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M & J PURDY, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameM & J PURDY, INC. PROFIT SHARING PLAN
Plan identification number 001

M & J PURDY, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

M & J PURDY, INC. has sponsored the creation of one or more 401k plans.

Company Name:M & J PURDY, INC.
Employer identification number (EIN):200998990
NAIC Classification:811490
NAIC Description:Other Personal and Household Goods Repair and Maintenance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan M & J PURDY, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-02-01MICHAEL E. PURDY
0012016-02-01MICHAEL E. PURDY
0012015-02-01MICHAEL E. PURDY
0012014-02-01MICHAEL E. PURDY
0012013-02-01MICHAEL E. PURDY
0012012-02-01MICHAEL E. PURDY
0012011-02-01MICHAEL E. PURDY
0012010-02-01MICHAEL E. PURDY
0012009-02-01MICHAEL PURDY

Plan Statistics for M & J PURDY, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for M & J PURDY, INC. PROFIT SHARING PLAN

Measure Date Value
2017: M & J PURDY, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-02-012
Total number of active participants reported on line 7a of the Form 55002017-02-010
Total of all active and inactive participants2017-02-010
Total participants2017-02-010
Number of participants with account balances2017-02-010
2016: M & J PURDY, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-02-012
Total number of active participants reported on line 7a of the Form 55002016-02-012
Number of retired or separated participants receiving benefits2016-02-010
Number of other retired or separated participants entitled to future benefits2016-02-010
Total of all active and inactive participants2016-02-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-02-010
Total participants2016-02-012
Number of participants with account balances2016-02-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-02-010
2015: M & J PURDY, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-02-012
Total number of active participants reported on line 7a of the Form 55002015-02-012
Number of retired or separated participants receiving benefits2015-02-010
Number of other retired or separated participants entitled to future benefits2015-02-010
Total of all active and inactive participants2015-02-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-02-010
Total participants2015-02-012
Number of participants with account balances2015-02-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-02-010
2014: M & J PURDY, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-02-012
Total number of active participants reported on line 7a of the Form 55002014-02-012
Number of retired or separated participants receiving benefits2014-02-010
Number of other retired or separated participants entitled to future benefits2014-02-010
Total of all active and inactive participants2014-02-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-02-010
Total participants2014-02-012
Number of participants with account balances2014-02-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-02-010
2013: M & J PURDY, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-02-012
Total number of active participants reported on line 7a of the Form 55002013-02-012
Number of retired or separated participants receiving benefits2013-02-010
Number of other retired or separated participants entitled to future benefits2013-02-010
Total of all active and inactive participants2013-02-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-02-010
Total participants2013-02-012
Number of participants with account balances2013-02-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-02-010
2012: M & J PURDY, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-02-012
Total number of active participants reported on line 7a of the Form 55002012-02-012
Number of retired or separated participants receiving benefits2012-02-010
Number of other retired or separated participants entitled to future benefits2012-02-010
Total of all active and inactive participants2012-02-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-02-010
Total participants2012-02-012
Number of participants with account balances2012-02-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-02-010
2011: M & J PURDY, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-02-013
Total number of active participants reported on line 7a of the Form 55002011-02-012
Number of retired or separated participants receiving benefits2011-02-010
Number of other retired or separated participants entitled to future benefits2011-02-010
Total of all active and inactive participants2011-02-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-02-010
Total participants2011-02-012
Number of participants with account balances2011-02-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-02-010
2010: M & J PURDY, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-02-012
Total number of active participants reported on line 7a of the Form 55002010-02-013
Number of retired or separated participants receiving benefits2010-02-010
Number of other retired or separated participants entitled to future benefits2010-02-010
Total of all active and inactive participants2010-02-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-02-010
Total participants2010-02-013
Number of participants with account balances2010-02-011
2009: M & J PURDY, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-02-011
Total number of active participants reported on line 7a of the Form 55002009-02-012
Number of retired or separated participants receiving benefits2009-02-010
Number of other retired or separated participants entitled to future benefits2009-02-010
Total of all active and inactive participants2009-02-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-02-010
Total participants2009-02-012
Number of participants with account balances2009-02-011

