Logo

PERLMUTTER INVESTMENT COMPANY, LLC PROFIT SHARING PLAN 401k Plan overview

Plan NamePERLMUTTER INVESTMENT COMPANY, LLC PROFIT SHARING PLAN
Plan identification number 001

PERLMUTTER INVESTMENT COMPANY, LLC PROFIT SHARING 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PERLMUTTER INVESTMENT COMPANY, L.L.C. has sponsored the creation of one or more 401k plans.

Company Name:PERLMUTTER INVESTMENT COMPANY, L.L.C.
Employer identification number (EIN):364262061
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERLMUTTER INVESTMENT COMPANY, LLC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOSEPH PERLMUTTER2024-07-08 JOSEPH PERLMUTTER2024-07-08
0012022-01-01JOSEPH PERLMUTTER2023-06-23 JOSEPH PERLMUTTER2023-06-23
0012021-01-01JOSEPH PERLMUTTER2022-07-05
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01JOSEPH PERLMUTTER2016-07-27 JOSEPH PERLMUTTER2016-07-27
0012014-01-01JOSEPH PERLMUTTER2015-09-28 JOSEPH PERLMUTTER2015-09-28
0012013-01-01JOSEPH PERLMUTTER2014-04-29 JOSEPH PERLMUTTER2014-04-29
0012012-01-01JOSEPH PERLMUTTER2013-07-26 JOSEPH PERLMUTTER2013-07-26
0012011-01-01JOSEPH PERLMUTTER2012-03-22 JOSEPH PERLMUTTER2012-03-22
0012010-01-01JOSEPH PERLMUTTER2011-04-15 JOSEPH PERLMUTTER2011-04-15

Financial Data on PERLMUTTER INVESTMENT COMPANY, LLC PROFIT SHARING PLAN

Measure Date Value
2025 : PERLMUTTER INVESTMENT COMPANY, LLC PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-130
Total liabilities as of the beginning of the plan year2025-08-130
Total expenses incurred by plan in this plan year2025-08-1328444
Net assets as of the end of the plan year2025-08-131160628
Total assets as of the beginning of the plan year2025-08-131012626
Value of plan covered by a fidelity bond2025-08-13500000
Participant contributions to plan in this plan year2025-08-1347856
Other expenses paid from plan in this plan year2025-08-134794
Other contributions to plan in this plan year2025-08-130
Other income to plan in this plan year2025-08-13125440
Plan net income in this plan year2025-08-13148002
Net assets as of the end of the plan year2025-08-131160628
Net assets as of the beginning of the plan year2025-08-131012626
Employer contributions to plan in this plan year2025-08-133150
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-130
2024 : PERLMUTTER INVESTMENT COMPANY, LLC PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-080
Total liabilities as of the end of the plan year2024-07-080
Total liabilities as of the beginning of the plan year2024-07-080
Total expenses incurred by plan in this plan year2024-07-083426
Net assets as of the end of the plan year2024-07-081012626
Total assets as of the beginning of the plan year2024-07-08828410
Value of plan covered by a fidelity bond2024-07-08500000
Participant contributions to plan in this plan year2024-07-0845740
Other expenses paid from plan in this plan year2024-07-083426
Other contributions to plan in this plan year2024-07-080
Other income to plan in this plan year2024-07-08138752
Plan net income in this plan year2024-07-08184216
Net assets as of the end of the plan year2024-07-081012626
Net assets as of the beginning of the plan year2024-07-08828410
Employer contributions to plan in this plan year2024-07-083150
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-080

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1