PERITUS BENEFITS AND INVESTMENTS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PERITUS BENEFITS AND INVESTMENTS, INC. RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : PERITUS BENEFITS AND INVESTMENTS, INC. RETIREMENT PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-15 | 153434 |
| Net assets as of the end of the plan year | 2025-10-15 | 954199 |
| Total assets as of the beginning of the plan year | 2025-10-15 | 1022273 |
| Value of plan covered by a fidelity bond | 2025-10-15 | 150000 |
| Participant contributions to plan in this plan year | 2025-10-15 | 0 |
| Other income to plan in this plan year | 2025-10-15 | 85360 |
| Plan net income in this plan year | 2025-10-15 | -68074 |
| Net assets as of the end of the plan year | 2025-10-15 | 954199 |
| Net assets as of the beginning of the plan year | 2025-10-15 | 1022273 |
| Employer contributions to plan in this plan year | 2025-10-15 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-15 | 1721 |
| 2024 : PERITUS BENEFITS AND INVESTMENTS, INC. RETIREMENT PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-15 | 32349 |
| Net assets as of the end of the plan year | 2024-10-15 | 1022273 |
| Total assets as of the beginning of the plan year | 2024-10-15 | 987614 |
| Value of plan covered by a fidelity bond | 2024-10-15 | 150000 |
| Other income to plan in this plan year | 2024-10-15 | 67008 |
| Plan net income in this plan year | 2024-10-15 | 34659 |
| Net assets as of the end of the plan year | 2024-10-15 | 1022273 |
| Net assets as of the beginning of the plan year | 2024-10-15 | 987614 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-15 | 315 |
| 2012 : PERITUS BENEFITS AND INVESTMENTS, INC. RETIREMENT PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $76,608 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $2,103 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $2,103 |
| Total plan assets at end of year | 2012-12-31 | $874,223 |
| Total plan assets at beginning of year | 2012-12-31 | $799,718 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $15,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $57,592 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $74,505 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $874,223 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $799,718 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $4,016 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
| 2011 : PERITUS BENEFITS AND INVESTMENTS, INC. RETIREMENT PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $-30,833 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $24,550 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $879 |
| Total plan assets at end of year | 2011-12-31 | $799,718 |
| Total plan assets at beginning of year | 2011-12-31 | $855,101 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-30,833 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $-55,383 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $799,718 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $855,101 |
| Assets. Value of participant loans | 2011-12-31 | $14,971 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $23,671 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| 2010 : PERITUS BENEFITS AND INVESTMENTS, INC. RETIREMENT PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $539,109 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $52,907 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $52,907 |
| Total plan assets at end of year | 2010-12-31 | $855,101 |
| Total plan assets at beginning of year | 2010-12-31 | $368,899 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $25,330 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $472,395 |
| Other income received | 2010-12-31 | $41,384 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $486,202 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $855,101 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $368,899 |
| Assets. Value of participant loans | 2010-12-31 | $31,078 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| 2012: PERITUS BENEFITS AND INVESTMENTS, INC. RETIREMENT PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 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 – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: PERITUS BENEFITS AND INVESTMENTS, INC. RETIREMENT 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 – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PERITUS BENEFITS AND INVESTMENTS, INC. RETIREMENT 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 – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
