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PERLE, GAUTSCHI & COMPANY, INC., CPAS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePERLE, GAUTSCHI & COMPANY, INC., CPAS 401(K) PROFIT SHARING PLAN
Plan identification number 001

PERLE, GAUTSCHI & COMPANY, INC., CPAS 401(K) PROFIT SHARING 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

PERLE, GAUTSCHI & COMPANY, INC., CPAS has sponsored the creation of one or more 401k plans.

Company Name:PERLE, GAUTSCHI & COMPANY, INC., CPAS
Employer identification number (EIN):464201609
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERLE, GAUTSCHI & COMPANY, INC., CPAS 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LAWRENCE PERLE2024-06-12
0012022-01-01LAWRENCE PERLE2023-07-21
0012021-01-01LAWRENCE PERLE2022-07-18
0012020-01-01LAWRENCE PERLE2021-07-08
0012018-01-01LAWRENCE PERLE2019-09-09
0012017-01-01LAWRENCE PERLE2018-08-31
0012016-01-01LAWRENCE PERLE2017-06-20
0012015-01-01LAWRENCE PERLE2016-08-10
0012014-01-01LAWRENCE PERLE2015-09-22

Plan Statistics for PERLE, GAUTSCHI & COMPANY, INC., CPAS 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PERLE, GAUTSCHI & COMPANY, INC., CPAS 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: PERLE, GAUTSCHI & COMPANY, INC., CPAS 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-197
Total number of particpants at end of year2025-06-197
Number of Participants With Account Balances2025-06-193
2024: PERLE, GAUTSCHI & COMPANY, INC., CPAS 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-127
Total number of particpants at end of year2024-06-127
Number of Participants With Account Balances2024-06-124

Financial Data on PERLE, GAUTSCHI & COMPANY, INC., CPAS 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : PERLE, GAUTSCHI & COMPANY, INC., CPAS 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-06-190
Total expenses incurred by plan in this plan year2025-06-19198440
Net assets as of the end of the plan year2025-06-19521837
Total assets as of the beginning of the plan year2025-06-19612914
Value of plan covered by a fidelity bond2025-06-1960000
Other expenses paid from plan in this plan year2025-06-19194
Other income to plan in this plan year2025-06-19107363
Plan net income in this plan year2025-06-19-91077
Net assets as of the end of the plan year2025-06-19521837
Net assets as of the beginning of the plan year2025-06-19612914
2024 : PERLE, GAUTSCHI & COMPANY, INC., CPAS 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-1280
Net assets as of the end of the plan year2024-06-12612914
Total assets as of the beginning of the plan year2024-06-12508724
Value of plan covered by a fidelity bond2024-06-1260000
Other expenses paid from plan in this plan year2024-06-1280
Other income to plan in this plan year2024-06-12104270
Plan net income in this plan year2024-06-12104190
Net assets as of the end of the plan year2024-06-12612914
Net assets as of the beginning of the plan year2024-06-12508724

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