Financial Data on M & J PURDY, INC. PROFIT SHARING PLAN

Measure Date Value
2017 : M & J PURDY, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-04-30$16
Expenses. Total of all expenses incurred2017-04-30$255,875
Benefits paid (including direct rollovers)2017-04-30$255,867
Total plan assets at end of year2017-04-30$0
Total plan assets at beginning of year2017-04-30$255,859
Noncash contributions received2017-04-30$16
Net income (gross income less expenses)2017-04-30$-255,859
Net plan assets at end of year (total assets less liabilities)2017-04-30$0
Net plan assets at beginning of year (total assets less liabilities)2017-04-30$255,859
Expenses. Administrative service providers (salaries,fees and commissions)2017-04-30$8
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-04-30$0
Total income from all sources2017-01-31$40,849
Expenses. Total of all expenses incurred2017-01-31$0
Benefits paid (including direct rollovers)2017-01-31$0
Total plan assets at end of year2017-01-31$255,859
Total plan assets at beginning of year2017-01-31$215,010
Total contributions received or receivable from participants2017-01-31$0
Contributions received from other sources (not participants or employers)2017-01-31$0
Other income received2017-01-31$40,849
Net income (gross income less expenses)2017-01-31$40,849
Net plan assets at end of year (total assets less liabilities)2017-01-31$255,859
Net plan assets at beginning of year (total assets less liabilities)2017-01-31$215,010
Assets. Value of employer securities2017-01-31$0
Total contributions received or receivable from employer(s)2017-01-31$0
Value of certain deemed distributions of participant loans2017-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-01-31$0
2016 : M & J PURDY, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-01-31$158,829
Expenses. Total of all expenses incurred2016-01-31$0
Benefits paid (including direct rollovers)2016-01-31$0
Total plan assets at end of year2016-01-31$215,010
Total plan assets at beginning of year2016-01-31$56,181
Total contributions received or receivable from participants2016-01-31$0
Contributions received from other sources (not participants or employers)2016-01-31$0
Other income received2016-01-31$158,829
Net income (gross income less expenses)2016-01-31$158,829
Net plan assets at end of year (total assets less liabilities)2016-01-31$215,010
Net plan assets at beginning of year (total assets less liabilities)2016-01-31$56,181
Assets. Value of employer securities2016-01-31$215,010
Total contributions received or receivable from employer(s)2016-01-31$0
Value of certain deemed distributions of participant loans2016-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-01-31$0
2015 : M & J PURDY, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-01-31$-5,930
Expenses. Total of all expenses incurred2015-01-31$0
Benefits paid (including direct rollovers)2015-01-31$0
Total plan assets at end of year2015-01-31$56,181
Total plan assets at beginning of year2015-01-31$62,111
Total contributions received or receivable from participants2015-01-31$0
Contributions received from other sources (not participants or employers)2015-01-31$0
Other income received2015-01-31$-5,930
Net income (gross income less expenses)2015-01-31$-5,930
Net plan assets at end of year (total assets less liabilities)2015-01-31$56,181
Net plan assets at beginning of year (total assets less liabilities)2015-01-31$62,111
Assets. Value of employer securities2015-01-31$56,181
Total contributions received or receivable from employer(s)2015-01-31$0
Value of certain deemed distributions of participant loans2015-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-01-31$0
2014 : M & J PURDY, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-01-31$-1,908
Expenses. Total of all expenses incurred2014-01-31$0
Benefits paid (including direct rollovers)2014-01-31$0
Total plan assets at end of year2014-01-31$62,111
Total plan assets at beginning of year2014-01-31$64,019
Total contributions received or receivable from participants2014-01-31$0
Contributions received from other sources (not participants or employers)2014-01-31$0
Other income received2014-01-31$-1,908
Net income (gross income less expenses)2014-01-31$-1,908
Net plan assets at end of year (total assets less liabilities)2014-01-31$62,111
Net plan assets at beginning of year (total assets less liabilities)2014-01-31$64,019
Assets. Value of employer securities2014-01-31$62,111
Total contributions received or receivable from employer(s)2014-01-31$0
Value of certain deemed distributions of participant loans2014-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-01-31$0
2013 : M & J PURDY, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-01-31$8,057
Expenses. Total of all expenses incurred2013-01-31$0
Benefits paid (including direct rollovers)2013-01-31$0
Total plan assets at end of year2013-01-31$64,019
Total plan assets at beginning of year2013-01-31$55,962
Total contributions received or receivable from participants2013-01-31$0
Contributions received from other sources (not participants or employers)2013-01-31$0
Other income received2013-01-31$8,057
Net income (gross income less expenses)2013-01-31$8,057
Net plan assets at end of year (total assets less liabilities)2013-01-31$64,019
Net plan assets at beginning of year (total assets less liabilities)2013-01-31$55,962
Assets. Value of employer securities2013-01-31$64,019
Total contributions received or receivable from employer(s)2013-01-31$0
Value of certain deemed distributions of participant loans2013-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-01-31$0
2012 : M & J PURDY, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-01-31$14,590
Expenses. Total of all expenses incurred2012-01-31$151
Benefits paid (including direct rollovers)2012-01-31$0
Total plan assets at end of year2012-01-31$56,804
Total plan assets at beginning of year2012-01-31$42,365
Total contributions received or receivable from participants2012-01-31$0
Contributions received from other sources (not participants or employers)2012-01-31$0
Other income received2012-01-31$14,590
Net income (gross income less expenses)2012-01-31$14,439
Net plan assets at end of year (total assets less liabilities)2012-01-31$56,804
Net plan assets at beginning of year (total assets less liabilities)2012-01-31$42,365
Assets. Value of employer securities2012-01-31$55,962
Total contributions received or receivable from employer(s)2012-01-31$0
Value of certain deemed distributions of participant loans2012-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-01-31$151
2011 : M & J PURDY, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-01-31$-62,751
Expenses. Total of all expenses incurred2011-01-31$993
Benefits paid (including direct rollovers)2011-01-31$828
Total plan assets at end of year2011-01-31$42,365
Total plan assets at beginning of year2011-01-31$105,116
Expenses. Other expenses not covered elsewhere2011-01-31$165
Other income received2011-01-31$-62,751
Net income (gross income less expenses)2011-01-31$-62,751
Net plan assets at end of year (total assets less liabilities)2011-01-31$42,365
Net plan assets at beginning of year (total assets less liabilities)2011-01-31$105,116
Assets. Value of employer securities2011-01-31$41,372
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-01-31$0

