PERMAN MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PERMAN MANAGEMENT, INC. PENSION PLAN
| Measure | Date | Value |
|---|
| 2023 : PERMAN MANAGEMENT, INC. PENSION PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $173,032 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $22,156 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $0 |
| Total plan assets at end of year | 2023-12-31 | $3,123,623 |
| Total plan assets at beginning of year | 2023-12-31 | $2,972,747 |
| Total contributions received or receivable from participants | 2023-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $173,032 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $150,876 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $3,123,623 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,972,747 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $200,000 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $22,156 |
| 2022 : PERMAN MANAGEMENT, INC. PENSION PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-246,564 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $22,429 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $0 |
| Total plan assets at end of year | 2022-12-31 | $2,972,747 |
| Total plan assets at beginning of year | 2022-12-31 | $3,241,740 |
| Total contributions received or receivable from participants | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-246,564 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-268,993 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,972,747 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,241,740 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $200,000 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $22,429 |
| 2021 : PERMAN MANAGEMENT, INC. PENSION PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $118,508 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $23,856 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $3,241,740 |
| Total plan assets at beginning of year | 2021-12-31 | $3,147,088 |
| Total contributions received or receivable from participants | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $118,508 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $94,652 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,241,740 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,147,088 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $200,000 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $23,856 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : PERMAN MANAGEMENT, INC. PENSION PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $474,891 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $21,431 |
| Total plan assets at end of year | 2020-12-31 | $3,147,088 |
| Total plan assets at beginning of year | 2020-12-31 | $2,693,628 |
| Other income received | 2020-12-31 | $135,114 |
| Net income (gross income less expenses) | 2020-12-31 | $453,460 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,147,088 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,693,628 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $200,000 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $339,777 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $21,431 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : PERMAN MANAGEMENT, INC. PENSION PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $369,627 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $19,279 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $2,693,628 |
| Total plan assets at beginning of year | 2019-12-31 | $2,343,280 |
| Total contributions received or receivable from participants | 2019-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $179,700 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $350,348 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,693,628 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,343,280 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $200,000 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $189,927 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $19,279 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : PERMAN MANAGEMENT, INC. PENSION PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $143,708 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $37,297 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $19,837 |
| Total plan assets at end of year | 2018-12-31 | $2,343,280 |
| Total plan assets at beginning of year | 2018-12-31 | $2,236,869 |
| Value of fidelity bond covering the plan | 2018-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-46,292 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $106,411 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,343,280 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,236,869 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $200,000 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $190,000 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $17,460 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2023: PERMAN MANAGEMENT, INC. PENSION PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: PERMAN MANAGEMENT, INC. PENSION PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: PERMAN MANAGEMENT, INC. PENSION PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: PERMAN MANAGEMENT, INC. PENSION PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: PERMAN MANAGEMENT, INC. PENSION 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: PERMAN MANAGEMENT, INC. PENSION 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 |
