| Plan Name | PER STIRLING 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | PER STIRLING GROUP, LLC |
| Employer identification number (EIN): | 453145160 |
| NAIC Classification: | 523900 |
Additional information about PER STIRLING GROUP, LLC
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 2011-08-30 |
| Company Identification Number: | 0801473452 |
| Legal Registered Office Address: |
1500 VISALIA LN AUSTIN United States of America (USA) 78727 |
More information about PER STIRLING GROUP, LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | JOHN O'SULLIVAN | 2024-05-13 | JOHN O'SULLIVAN | 2024-05-13 |
| 001 | 2022-01-01 | JOHN O'SULLIVAN | 2023-04-21 | JOHN O'SULLIVAN | 2023-04-21 |
| 001 | 2021-01-01 | JOHN O'SULLIVAN | 2022-05-13 | JOHN PER O'SULLIVAN | 2022-05-13 |
| 001 | 2020-01-01 | JOHN O'SULLIVAN | 2021-06-29 | ||
| 001 | 2019-01-01 | JOHN O'SULLIVAN | 2020-05-18 | JOHN O'SULLIVAN | 2020-05-18 |
| 001 | 2018-01-01 | JOHN O'SULLIVAN | 2019-10-09 | JOHN O'SULLIVAN | 2019-10-09 |
| 001 | 2017-01-01 | JOHN O'SULLIVAN | 2018-06-20 | JOHN OSULLIVAN | 2018-06-20 |
| 001 | 2016-01-01 | JOHN O'SULLIVAN | 2017-09-11 | JOHN O'SULLIVAN | 2017-09-11 |
| 001 | 2015-01-01 | JOHN O'SULLIVAN | 2016-07-28 | JOHN O'SULLIVAN | 2016-07-28 |
| 001 | 2014-01-01 | JOHN O'SULLIVAN | 2015-06-12 |
| Measure | Date | Value |
|---|---|---|
| 2025 : PER STIRLING 401(K) PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-07-31 | 47950 |
| Net assets as of the end of the plan year | 2025-07-31 | 1952705 |
| Total assets as of the beginning of the plan year | 2025-07-31 | 1533245 |
| Value of plan covered by a fidelity bond | 2025-07-31 | 200000 |
| Participant contributions to plan in this plan year | 2025-07-31 | 149467 |
| Other expenses paid from plan in this plan year | 2025-07-31 | 0 |
| Other contributions to plan in this plan year | 2025-07-31 | 0 |
| Other income to plan in this plan year | 2025-07-31 | 246669 |
| Plan net income in this plan year | 2025-07-31 | 419460 |
| Net assets as of the end of the plan year | 2025-07-31 | 1952705 |
| Net assets as of the beginning of the plan year | 2025-07-31 | 1533245 |
| Employer contributions to plan in this plan year | 2025-07-31 | 71274 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-31 | 1435 |
| 2024 : PER STIRLING 401(K) PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-05-13 | 47583 |
| Net assets as of the end of the plan year | 2024-05-13 | 1533245 |
| Total assets as of the beginning of the plan year | 2024-05-13 | 1184683 |
| Value of plan covered by a fidelity bond | 2024-05-13 | 155000 |
| Participant contributions to plan in this plan year | 2024-05-13 | 136838 |
| Other income to plan in this plan year | 2024-05-13 | 206878 |
| Plan net income in this plan year | 2024-05-13 | 348562 |
| Net assets as of the end of the plan year | 2024-05-13 | 1533245 |
| Net assets as of the beginning of the plan year | 2024-05-13 | 1184683 |
| Employer contributions to plan in this plan year | 2024-05-13 | 52429 |
| 2022 : PER STIRLING 401(K) PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-05-13 | 19984 |
| Net assets as of the end of the plan year | 2022-05-13 | 1178594 |
| Total assets as of the beginning of the plan year | 2022-05-13 | 818018 |
| Value of plan covered by a fidelity bond | 2022-05-13 | 150000 |
| Participant contributions to plan in this plan year | 2022-05-13 | 142178 |
| Other expenses paid from plan in this plan year | 2022-05-13 | 0 |
| Other contributions to plan in this plan year | 2022-05-13 | 0 |
| Other income to plan in this plan year | 2022-05-13 | 132638 |
| Plan net income in this plan year | 2022-05-13 | 360576 |
| Net assets as of the end of the plan year | 2022-05-13 | 1178594 |
| Net assets as of the beginning of the plan year | 2022-05-13 | 818018 |
| Employer contributions to plan in this plan year | 2022-05-13 | 105744 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-13 | 1818 |