSON 2023-09-21
001 2021-01-01 CLIFTON BATSON 2022-08-30
001 2020-01-01 CLIFTON BATSON 2021-10-05
001 2019-01-01 CLIFF BATSON 2020-10-05 CLIFF BATSON 2020-10-05
001 2018-01-01 GARY MCGUIRE 2019-10-14 GARY MCGUIRE 2019-10-14
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 MICHAEL DODD
001 2013-01-01 MICHAEL DODD
001 2012-01-01 MICHAEL DODD
001 2011-01-01 MICHAEL DODD
001 2010-01-01 MICHAEL DODD
001 2009-01-01 MICHAEL DODD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	CLIFTON BATSON	2024-10-07
001	2022-01-01	CLIFTON BATSON	2023-09-21
001	2021-01-01	CLIFTON BATSON	2022-08-30
001	2020-01-01	CLIFTON BATSON	2021-10-05
001	2019-01-01	CLIFF BATSON	2020-10-05	CLIFF BATSON	2020-10-05
001	2018-01-01	GARY MCGUIRE	2019-10-14	GARY MCGUIRE	2019-10-14
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	MICHAEL DODD
001	2013-01-01	MICHAEL DODD
001	2012-01-01	MICHAEL DODD
001	2011-01-01	MICHAEL DODD
001	2010-01-01	MICHAEL DODD
001	2009-01-01	MICHAEL DODD

