| Plan Name | PERLIS, INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | PERLIS, INC. |
| Employer identification number (EIN): | 720573767 |
| NAIC Classification: | 448140 |
| NAIC Description: | Family Clothing Stores |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-07-01 | DAVID PERLIS | 2024-10-30 | ||
| 001 | 2022-07-01 | DAVID PERLIS | 2024-01-23 | ||
| 001 | 2021-07-01 | DAVID PERLIS | 2023-02-28 | ||
| 001 | 2020-07-01 | DAVID PERLIS | 2022-01-26 | DAVID PERLIS | 2022-01-26 |
| 001 | 2019-07-01 | DAVID W. PERLIS | 2021-01-12 | DAVID W. PERLIS | 2021-01-12 |
| 001 | 2018-07-01 | DAVID PERLIS | 2020-05-21 | DAVID PERLIS | 2020-05-21 |
| 001 | 2017-07-01 | DAVID PERLIS | 2019-04-15 | DAVID PERLIS | 2019-04-15 |
| 001 | 2016-07-01 | DAVID PERLIS | 2018-04-13 | DAVID PERLIS | 2018-04-13 |
| 001 | 2015-07-01 | DAVID W PERLIS | 2017-04-17 | DAVID W PERLIS | 2017-04-17 |
| 001 | 2014-07-01 | DAVID PERLIS | 2016-04-12 | DAVID PERLIS | 2016-04-12 |
| 001 | 2013-07-01 | DAVID W PERLIS | 2015-04-15 | DAVID W PERLIS | 2015-04-15 |
| 001 | 2012-07-01 | DAVID G. PERLIS | 2014-01-31 | ||
| 001 | 2011-07-01 | DAVID G. PERLIS | 2012-10-18 | DAVID G. PERLIS | 2012-10-18 |
| 001 | 2010-07-01 | DAVID G. PERLIS | 2011-11-04 | DAVID G. PERLIS | 2011-09-22 |
| Measure | Date | Value |
|---|---|---|
| 2024 : PERLIS, INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-10-30 | 703094 |
| Net assets as of the end of the plan year | 2024-10-30 | 9412580 |
| Total assets as of the beginning of the plan year | 2024-10-30 | 8728119 |
| Value of plan covered by a fidelity bond | 2024-10-30 | 1000000 |
| Participant contributions to plan in this plan year | 2024-10-30 | 186613 |
| Value of participant loans at end of plan year | 2024-10-30 | 6654 |
| Other contributions to plan in this plan year | 2024-10-30 | 10372 |
| Other income to plan in this plan year | 2024-10-30 | 1021787 |
| Plan net income in this plan year | 2024-10-30 | 684461 |
| Net assets as of the end of the plan year | 2024-10-30 | 9412580 |
| Net assets as of the beginning of the plan year | 2024-10-30 | 8728119 |
| Employer contributions to plan in this plan year | 2024-10-30 | 168783 |
| Fees paid to broker by Benefit Provider | 2024-10-30 | 7438 |