PERLOFF/WEBSTER has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PERLOFF-WEBSTER CASH BALANCE PENSION PLAN
| Measure | Date | Value |
|---|
| 2025 : PERLOFF-WEBSTER CASH BALANCE PENSION PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-05-28 | 0 |
| Total liabilities as of the end of the plan year | 2025-05-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-05-28 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-28 | 443291 |
| Net assets as of the end of the plan year | 2025-05-28 | 862124 |
| Total assets as of the beginning of the plan year | 2025-05-28 | 1146130 |
| Value of plan covered by a fidelity bond | 2025-05-28 | 360000 |
| Participant contributions to plan in this plan year | 2025-05-28 | 0 |
| Other expenses paid from plan in this plan year | 2025-05-28 | 0 |
| Other contributions to plan in this plan year | 2025-05-28 | 0 |
| Other income to plan in this plan year | 2025-05-28 | 64285 |
| Plan net income in this plan year | 2025-05-28 | -284006 |
| Net assets as of the end of the plan year | 2025-05-28 | 862124 |
| Net assets as of the beginning of the plan year | 2025-05-28 | 1146130 |
| Employer contributions to plan in this plan year | 2025-05-28 | 95000 |
| Fees paid to broker by Benefit Provider | 2025-05-28 | 9086 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-28 | 1372 |
| 2024 : PERLOFF-WEBSTER CASH BALANCE PENSION PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-06-14 | 0 |
| Total liabilities as of the end of the plan year | 2024-06-14 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-06-14 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-14 | 1424 |
| Net assets as of the end of the plan year | 2024-06-14 | 1146130 |
| Total assets as of the beginning of the plan year | 2024-06-14 | 917742 |
| Value of plan covered by a fidelity bond | 2024-06-14 | 360000 |
| Participant contributions to plan in this plan year | 2024-06-14 | 0 |
| Other expenses paid from plan in this plan year | 2024-06-14 | 0 |
| Other contributions to plan in this plan year | 2024-06-14 | 0 |
| Other income to plan in this plan year | 2024-06-14 | 99812 |
| Plan net income in this plan year | 2024-06-14 | 228388 |
| Net assets as of the end of the plan year | 2024-06-14 | 1146130 |
| Net assets as of the beginning of the plan year | 2024-06-14 | 917742 |
| Employer contributions to plan in this plan year | 2024-06-14 | 130000 |
| Fees paid to broker by Benefit Provider | 2024-06-14 | 32528 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-14 | 1424 |
| 2022 : PERLOFF-WEBSTER CASH BALANCE PENSION PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-04-05 | 0 |
| Total liabilities as of the end of the plan year | 2022-04-05 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-04-05 | 0 |
| Total expenses incurred by plan in this plan year | 2022-04-05 | 1167 |
| Net assets as of the end of the plan year | 2022-04-05 | 911764 |
| Total assets as of the beginning of the plan year | 2022-04-05 | 762923 |
| Value of plan covered by a fidelity bond | 2022-04-05 | 360000 |
| Participant contributions to plan in this plan year | 2022-04-05 | 0 |
| Other expenses paid from plan in this plan year | 2022-04-05 | 0 |
| Other contributions to plan in this plan year | 2022-04-05 | 0 |
| Other income to plan in this plan year | 2022-04-05 | 56008 |
| Plan net income in this plan year | 2022-04-05 | 148841 |
| Net assets as of the end of the plan year | 2022-04-05 | 911764 |
| Net assets as of the beginning of the plan year | 2022-04-05 | 762923 |
| Employer contributions to plan in this plan year | 2022-04-05 | 94000 |
| Fees paid to broker by Benefit Provider | 2022-04-05 | 2710 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-04-05 | 1167 |
