401k Plan data: PERK-UP, INC. 401(K) PLAN plan

PERK-UP, INC. 401(K) PLAN 401k Plan overview

Plan Name	PERK-UP, INC. 401(K) PLAN
Plan identification number	001

PERK-UP, INC. 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PERK-UP, INC. has sponsored the creation of one or more 401k plans.

Company Name: PERK-UP, INC.

Employer identification number (EIN): 131997372

NAIC Classification: 339900

Additional information about PERK-UP, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1964-01-08

Company Identification Number: 172757

Legal Registered Office Address: 399 KNOLLWOOD ROAD
#309
WHITE PLAINS
United States of America (USA)
10603

More information about PERK-UP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERK-UP, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 ADAM EPSTEIN 2020-10-13 ADAM EPSTEIN 2020-10-13
001 2018-01-01 ADAM EPSTEIN 2019-10-03 ADAM EPSTEIN 2019-10-03
001 2018-01-01 ADAM EPSTEIN 2019-12-30 ADAM EPSTEIN 2019-12-30
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 DAVID EPSTEIN DAVID EPSTEIN 2013-10-08
001 2011-01-01 DAVID EPSTEIN DAVID EPSTEIN 2012-09-28
001 2009-01-01 DAVID EPSTEIN DAVID EPSTEIN 2010-10-11
001 2009-01-01 DAVID EPSTEIN DAVID EPSTEIN 2010-10-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01	ADAM EPSTEIN	2020-10-13	ADAM EPSTEIN	2020-10-13
001	2018-01-01	ADAM EPSTEIN	2019-10-03	ADAM EPSTEIN	2019-10-03
001	2018-01-01	ADAM EPSTEIN	2019-12-30	ADAM EPSTEIN	2019-12-30
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	DAVID EPSTEIN		DAVID EPSTEIN	2013-10-08
001	2011-01-01	DAVID EPSTEIN		DAVID EPSTEIN	2012-09-28
001	2009-01-01	DAVID EPSTEIN		DAVID EPSTEIN	2010-10-11
001	2009-01-01	DAVID EPSTEIN		DAVID EPSTEIN	2010-10-11

Plan Statistics for PERK-UP, INC. 401(K) PLAN

401k plan membership statisitcs for PERK-UP, INC. 401(K) PLAN

Measure Date Value
2019: PERK-UP, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 452
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 488
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 46
Total of all active and inactive participants 2019-01-01 534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 534
Number of participants with account balances 2019-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 7
2018: PERK-UP, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 406
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 413
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 27
Total of all active and inactive participants 2018-01-01 440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 440
Number of participants with account balances 2018-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: PERK-UP, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 326
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 362
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 26
Total of all active and inactive participants 2017-01-01 388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 388
Number of participants with account balances 2017-01-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: PERK-UP, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 304
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 309
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 24
Total of all active and inactive participants 2016-01-01 333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 333
Number of participants with account balances 2016-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: PERK-UP, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 278
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 285
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 15
Total of all active and inactive participants 2015-01-01 300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 300
Number of participants with account balances 2015-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 3
2014: PERK-UP, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 245
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 262
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 14
Total of all active and inactive participants 2014-01-01 276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 276
Number of participants with account balances 2014-01-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: PERK-UP, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 240
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 239
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 9
Total of all active and inactive participants 2013-01-01 248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 248
Number of participants with account balances 2013-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PERK-UP, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 258
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 240
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 13
Total of all active and inactive participants 2012-01-01 253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 253
Number of participants with account balances 2012-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PERK-UP, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 222
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 255
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 13
Total of all active and inactive participants 2011-01-01 268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 268
Number of participants with account balances 2011-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: PERK-UP, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 217
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 189
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 22
Total of all active and inactive participants 2009-01-01 211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 211
Number of participants with account balances 2009-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 4

