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THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan NameTHE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN
Plan identification number 001

THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

PERFICIENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:PERFICIENT, INC.
Employer identification number (EIN):742853258
NAIC Classification:541511
NAIC Description:Custom Computer Programming Services

Additional information about PERFICIENT, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1999-05-19
Company Identification Number: 0012671906
Legal Registered Office Address: 555 MARYVILLE UNIVERSITY DR STE 600

SAINT LOUIS
United States of America (USA)
63141

More information about PERFICIENT, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CATHIE MEYERS
0012016-01-01CHRIS PARMETER
0012015-01-01CATHIE MEYERS
0012014-01-01CATHIE MEYERS
0012013-01-01CATHIE MEYERS
0012012-01-01TRISH MCFARLANE
0012011-01-01TRISH MCFARLANE TRISH MCFARLANE2012-07-23
0012010-01-01DARLENE SCHROEDER DARLENE SCHROEDER2011-07-29
0012009-01-01DARLENE SCHROEDER DARLENE SCHROEDER2010-07-23
0012007-01-01DARLENE SCHROEDER

Plan Statistics for THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN

Measure Date Value
2022: THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,873
Total number of active participants reported on line 7a of the Form 55002022-01-012,836
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-011,294
Total of all active and inactive participants2022-01-014,137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-018
Total participants2022-01-014,145
Number of participants with account balances2022-01-013,592
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01344
2021: THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,488
Total number of active participants reported on line 7a of the Form 55002021-01-012,777
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-011,041
Total of all active and inactive participants2021-01-013,822
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-013,827
Number of participants with account balances2021-01-013,279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01238
2020: THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,391
Total number of active participants reported on line 7a of the Form 55002020-01-012,440
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-011,014
Total of all active and inactive participants2020-01-013,456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-013,460
Number of participants with account balances2020-01-012,941
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01192
2019: THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,039
Total number of active participants reported on line 7a of the Form 55002019-01-012,394
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01954
Total of all active and inactive participants2019-01-013,350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-013,354
Number of participants with account balances2019-01-012,797
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01165
2018: THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,805
Total number of active participants reported on line 7a of the Form 55002018-01-012,155
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-01831
Total of all active and inactive participants2018-01-012,989
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-012,992
Number of participants with account balances2018-01-012,481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01173
2017: THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,520
Total number of active participants reported on line 7a of the Form 55002017-01-011,985
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-01741
Total of all active and inactive participants2017-01-012,729
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-012,733
Number of participants with account balances2017-01-012,333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01143
2016: THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,609
Total number of active participants reported on line 7a of the Form 55002016-01-011,833
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01670
Total of all active and inactive participants2016-01-012,505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-012,506
Number of participants with account balances2016-01-012,092
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01177
2015: THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,308
Total number of active participants reported on line 7a of the Form 55002015-01-011,930
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01578
Total of all active and inactive participants2015-01-012,508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-012,510
Number of participants with account balances2015-01-011,984
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01165
2014: THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,046
Total number of active participants reported on line 7a of the Form 55002014-01-011,752
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01533
Total of all active and inactive participants2014-01-012,285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012,285
Number of participants with account balances2014-01-011,818
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01148
2013: THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,827
Total number of active participants reported on line 7a of the Form 55002013-01-011,579
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01441
Total of all active and inactive participants2013-01-012,020
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-012,021
Number of participants with account balances2013-01-011,583
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01136
2012: THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,606
Total number of active participants reported on line 7a of the Form 55002012-01-011,429
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-01380
Total of all active and inactive participants2012-01-011,810
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,811
Number of participants with account balances2012-01-011,382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01122
2011: THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,429
Total number of active participants reported on line 7a of the Form 55002011-01-011,272
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01314
