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PERFECTLY POSH 401(K) PLAN 401k Plan overview

Plan NamePERFECTLY POSH 401(K) PLAN
Plan identification number 001

PERFECTLY POSH 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
  • 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.
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover

401k Sponsoring company profile

PERFECTLY POSH LLC has sponsored the creation of one or more 401k plans.

Company Name:PERFECTLY POSH LLC
Employer identification number (EIN):453062870
NAIC Classification:446120
NAIC Description:Cosmetics, Beauty Supplies, and Perfume Stores

Additional information about PERFECTLY POSH LLC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 1479752

More information about PERFECTLY POSH LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERFECTLY POSH 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ROBERT CRAWFORD2023-05-31
0012021-01-01JENIFER GRACE2022-08-22
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DAVID VAN OOSTENDORP
0012016-01-01DAVID
0012016-01-01

Plan Statistics for PERFECTLY POSH 401(K) PLAN

401k plan membership statisitcs for PERFECTLY POSH 401(K) PLAN

Measure Date Value
2020: PERFECTLY POSH 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01124
Total number of active participants reported on line 7a of the Form 55002020-01-0143
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0148
Total of all active and inactive participants2020-01-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0191
Number of participants with account balances2020-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: PERFECTLY POSH 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01134
Total number of active participants reported on line 7a of the Form 55002019-01-0164
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0159
Total of all active and inactive participants2019-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01123
Number of participants with account balances2019-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-019
2018: PERFECTLY POSH 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01176
Total number of active participants reported on line 7a of the Form 55002018-01-0193
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0141
Total of all active and inactive participants2018-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01134
Number of participants with account balances2018-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0119
2017: PERFECTLY POSH 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01212
Total number of active participants reported on line 7a of the Form 55002017-01-0198
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0173
Total of all active and inactive participants2017-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01171
Number of participants with account balances2017-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: PERFECTLY POSH 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01141
Total number of active participants reported on line 7a of the Form 55002016-01-01169
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0133
Total of all active and inactive participants2016-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01202
Number of participants with account balances2016-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0122

Financial Data on PERFECTLY POSH 401(K) PLAN

Measure Date Value
2020 : PERFECTLY POSH 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$664,911
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$709,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$706,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$282,026
Value of total assets at end of year2020-12-31$2,288,398
Value of total assets at beginning of year2020-12-31$2,332,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,542
Total interest from all sources2020-12-31$4,843
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$240,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$196,483
Participant contributions at end of year2020-12-31$59,402
Participant contributions at beginning of year2020-12-31$110,004
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-44,564
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,288,398
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,332,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,228,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,212,374
Interest on participant loans2020-12-31$4,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$10,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$378,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$85,543
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$706,933
Contract administrator fees2020-12-31$2,542
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WSRP, LLC
Accountancy firm EIN2020-12-31870517754
2019 : PERFECTLY POSH 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$941,842
Total income from all sources (including contributions)2019-12-31$941,842
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$146,207
Total of all expenses incurred2019-12-31$146,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$139,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$139,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$540,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$540,279
Value of total assets at end of year2019-12-31$2,332,962
Value of total assets at end of year2019-12-31$2,332,962
Value of total assets at beginning of year2019-12-31$1,537,327
Value of total assets at beginning of year2019-12-31$1,537,327
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,469
Total interest from all sources2019-12-31$4,799
Total interest from all sources2019-12-31$4,799
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$6,469
Administrative expenses professional fees incurred2019-12-31$6,469
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$240,000
Value of fidelity bond cover2019-12-31$240,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$380,718
Contributions received from participants2019-12-31$380,718
Participant contributions at end of year2019-12-31$110,004
Participant contributions at end of year2019-12-31$110,004
Participant contributions at beginning of year2019-12-31$65,793
Participant contributions at beginning of year2019-12-31$65,793
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$27,865
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$27,865
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$795,635
Value of net income/loss2019-12-31$795,635
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,332,962
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,332,962
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,537,327
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,537,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,212,374
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,212,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,444,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,444,306
Interest on participant loans2019-12-31$4,799
Interest on participant loans2019-12-31$4,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$27,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$27,228
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$27,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$27,228
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$10,584
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$10,584
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$396,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$396,764
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$131,696
Contributions received in cash from employer2019-12-31$131,696
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$139,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$139,738
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WSRP, LLC
Accountancy firm name2019-12-31WSRP, LLC
Accountancy firm EIN2019-12-31870517754
Accountancy firm EIN2019-12-31870517754
2018 : PERFECTLY POSH 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$116
Total income from all sources (including contributions)2018-12-31$591,180
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$387,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$379,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$706,239
Value of total assets at end of year2018-12-31$1,537,327
Value of total assets at beginning of year2018-12-31$1,333,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,499
Total interest from all sources2018-12-31$2,195
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$7,499
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$160,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$355,361
Participant contributions at end of year2018-12-31$65,793
Participant contributions at beginning of year2018-12-31$4,334
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$173,593
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$116
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$203,701
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,537,327
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,333,626
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,444,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,315,031
Interest on participant loans2018-12-31$2,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$27,228
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$14,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$14,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-117,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$177,285
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$379,980
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WSRP, LLC
Accountancy firm EIN2018-12-31870517754
2017 : PERFECTLY POSH 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$116
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$869,587
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$238,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$225,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$699,326
Value of total assets at end of year2017-12-31$1,333,742
Value of total assets at beginning of year2017-12-31$702,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$12,351
Total interest from all sources2017-12-31$66
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$9,725
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$140,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$409,425
Participant contributions at end of year2017-12-31$4,334
Participant contributions at beginning of year2017-12-31$1,500
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$21
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$84,163
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$116
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$631,392
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,333,626
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$702,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,315,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$692,933
Interest on participant loans2017-12-31$188
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$14,377
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$7,766
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$7,766
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$-122
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$170,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$205,738
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$14
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$225,844
Contract administrator fees2017-12-31$2,626
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WSRP, LLC
Accountancy firm EIN2017-12-31870517754
2016 : PERFECTLY POSH 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$750,014
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$47,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$46,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$711,712
Value of total assets at end of year2016-12-31$702,234
Value of total assets at beginning of year2016-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,266
Total interest from all sources2016-12-31$-18
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$75,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$419,183
Participant contributions at end of year2016-12-31$1,500
Participant contributions at beginning of year2016-12-31$0
Participant contributions at end of year2016-12-31$21
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$72,895
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$702,234
Value of net assets at end of year (total assets less liabilities)2016-12-31$702,234
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$692,933
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$7,766
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$-18
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$38,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$219,634
Employer contributions (assets) at end of year2016-12-31$14
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$46,514
Contract administrator fees2016-12-31$1,266
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WSRP, LLC
Accountancy firm EIN2016-12-31870517754

Form 5500 Responses for PERFECTLY POSH 401(K) PLAN

2020: PERFECTLY POSH 401(K) 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PERFECTLY POSH 401(K) 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PERFECTLY POSH 401(K) 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PERFECTLY POSH 401(K) 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PERFECTLY POSH 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE TRUST COMPANY FSB (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number786-80085
Policy instance 1
Insurance contract or identification number786-80085
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE TRUST COMPANY FSB (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number786-80073
Policy instance 1
Insurance contract or identification number786-80073
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number786-80085
Policy instance 2
Insurance contract or identification number786-80085
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE TRUST COMPANY FSB (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number786-80073
Policy instance 1
Insurance contract or identification number786-80073
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE TRUST COMPANY FSB (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number786-80073
Policy instance 1
Insurance contract or identification number786-80073
Number of Individuals Covered154
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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