PERSUADE LOYALTY, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PERSUADE LOYALTY, LLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : PERSUADE LOYALTY, LLC 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-21 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-21 | 816153 |
| Net assets as of the end of the plan year | 2025-07-21 | 4622217 |
| Total assets as of the beginning of the plan year | 2025-07-21 | 2516871 |
| Value of plan covered by a fidelity bond | 2025-07-21 | 400000 |
| Participant contributions to plan in this plan year | 2025-07-21 | 1294179 |
| Value of participant loans at end of plan year | 2025-07-21 | 3959 |
| Other contributions to plan in this plan year | 2025-07-21 | 672874 |
| Other income to plan in this plan year | 2025-07-21 | 514919 |
| Plan net income in this plan year | 2025-07-21 | 2105346 |
| Net assets as of the end of the plan year | 2025-07-21 | 4622217 |
| Net assets as of the beginning of the plan year | 2025-07-21 | 2516871 |
| Value of contributions failed to transmitted timely | 2025-07-21 | 394845 |
| Employer contributions to plan in this plan year | 2025-07-21 | 439527 |
| Fees paid to broker by Benefit Provider | 2025-07-21 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-21 | 18690 |
| 2024 : PERSUADE LOYALTY, LLC 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-31 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-31 | 176626 |
| Net assets as of the end of the plan year | 2024-07-31 | 2516871 |
| Total assets as of the beginning of the plan year | 2024-07-31 | 1026810 |
| Value of plan covered by a fidelity bond | 2024-07-31 | 0 |
| Participant contributions to plan in this plan year | 2024-07-31 | 741720 |
| Value of participant loans at end of plan year | 2024-07-31 | 0 |
| Other contributions to plan in this plan year | 2024-07-31 | 170837 |
| Other income to plan in this plan year | 2024-07-31 | 492779 |
| Plan net income in this plan year | 2024-07-31 | 1490061 |
| Net assets as of the end of the plan year | 2024-07-31 | 2516871 |
| Net assets as of the beginning of the plan year | 2024-07-31 | 1026810 |
| Value of contributions failed to transmitted timely | 2024-07-31 | 204998 |
| Employer contributions to plan in this plan year | 2024-07-31 | 261351 |
| Fees paid to broker by Benefit Provider | 2024-07-31 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-31 | 7374 |
| 2022 : PERSUADE LOYALTY, LLC 401(K) PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-09-21 | 0 |
| Total liabilities as of the end of the plan year | 2022-09-21 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-09-21 | 0 |
| Total expenses incurred by plan in this plan year | 2022-09-21 | 743 |
| Net assets as of the end of the plan year | 2022-09-21 | 599119 |
| Total assets as of the beginning of the plan year | 2022-09-21 | 31124 |
| Value of plan covered by a fidelity bond | 2022-09-21 | 500000 |
| Participant contributions to plan in this plan year | 2022-09-21 | 240529 |
| Other expenses paid from plan in this plan year | 2022-09-21 | 0 |
| Other contributions to plan in this plan year | 2022-09-21 | 255583 |
| Other income to plan in this plan year | 2022-09-21 | 35276 |
| Plan net income in this plan year | 2022-09-21 | 567995 |
| Net assets as of the end of the plan year | 2022-09-21 | 599119 |
| Net assets as of the beginning of the plan year | 2022-09-21 | 31124 |
| Employer contributions to plan in this plan year | 2022-09-21 | 37350 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-21 | 743 |
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