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PERISCOPE EQUITY, LLC 401(K) PLAN 401k Plan overview

Plan NamePERISCOPE EQUITY, LLC 401(K) PLAN
Plan identification number 001

PERISCOPE EQUITY, LLC 401(K) 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

PERISCOPE EQUITY, LLC has sponsored the creation of one or more 401k plans.

Company Name:PERISCOPE EQUITY, LLC
Employer identification number (EIN):611700648
NAIC Classification:523900

Additional information about PERISCOPE EQUITY, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 5260337

More information about PERISCOPE EQUITY, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERISCOPE EQUITY, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LISA HARKINS2024-10-02
0012022-01-01LISA LERNER2023-07-10
0012021-01-01LISA LERNER2022-05-17
0012020-01-01LISA LERNER2021-02-22
0012019-01-01LISA LERNER2020-02-18
0012018-01-01STEVEN JARMEL2019-06-05
0012017-01-01STEVEN JARMEL2018-07-31
0012016-01-01STEVEN JARMEL2017-10-27
0012015-08-01

Financial Data on PERISCOPE EQUITY, LLC 401(K) PLAN

Measure Date Value
2025 : PERISCOPE EQUITY, LLC 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-160
Total liabilities as of the end of the plan year2025-05-160
Total liabilities as of the beginning of the plan year2025-05-160
Total expenses incurred by plan in this plan year2025-05-16154398
Net assets as of the end of the plan year2025-05-162322416
Total assets as of the beginning of the plan year2025-05-161734718
Value of plan covered by a fidelity bond2025-05-16110000
Participant contributions to plan in this plan year2025-05-16259609
Other expenses paid from plan in this plan year2025-05-160
Other contributions to plan in this plan year2025-05-1656927
Other income to plan in this plan year2025-05-16303992
Plan net income in this plan year2025-05-16587698
Net assets as of the end of the plan year2025-05-162322416
Net assets as of the beginning of the plan year2025-05-161734718
Employer contributions to plan in this plan year2025-05-16121568
Fees paid to broker by Benefit Provider2025-05-1610741
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-1623835
2024 : PERISCOPE EQUITY, LLC 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-0264855
Net assets as of the end of the plan year2024-10-021734718
Total assets as of the beginning of the plan year2024-10-021172608
Value of plan covered by a fidelity bond2024-10-02110000
Participant contributions to plan in this plan year2024-10-02271006
Other income to plan in this plan year2024-10-02259302
Plan net income in this plan year2024-10-02562110
Net assets as of the end of the plan year2024-10-021734718
Net assets as of the beginning of the plan year2024-10-021172608
Employer contributions to plan in this plan year2024-10-0296657
Fees paid to broker by Benefit Provider2024-10-027611
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0217074
2022 : PERISCOPE EQUITY, LLC 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-1765313
Net assets as of the end of the plan year2022-05-171140218
Total assets as of the beginning of the plan year2022-05-17696621
Value of plan covered by a fidelity bond2022-05-1775000
Participant contributions to plan in this plan year2022-05-17156800
Other contributions to plan in this plan year2022-05-17143395
Other income to plan in this plan year2022-05-17125537
Plan net income in this plan year2022-05-17443597
Net assets as of the end of the plan year2022-05-171140218
Net assets as of the beginning of the plan year2022-05-17696621
Employer contributions to plan in this plan year2022-05-1783178
Fees paid to broker by Benefit Provider2022-05-174134
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-1710456

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