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PERLETTI STATE FARM 401k Plan overview

Plan NamePERLETTI STATE FARM
Plan identification number 001

PERLETTI STATE FARM Benefits

401k Plan TypeDefined 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.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PERLETTI STATE FARM has sponsored the creation of one or more 401k plans.

Company Name:PERLETTI STATE FARM
Employer identification number (EIN):800084312
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERLETTI STATE FARM

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MARCY WOOD2024-04-03
0012022-01-01MARCY WOOD2023-05-24
0012021-01-01
0012021-01-01MARCY WOOD2023-05-24
0012019-01-01MARCY WOOD2023-07-26

Financial Data on PERLETTI STATE FARM

Measure Date Value
2025 : PERLETTI STATE FARM 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-180
Total expenses incurred by plan in this plan year2025-04-1824050
Net assets as of the end of the plan year2025-04-18334316
Total assets as of the beginning of the plan year2025-04-18234033
Participant contributions to plan in this plan year2025-04-1865820
Other expenses paid from plan in this plan year2025-04-180
Other contributions to plan in this plan year2025-04-180
Other income to plan in this plan year2025-04-1843391
Plan net income in this plan year2025-04-18100283
Net assets as of the end of the plan year2025-04-18334316
Net assets as of the beginning of the plan year2025-04-18234033
Employer contributions to plan in this plan year2025-04-1815122
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-181764
2024 : PERLETTI STATE FARM 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-030
Total expenses incurred by plan in this plan year2024-04-0334665
Net assets as of the end of the plan year2024-04-03234033
Total assets as of the beginning of the plan year2024-04-03167665
Participant contributions to plan in this plan year2024-04-0355288
Other expenses paid from plan in this plan year2024-04-03-734
Other contributions to plan in this plan year2024-04-030
Other income to plan in this plan year2024-04-0334504
Plan net income in this plan year2024-04-0366368
Net assets as of the end of the plan year2024-04-03234033
Net assets as of the beginning of the plan year2024-04-03167665
Employer contributions to plan in this plan year2024-04-0311241
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-032787

Form 5500 Responses for PERLETTI STATE FARM

2021: PERLETTI STATE FARM 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01First time form 5500 has been submittedYes
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes

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