Total of all active and inactive participants2011-01-011,586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,586
Number of participants with account balances2011-01-011,163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0179
2010: THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,240
Total number of active participants reported on line 7a of the Form 55002010-01-011,011
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01308
Total of all active and inactive participants2010-01-011,319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,319
Number of participants with account balances2010-01-01909
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01129
2009: THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,337
Total number of active participants reported on line 7a of the Form 55002009-01-01914
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01484
Total of all active and inactive participants2009-01-011,398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,398
Number of participants with account balances2009-01-01884
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01164
2007: THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-011,017
Total number of active participants reported on line 7a of the Form 55002007-01-011,171
Number of other retired or separated participants entitled to future benefits2007-01-01139
Total of all active and inactive participants2007-01-011,310
Total participants2007-01-011,310
Number of participants with account balances2007-01-01876
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-01152

Financial Data on THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN

Measure Date Value
2022 : THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-43,058,652
Total of all expenses incurred2022-12-31$31,991,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$31,661,353
Value of total corrective distributions2022-12-31$16,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$43,624,876
Value of total assets at end of year2022-12-31$297,177,813
Value of total assets at beginning of year2022-12-31$372,227,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$313,756
Total interest from all sources2022-12-31$108,514
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,731,921
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,731,921
Administrative expenses professional fees incurred2022-12-31$68,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$30,253,666
Participant contributions at end of year2022-12-31$2,049,647
Participant contributions at beginning of year2022-12-31$1,922,286
Participant contributions at end of year2022-12-31$7,105
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,040,788
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$541
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$781
Other income not declared elsewhere2022-12-31$-40,015,600
Administrative expenses (other) incurred2022-12-31$245,756
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-75,049,916
Value of net assets at end of year (total assets less liabilities)2022-12-31$297,177,813
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$372,227,729
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$103,721,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$125,094,544
Interest on participant loans2022-12-31$108,406
Value of interest in common/collective trusts at end of year2022-12-31$144,235,772
Value of interest in common/collective trusts at beginning of year2022-12-31$155,888,129
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$21,737
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$35,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$35,750
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$108
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-24,922,525
Net investment gain or loss from common/collective trusts2022-12-31$-23,585,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$46,477,993
Assets. Invements in employer securities at beginning of year2022-12-31$88,740,122
Contributions received in cash from employer2022-12-31$8,330,422
Employer contributions (assets) at end of year2022-12-31$663,717
Employer contributions (assets) at beginning of year2022-12-31$546,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$31,661,353
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ARMANINO LLP
Accountancy firm EIN2022-12-31946214841
2021 : THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$137,790,203
Total of all expenses incurred2021-12-31$32,817,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$32,490,560
Value of total corrective distributions2021-12-31$4,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$40,121,626
Value of total assets at end of year2021-12-31$372,227,729
Value of total assets at beginning of year2021-12-31$267,254,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$322,099
Total interest from all sources2021-12-31$96,724
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,963,222
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,963,222
Administrative expenses professional fees incurred2021-12-31$65,325
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$27,640,576
Participant contributions at end of year2021-12-31$1,922,286
Participant contributions at beginning of year2021-12-31$1,686,586
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$353
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,060,509
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$781
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2,727
Other income not declared elsewhere2021-12-31$58,896,814
Administrative expenses (other) incurred2021-12-31$256,774
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$104,973,112
Value of net assets at end of year (total assets less liabilities)2021-12-31$372,227,729
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$267,254,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$125,094,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$96,164,261
Interest on participant loans2021-12-31$96,724
Value of interest in common/collective trusts at end of year2021-12-31$155,888,129
Value of interest in common/collective trusts at beginning of year2021-12-31$132,643,309
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$35,750
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$22,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$22,855
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$19,991,279