Measure	Date	Value
2019: PERK-UP, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	452
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	488
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	46
Total of all active and inactive participants	2019-01-01	534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	534
Number of participants with account balances	2019-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	7
2018: PERK-UP, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	406
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	413
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	27
Total of all active and inactive participants	2018-01-01	440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	440
Number of participants with account balances	2018-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: PERK-UP, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	326
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	362
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	26
Total of all active and inactive participants	2017-01-01	388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	388
Number of participants with account balances	2017-01-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: PERK-UP, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	304
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	309
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	24
Total of all active and inactive participants	2016-01-01	333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	333
Number of participants with account balances	2016-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: PERK-UP, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	278
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	285
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	15
Total of all active and inactive participants	2015-01-01	300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	300
Number of participants with account balances	2015-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	3
2014: PERK-UP, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	245
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	262
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	14
Total of all active and inactive participants	2014-01-01	276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	276
Number of participants with account balances	2014-01-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: PERK-UP, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	240
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	239
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	9
Total of all active and inactive participants	2013-01-01	248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	248
Number of participants with account balances	2013-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PERK-UP, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	258
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	240
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	13
Total of all active and inactive participants	2012-01-01	253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	253
Number of participants with account balances	2012-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PERK-UP, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	222
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	255
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	13
Total of all active and inactive participants	2011-01-01	268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	268
Number of participants with account balances	2011-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: PERK-UP, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	217
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	189
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	22
Total of all active and inactive participants	2009-01-01	211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	211
Number of participants with account balances	2009-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	4

