401k Plan data: PERIO, PLLC 401K PLAN plan

PERIO, PLLC 401K PLAN 401k Plan overview

Plan Name	PERIO, PLLC 401K PLAN
Plan identification number	003

PERIO, PLLC 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

401k Sponsoring company profile

PERIO PLLC has sponsored the creation of one or more 401k plans.

Company Name: PERIO PLLC

Employer identification number (EIN): 455609606

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERIO, PLLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2024-01-01 JOHN M REMIEN
003 2023-01-01
003 2023-01-01 JOHN M REMIEN
003 2022-01-01
003 2022-01-01 JOHN M REMIEN
003 2021-01-01
003 2021-01-01 JOHN M REMIEN
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 VALERIE C HASSMAN, CPA VALERIE C HASSMAN, CPA 2018-10-15
003 2016-01-01 VALERIE C HASSMAN, CPA VALERIE C HASSMAN, CPA 2017-10-16
003 2015-01-01 VALERIE C. HASSMAN, CPA VALERIE C. HASSMAN, CPA 2016-10-12
003 2014-01-01 JOHN M REMIEN JOHN M REMIEN 2015-09-04
003 2013-01-01 BENJAMIN F. YONCE, CPA, CVA

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2024-01-01	JOHN M REMIEN
003	2023-01-01
003	2023-01-01	JOHN M REMIEN
003	2022-01-01
003	2022-01-01	JOHN M REMIEN
003	2021-01-01
003	2021-01-01	JOHN M REMIEN
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01	VALERIE C HASSMAN, CPA	VALERIE C HASSMAN, CPA	2018-10-15
003	2016-01-01	VALERIE C HASSMAN, CPA	VALERIE C HASSMAN, CPA	2017-10-16
003	2015-01-01	VALERIE C. HASSMAN, CPA	VALERIE C. HASSMAN, CPA	2016-10-12
003	2014-01-01	JOHN M REMIEN	JOHN M REMIEN	2015-09-04
003	2013-01-01	BENJAMIN F. YONCE, CPA, CVA

Plan Statistics for PERIO, PLLC 401K PLAN

401k plan membership statisitcs for PERIO, PLLC 401K PLAN

Measure Date Value
2023: PERIO, PLLC 401K PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 7
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 3
Total of all active and inactive participants 2023-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 10
Number of participants with account balances 2023-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: PERIO, PLLC 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 7
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 3
Total of all active and inactive participants 2022-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 10
Number of participants with account balances 2022-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: PERIO, PLLC 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 7
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 3
Total of all active and inactive participants 2021-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 10
Number of participants with account balances 2021-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PERIO, PLLC 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 7
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 3
Total of all active and inactive participants 2020-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 10
Number of participants with account balances 2020-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PERIO, PLLC 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 7
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 9
Number of participants with account balances 2019-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PERIO, PLLC 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 7
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 9
Number of participants with account balances 2018-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PERIO, PLLC 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 7
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 8
Number of participants with account balances 2017-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PERIO, PLLC 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 7
Number of participants with account balances 2016-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PERIO, PLLC 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PERIO, PLLC 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PERIO, PLLC 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Total of all active and inactive participants 2013-01-01 6
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 6

Measure	Date	Value
2023: PERIO, PLLC 401K PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	7
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	3
Total of all active and inactive participants	2023-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	10
Number of participants with account balances	2023-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: PERIO, PLLC 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	7
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	3
Total of all active and inactive participants	2022-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	10
Number of participants with account balances	2022-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: PERIO, PLLC 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	7
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	3
Total of all active and inactive participants	2021-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	10
Number of participants with account balances	2021-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PERIO, PLLC 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	7
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	3
Total of all active and inactive participants	2020-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	10
Number of participants with account balances	2020-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PERIO, PLLC 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	7
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	9
Number of participants with account balances	2019-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PERIO, PLLC 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	7
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	9
Number of participants with account balances	2018-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PERIO, PLLC 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	7
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	8
Number of participants with account balances	2017-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PERIO, PLLC 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	7
Number of participants with account balances	2016-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PERIO, PLLC 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PERIO, PLLC 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PERIO, PLLC 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Total of all active and inactive participants	2013-01-01	6
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	6