Net investment gain or loss from common/collective trusts2021-12-31$16,720,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$88,740,122
Assets. Invements in employer securities at beginning of year2021-12-31$36,222,257
Contributions received in cash from employer2021-12-31$7,420,541
Employer contributions (assets) at end of year2021-12-31$546,117
Employer contributions (assets) at beginning of year2021-12-31$512,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$32,490,560
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ARMANINO LLP
Accountancy firm EIN2021-12-31946214841
2020 : THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN 2020 401k financial data
Total transfer of assets to this plan2020-12-31$32,183
Total income from all sources (including contributions)2020-12-31$64,312,131
Total of all expenses incurred2020-12-31$24,789,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$24,492,449
Expenses. Certain deemed distributions of participant loans2020-12-31$1,133
Value of total corrective distributions2020-12-31$3,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$34,078,249
Value of total assets at end of year2020-12-31$267,254,617
Value of total assets at beginning of year2020-12-31$227,699,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$292,499
Total interest from all sources2020-12-31$87,350
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,195,077
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,195,077
Administrative expenses professional fees incurred2020-12-31$64,950
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$22,750,825
Participant contributions at end of year2020-12-31$1,686,586
Participant contributions at beginning of year2020-12-31$1,177,736
Participant contributions at end of year2020-12-31$353
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,846,281
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2,727
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$646
Other income not declared elsewhere2020-12-31$1,768,165
Administrative expenses (other) incurred2020-12-31$227,549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$39,522,985
Value of net assets at end of year (total assets less liabilities)2020-12-31$267,254,617
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$227,699,449
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$96,164,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$81,229,856
Interest on participant loans2020-12-31$87,339
Value of interest in common/collective trusts at end of year2020-12-31$132,643,309
Value of interest in common/collective trusts at beginning of year2020-12-31$111,316,145
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$22,855
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$4,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$4,825
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$12,621,580
Net investment gain or loss from common/collective trusts2020-12-31$14,561,710
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$36,222,257
Assets. Invements in employer securities at beginning of year2020-12-31$33,480,637
Contributions received in cash from employer2020-12-31$6,481,143
Employer contributions (assets) at end of year2020-12-31$512,269
Employer contributions (assets) at beginning of year2020-12-31$489,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$24,492,449
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BROWN SMITH WALLACE LLP
Accountancy firm EIN2020-12-31431001367
2019 : THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$83,026,016
Total of all expenses incurred2019-12-31$18,557,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$18,261,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$30,798,962
Value of total assets at end of year2019-12-31$227,699,449
Value of total assets at beginning of year2019-12-31$163,230,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$295,434
Total interest from all sources2019-12-31$77,189
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,017,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,017,892
Administrative expenses professional fees incurred2019-12-31$66,100
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$19,958,708
Participant contributions at end of year2019-12-31$1,177,736
Participant contributions at beginning of year2019-12-31$1,208,006
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$988
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,760,705
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$646
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$772
Other income not declared elsewhere2019-12-31$17,407,296
Administrative expenses (other) incurred2019-12-31$229,334
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$64,468,631
Value of net assets at end of year (total assets less liabilities)2019-12-31$227,699,449
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$163,230,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$81,229,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$62,403,529
Interest on participant loans2019-12-31$77,115
Value of interest in common/collective trusts at end of year2019-12-31$111,316,145
Value of interest in common/collective trusts at beginning of year2019-12-31$83,357,874
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,825
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$5,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$5,906
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$74
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$14,891,846
Net investment gain or loss from common/collective trusts2019-12-31$16,832,831
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$33,480,637
Assets. Invements in employer securities at beginning of year2019-12-31$16,253,576
Contributions received in cash from employer2019-12-31$6,079,549
Employer contributions (assets) at end of year2019-12-31$489,604
Employer contributions (assets) at beginning of year2019-12-31$167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$18,261,951
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BROWN SMITH WALLACE LLP
Accountancy firm EIN2019-12-31431001367
2018 : THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$18,521,411
Total of all expenses incurred2018-12-31$20,949,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$20,673,373
Value of total corrective distributions2018-12-31$6,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$26,026,157