Financial Data on PERK-UP, INC. 401(K) PLAN

Measure	Date	Value
2019 : PERK-UP, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Expenses. Interest paid	2019-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,980,266
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$234,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$229,626
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,125,047
Value of total assets at end of year	2019-12-31	$6,039,334
Value of total assets at beginning of year	2019-12-31	$4,293,189
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$4,495
Total interest from all sources	2019-12-31	$10,063
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$656,338
Participant contributions at end of year	2019-12-31	$89,768
Participant contributions at beginning of year	2019-12-31	$102,329
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$372,395
Administrative expenses (other) incurred	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,746,145
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,039,334
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,293,189
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$0
Value of interest in pooled separate accounts at end of year	2019-12-31	$5,726,874
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$3,830,300
Interest on participant loans	2019-12-31	$6,604
Interest earned on other investments	2019-12-31	$3,459
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$222,692
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$360,560
Net investment gain/loss from pooled separate accounts	2019-12-31	$845,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$96,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$229,626
Contract administrator fees	2019-12-31	$4,495
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	ZAPKEN & LOEB LLP
Accountancy firm EIN	2019-12-31	113118865
2018 : PERK-UP, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$545,034
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$355,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$351,509
Expenses. Certain deemed distributions of participant loans	2018-12-31	$436
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$781,784
Value of total assets at end of year	2018-12-31	$4,293,189
Value of total assets at beginning of year	2018-12-31	$4,103,785
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$3,685
Total interest from all sources	2018-12-31	$11,181
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$3,685
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$498,724
Participant contributions at end of year	2018-12-31	$102,329
Participant contributions at beginning of year	2018-12-31	$128,108
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$204,294
Other income not declared elsewhere	2018-12-31	$107
Administrative expenses (other) incurred	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$189,404
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,293,189
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,103,785
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,782,994
Value of interest in pooled separate accounts at end of year	2018-12-31	$3,830,300
Interest on participant loans	2018-12-31	$7,445
Interest earned on other investments	2018-12-31	$3,736
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$360,560
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$192,683
Net investment gain/loss from pooled separate accounts	2018-12-31	$-248,038
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$78,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$351,509
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	LILLING & COMPANY, LLP
Accountancy firm EIN	2018-12-31	133447681
2017 : PERK-UP, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$924,930
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$305,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$281,863
Value of total corrective distributions	2017-12-31	$21,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$432,103
Value of total assets at end of year	2017-12-31	$4,103,785
Value of total assets at beginning of year	2017-12-31	$3,484,511
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,710
Total interest from all sources	2017-12-31	$8,286
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$2,710
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$361,323
Participant contributions at end of year	2017-12-31	$128,108
Participant contributions at beginning of year	2017-12-31	$97,778
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$619,274
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,103,785
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,484,511
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,782,994
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,947,781
Interest on participant loans	2017-12-31	$5,444
Interest earned on other investments	2017-12-31	$2,842
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$192,683
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$438,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$484,541
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$70,780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$281,863
Contract administrator fees	2017-12-31	$0
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	LILLING & COMPANY, LLP
Accountancy firm EIN	2017-12-31	133447681
2016 : PERK-UP, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$802,030
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$23,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$20,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$622,274
Value of total assets at end of year	2016-12-31	$3,484,511
Value of total assets at beginning of year	2016-12-31	$2,706,159
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$2,680
Total interest from all sources	2016-12-31	$6,887
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$2,050
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$305,353
Participant contributions at end of year	2016-12-31	$97,778
Participant contributions at beginning of year	2016-12-31	$62,477
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$254,384
Other income not declared elsewhere	2016-12-31	$775
Administrative expenses (other) incurred	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Income. Non cash contributions	2016-12-31	$0
Value of net income/loss	2016-12-31	$778,352
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,484,511
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,706,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$630
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,947,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,603,546
Interest on participant loans	2016-12-31	$3,572
Interest earned on other investments	2016-12-31	$3,315
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$438,952
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$40,133
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$172,094
Net investment gain/loss from pooled separate accounts	2016-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$62,537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$20,998
Contract administrator fees	2016-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	LILLING & COMPANY, LLP
Accountancy firm EIN	2016-12-31	133447681
2015 : PERK-UP, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Expenses. Interest paid	2015-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$276,925
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$286,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$277,038
Expenses. Certain deemed distributions of participant loans	2015-12-31	$0
Value of total corrective distributions	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$352,659
Value of total assets at end of year	2015-12-31	$2,706,159
Value of total assets at beginning of year	2015-12-31	$2,715,503
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$9,231
Total interest from all sources	2015-12-31	$4,087
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$1,150
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$288,548
Participant contributions at end of year	2015-12-31	$62,477
Participant contributions at beginning of year	2015-12-31	$90,014
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$93
Administrative expenses (other) incurred	2015-12-31	$8,081
Total non interest bearing cash at end of year	2015-12-31	$3
Total non interest bearing cash at beginning of year	2015-12-31	$310
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Income. Non cash contributions	2015-12-31	$0
Value of net income/loss	2015-12-31	$-9,344
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,706,159
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,715,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$2,603,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$2,584,982
Interest on participant loans	2015-12-31	$4,051
Interest earned on other investments	2015-12-31	$36
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$40,133
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$40,197
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Net investment gain/loss from pooled separate accounts	2015-12-31	$-79,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$64,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$277,038
Contract administrator fees	2015-12-31	$0
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	LILLING & COMPANY, LLP
Accountancy firm EIN	2015-12-31	133447681
2014 : PERK-UP, INC. 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$0
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Expenses. Interest paid	2014-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$378,359
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$269,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$260,444
Expenses. Certain deemed distributions of participant loans	2014-12-31	$0