Financial Data on PERIO, PLLC 401K PLAN

Measure	Date	Value
2023 : PERIO, PLLC 401K PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$590,362
Expenses. Total of all expenses incurred	2023-12-31	$209,307
Benefits paid (including direct rollovers)	2023-12-31	$209,307
Total plan assets at end of year	2023-12-31	$2,232,488
Total plan assets at beginning of year	2023-12-31	$1,851,433
Value of fidelity bond covering the plan	2023-12-31	$85,000
Total contributions received or receivable from participants	2023-12-31	$53,215
Other income received	2023-12-31	$446,620
Net income (gross income less expenses)	2023-12-31	$381,055
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$2,232,488
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,851,433
Total contributions received or receivable from employer(s)	2023-12-31	$90,527
2022 : PERIO, PLLC 401K PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-391,176
Total plan assets at end of year	2022-12-31	$1,851,433
Total plan assets at beginning of year	2022-12-31	$2,242,609
Value of fidelity bond covering the plan	2022-12-31	$85,000
Total contributions received or receivable from participants	2022-12-31	$50,515
Other income received	2022-12-31	$-529,699
Net income (gross income less expenses)	2022-12-31	$-391,176
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,851,433
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,242,609
Total contributions received or receivable from employer(s)	2022-12-31	$88,008
2021 : PERIO, PLLC 401K PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$559,850
Total plan assets at end of year	2021-12-31	$2,242,609
Total plan assets at beginning of year	2021-12-31	$1,682,759
Value of fidelity bond covering the plan	2021-12-31	$85,000
Total contributions received or receivable from participants	2021-12-31	$47,375
Other income received	2021-12-31	$428,256
Net income (gross income less expenses)	2021-12-31	$559,850
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,242,609
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,682,759
Total contributions received or receivable from employer(s)	2021-12-31	$84,219
2020 : PERIO, PLLC 401K PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$426,020
Total plan assets at end of year	2020-12-31	$1,682,759
Total plan assets at beginning of year	2020-12-31	$1,256,739
Value of fidelity bond covering the plan	2020-12-31	$85,000
Total contributions received or receivable from participants	2020-12-31	$47,051
Other income received	2020-12-31	$299,277
Net income (gross income less expenses)	2020-12-31	$426,020
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,682,759
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,256,739
Total contributions received or receivable from employer(s)	2020-12-31	$79,692
2019 : PERIO, PLLC 401K PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$370,213
Total plan assets at end of year	2019-12-31	$1,256,739
Total plan assets at beginning of year	2019-12-31	$886,526
Value of fidelity bond covering the plan	2019-12-31	$85,000
Total contributions received or receivable from participants	2019-12-31	$44,051
Other income received	2019-12-31	$256,008
Net income (gross income less expenses)	2019-12-31	$370,213
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,256,739
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$886,526
Total contributions received or receivable from employer(s)	2019-12-31	$70,154
2018 : PERIO, PLLC 401K PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-51,235
Expenses. Total of all expenses incurred	2018-12-31	$1,989
Benefits paid (including direct rollovers)	2018-12-31	$1,989
Total plan assets at end of year	2018-12-31	$886,526
Total plan assets at beginning of year	2018-12-31	$939,750
Value of fidelity bond covering the plan	2018-12-31	$85,000
Total contributions received or receivable from participants	2018-12-31	$43,321
Other income received	2018-12-31	$-162,187
Net income (gross income less expenses)	2018-12-31	$-53,224
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$886,526
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$939,750
Total contributions received or receivable from employer(s)	2018-12-31	$67,631
2017 : PERIO, PLLC 401K PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$261,730
Expenses. Total of all expenses incurred	2017-12-31	$68
Benefits paid (including direct rollovers)	2017-12-31	$68
Total plan assets at end of year	2017-12-31	$939,750
Total plan assets at beginning of year	2017-12-31	$678,088
