| Plan Name | PERRY AND KAELIN CBS BENEFIT PLAN |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
|
| Company Name: | PERRY AND KAELIN |
| Employer identification number (EIN): | 611214272 |
| NAIC Classification: | 561730 |
| NAIC Description: | Landscaping Services |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 501 | 2023-06-01 | JOSEPH HSU | 2024-12-30 | ||
| 501 | 2022-06-01 | SHAWNA BURTON | 2023-12-27 | ||
| 501 | 2021-06-01 | SHAWNA BURTON | 2022-12-29 | ||
| 501 | 2020-06-01 | SHAWNA BURTON | 2021-12-14 | ||
| 501 | 2020-01-01 | KELLY WOLF | 2020-12-23 |
| Measure | Date | Value |
|---|---|---|
| 2024 : PERRY AND KAELIN CBS BENEFIT PLAN 2024 401k financial data | ||
| Total liabilities as of the end of the plan year | 2024-12-30 | 12601 |
| Total liabilities as of the beginning of the plan year | 2024-12-30 | 12202 |
| Total expenses incurred by plan in this plan year | 2024-12-30 | 29855 |
| Net assets as of the end of the plan year | 2024-12-30 | 16791 |
| Total assets as of the beginning of the plan year | 2024-12-30 | 15532 |
| Value of plan covered by a fidelity bond | 2024-12-30 | 1000000 |
| Participant contributions to plan in this plan year | 2024-12-30 | 15016 |
| Other expenses paid from plan in this plan year | 2024-12-30 | 0 |
| Other contributions to plan in this plan year | 2024-12-30 | 0 |
| Other income to plan in this plan year | 2024-12-30 | 683 |
| Plan net income in this plan year | 2024-12-30 | 860 |
| Net assets as of the end of the plan year | 2024-12-30 | 4190 |
| Net assets as of the beginning of the plan year | 2024-12-30 | 3330 |
| Employer contributions to plan in this plan year | 2024-12-30 | 15016 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-12-30 | 1900 |