PERIOS, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PERIOS RETIREMENT PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025 : PERIOS RETIREMENT PLAN & TRUST 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-05-09 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-05-09 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-09 | 3677 |
| Net assets as of the end of the plan year | 2025-05-09 | 693614 |
| Total assets as of the beginning of the plan year | 2025-05-09 | 540834 |
| Value of plan covered by a fidelity bond | 2025-05-09 | 35000 |
| Participant contributions to plan in this plan year | 2025-05-09 | 33382 |
| Other expenses paid from plan in this plan year | 2025-05-09 | 0 |
| Other contributions to plan in this plan year | 2025-05-09 | 0 |
| Other income to plan in this plan year | 2025-05-09 | 54736 |
| Plan net income in this plan year | 2025-05-09 | 152780 |
| Net assets as of the end of the plan year | 2025-05-09 | 693614 |
| Net assets as of the beginning of the plan year | 2025-05-09 | 540834 |
| Employer contributions to plan in this plan year | 2025-05-09 | 68339 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-09 | 3677 |
| 2024 : PERIOS RETIREMENT PLAN & TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-14 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-14 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-14 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-14 | 2681 |
| Net assets as of the end of the plan year | 2024-10-14 | 540834 |
| Total assets as of the beginning of the plan year | 2024-10-14 | 379952 |
| Value of plan covered by a fidelity bond | 2024-10-14 | 35000 |
| Participant contributions to plan in this plan year | 2024-10-14 | 34513 |
| Other expenses paid from plan in this plan year | 2024-10-14 | 0 |
| Other contributions to plan in this plan year | 2024-10-14 | 0 |
| Other income to plan in this plan year | 2024-10-14 | 71250 |
| Plan net income in this plan year | 2024-10-14 | 160882 |
| Net assets as of the end of the plan year | 2024-10-14 | 540834 |
| Net assets as of the beginning of the plan year | 2024-10-14 | 379952 |
| Employer contributions to plan in this plan year | 2024-10-14 | 57800 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-14 | 2681 |
| 2022 : PERIOS RETIREMENT PLAN & TRUST 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-09-23 | 2106 |
| Net assets as of the end of the plan year | 2022-09-23 | 345050 |
| Total assets as of the beginning of the plan year | 2022-09-23 | 229718 |
| Value of plan covered by a fidelity bond | 2022-09-23 | 30000 |
| Participant contributions to plan in this plan year | 2022-09-23 | 28677 |
| Other expenses paid from plan in this plan year | 2022-09-23 | 0 |
| Other contributions to plan in this plan year | 2022-09-23 | 0 |
| Other income to plan in this plan year | 2022-09-23 | 45022 |
| Plan net income in this plan year | 2022-09-23 | 115332 |
| Net assets as of the end of the plan year | 2022-09-23 | 345050 |
| Net assets as of the beginning of the plan year | 2022-09-23 | 229718 |
| Employer contributions to plan in this plan year | 2022-09-23 | 43739 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-23 | 1787 |
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