| Plan Name | PERGE, INC. RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | PERGE, INC. |
| Employer identification number (EIN): | 473108202 |
| NAIC Classification: | 531310 |
Additional information about PERGE, INC.
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 2015-01-06 |
| Company Identification Number: | P15000001089 |
| Legal Registered Office Address: |
7 Newcastle Ct Niceville 32578 |
More information about PERGE, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2024-01-01 | BRETT MCINTYRE | |||
| 001 | 2023-01-01 | ||||
| 001 | 2023-01-01 | BRETT MCINTYRE | |||
| 001 | 2022-01-01 | ||||
| 001 | 2022-01-01 | BRETT MCINTYRE | |||
| 001 | 2021-01-01 | ||||
| 001 | 2021-01-01 | BRETT MCINTYRE | |||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | BRETT JAMES MCINTYRE | |||
| 001 | 2017-01-01 | BRETT JAMES MCINTYRE | |||
| 001 | 2016-01-01 | BRETT JAMES MCINTYRE | |||
| 001 | 2015-02-12 | BRETT JAMES MCINTYRE |
| Measure | Date | Value |
|---|---|---|
| 2024 : PERGE, INC. RETIREMENT PLAN 2024 401k financial data | ||
| Total income from all sources | 2024-01-01 | $50,000 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $0 |
| Total plan assets at end of year | 2024-01-01 | $1,250,000 |
| Total plan assets at beginning of year | 2024-01-01 | $1,200,000 |
| Other income received | 2024-01-01 | $50,000 |
| Net income (gross income less expenses) | 2024-01-01 | $50,000 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $1,250,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $1,200,000 |
| Assets. Value of employer securities | 2024-01-01 | $1,250,000 |
| 2023 : PERGE, INC. RETIREMENT PLAN 2023 401k financial data | ||
| Total income from all sources | 2023-12-31 | $-50,000 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $0 |
| Total plan assets at end of year | 2023-12-31 | $1,200,000 |
| Total plan assets at beginning of year | 2023-12-31 | $1,250,000 |
| Other income received | 2023-12-31 | $-50,000 |
| Net income (gross income less expenses) | 2023-12-31 | $-50,000 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,200,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,250,000 |
| Assets. Value of employer securities | 2023-12-31 | $1,200,000 |
| 2022 : PERGE, INC. RETIREMENT PLAN 2022 401k financial data | ||
| Total income from all sources | 2022-12-31 | $-150,000 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $0 |
| Total plan assets at end of year | 2022-12-31 | $1,250,000 |
| Total plan assets at beginning of year | 2022-12-31 | $1,400,000 |
| Other income received | 2022-12-31 | $-150,000 |
| Net income (gross income less expenses) | 2022-12-31 | $-150,000 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,250,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,400,000 |
| Assets. Value of employer securities | 2022-12-31 | $1,250,000 |
| 2021 : PERGE, INC. RETIREMENT PLAN 2021 401k financial data | ||
| Total income from all sources | 2021-12-31 | $150,000 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $1,400,000 |
| Total plan assets at beginning of year | 2021-12-31 | $1,250,000 |
| Other income received | 2021-12-31 | $150,000 |
| Net income (gross income less expenses) | 2021-12-31 | $150,000 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,400,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,250,000 |
| Assets. Value of employer securities | 2021-12-31 | $1,400,000 |
| 2020 : PERGE, INC. RETIREMENT PLAN 2020 401k financial data | ||
| Total income from all sources | 2020-12-31 | $-10,000 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $1,250,000 |
| Total plan assets at beginning of year | 2020-12-31 | $1,260,000 |
| Other income received | 2020-12-31 | $-10,000 |
| Net income (gross income less expenses) | 2020-12-31 | $-10,000 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,250,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,260,000 |
| Assets. Value of employer securities | 2020-12-31 | $1,250,000 |
| 2019 : PERGE, INC. RETIREMENT PLAN 2019 401k financial data | ||
| Total income from all sources | 2019-12-31 | $10,000 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $1,260,000 |
| Total plan assets at beginning of year | 2019-12-31 | $1,250,000 |
| Other income received | 2019-12-31 | $10,000 |
| Net income (gross income less expenses) | 2019-12-31 | $10,000 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,260,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,250,000 |
| Assets. Value of employer securities | 2019-12-31 | $1,260,000 |
| 2018 : PERGE, INC. RETIREMENT PLAN 2018 401k financial data | ||
| Total income from all sources | 2018-12-31 | $50,000 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $1,250,000 |
| Total plan assets at beginning of year | 2018-12-31 | $1,200,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $50,000 |
| Net income (gross income less expenses) | 2018-12-31 | $50,000 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,250,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,200,000 |
| Assets. Value of employer securities | 2018-12-31 | $1,250,000 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
| 2017 : PERGE, INC. RETIREMENT PLAN 2017 401k financial data | ||
| Total income from all sources | 2017-12-31 | $-50,000 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $1,200,000 |
| Total plan assets at beginning of year | 2017-12-31 | $1,250,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $-50,000 |
| Net income (gross income less expenses) | 2017-12-31 | $-50,000 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,200,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,250,000 |
| Assets. Value of employer securities | 2017-12-31 | $1,200,000 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
| 2016 : PERGE, INC. RETIREMENT PLAN 2016 401k financial data | ||
| Total income from all sources | 2016-12-31 | $21,000 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $1,250,000 |
| Total plan assets at beginning of year | 2016-12-31 | $1,229,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $21,000 |
| Net income (gross income less expenses) | 2016-12-31 | $21,000 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,250,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,229,000 |
| Assets. Value of employer securities | 2016-12-31 | $1,250,000 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
| 2015 : PERGE, INC. RETIREMENT PLAN 2015 401k financial data | ||
| Total income from all sources | 2015-12-31 | $1,229,000 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $1,229,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $1,250,000 |
| Other income received | 2015-12-31 | $-21,000 |
| Net income (gross income less expenses) | 2015-12-31 | $1,229,000 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,229,000 |
| Assets. Value of employer securities | 2015-12-31 | $1,229,000 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
| 2023: PERGE, INC. RETIREMENT PLAN 2023 form 5500 responses | ||
|---|---|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: PERGE, INC. RETIREMENT PLAN 2022 form 5500 responses | ||
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: PERGE, INC. RETIREMENT PLAN 2021 form 5500 responses | ||
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: PERGE, INC. RETIREMENT PLAN 2020 form 5500 responses | ||
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: PERGE, INC. RETIREMENT PLAN 2019 form 5500 responses | ||
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: PERGE, INC. RETIREMENT 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: PERGE, INC. RETIREMENT 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: PERGE, INC. RETIREMENT 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: PERGE, INC. RETIREMENT PLAN 2015 form 5500 responses | ||
| 2015-02-12 | Type of plan entity | Single employer plan |
| 2015-02-12 | First time form 5500 has been submitted | Yes |
| 2015-02-12 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2015-02-12 | Plan funding arrangement – Trust | Yes |
| 2015-02-12 | Plan benefit arrangement - Trust | Yes |