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Plan Name | THE PERFECTION COMPANIES ASSOCIATES RETIREMENT PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | PERFECTION GROUP, INC. |
Employer identification number (EIN): | 311067245 |
NAIC Classification: | 238900 |
Additional information about PERFECTION GROUP, INC.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 2003-06-09 |
Company Identification Number: | 2916776 |
Legal Registered Office Address: |
80 BROWNS RIVER RD. Suffolk SAYVILLE United States of America (USA) 11782 |
More information about PERFECTION GROUP, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | W. JOHN ALBRECHT | 2023-08-29 | ||
002 | 2021-01-01 | W. JOHN ALBRECHT | 2022-10-13 | ||
002 | 2020-01-01 | W. JOHN ALBRECHT | 2021-07-28 | ||
002 | 2019-01-01 | KIMBERLY WITT | 2020-10-14 | ||
002 | 2018-01-01 | KIMBERLY WITT | 2019-10-14 | ||
002 | 2017-01-01 | ||||
002 | 2016-01-01 | ||||
002 | 2015-01-01 | WILLIAM J. ALBRECHT | |||
002 | 2014-01-01 | WILLIAM J. ALBRECHT | |||
002 | 2013-01-01 | WILLIAM J. ALBRECHT | |||
002 | 2012-01-01 | WILLIAM J. ALBRECHT | |||
002 | 2011-01-01 | WILLIAM J. ALBRECHT | |||
002 | 2010-01-01 | WILLIAM J. ALBRECHT | |||
002 | 2009-01-01 | WILLIAM J. ALBRECHT |
Measure | Date | Value |
---|---|---|
2022: THE PERFECTION COMPANIES ASSOCIATES RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 315 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 285 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 54 |
Total of all active and inactive participants | 2022-01-01 | 339 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 339 |
Number of participants with account balances | 2022-01-01 | 316 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 5 |
2021: THE PERFECTION COMPANIES ASSOCIATES RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 311 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 259 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 56 |
Total of all active and inactive participants | 2021-01-01 | 315 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 315 |
Number of participants with account balances | 2021-01-01 | 299 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 6 |
2020: THE PERFECTION COMPANIES ASSOCIATES RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 272 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 237 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 74 |
Total of all active and inactive participants | 2020-01-01 | 311 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 311 |
Number of participants with account balances | 2020-01-01 | 295 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 2 |
2019: THE PERFECTION COMPANIES ASSOCIATES RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 265 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 221 |
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 | 51 |
Total of all active and inactive participants | 2019-01-01 | 272 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 272 |
Number of participants with account balances | 2019-01-01 | 252 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 6 |
2018: THE PERFECTION COMPANIES ASSOCIATES RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 263 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 215 |
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 | 49 |
Total of all active and inactive participants | 2018-01-01 | 264 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 265 |
Number of participants with account balances | 2018-01-01 | 245 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 3 |
2017: THE PERFECTION COMPANIES ASSOCIATES RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 241 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 208 |
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 | 54 |
Total of all active and inactive participants | 2017-01-01 | 262 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 263 |
Number of participants with account balances | 2017-01-01 | 244 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
2016: THE PERFECTION COMPANIES ASSOCIATES RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 211 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 207 |
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 | 33 |
Total of all active and inactive participants | 2016-01-01 | 240 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 241 |
Number of participants with account balances | 2016-01-01 | 223 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 5 |
2015: THE PERFECTION COMPANIES ASSOCIATES RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 222 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 174 |
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 | 36 |
Total of all active and inactive participants | 2015-01-01 | 210 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 211 |
Number of participants with account balances | 2015-01-01 | 211 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: THE PERFECTION COMPANIES ASSOCIATES RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 209 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 158 |
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 | 63 |
Total of all active and inactive participants | 2014-01-01 | 221 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 222 |
Number of participants with account balances | 2014-01-01 | 222 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: THE PERFECTION COMPANIES ASSOCIATES RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 203 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 155 |
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 | 53 |
Total of all active and inactive participants | 2013-01-01 | 208 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 209 |
Number of participants with account balances | 2013-01-01 | 209 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: THE PERFECTION COMPANIES ASSOCIATES RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 192 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 139 |
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 | 63 |
Total of all active and inactive participants | 2012-01-01 | 202 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 203 |
Number of participants with account balances | 2012-01-01 | 203 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: THE PERFECTION COMPANIES ASSOCIATES RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 172 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 139 |
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 | 52 |
Total of all active and inactive participants | 2011-01-01 | 191 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 192 |
Number of participants with account balances | 2011-01-01 | 192 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: THE PERFECTION COMPANIES ASSOCIATES RETIREMENT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 198 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 126 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 43 |
Total of all active and inactive participants | 2010-01-01 | 169 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 3 |
Total participants | 2010-01-01 | 172 |
Number of participants with account balances | 2010-01-01 | 172 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: THE PERFECTION COMPANIES ASSOCIATES RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 203 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 140 |
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 | 56 |
Total of all active and inactive participants | 2009-01-01 | 196 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 2 |
Total participants | 2009-01-01 | 198 |
Number of participants with account balances | 2009-01-01 | 198 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : THE PERFECTION COMPANIES ASSOCIATES RETIREMENT PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-2,096,662 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,451,641 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,443,915 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,552,846 |
Value of total assets at end of year | 2022-12-31 | $25,039,459 |
Value of total assets at beginning of year | 2022-12-31 | $29,587,762 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $7,726 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,168,176 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,168,176 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,748,704 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $344,738 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $6,458 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $3,892 |
Total non interest bearing cash at end of year | 2022-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $2,083 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-4,548,303 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $25,039,459 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $29,587,762 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $23,544,187 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $27,181,364 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $1,029,410 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $2,163,234 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-5,839,767 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $22,083 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $459,404 |