Value of total corrective distributions	2014-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$330,307
Value of total assets at end of year	2014-12-31	$2,715,503
Value of total assets at beginning of year	2014-12-31	$2,606,680
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$9,092
Total income from rents	2014-12-31	$0
Total interest from all sources	2014-12-31	$4,074
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$0
Administrative expenses professional fees incurred	2014-12-31	$1,385
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$275,957
Participant contributions at end of year	2014-12-31	$90,014
Participant contributions at beginning of year	2014-12-31	$63,592
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$0
Administrative expenses (other) incurred	2014-12-31	$7,707
Total non interest bearing cash at end of year	2014-12-31	$310
Total non interest bearing cash at beginning of year	2014-12-31	$305
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Income. Non cash contributions	2014-12-31	$0
Value of net income/loss	2014-12-31	$108,823
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,715,503
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,606,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$2,584,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,501,978
Interest on participant loans	2014-12-31	$4,038
Income. Interest from loans (other than to participants)	2014-12-31	$0
Interest earned on other investments	2014-12-31	$36
Income. Interest from US Government securities	2014-12-31	$0
Income. Interest from corporate debt instruments	2014-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$40,197
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$40,805
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$0
Net investment gain/loss from pooled separate accounts	2014-12-31	$43,978
Net investment gain or loss from common/collective trusts	2014-12-31	$0
Net gain/loss from 103.12 investment entities	2014-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$54,350
Income. Dividends from preferred stock	2014-12-31	$0
Income. Dividends from common stock	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$260,444
Contract administrator fees	2014-12-31	$0
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	LILLING & COMPANY, LLP
Accountancy firm EIN	2014-12-31	133447681
2013 : PERK-UP, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$0
Total transfer of assets from this plan	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$649,280
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$184,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$176,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$307,816
Value of total assets at end of year	2013-12-31	$2,606,680
Value of total assets at beginning of year	2013-12-31	$2,142,105
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$8,270
Total interest from all sources	2013-12-31	$2,092
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$1,265
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$250,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$248,598
Participant contributions at end of year	2013-12-31	$63,592
Participant contributions at beginning of year	2013-12-31	$35,414
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$4,935
Administrative expenses (other) incurred	2013-12-31	$7,005
Total non interest bearing cash at end of year	2013-12-31	$305
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$464,575
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,606,680
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,142,105
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$2,501,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,069,627
Interest on participant loans	2013-12-31	$2,052
Interest earned on other investments	2013-12-31	$40
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$40,805
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$37,064
Net investment gain/loss from pooled separate accounts	2013-12-31	$339,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$54,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$176,435
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	ZAPKEN & LOEB LLP
Accountancy firm EIN	2013-12-31	113118865
2012 : PERK-UP, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$496,056
Total of all expenses incurred	2012-12-31	$164,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$153,712
Expenses. Certain deemed distributions of participant loans	2012-12-31	$2,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$285,198
Value of total assets at end of year	2012-12-31	$2,142,105
Value of total assets at beginning of year	2012-12-31	$1,810,189
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$7,488
Total interest from all sources	2012-12-31	$1,977
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$1,380
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$250,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$231,039
Participant contributions at end of year	2012-12-31	$35,414
Participant contributions at beginning of year	2012-12-31	$47,900
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$0
Administrative expenses (other) incurred	2012-12-31	$6,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$331,916
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,142,105
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,810,189
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$2,069,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,729,141
Interest on participant loans	2012-12-31	$1,927
Interest earned on other investments	2012-12-31	$50
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$37,064
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$33,148
Net investment gain/loss from pooled separate accounts	2012-12-31	$208,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$54,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$153,712
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	ZAPKEN & LOEB LLP
Accountancy firm EIN	2012-12-31	113118865
2011 : PERK-UP, INC. 401(K) PLAN 2011 401k financial data
Total transfer of assets to this plan	2011-12-31	$0
Total transfer of assets from this plan	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$173,394
Total of all expenses incurred	2011-12-31	$79,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$73,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$258,753
Value of total assets at end of year	2011-12-31	$1,810,189
Value of total assets at beginning of year	2011-12-31	$1,716,450
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$6,435
Total interest from all sources	2011-12-31	$2,614
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$920
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$250,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$217,491
Participant contributions at end of year	2011-12-31	$47,900
Participant contributions at beginning of year	2011-12-31	$50,536
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$6,117
Administrative expenses (other) incurred	2011-12-31	$5,515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$93,739
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,810,189
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,716,450
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,729,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,633,741
Interest on participant loans	2011-12-31	$2,408
Interest earned on other investments	2011-12-31	$206
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$33,148
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$26,056
Net investment gain/loss from pooled separate accounts	2011-12-31	$-87,973
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$41,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$73,220
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	ZAPKEN & LOEB LLP
Accountancy firm EIN	2011-12-31	113118865
2010 : PERK-UP, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$395,089
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$91,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$85,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$216,234
Value of total assets at end of year	2010-12-31	$1,716,450
Value of total assets at beginning of year	2010-12-31	$1,412,989
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$5,739
Total interest from all sources	2010-12-31	$3,388
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$920
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$250,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$177,845
Participant contributions at end of year	2010-12-31	$50,536
Participant contributions at beginning of year	2010-12-31	$62,266
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$6,117
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$6,709
Other income not declared elsewhere	2010-12-31	$109
Administrative expenses (other) incurred	2010-12-31	$4,819
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Income. Non cash contributions	2010-12-31	$0
Value of net income/loss	2010-12-31	$303,461
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,716,450
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,412,989
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,633,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,319,735
Interest on participant loans	2010-12-31	$3,099
Interest earned on other investments	2010-12-31	$289
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$26,056
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$24,279
Net investment gain/loss from pooled separate accounts	2010-12-31	$175,358
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$38,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$85,889
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	ZAPKEN & LOEB LLP
Accountancy firm EIN	2010-12-31	113118865
2009 : PERK-UP, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for PERK-UP, INC. 401(K) PLAN