Value of total assets at end of year2018-12-31$163,230,818
Value of total assets at beginning of year2018-12-31$165,658,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$269,785
Total interest from all sources2018-12-31$76,938
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,684,896
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,684,896
Administrative expenses professional fees incurred2018-12-31$64,250
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$18,197,985
Participant contributions at end of year2018-12-31$1,208,006
Participant contributions at beginning of year2018-12-31$1,258,380
Participant contributions at end of year2018-12-31$988
Participant contributions at beginning of year2018-12-31$1,404
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,814,466
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$772
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$835
Other income not declared elsewhere2018-12-31$2,522,689
Administrative expenses (other) incurred2018-12-31$205,535
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,427,802
Value of net assets at end of year (total assets less liabilities)2018-12-31$163,230,818
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$165,658,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$62,403,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$66,584,153
Interest on participant loans2018-12-31$76,904
Value of interest in common/collective trusts at end of year2018-12-31$83,357,874
Value of interest in common/collective trusts at beginning of year2018-12-31$83,315,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$5,906
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,573
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$34
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-9,423,607
Net investment gain or loss from common/collective trusts2018-12-31$-4,365,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$16,253,576
Assets. Invements in employer securities at beginning of year2018-12-31$14,495,217
Contributions received in cash from employer2018-12-31$5,013,706
Employer contributions (assets) at end of year2018-12-31$167
Employer contributions (assets) at beginning of year2018-12-31$88
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$20,673,373
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BROWN SMITH WALLACE LLP
Accountancy firm EIN2018-12-31431001367
2017 : THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$43,814
Total income from all sources (including contributions)2017-12-31$48,692,972
Total of all expenses incurred2017-12-31$15,287,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$15,020,447
Value of total corrective distributions2017-12-31$12,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$26,312,968
Value of total assets at end of year2017-12-31$165,658,620
Value of total assets at beginning of year2017-12-31$132,208,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$253,843
Total interest from all sources2017-12-31$68,032
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$966,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$966,796
Administrative expenses professional fees incurred2017-12-31$50,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$16,490,960
Participant contributions at end of year2017-12-31$1,258,380
Participant contributions at beginning of year2017-12-31$1,421,906
Participant contributions at end of year2017-12-31$1,404
Participant contributions at beginning of year2017-12-31$340
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,238,685
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$835
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2,394
Administrative expenses (other) incurred2017-12-31$203,843
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$33,405,864
Value of net assets at end of year (total assets less liabilities)2017-12-31$165,658,620
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$132,208,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$66,584,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$52,763,039
Interest on participant loans2017-12-31$68,024
Value of interest in common/collective trusts at end of year2017-12-31$83,315,970
Value of interest in common/collective trusts at beginning of year2017-12-31$65,449,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,573
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,111
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$8
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,819,444
Net investment gain or loss from common/collective trusts2017-12-31$9,358,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$14,495,217
Assets. Invements in employer securities at beginning of year2017-12-31$12,569,136
Contributions received in cash from employer2017-12-31$4,583,323
Employer contributions (assets) at end of year2017-12-31$88
Employer contributions (assets) at beginning of year2017-12-31$118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$15,020,447
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BROWNSMITH WALLACE, LLP
Accountancy firm EIN2017-12-31431001367
2016 : THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$156,036
Total income from all sources (including contributions)2016-12-31$34,095,934
Total of all expenses incurred2016-12-31$15,398,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$15,088,253
Value of total corrective distributions2016-12-31$2,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$24,252,751
Value of total assets at end of year2016-12-31$132,208,942
Value of total assets at beginning of year2016-12-31$113,355,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$307,765
Total interest from all sources2016-12-31$79,839
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$764,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$764,539
Administrative expenses professional fees incurred2016-12-31$50,000
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$15,823,574
Participant contributions at end of year2016-12-31$1,421,906
Participant contributions at beginning of year2016-12-31$1,459,156
Participant contributions at end of year2016-12-31$340
Participant contributions at beginning of year2016-12-31$1,675
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,980,376
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$2,394
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,673
Administrative expenses (other) incurred2016-12-31$257,765
