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PERELLION RETIREMENT TRUST 401k Plan overview

Plan NamePERELLION RETIREMENT TRUST
Plan identification number 001

PERELLION RETIREMENT TRUST 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

PERELLION has sponsored the creation of one or more 401k plans.

Company Name:PERELLION
Employer identification number (EIN):853412416
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERELLION RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PLAN SPONSOR2024-07-12
0012022-03-01PLAN SPONSOR2023-06-30

Financial Data on PERELLION RETIREMENT TRUST

Measure Date Value
2025 : PERELLION RETIREMENT TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-2220025
Net assets as of the end of the plan year2025-07-221595539
Total assets as of the beginning of the plan year2025-07-22922533
Value of plan covered by a fidelity bond2025-07-220
Participant contributions to plan in this plan year2025-07-22352331
Value of participant loans at end of plan year2025-07-220
Other contributions to plan in this plan year2025-07-22274
Other income to plan in this plan year2025-07-22189603
Plan net income in this plan year2025-07-22673006
Net assets as of the end of the plan year2025-07-221595539
Net assets as of the beginning of the plan year2025-07-22922533
Employer contributions to plan in this plan year2025-07-22150823
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-223294
2024 : PERELLION RETIREMENT TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-117009
Net assets as of the end of the plan year2024-07-11922533
Total assets as of the beginning of the plan year2024-07-11288435
Participant contributions to plan in this plan year2024-07-11242167
Value of participant loans at end of plan year2024-07-110
Other contributions to plan in this plan year2024-07-11228895
Other income to plan in this plan year2024-07-1165214
Plan net income in this plan year2024-07-11634098
Net assets as of the end of the plan year2024-07-11922533
Net assets as of the beginning of the plan year2024-07-11288435
Employer contributions to plan in this plan year2024-07-11104831
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-112260

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