Value of fidelity bond covering the plan	2017-12-31	$85,000
Total contributions received or receivable from participants	2017-12-31	$42,565
Other income received	2017-12-31	$155,985
Net income (gross income less expenses)	2017-12-31	$261,662
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$939,750
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$678,088
Total contributions received or receivable from employer(s)	2017-12-31	$63,180
2016 : PERIO, PLLC 401K PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$204,910
Expenses. Total of all expenses incurred	2016-12-31	$65,086
Benefits paid (including direct rollovers)	2016-12-31	$65,036
Total plan assets at end of year	2016-12-31	$678,088
Total plan assets at beginning of year	2016-12-31	$538,264
Value of fidelity bond covering the plan	2016-12-31	$85,000
Total contributions received or receivable from participants	2016-12-31	$39,347
Expenses. Other expenses not covered elsewhere	2016-12-31	$50
Other income received	2016-12-31	$106,304
Net income (gross income less expenses)	2016-12-31	$139,824
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$678,088
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$538,264
Total contributions received or receivable from employer(s)	2016-12-31	$59,259
2015 : PERIO, PLLC 401K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$44,240
Expenses. Total of all expenses incurred	2015-12-31	$79,288
Benefits paid (including direct rollovers)	2015-12-31	$79,288
Total plan assets at end of year	2015-12-31	$538,264
Total plan assets at beginning of year	2015-12-31	$573,312
Value of fidelity bond covering the plan	2015-12-31	$85,000
Total contributions received or receivable from participants	2015-12-31	$39,805
Other income received	2015-12-31	$-59,963
Net income (gross income less expenses)	2015-12-31	$-35,048
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$538,264
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$573,312
Total contributions received or receivable from employer(s)	2015-12-31	$64,398
2014 : PERIO, PLLC 401K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$145,062
Total plan assets at end of year	2014-12-31	$573,312
Total plan assets at beginning of year	2014-12-31	$428,250
Value of fidelity bond covering the plan	2014-12-31	$85,000
Total contributions received or receivable from participants	2014-12-31	$40,278
Contributions received from other sources (not participants or employers)	2014-12-31	$24,006
Other income received	2014-12-31	$14,038
Net income (gross income less expenses)	2014-12-31	$145,062
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$573,312
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$428,250
Total contributions received or receivable from employer(s)	2014-12-31	$66,740
2013 : PERIO, PLLC 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$197,786
Expenses. Total of all expenses incurred	2013-12-31	$321,744
Benefits paid (including direct rollovers)	2013-12-31	$321,294
Total plan assets at end of year	2013-12-31	$428,250
Total plan assets at beginning of year	2013-12-31	$552,208
Value of fidelity bond covering the plan	2013-12-31	$85,000
Total contributions received or receivable from participants	2013-12-31	$28,191
Other income received	2013-12-31	$107,978
Net income (gross income less expenses)	2013-12-31	$-123,958
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$428,250
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$552,208
Total contributions received or receivable from employer(s)	2013-12-31	$61,617
Value of corrective distributions	2013-12-31	$450

Form 5500 Responses for PERIO, PLLC 401K PLAN

2023: PERIO, PLLC 401K PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: PERIO, PLLC 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PERIO, PLLC 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PERIO, PLLC 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PERIO, PLLC 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PERIO, PLLC 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PERIO, PLLC 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PERIO, PLLC 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PERIO, PLLC 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PERIO, PLLC 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PERIO, PLLC 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PERIO PLLC
Employer identification number (EIN):	455609606
NAIC Classification:	621210
NAIC Description:	Offices of Dentists