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PERKS PUSATERI & CO LLC 401(K) 401k Plan overview

Plan NamePERKS PUSATERI & CO LLC 401(K)
Plan identification number 001

PERKS PUSATERI & CO LLC 401(K) Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

PERKS PUSATERI & CO LLC has sponsored the creation of one or more 401k plans.

Company Name:PERKS PUSATERI & CO LLC
Employer identification number (EIN):814561266
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERKS PUSATERI & CO LLC 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01GRANT PERKS2024-06-25
0012022-01-01GRANT PERKS2023-08-14
0012021-01-01GRANT PERKS2022-06-22
0012020-01-01GRANT PERKS2021-06-02
0012019-01-01GRANT PERKS2020-08-11

Financial Data on PERKS PUSATERI & CO LLC 401(K)

Measure Date Value
2025 : PERKS PUSATERI & CO LLC 401(K) 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-0291710
Net assets as of the end of the plan year2025-06-02641000
Total assets as of the beginning of the plan year2025-06-02516368
Value of plan covered by a fidelity bond2025-06-0252000
Participant contributions to plan in this plan year2025-06-02102471
Value of participant loans at end of plan year2025-06-0213602
Other contributions to plan in this plan year2025-06-021480
Other income to plan in this plan year2025-06-0274009
Plan net income in this plan year2025-06-02124632
Net assets as of the end of the plan year2025-06-02641000
Net assets as of the beginning of the plan year2025-06-02516368
Employer contributions to plan in this plan year2025-06-0238382
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-023431
2024 : PERKS PUSATERI & CO LLC 401(K) 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-25178481
Net assets as of the end of the plan year2024-06-25516368
Total assets as of the beginning of the plan year2024-06-25468134
Value of plan covered by a fidelity bond2024-06-2547000
Participant contributions to plan in this plan year2024-06-25101309
Value of participant loans at end of plan year2024-06-2525115
Other income to plan in this plan year2024-06-2593333
Plan net income in this plan year2024-06-2548234
Net assets as of the end of the plan year2024-06-25516368
Net assets as of the beginning of the plan year2024-06-25468134
Employer contributions to plan in this plan year2024-06-2532073
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-252596

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