401k Plan data: PEREGRINE, STIME, NEWMAN, RITZMAN & BRUCKNER, LTD. EMPLOYEES' SALARY SAVINGS PLAN & TRUST plan

PEREGRINE, STIME, NEWMAN, RITZMAN & BRUCKNER, LTD. EMPLOYEES' SALARY SAVINGS PLAN & TRUST 401k Plan overview

Plan Name	PEREGRINE, STIME, NEWMAN, RITZMAN & BRUCKNER, LTD. EMPLOYEES' SALARY SAVINGS PLAN & TRUST
Plan identification number	002

PEREGRINE, STIME, NEWMAN, RITZMAN & BRUCKNER, LTD. EMPLOYEES' SALARY SAVINGS PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

PEREGRINE, STIME, NEWMAN, RITZMAN & BRUCKNER, LTD. has sponsored the creation of one or more 401k plans.

Company Name: PEREGRINE, STIME, NEWMAN, RITZMAN & BRUCKNER, LTD.

Employer identification number (EIN): 362785641

NAIC Classification: 541190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEREGRINE, STIME, NEWMAN, RITZMAN & BRUCKNER, LTD. EMPLOYEES' SALARY SAVINGS PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 ROGER A. RITZMAN 2024-06-04
002 2022-01-01 ROGER A. RITZMAN 2023-06-26
002 2021-01-01 ROGER A. RITZMAN 2022-06-21
002 2020-01-01 ROGER A. RITZMAN 2021-07-28
002 2019-01-01 ROGER A. RITZMAN 2020-07-09
002 2018-01-01 ROGER A. RITZMAN 2019-07-11
002 2017-01-01 ROGER A. RITZMAN 2018-07-23
002 2016-01-01 ROGER A. RITZMAN 2017-07-18
002 2015-01-01 ROGER A. RITZMAN 2016-07-21
002 2014-01-01 ROGER A. RITZMAN 2015-06-15
002 2013-01-01 ROGER A. RITZMAN 2014-07-08
002 2012-01-01 ROGER A. RITZMAN 2013-07-09
002 2011-01-01 ROGER A. RITZMAN 2012-06-13
002 2010-01-01 ROGER A. RITZMAN 2011-07-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	ROGER A. RITZMAN	2024-06-04
002	2022-01-01	ROGER A. RITZMAN	2023-06-26
002	2021-01-01	ROGER A. RITZMAN	2022-06-21
002	2020-01-01	ROGER A. RITZMAN	2021-07-28
002	2019-01-01	ROGER A. RITZMAN	2020-07-09
002	2018-01-01	ROGER A. RITZMAN	2019-07-11
002	2017-01-01	ROGER A. RITZMAN	2018-07-23
002	2016-01-01	ROGER A. RITZMAN	2017-07-18
002	2015-01-01	ROGER A. RITZMAN	2016-07-21
002	2014-01-01	ROGER A. RITZMAN	2015-06-15
002	2013-01-01	ROGER A. RITZMAN	2014-07-08
002	2012-01-01	ROGER A. RITZMAN	2013-07-09
002	2011-01-01	ROGER A. RITZMAN	2012-06-13
002	2010-01-01	ROGER A. RITZMAN	2011-07-20

Financial Data on PEREGRINE, STIME, NEWMAN, RITZMAN & BRUCKNER, LTD. EMPLOYEES' SALARY SAVINGS PLAN & TRUST

Measure	Date	Value
2025 : PEREGRINE, STIME, NEWMAN, RITZMAN & BRUCKNER, LTD. EMPLOYEES' SALARY SAVINGS PLAN & TRUST 2025 401k financial data
Total liabilities as of the end of the plan year	2025-06-24	0
Total liabilities as of the beginning of the plan year	2025-06-24	0
Total expenses incurred by plan in this plan year	2025-06-24	174464
Net assets as of the end of the plan year	2025-06-24	4077299
Total assets as of the beginning of the plan year	2025-06-24	3845811
Value of plan covered by a fidelity bond	2025-06-24	500000
Participant contributions to plan in this plan year	2025-06-24	41020
Value of participant loans at end of plan year	2025-06-24	4825
Other income to plan in this plan year	2025-06-24	354525
Plan net income in this plan year	2025-06-24	231488
Net assets as of the end of the plan year	2025-06-24	4077299
Net assets as of the beginning of the plan year	2025-06-24	3845811
Employer contributions to plan in this plan year	2025-06-24	10407
Expensese paid to adminstrative service provicers from plan in this plan year	2025-06-24	825
2024 : PEREGRINE, STIME, NEWMAN, RITZMAN & BRUCKNER, LTD. EMPLOYEES' SALARY SAVINGS PLAN & TRUST 2024 401k financial data
Total liabilities as of the end of the plan year	2024-06-04	0
Total liabilities as of the beginning of the plan year	2024-06-04	500
Total expenses incurred by plan in this plan year	2024-06-04	56325
Net assets as of the end of the plan year	2024-06-04	3845811
Total assets as of the beginning of the plan year	2024-06-04	3318125
Value of plan covered by a fidelity bond	2024-06-04	500000
Participant contributions to plan in this plan year	2024-06-04	38840
Value of participant loans at end of plan year	2024-06-04	9602
Other contributions to plan in this plan year	2024-06-04	0
Other income to plan in this plan year	2024-06-04	536319
Plan net income in this plan year	2024-06-04	528186
Net assets as of the end of the plan year	2024-06-04	3845811
Net assets as of the beginning of the plan year	2024-06-04	3317625
Employer contributions to plan in this plan year	2024-06-04	9352
Expensese paid to adminstrative service provicers from plan in this plan year	2024-06-04	850
2022 : PEREGRINE, STIME, NEWMAN, RITZMAN & BRUCKNER, LTD. EMPLOYEES' SALARY SAVINGS PLAN & TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-06-21	137302
Net assets as of the end of the plan year	2022-06-21	4098735
Total assets as of the beginning of the plan year	2022-06-21	3743129
Value of plan covered by a fidelity bond	2022-06-21	500000
Participant contributions to plan in this plan year	2022-06-21	35180
Value of participant loans at end of plan year	2022-06-21	29096
Other income to plan in this plan year	2022-06-21	441955
Plan net income in this plan year	2022-06-21	355606
Net assets as of the end of the plan year	2022-06-21	4098735
Net assets as of the beginning of the plan year	2022-06-21	3743129
Employer contributions to plan in this plan year	2022-06-21	15773
Expensese paid to adminstrative service provicers from plan in this plan year	2022-06-21	1025

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Company Name:	PEREGRINE, STIME, NEWMAN, RITZMAN & BRUCKNER, LTD.
Employer identification number (EIN):	362785641
NAIC Classification:	541190