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THE PERCEPT GROUP, INC. PENSION PLAN 401k Plan overview

Plan NameTHE PERCEPT GROUP, INC. PENSION PLAN
Plan identification number 002

THE PERCEPT GROUP, INC. PENSION PLAN 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.
  • 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

PERCEPT GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:PERCEPT GROUP, INC.
Employer identification number (EIN):330268431
NAIC Classification:519100

Additional information about PERCEPT GROUP, INC.

Jurisdiction of Incorporation: Wyoming Corporations Division
Incorporation Date: 2014-12-04
Company Identification Number: 000676850
Legal Registered Office Address: 412 N Main St Ste 100

Buffalo
United States of America (USA)
82834

More information about PERCEPT GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PERCEPT GROUP, INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01MARK SCHULZ2024-06-20 MARK SCHULZ2024-06-20
0022022-01-01MARK SCHULZ2023-04-07 MARK SCHULZ2023-04-07
0022021-01-01MARK SCHULZ2022-09-19 MARK SCHULZ2022-09-19
0022020-01-01MARK SCHULZ2022-01-12 MARK SCHULZ2022-01-12
0022019-01-01MARK SCHULZ2020-04-23 MARK SCHULZ2020-04-23
0022018-01-01MARK SCHULZ2019-07-23 MARK SCHULZ2019-07-23
0022017-01-01MARK SCHULZ2018-04-05 MARK SCHULZ2018-04-05
0022016-01-01MARK SCHULZ2017-03-10 MARK SCHULZ2017-03-10
0022015-01-01MARK SCHULZ2016-09-02 MARK SCHULZ2016-09-02
0022014-01-01MARK SCHULZ2015-04-22 MARK SCHULZ2015-04-22
0022013-01-01MARK SCHULZ2014-09-15 MARK SCHULZ2014-09-15
0022012-01-01MARK SCHULZ2013-07-19 MARK SCHULZ2013-07-19
0022011-01-01MARK SCHULZ2012-04-11 MARK SCHULZ2012-04-11
0022010-01-01MARK SCHULZ2011-10-06 MARK SCHULZ2011-10-06

Financial Data on THE PERCEPT GROUP, INC. PENSION PLAN

Measure Date Value
2024 : THE PERCEPT GROUP, INC. PENSION PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-200
Total liabilities as of the end of the plan year2024-06-200
Total liabilities as of the beginning of the plan year2024-06-200
Total expenses incurred by plan in this plan year2024-06-2051188
Net assets as of the end of the plan year2024-06-20739649
Total assets as of the beginning of the plan year2024-06-20724153
Value of plan covered by a fidelity bond2024-06-2045000
Other expenses paid from plan in this plan year2024-06-200
Other contributions to plan in this plan year2024-06-200
Other income to plan in this plan year2024-06-2066684
Plan net income in this plan year2024-06-2015496
Net assets as of the end of the plan year2024-06-20739649
Net assets as of the beginning of the plan year2024-06-20724153
Value of contributions failed to transmitted timely2024-06-205801
Fees paid to broker by Benefit Provider2024-06-201814
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-206188
2022 : THE PERCEPT GROUP, INC. PENSION PLAN 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 year2022-09-19188586
Net assets as of the end of the plan year2022-09-19902903
Total assets as of the beginning of the plan year2022-09-191028264
Value of plan covered by a fidelity bond2022-09-1945000
Participant contributions to plan in this plan year2022-09-190
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 year2022-09-1963225
Plan net income in this plan year2022-09-19-125361
Net assets as of the end of the plan year2022-09-19902903
Net assets as of the beginning of the plan year2022-09-191028264
Value of contributions failed to transmitted timely2022-09-195801
Employer contributions to plan in this plan year2022-09-190
Fees paid to broker by Benefit Provider2022-09-192366
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-198586

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