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PERRYUNDEM LLC 401K PLAN 401k Plan overview

Plan NamePERRYUNDEM LLC 401K PLAN
Plan identification number 001

PERRYUNDEM LLC 401K 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

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

Company Name:PERRYUNDEM LLC
Employer identification number (EIN):461891050
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERRYUNDEM LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01NAOMI MULLIGAN KOLB2024-09-30 NAOMI MULLIGAN KOLB2024-09-30
0012022-01-01NAOMI MULLIGAN KOLB2023-05-02 NAOMI MULLIGAN KOLB2023-05-02
0012021-01-01NAOMI MULLIGAN KOLB2022-05-27 NAOMI MULLIGAN KOLB2022-05-27
0012020-01-01NAOMI MULLIGAN KOLB2021-06-06 NAOMI MULLIGAN KOLB2021-06-06
0012019-01-01NAOMI MULLIGAN-KOLB2020-07-01
0012018-01-01NAOMI MULLIGAN KOLB2020-03-06
0012017-01-01NAOMI MULLIGAN KOLB2018-09-28
0012016-01-01NAOMI MULLIGAN KOLB2017-10-24
0012016-01-01NAOMI MULLIGAN KOLB2017-10-27
0012015-01-01NAOMI MULLIGAN KOLB2016-10-11
0012014-01-01NAOMI MULLIGAN KOLB2015-07-01
0012013-10-01TRESA UNDEM2014-09-03

Financial Data on PERRYUNDEM LLC 401K PLAN

Measure Date Value
2025 : PERRYUNDEM LLC 401K PLAN 2025 401k financial data
Net assets as of the end of the plan year2025-10-122926048
Total assets as of the beginning of the plan year2025-10-122440685
Value of plan covered by a fidelity bond2025-10-12117000
Participant contributions to plan in this plan year2025-10-12119757
Other income to plan in this plan year2025-10-12294549
Plan net income in this plan year2025-10-12485363
Net assets as of the end of the plan year2025-10-122926048
Net assets as of the beginning of the plan year2025-10-122440685
Employer contributions to plan in this plan year2025-10-1271057
2024 : PERRYUNDEM LLC 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-300
Net assets as of the end of the plan year2024-09-302440685
Total assets as of the beginning of the plan year2024-09-301989153
Value of plan covered by a fidelity bond2024-09-30117000
Participant contributions to plan in this plan year2024-09-30107332
Other expenses paid from plan in this plan year2024-09-300
Other income to plan in this plan year2024-09-30278250
Plan net income in this plan year2024-09-30451532
Net assets as of the end of the plan year2024-09-302440685
Net assets as of the beginning of the plan year2024-09-301989153
Employer contributions to plan in this plan year2024-09-3065950
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-300
2022 : PERRYUNDEM LLC 401K PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-270
Net assets as of the end of the plan year2022-05-272262628
Total assets as of the beginning of the plan year2022-05-271866694
Value of plan covered by a fidelity bond2022-05-27117000
Participant contributions to plan in this plan year2022-05-27102654
Other expenses paid from plan in this plan year2022-05-270
Other contributions to plan in this plan year2022-05-270
Other income to plan in this plan year2022-05-27234506
Plan net income in this plan year2022-05-27395934
Net assets as of the end of the plan year2022-05-272262628
Net assets as of the beginning of the plan year2022-05-271866694
Employer contributions to plan in this plan year2022-05-2758774
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-270

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