Total non interest bearing cash at beginning of year2016-12-31$194
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$18,697,353
Value of net assets at end of year (total assets less liabilities)2016-12-31$132,208,942
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$113,355,553
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$52,763,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$46,600,363
Interest on participant loans2016-12-31$79,839
Value of interest in common/collective trusts at end of year2016-12-31$65,449,898
Value of interest in common/collective trusts at beginning of year2016-12-31$53,478,366
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,111
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$20
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$20
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,811,254
Net investment gain/loss from pooled separate accounts2016-12-31$26,384
Net investment gain or loss from common/collective trusts2016-12-31$4,161,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$12,569,136
Assets. Invements in employer securities at beginning of year2016-12-31$11,812,674
Contributions received in cash from employer2016-12-31$4,448,801
Employer contributions (assets) at end of year2016-12-31$118
Employer contributions (assets) at beginning of year2016-12-31$1,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$15,088,253
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BROWN SMITH WALLACE, LLP
Accountancy firm EIN2016-12-31431001367
2015 : THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$20,325,376
Total of all expenses incurred2015-12-31$16,038,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$15,789,594
Value of total corrective distributions2015-12-31$7,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$21,619,278
Value of total assets at end of year2015-12-31$113,355,553
Value of total assets at beginning of year2015-12-31$109,068,600
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$241,153
Total interest from all sources2015-12-31$68,505
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$722,374
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$722,374
Administrative expenses professional fees incurred2015-12-31$50,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$14,570,025
Participant contributions at end of year2015-12-31$1,459,156
Participant contributions at beginning of year2015-12-31$1,317,053
Participant contributions at end of year2015-12-31$1,675
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,946,489
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,673
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$830
Administrative expenses (other) incurred2015-12-31$191,153
Total non interest bearing cash at end of year2015-12-31$194
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$4,286,953
Value of net assets at end of year (total assets less liabilities)2015-12-31$113,355,553
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$109,068,600
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$46,600,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$45,726,768
Interest on participant loans2015-12-31$68,504
Value of interest in common/collective trusts at end of year2015-12-31$53,478,366
Value of interest in common/collective trusts at beginning of year2015-12-31$49,818,635
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$20
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$5,425
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$5,425
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,045,205
Net investment gain or loss from common/collective trusts2015-12-31$-221,218
Net gain/loss from 103.12 investment entities2015-12-31$-818,358
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$11,812,674
Assets. Invements in employer securities at beginning of year2015-12-31$12,199,889
Contributions received in cash from employer2015-12-31$4,102,764
Employer contributions (assets) at end of year2015-12-31$1,432
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$15,789,594
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BROWN SMITH WALLACE, LLP
Accountancy firm EIN2015-12-31431001367
2014 : THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$27,292
Total income from all sources (including contributions)2014-12-31$23,248,002
Total of all expenses incurred2014-12-31$9,351,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,130,358
Value of total corrective distributions2014-12-31$22,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$19,883,746
Value of total assets at end of year2014-12-31$109,068,600
Value of total assets at beginning of year2014-12-31$95,144,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$197,852
Total interest from all sources2014-12-31$60,015
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$754,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$754,861
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$13,246,552
Participant contributions at end of year2014-12-31$1,317,053
Participant contributions at beginning of year2014-12-31$1,061,568
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,845,885
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$830
Administrative expenses (other) incurred2014-12-31$147,852
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$13,896,908
Value of net assets at end of year (total assets less liabilities)2014-12-31$109,068,600
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$95,144,400
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$45,726,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$43,558,793
Interest on participant loans2014-12-31$60,014
Interest earned on other investments2014-12-31$1
Value of interest in common/collective trusts at end of year2014-12-31$49,818,635
Value of interest in common/collective trusts at beginning of year2014-12-31$36,322,643
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$5,425
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$14,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$14,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,015,698
Net investment gain or loss from common/collective trusts2014-12-31$2,294,551
Net gain/loss from 103.12 investment entities2014-12-31$-2,760,869
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$12,199,889
Assets. Invements in employer securities at beginning of year2014-12-31$14,186,623
Contributions received in cash from employer2014-12-31$3,791,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,130,358
