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PERITUS GLOBAL SERVICES 401k Plan overview

Plan NamePERITUS GLOBAL SERVICES
Plan identification number 001

PERITUS GLOBAL SERVICES 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

PERITUS GLOBAL SERVICES has sponsored the creation of one or more 401k plans.

Company Name:PERITUS GLOBAL SERVICES
Employer identification number (EIN):844213711
NAIC Classification:518210
NAIC Description:Data Processing, Hosting, and Related Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERITUS GLOBAL SERVICES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01NICK RICE2024-09-05
0012022-01-01SHIRLEY HORNER2023-09-14
0012021-07-01SHIRLEY HORNER2022-07-13

Financial Data on PERITUS GLOBAL SERVICES

Measure Date Value
2025 : PERITUS GLOBAL SERVICES 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-18738
Net assets as of the end of the plan year2025-07-1833553
Total assets as of the beginning of the plan year2025-07-1829904
Value of plan covered by a fidelity bond2025-07-183000
Other income to plan in this plan year2025-07-184387
Plan net income in this plan year2025-07-183649
Net assets as of the end of the plan year2025-07-1833553
Net assets as of the beginning of the plan year2025-07-1829904
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-18738
2024 : PERITUS GLOBAL SERVICES 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-051302
Net assets as of the end of the plan year2024-09-0529904
Total assets as of the beginning of the plan year2024-09-0524641
Value of plan covered by a fidelity bond2024-09-053000
Participant contributions to plan in this plan year2024-09-051421
Other income to plan in this plan year2024-09-055144
Plan net income in this plan year2024-09-055263
Net assets as of the end of the plan year2024-09-0529904
Net assets as of the beginning of the plan year2024-09-0524641
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-0555

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