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PERITUS PARTNERS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePERITUS PARTNERS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

PERITUS PARTNERS, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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

PERITUS PARTNERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:PERITUS PARTNERS, INC.
Employer identification number (EIN):452628016
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about PERITUS PARTNERS, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2011-06-27
Company Identification Number: 0801444680
Legal Registered Office Address: 433 LAS COLINAS BLVD E STE 475

IRVING
United States of America (USA)
75039

More information about PERITUS PARTNERS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERITUS PARTNERS, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01GARY PERDUE
0012023-01-01
0012023-01-01GARY PERDUE
0012022-01-01
0012022-01-01GARY PERDUE
0012021-01-01
0012021-01-01GARY PERDUE
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01GARY PERDUE
0012016-01-01GARY PERDUE
0012015-01-01GARY PERDUE
0012014-01-01GARY PERDUE
0012013-01-01GARY PERDUE
0012012-01-01GARY PERDUE
0012011-06-27GARY PERDUE

Financial Data on PERITUS PARTNERS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : PERITUS PARTNERS, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$-9,236
Expenses. Total of all expenses incurred2023-12-31$0
Benefits paid (including direct rollovers)2023-12-31$0
Total plan assets at end of year2023-12-31$70,398
Total plan assets at beginning of year2023-12-31$79,634
Total contributions received or receivable from participants2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$-9,236
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$-9,236
Net plan assets at end of year (total assets less liabilities)2023-12-31$70,398
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$79,634
Assets. Value of employer securities2023-12-31$70,398
Total contributions received or receivable from employer(s)2023-12-31$0
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$0
2022 : PERITUS PARTNERS, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-3,855
Expenses. Total of all expenses incurred2022-12-31$0
Benefits paid (including direct rollovers)2022-12-31$0
Total plan assets at end of year2022-12-31$79,634
Total plan assets at beginning of year2022-12-31$83,489
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-3,855
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-3,855
Net plan assets at end of year (total assets less liabilities)2022-12-31$79,634
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$83,489
Assets. Value of employer securities2022-12-31$79,634
Total contributions received or receivable from employer(s)2022-12-31$0
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : PERITUS PARTNERS, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$-5,078
Expenses. Total of all expenses incurred2021-12-31$0
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$83,489
Total plan assets at beginning of year2021-12-31$88,567
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$-5,078
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-5,078
Net plan assets at end of year (total assets less liabilities)2021-12-31$83,489
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$88,567
Assets. Value of employer securities2021-12-31$83,489
Total contributions received or receivable from employer(s)2021-12-31$0
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
2020 : PERITUS PARTNERS, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$5,146
Expenses. Total of all expenses incurred2020-12-31$0
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$88,567
Total plan assets at beginning of year2020-12-31$83,421
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$5,146
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$5,146
Net plan assets at end of year (total assets less liabilities)2020-12-31$88,567
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$83,421
Assets. Value of employer securities2020-12-31$88,567
Total contributions received or receivable from employer(s)2020-12-31$0
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
2019 : PERITUS PARTNERS, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$6,809
Expenses. Total of all expenses incurred2019-12-31$0
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$83,421
Total plan assets at beginning of year2019-12-31$76,612
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$6,809
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$6,809
Net plan assets at end of year (total assets less liabilities)2019-12-31$83,421
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$76,612
Assets. Value of employer securities2019-12-31$83,421
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
2018 : PERITUS PARTNERS, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$27,375
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$76,612
Total plan assets at beginning of year2018-12-31$49,237
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$27,375
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$27,375
Net plan assets at end of year (total assets less liabilities)2018-12-31$76,612
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$49,237
Assets. Value of employer securities2018-12-31$76,612
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : PERITUS PARTNERS, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$-37,934
Expenses. Total of all expenses incurred2017-12-31$100
Benefits paid (including direct rollovers)2017-12-31$100
Total plan assets at end of year2017-12-31$49,237
Total plan assets at beginning of year2017-12-31$87,271
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$-37,934
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$-38,034
Net plan assets at end of year (total assets less liabilities)2017-12-31$49,237
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$87,271
Assets. Value of employer securities2017-12-31$49,237
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : PERITUS PARTNERS, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$87,170
Expenses. Total of all expenses incurred2016-12-31$0
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$87,271
Total plan assets at beginning of year2016-12-31$101
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$87,170
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$87,170
Net plan assets at end of year (total assets less liabilities)2016-12-31$87,271
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$101
Assets. Value of employer securities2016-12-31$87,171
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : PERITUS PARTNERS, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-38,359
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$101
Total plan assets at beginning of year2015-12-31$38,460
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-38,359
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-38,359
Net plan assets at end of year (total assets less liabilities)2015-12-31$101
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$38,460
Assets. Value of employer securities2015-12-31$1
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : PERITUS PARTNERS, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$-737,515
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$38,460
Total plan assets at beginning of year2014-12-31$775,975
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$-737,515
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-737,515
Net plan assets at end of year (total assets less liabilities)2014-12-31$38,460
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$775,975
Assets. Value of employer securities2014-12-31$38,360
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : PERITUS PARTNERS, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$14,341
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$775,975
Total plan assets at beginning of year2013-12-31$761,634
Other income received2013-12-31$14,341
Net income (gross income less expenses)2013-12-31$14,341
Net plan assets at end of year (total assets less liabilities)2013-12-31$775,975
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$761,634
Assets. Value of employer securities2013-12-31$775,875
2012 : PERITUS PARTNERS, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$214,962
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$761,634
Total plan assets at beginning of year2012-12-31$546,672
Other income received2012-12-31$214,962
Net income (gross income less expenses)2012-12-31$214,962
Net plan assets at end of year (total assets less liabilities)2012-12-31$761,634
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$546,672
Assets. Value of employer securities2012-12-31$761,534
2011 : PERITUS PARTNERS, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$546,697
Expenses. Total of all expenses incurred2011-12-31$25
Total plan assets at end of year2011-12-31$546,672
Total plan assets at beginning of year2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$546,697
Net income (gross income less expenses)2011-12-31$546,672
Net plan assets at end of year (total assets less liabilities)2011-12-31$546,672
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$0
Assets. Value of employer securities2011-12-31$546,572
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$25

Form 5500 Responses for PERITUS PARTNERS, INC. 401(K) PROFIT SHARING PLAN

2023: PERITUS PARTNERS, INC. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PERITUS PARTNERS, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PERITUS PARTNERS, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PERITUS PARTNERS, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PERITUS PARTNERS, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PERITUS PARTNERS, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PERITUS PARTNERS, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PERITUS PARTNERS, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PERITUS PARTNERS, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PERITUS PARTNERS, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PERITUS PARTNERS, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PERITUS PARTNERS, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PERITUS PARTNERS, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-06-27Type of plan entitySingle employer plan
2011-06-27First time form 5500 has been submittedYes
2011-06-27Submission has been amendedNo
2011-06-27This submission is the final filingNo
2011-06-27This return/report is a short plan year return/report (less than 12 months)Yes
2011-06-27Plan is a collectively bargained planNo
2011-06-27Plan funding arrangement – TrustYes
2011-06-27Plan benefit arrangement - TrustYes

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