| Plan Name | PERNA FINANCIAL GROUP, LLC 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | PERNA FINANCIAL GROUP, LLC |
| Employer identification number (EIN): | 843675186 |
| NAIC Classification: | 523900 |
Additional information about PERNA FINANCIAL GROUP, LLC
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 2019-11-13 |
| Company Identification Number: | L19000283371 |
| Legal Registered Office Address: |
262 E MERRITT ISLAND CAUSEWAY MERRITT ISLAND 32952 |
More information about PERNA FINANCIAL GROUP, LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-01-01 | DARLENE PERNA | 2023-04-03 | DARLENE PERNA | 2023-04-03 |
| 001 | 2021-01-01 | DARLENE PERNA | 2022-06-02 | DARLENE PERNA | 2022-06-02 |
| 001 | 2020-04-15 | JAMES PERNA | 2021-04-14 |
| Measure | Date | Value |
|---|---|---|
| 2022 : PERNA FINANCIAL GROUP, LLC 401(K) PLAN 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-06-02 | 0 |
| Total liabilities as of the end of the plan year | 2022-06-02 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-06-02 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-02 | 0 |
| Net assets as of the end of the plan year | 2022-06-02 | 215666 |
| Total assets as of the beginning of the plan year | 2022-06-02 | 73818 |
| Participant contributions to plan in this plan year | 2022-06-02 | 42732 |
| Other expenses paid from plan in this plan year | 2022-06-02 | 0 |
| Other contributions to plan in this plan year | 2022-06-02 | 0 |
| Other income to plan in this plan year | 2022-06-02 | 17806 |
| Plan net income in this plan year | 2022-06-02 | 141848 |
| Net assets as of the end of the plan year | 2022-06-02 | 215666 |
| Net assets as of the beginning of the plan year | 2022-06-02 | 73818 |
| Value of contributions failed to transmitted timely | 2022-06-02 | 542 |
| Employer contributions to plan in this plan year | 2022-06-02 | 81310 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-02 | 0 |