401k Plan data: DAVIES 401(K) PROFIT SHARING PLAN plan

DAVIES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	DAVIES 401(K) PROFIT SHARING PLAN
Plan identification number	002

DAVIES 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.

401k Sponsoring company profile

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

Company Name: PERCEPTIONEERING, INC.

Employer identification number (EIN): 770575301

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Additional information about PERCEPTIONEERING, INC.

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 2001-05-11

Company Identification Number: C2343303

Legal Registered Office Address: 808 State Street

Santa Barbara
United States of America (USA)
93101

More information about PERCEPTIONEERING, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVIES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 KEVIN KIHLSTROM 2024-07-23
002 2022-01-01 KEVIN KIHLSTROM 2023-08-11
002 2021-01-01 COLLEEN BERTOLET 2022-07-27
002 2020-01-01 COLLEEN BERTOLET 2021-08-05
002 2019-01-01 PAOLA SALAS 2020-07-30
002 2018-01-01 PAOLA SALAS 2019-07-25
002 2017-01-01
002 2016-01-01 JOHN DAVIES 2017-07-11
002 2015-01-01 JOHN DAVIES 2016-07-29
002 2014-01-01 JOHN DAVIES 2015-07-21
002 2013-01-01
002 2012-01-01 JOHN DAVIES 2013-06-04 JOHN DAVIES 2013-06-04
002 2011-01-01 PENSION FILERS 2012-06-19
002 2010-01-01 PENSION FILERS 2011-07-25

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	KEVIN KIHLSTROM	2024-07-23
002	2022-01-01	KEVIN KIHLSTROM	2023-08-11
002	2021-01-01	COLLEEN BERTOLET	2022-07-27
002	2020-01-01	COLLEEN BERTOLET	2021-08-05
002	2019-01-01	PAOLA SALAS	2020-07-30
002	2018-01-01	PAOLA SALAS	2019-07-25
002	2017-01-01
002	2016-01-01	JOHN DAVIES	2017-07-11
002	2015-01-01	JOHN DAVIES	2016-07-29
002	2014-01-01	JOHN DAVIES	2015-07-21
002	2013-01-01
002	2012-01-01	JOHN DAVIES	2013-06-04	JOHN DAVIES	2013-06-04
002	2011-01-01	PENSION FILERS	2012-06-19
002	2010-01-01	PENSION FILERS	2011-07-25

Financial Data on DAVIES 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2025 : DAVIES 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-05-22	286997
Net assets as of the end of the plan year	2025-05-22	968388
Total assets as of the beginning of the plan year	2025-05-22	937597
Value of plan covered by a fidelity bond	2025-05-22	94000
Participant contributions to plan in this plan year	2025-05-22	149564
Value of participant loans at end of plan year	2025-05-22	0
Other income to plan in this plan year	2025-05-22	79470
Plan net income in this plan year	2025-05-22	30791
Net assets as of the end of the plan year	2025-05-22	968388
Net assets as of the beginning of the plan year	2025-05-22	937597
Employer contributions to plan in this plan year	2025-05-22	88754
Expensese paid to adminstrative service provicers from plan in this plan year	2025-05-22	9323
2024 : DAVIES 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-07-23	497952
Net assets as of the end of the plan year	2024-07-23	937597
Total assets as of the beginning of the plan year	2024-07-23	1112528
Value of plan covered by a fidelity bond	2024-07-23	112000
Participant contributions to plan in this plan year	2024-07-23	127578
Value of participant loans at end of plan year	2024-07-23	0
Other income to plan in this plan year	2024-07-23	83197
Plan net income in this plan year	2024-07-23	-174931
Net assets as of the end of the plan year	2024-07-23	937597
Net assets as of the beginning of the plan year	2024-07-23	1112528
Employer contributions to plan in this plan year	2024-07-23	112246
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-23	7867

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Company Name:	PERCEPTIONEERING, INC.
Employer identification number (EIN):	770575301
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	2001-05-11
Company Identification Number:	C2343303
Legal Registered Office Address:	808 State Street Santa Barbara United States of America (USA) 93101