Form 5500 Responses for M & J PURDY, INC. PROFIT SHARING PLAN

2017: M & J PURDY, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-02-01Type of plan entitySingle employer plan
2017-02-01This submission is the final filingYes
2017-02-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-02-01Plan funding arrangement – TrustYes
2017-02-01Plan benefit arrangement - TrustYes
2016: M & J PURDY, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-02-01Type of plan entitySingle employer plan
2016-02-01Plan funding arrangement – TrustYes
2016-02-01Plan benefit arrangement - TrustYes
2015: M & J PURDY, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-02-01Type of plan entitySingle employer plan
2015-02-01Plan funding arrangement – TrustYes
2015-02-01Plan benefit arrangement - TrustYes
2014: M & J PURDY, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-02-01Type of plan entitySingle employer plan
2014-02-01Plan funding arrangement – TrustYes
2014-02-01Plan benefit arrangement - TrustYes
2013: M & J PURDY, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-02-01Type of plan entitySingle employer plan
2013-02-01Plan funding arrangement – TrustYes
2013-02-01Plan benefit arrangement - TrustYes
2012: M & J PURDY, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-02-01Type of plan entitySingle employer plan
2012-02-01Plan funding arrangement – TrustYes
2012-02-01Plan benefit arrangement - TrustYes
2011: M & J PURDY, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Submission has been amendedYes
2011-02-01Plan funding arrangement – TrustYes
2011-02-01Plan benefit arrangement - TrustYes
2010: M & J PURDY, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-02-01Type of plan entitySingle employer plan
2010-02-01Submission has been amendedYes
2010-02-01Plan funding arrangement – TrustYes
2010-02-01Plan benefit arrangement - TrustYes
2009: M & J PURDY, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01Submission has been amendedNo
2009-02-01This submission is the final filingNo
2009-02-01This return/report is a short plan year return/report (less than 12 months)No
2009-02-01Plan is a collectively bargained planNo
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement - TrustYes

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