Financial Data on PERLLA, LLC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2025 : PERLLA, LLC 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-10-02	0
Total liabilities as of the end of the plan year	2025-10-02	0
Total liabilities as of the beginning of the plan year	2025-10-02	0
Total expenses incurred by plan in this plan year	2025-10-02	1341
Net assets as of the end of the plan year	2025-10-02	1506149
Total assets as of the beginning of the plan year	2025-10-02	1284179
Value of plan covered by a fidelity bond	2025-10-02	150000
Participant contributions to plan in this plan year	2025-10-02	51423
Other expenses paid from plan in this plan year	2025-10-02	0
Other contributions to plan in this plan year	2025-10-02	0
Other income to plan in this plan year	2025-10-02	124023
Plan net income in this plan year	2025-10-02	221970
Net assets as of the end of the plan year	2025-10-02	1506149
Net assets as of the beginning of the plan year	2025-10-02	1284179
Employer contributions to plan in this plan year	2025-10-02	47865
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-02	50
2024 : PERLLA, LLC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-10-07	2596
Net assets as of the end of the plan year	2024-10-07	1284179
Total assets as of the beginning of the plan year	2024-10-07	947690
Value of plan covered by a fidelity bond	2024-10-07	100000
Participant contributions to plan in this plan year	2024-10-07	76421
Other income to plan in this plan year	2024-10-07	179626
Plan net income in this plan year	2024-10-07	336489
Net assets as of the end of the plan year	2024-10-07	1284179
Net assets as of the beginning of the plan year	2024-10-07	947690
Value of contributions failed to transmitted timely	2024-10-07	13553
Employer contributions to plan in this plan year	2024-10-07	83038
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-07	2596
2022 : PERLLA, LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-08-30	32294
Net assets as of the end of the plan year	2022-08-30	1353815
Total assets as of the beginning of the plan year	2022-08-30	1148918
Participant contributions to plan in this plan year	2022-08-30	10785
Other income to plan in this plan year	2022-08-30	184192
Plan net income in this plan year	2022-08-30	204897
Net assets as of the end of the plan year	2022-08-30	1353815
Net assets as of the beginning of the plan year	2022-08-30	1148918
Employer contributions to plan in this plan year	2022-08-30	42214
Expensese paid to adminstrative service provicers from plan in this plan year	2022-08-30	695
2019 : PERLLA, LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$265,653
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$920,056
Total plan assets at beginning of year	2019-12-31	$654,403
Value of fidelity bond covering the plan	2019-12-31	$80,000
Total contributions received or receivable from participants	2019-12-31	$59,319
Other income received	2019-12-31	$148,435
Net income (gross income less expenses)	2019-12-31	$265,653
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$920,056
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$654,403
Total contributions received or receivable from employer(s)	2019-12-31	$57,899
2018 : PERLLA, LLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$33,386
Expenses. Total of all expenses incurred	2018-12-31	$100,187
Benefits paid (including direct rollovers)	2018-12-31	$100,187
Total plan assets at end of year	2018-12-31	$654,403
Total plan assets at beginning of year	2018-12-31	$721,204
Value of fidelity bond covering the plan	2018-12-31	$80,000
Total contributions received or receivable from participants	2018-12-31	$33,311
Other income received	2018-12-31	$-27,691
Net income (gross income less expenses)	2018-12-31	$-66,801
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$654,403
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$721,204
Total contributions received or receivable from employer(s)	2018-12-31	$27,766
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : PERLLA, LLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$219,742
Expenses. Total of all expenses incurred	2017-12-31	$163,339
Benefits paid (including direct rollovers)	2017-12-31	$163,339
Total plan assets at end of year	2017-12-31	$721,204
Total plan assets at beginning of year	2017-12-31	$664,801
Value of fidelity bond covering the plan	2017-12-31	$80,000
Total contributions received or receivable from participants	2017-12-31	$63,176
Other income received	2017-12-31	$123,740
Net income (gross income less expenses)	2017-12-31	$56,403
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$721,204
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$664,801
Total contributions received or receivable from employer(s)	2017-12-31	$32,826
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : PERLLA, LLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$101,164
Expenses. Total of all expenses incurred	2016-12-31	$4,395
Benefits paid (including direct rollovers)	2016-12-31	$4,395
Total plan assets at end of year	2016-12-31	$664,801
Total plan assets at beginning of year	2016-12-31	$568,032
Value of fidelity bond covering the plan	2016-12-31	$70,000
Total contributions received or receivable from participants	2016-12-31	$50,197
Other income received	2016-12-31	$8,207
Net income (gross income less expenses)	2016-12-31	$96,769
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$664,801
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$568,032
Total contributions received or receivable from employer(s)	2016-12-31	$42,760
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : PERLLA, LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$84,930
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$568,032
Total plan assets at beginning of year	2015-12-31	$483,102
Value of fidelity bond covering the plan	2015-12-31	$50,000
Total contributions received or receivable from participants	2015-12-31	$56,221
Other income received	2015-12-31	$6,046
Net income (gross income less expenses)	2015-12-31	$84,930
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$568,032
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$483,102
Total contributions received or receivable from employer(s)	2015-12-31	$22,663
2014 : PERLLA, LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$91,322
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$483,102
Total plan assets at beginning of year	2014-12-31	$391,780
Value of fidelity bond covering the plan	2014-12-31	$50,000
Total contributions received or receivable from participants	2014-12-31	$92,000
Other income received	2014-12-31	$-62,572
Net income (gross income less expenses)	2014-12-31	$91,322
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$483,102
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$391,780
Total contributions received or receivable from employer(s)	2014-12-31	$61,894
2013 : PERLLA, LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$170,387
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$391,780
Total plan assets at beginning of year	2013-12-31	$221,393
Total contributions received or receivable from participants	2013-12-31	$46,000
Other income received	2013-12-31	$93,438
Net income (gross income less expenses)	2013-12-31	$170,387
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$391,780
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$221,393
Assets. Value of participant loans	2013-12-31	$13,097
Total contributions received or receivable from employer(s)	2013-12-31	$30,949
2012 : PERLLA, LLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$44,955
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$221,393
Total plan assets at beginning of year	2012-12-31	$176,438
Total contributions received or receivable from participants	2012-12-31	$1,877
Other income received	2012-12-31	$28,727
Net income (gross income less expenses)	2012-12-31	$44,955
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$221,393
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$176,438
Assets. Value of participant loans	2012-12-31	$31,992
Total contributions received or receivable from employer(s)	2012-12-31	$14,351
2011 : PERLLA, LLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-12,383
Expenses. Total of all expenses incurred	2011-12-31	$8
Total plan assets at end of year	2011-12-31	$176,438
Total plan assets at beginning of year	2011-12-31	$188,829
Total contributions received or receivable from participants	2011-12-31	$33,065
Other income received	2011-12-31	$-64,217
Net income (gross income less expenses)	2011-12-31	$-12,391
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$176,438
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$188,829
Assets. Value of participant loans	2011-12-31	$47,748
Total contributions received or receivable from employer(s)	2011-12-31	$18,769
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$8
2010 : PERLLA, LLC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$69,670
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$188,829
Total plan assets at beginning of year	2010-12-31	$119,159
Total contributions received or receivable from participants	2010-12-31	$36,076
Other income received	2010-12-31	$17,051
Net income (gross income less expenses)	2010-12-31	$69,670
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$188,829
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$119,159
Total contributions received or receivable from employer(s)	2010-12-31	$16,543

Form 5500 Responses for PERLLA, LLC 401(K) PROFIT SHARING PLAN

2019: PERLLA, LLC 401(K) 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: PERLLA, LLC 401(K) 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: PERLLA, LLC 401(K) 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: PERLLA, LLC 401(K) 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: PERLLA, LLC 401(K) 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: PERLLA, LLC 401(K) 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: PERLLA, LLC 401(K) 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: PERLLA, LLC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
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: PERLLA, LLC 401(K) 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
2010: PERLLA, LLC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PERLLA, LLC 401(K) 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:	PERLLA, LLC
Employer identification number (EIN):	261521437
NAIC Classification:	511210
NAIC Description:	Software Publishers