2019: PERK-UP, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: PERK-UP, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2017: PERK-UP, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: PERK-UP, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: PERK-UP, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: PERK-UP, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: PERK-UP, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: PERK-UP, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: PERK-UP, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2009: PERK-UP, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

814978

Policy instance

Insurance contract or identification number	814978
Number of Individuals Covered	141
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $14,955
Total amount of fees paid to insurance company	USD $1,834
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $14,955
Insurance broker organization code?	3
Amount paid for insurance broker fees	1834
Additional information about fees paid to insurance broker	TPA PARTNERSHIP PROGRAM

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

814978

Policy instance

Insurance contract or identification number	814978
Number of Individuals Covered	106
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $12,587
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $12,587
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

814978

Policy instance

Insurance contract or identification number	814978
Number of Individuals Covered	82
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $9,523
Total amount of fees paid to insurance company	USD $355
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $9,523
Insurance broker organization code?	3
Amount paid for insurance broker fees	355
Insurance broker name	PROFESSIONAL PENSION PLANNERS, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

81617

Policy instance

Insurance contract or identification number	81617
Number of Individuals Covered	73
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $15,314
Total amount of fees paid to insurance company	USD $2,546
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $15,314
Insurance broker organization code?	3
Amount paid for insurance broker fees	2546
Additional information about fees paid to insurance broker	TPA FEES AND COMPENSATION
Insurance broker name	PROFESSIONAL PENSION PLANNERS, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

81617

Policy instance

Insurance contract or identification number	81617
Number of Individuals Covered	75
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $14,327
Total amount of fees paid to insurance company	USD $2,700
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $14,327
Insurance broker organization code?	3
Amount paid for insurance broker fees	2700
Additional information about fees paid to insurance broker	TPA FEES AND COMPENSATION
Insurance broker name	PROFESSIONAL PENSION PLANNERS, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

81617

Policy instance

Insurance contract or identification number	81617
Number of Individuals Covered	70
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $13,037
Total amount of fees paid to insurance company	USD $2,443
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $13,037
Insurance broker organization code?	3
Amount paid for insurance broker fees	2443
Insurance broker name	PROFESSIONAL PENSION PLANNERS, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

81617

Policy instance

Insurance contract or identification number	81617
Number of Individuals Covered	66
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $11,280
Total amount of fees paid to insurance company	USD $2,379
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $11,280
Insurance broker organization code?	3
Amount paid for insurance broker fees	2379
Insurance broker name	PROFESSIONAL PENSION PLANNERS, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

81617

Policy instance

Insurance contract or identification number	81617
Number of Individuals Covered	69
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $10,242
Total amount of fees paid to insurance company	USD $1,809
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

81617

Policy instance

Insurance contract or identification number	81617
Number of Individuals Covered	69
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $8,625
Total amount of fees paid to insurance company	USD $1,656
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

PERK-UP, INC. 401(K) PLAN [EIN = 844103793]

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Company Name:	PERK-UP, INC.
Employer identification number (EIN):	131997372
NAIC Classification:	339900

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1964-01-08
Company Identification Number:	172757
Legal Registered Office Address:	399 KNOLLWOOD ROAD #309 WHITE PLAINS United States of America (USA) 10603