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BROWN SMITH WALLACE, LLC
Accountancy firm EIN2014-12-31431001367
2013 : THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$7,106,451
Total unrealized appreciation/depreciation of assets2013-12-31$7,106,451
Total transfer of assets to this plan2013-12-31$94,036
Total income from all sources (including contributions)2013-12-31$38,268,944
Total of all expenses incurred2013-12-31$8,200,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$8,016,015
Expenses. Certain deemed distributions of participant loans2013-12-31$18,205
Value of total corrective distributions2013-12-31$4,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$17,723,809
Value of total assets at end of year2013-12-31$95,144,400
Value of total assets at beginning of year2013-12-31$64,981,847
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$161,453
Total interest from all sources2013-12-31$45,721
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$825,478
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$825,478
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$10,700,678
Participant contributions at end of year2013-12-31$1,061,568
Participant contributions at beginning of year2013-12-31$519,088
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,976,653
Administrative expenses (other) incurred2013-12-31$111,453
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$30,068,517
Value of net assets at end of year (total assets less liabilities)2013-12-31$95,144,400
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$64,981,847
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$43,558,793
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$32,174,399
Interest on participant loans2013-12-31$41,637
Interest earned on other investments2013-12-31$4,083
Value of interest in common/collective trusts at end of year2013-12-31$36,322,643
Value of interest in common/collective trusts at beginning of year2013-12-31$21,268,114
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$14,773
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,276,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$8,113,892
Net investment gain or loss from common/collective trusts2013-12-31$4,453,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$14,186,623
Assets. Invements in employer securities at beginning of year2013-12-31$6,743,964
Contributions received in cash from employer2013-12-31$3,046,478
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$8,016,015
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BROWN SMITH WALLACE, LLC
Accountancy firm EIN2013-12-31431001367
2012 : THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,035,237
Total unrealized appreciation/depreciation of assets2012-12-31$1,035,237
Total income from all sources (including contributions)2012-12-31$21,988,391
Total of all expenses incurred2012-12-31$8,064,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,949,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$14,322,917
Value of total assets at end of year2012-12-31$64,981,847
Value of total assets at beginning of year2012-12-31$51,058,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$115,516
Total interest from all sources2012-12-31$135,232
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$696,112
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$696,112
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$9,151,632
Participant contributions at end of year2012-12-31$519,088
Participant contributions at beginning of year2012-12-31$524,083
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$250,017
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,525,038
Administrative expenses (other) incurred2012-12-31$90,516
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$13,923,811
Value of net assets at end of year (total assets less liabilities)2012-12-31$64,981,847
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$51,058,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$32,174,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$39,384,032
Interest on participant loans2012-12-31$23,546
Interest earned on other investments2012-12-31$111,686
Value of interest in common/collective trusts at end of year2012-12-31$21,268,114
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,276,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$5,119,898
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,008,278
Net investment gain or loss from common/collective trusts2012-12-31$790,615
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$6,743,964
Assets. Invements in employer securities at beginning of year2012-12-31$5,707,551
Contributions received in cash from employer2012-12-31$2,646,247
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$72,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,949,064
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BROWN SMITH WALLACE, LLC
Accountancy firm EIN2012-12-31431001367
2011 : THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-540,899
Total unrealized appreciation/depreciation of assets2011-12-31$-540,899
Total transfer of assets to this plan2011-12-31$1,020,743
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$8,294,841
Total loss/gain on sale of assets2011-12-31$-654,686
Total of all expenses incurred2011-12-31$7,103,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,066,338
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$10,295,824
Value of total assets at end of year2011-12-31$51,058,036
Value of total assets at beginning of year2011-12-31$48,845,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$36,662
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$143,937
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$677,528
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$677,528
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Contributions received from participants2011-12-31$6,914,147
Participant contributions at end of year2011-12-31$524,083
Participant contributions at beginning of year2011-12-31$546,348
Participant contributions at end of year2011-12-31$250,017
Participant contributions at beginning of year2011-12-31$172,109
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,277,351
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$283
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$87
Administrative expenses (other) incurred2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$1,105,434
Value of net income/loss2011-12-31$1,191,841
Value of net assets at end of year (total assets less liabilities)2011-12-31$51,058,036
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$48,845,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Investment advisory and management fees2011-12-31$20,774
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$39,384,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$37,675,874
Interest on participant loans2011-12-31$23,827
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$120,110
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$5,119,898
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,013,323
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,626,950
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$5,707,551
Assets. Invements in employer securities at beginning of year2011-12-31$6,379,969
Contributions received in cash from employer2011-12-31$998,892
Employer contributions (assets) at end of year2011-12-31$72,455
Employer contributions (assets) at beginning of year2011-12-31$57,829
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,066,055
Contract administrator fees2011-12-31$15,888
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$2,386,838
Aggregate carrying amount (costs) on sale of assets2011-12-31$3,041,524
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BROWN SMITH WALLACE, LLC
Accountancy firm EIN2011-12-31431001367
2010 : THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,758,348
Total unrealized appreciation/depreciation of assets2010-12-31$1,758,348
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$15,546,749
Total loss/gain on sale of assets2010-12-31$302,561
Total of all expenses incurred2010-12-31$6,864,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,846,162
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$8,382,451
Value of total assets at end of year2010-12-31$48,845,452
Value of total assets at beginning of year2010-12-31$40,163,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$18,521
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$147,968
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$597,643
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$597,643
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$5,777,561
Participant contributions at end of year2010-12-31$546,348
Participant contributions at beginning of year2010-12-31$503,142
Participant contributions at end of year2010-12-31$172,109
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$952,539
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$271
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$69
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$875,954
Value of net income/loss2010-12-31$8,682,066
Value of net assets at end of year (total assets less liabilities)2010-12-31$48,845,452
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$40,163,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$37,675,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$31,897,483
Interest on participant loans2010-12-31$30,915
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$117,053
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,013,323
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,740,459
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,357,709
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$6,379,969
Assets. Invements in employer securities at beginning of year2010-12-31$4,022,302
Contributions received in cash from employer2010-12-31$776,397
Employer contributions (assets) at end of year2010-12-31$57,829
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,845,891
Contract administrator fees2010-12-31$18,521
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$1,539,108
Aggregate carrying amount (costs) on sale of assets2010-12-31$1,236,547
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BROWN SMITH WALLACE, LLC
Accountancy firm EIN2010-12-31431001367
2009 : THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
2008 : THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN 2008 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2008-12-31$-796,231
Total unrealized appreciation/depreciation of assets2008-12-31$-796,231
Total transfer of assets to this plan2008-12-31$5,601,643
Total income from all sources (including contributions)2008-12-31$-4,548,634
Total loss/gain on sale of assets2008-12-31$-1,000,470
Total of all expenses incurred2008-12-31$3,570,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2008-12-31$3,558,497
Value of total corrective distributions2008-12-31$1,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)2008-12-31$8,840,765
Value of total assets at end of year2008-12-31$28,371,263
Value of total assets at beginning of year2008-12-31$30,889,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2008-12-31$10,904
Total interest from all sources2008-12-31$95,806
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2008-12-31No
Was this plan covered by a fidelity bond2008-12-31Yes
Value of fidelity bond cover2008-12-31$500,000
If this is an individual account plan, was there a blackout period2008-12-31No
Were there any nonexempt tranactions with any party-in-interest2008-12-31No
Contributions received from participants2008-12-31$6,634,092
Participant contributions at end of year2008-12-31$397,495
Participant contributions at beginning of year2008-12-31$318,818
Participant contributions at end of year2008-12-31$14,993
Income. Received or receivable in cash from other sources (including rollovers)2008-12-31$330,690
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2008-12-31$37,233
Other income not declared elsewhere2008-12-31$545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Income. Non cash contributions2008-12-31$936,235
Value of net income/loss2008-12-31$-8,119,539
Value of net assets at end of year (total assets less liabilities)2008-12-31$28,371,263
Value of net assets at beginning of year (total assets less liabilities)2008-12-31$30,889,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2008-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2008-12-31No
Were any leases to which the plan was party in default or uncollectible2008-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2008-12-31$22,738,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2008-12-31$27,841,886
Interest on participant loans2008-12-31$25,791
Interest earned on other investments2008-12-31$70,015
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2008-12-31$3,485,741
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2008-12-31$955,532
Net investment gain/loss from registered investment companies (e.g. mutual funds)2008-12-31$-11,689,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2008-12-31No
Was there a failure to transmit to the plan any participant contributions2008-12-31Yes
Has the plan failed to provide any benefit when due under the plan2008-12-31No
Assets. Invements in employer securities at end of year2008-12-31$1,705,209
Assets. Invements in employer securities at beginning of year2008-12-31$1,772,923
Contributions received in cash from employer2008-12-31$939,748
Employer contributions (assets) at end of year2008-12-31$29,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2008-12-31$3,521,264
Contract administrator fees2008-12-31$10,904
Did the plan have assets held for investment2008-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2008-12-31No
Aggregate proceeds on sale of assets2008-12-31$845,697
Aggregate carrying amount (costs) on sale of assets2008-12-31$1,846,167
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2008-12-31No
Opinion of an independent qualified public accountant for this plan2008-12-31Unqualified
Accountancy firm name2008-12-31BKD, LLP
Accountancy firm EIN2008-12-31440160260
2007 : THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN 2007 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2007-12-31$-335,298
Total unrealized appreciation/depreciation of assets2007-12-31$-335,298
Total transfer of assets to this plan2007-12-31$1,247,127
Total income from all sources (including contributions)2007-12-31$8,807,332
Total loss/gain on sale of assets2007-12-31$185,433
Total of all expenses incurred2007-12-31$2,356,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2007-12-31$2,304,873
Value of total corrective distributions2007-12-31$38,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2007-12-31$7,707,411
Value of total assets at end of year2007-12-31$30,889,159
Value of total assets at beginning of year2007-12-31$23,191,273
Total of administrative expenses incurred including professional, contract, advisory and management fees2007-12-31$13,497
Total interest from all sources2007-12-31$36,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2007-12-31No
Administrative expenses professional fees incurred2007-12-31$6,375
Was this plan covered by a fidelity bond2007-12-31Yes
Value of fidelity bond cover2007-12-31$500,000
If this is an individual account plan, was there a blackout period2007-12-31No
Were there any nonexempt tranactions with any party-in-interest2007-12-31No
Contributions received from participants2007-12-31$5,541,155
Participant contributions at end of year2007-12-31$318,818
Participant contributions at beginning of year2007-12-31$118,189
Participant contributions at beginning of year2007-12-31$134,913
Income. Received or receivable in cash from other sources (including rollovers)2007-12-31$1,390,066
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2007-12-31$2,805
Other income not declared elsewhere2007-12-31$20,058
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2007-12-31No
Income. Non cash contributions2007-12-31$49,501
Value of net income/loss2007-12-31$6,450,759
Value of net assets at end of year (total assets less liabilities)2007-12-31$30,889,159
Value of net assets at beginning of year (total assets less liabilities)2007-12-31$23,191,273
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2007-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2007-12-31No
Were any leases to which the plan was party in default or uncollectible2007-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2007-12-31$27,841,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2007-12-31$21,007,256
Interest on participant loans2007-12-31$14,136
Interest earned on other investments2007-12-31$22,122
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2007-12-31$955,532
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2007-12-31$372,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)2007-12-31$1,193,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2007-12-31No
Was there a failure to transmit to the plan any participant contributions2007-12-31Yes
Has the plan failed to provide any benefit when due under the plan2007-12-31No
Assets. Invements in employer securities at end of year2007-12-31$1,772,923
Assets. Invements in employer securities at beginning of year2007-12-31$1,537,094
Contributions received in cash from employer2007-12-31$726,689
Employer contributions (assets) at beginning of year2007-12-31$21,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2007-12-31$2,302,068
Contract administrator fees2007-12-31$7,122
Did the plan have assets held for investment2007-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2007-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2007-12-31No
Aggregate proceeds on sale of assets2007-12-31$1,008,746
Aggregate carrying amount (costs) on sale of assets2007-12-31$823,313
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2007-12-31No
Opinion of an independent qualified public accountant for this plan2007-12-31Unqualified
Accountancy firm name2007-12-31BKD, LLP
Accountancy firm EIN2007-12-31440160260

Form 5500 Responses for THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN

2022: THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2007: THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedYes
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered1382
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of fees paid to insurance companyUSD $22,252
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees22252
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameLOCKTON FINANCIAL ADVISORS LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered1586
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered1319
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-41462
Policy instance 1
Insurance contract or identification number4-41462
Number of Individuals Covered1382
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-41462
Policy instance 1
Insurance contract or identification number4-41462
Number of Individuals Covered1310
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Total amount of commissions paid to insurance brokerUSD $3
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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