Employer contributions (assets) at end of year | 2022-12-31 | $459,404 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $237,189 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,443,915 |
Contract administrator fees | 2022-12-31 | $7,726 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2022-12-31 | 310800053 |
2021 : THE PERFECTION COMPANIES ASSOCIATES RETIREMENT PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $5,215,366 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $3,203,934 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,196,980 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,768,418 |
Value of total assets at end of year | 2021-12-31 | $29,587,762 |
Value of total assets at beginning of year | 2021-12-31 | $27,576,330 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $6,954 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,657,193 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,657,193 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,487,694 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $43,535 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $3,892 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $1,516 |
Total non interest bearing cash at end of year | 2021-12-31 | $2,083 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $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 | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $2,011,432 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $29,587,762 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $27,576,330 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $27,181,364 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $26,332,095 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $2,163,234 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $1,024,622 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,765,102 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $24,653 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $237,189 |
Employer contributions (assets) at end of year | 2021-12-31 | $237,189 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $218,097 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,196,980 |
Contract administrator fees | 2021-12-31 | $6,954 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2021-12-31 | 310800053 |
2020 : THE PERFECTION COMPANIES ASSOCIATES RETIREMENT PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $5,626,040 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,445,516 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,437,098 |
Value of total corrective distributions | 2020-12-31 | $3,539 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,687,377 |
Value of total assets at end of year | 2020-12-31 | $27,576,330 |
Value of total assets at beginning of year | 2020-12-31 | $23,395,806 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $4,879 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,384,600 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,384,600 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,364,294 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $96,918 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $1,516 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $489,941 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $1,078 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $4,180,524 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $27,576,330 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $23,395,806 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $26,332,095 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $21,759,046 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $1,024,622 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $933,396 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,538,870 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $15,193 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $226,165 |
Employer contributions (assets) at end of year | 2020-12-31 | $218,097 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $212,345 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,437,098 |
Contract administrator fees | 2020-12-31 | $4,879 |
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 | 2020-12-31 | Yes |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2020-12-31 | 310800053 |
2019 : THE PERFECTION COMPANIES ASSOCIATES RETIREMENT 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 |
Total income from all sources (including contributions) | 2019-12-31 | $5,508,881 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,109,485 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,071,206 |
Value of total corrective distributions | 2019-12-31 | $30,812 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,469,854 |
Value of total assets at end of year | 2019-12-31 | $23,395,806 |
Value of total assets at beginning of year | 2019-12-31 | $19,996,410 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $7,467 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $895,092 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $895,092 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
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 | $1,238,190 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $19,319 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $489,941 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $477,894 |
Total non interest bearing cash at end of year | 2019-12-31 | $1,078 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $45,967 |
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 | $3,399,396 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $23,395,806 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $19,996,410 |
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 end of year | 2019-12-31 | $21,759,046 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $18,742,749 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $933,396 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $520,881 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $3,126,474 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $17,461 |
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 | $212,345 |
Employer contributions (assets) at end of year | 2019-12-31 | $212,345 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $208,919 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,071,206 |
Contract administrator fees | 2019-12-31 | $7,467 |
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 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2019-12-31 | 310800053 |
2018 : THE PERFECTION COMPANIES ASSOCIATES RETIREMENT 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 | $376,639 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,833,344 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,827,400 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,464,615 |
Value of total assets at end of year | 2018-12-31 | $19,996,410 |
Value of total assets at beginning of year | 2018-12-31 | $21,453,115 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $5,944 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,001,276 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,001,276 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
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 | $1,161,289 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $93,332 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $477,894 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $312,125 |
Total non interest bearing cash at end of year | 2018-12-31 | $45,967 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $29,222 |
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 | $-1,456,705 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $19,996,410 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $21,453,115 |
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 | $18,742,749 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $20,708,041 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $520,881 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $200,820 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,096,166 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $6,914 |
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 | $209,994 |
Employer contributions (assets) at end of year | 2018-12-31 | $208,919 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $202,907 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,827,400 |
Contract administrator fees | 2018-12-31 | $5,944 |
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 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2018-12-31 | 310800053 |
2017 : THE PERFECTION COMPANIES ASSOCIATES RETIREMENT PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 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 | $4,511,519 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,733,872 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,719,861 |
Value of total corrective distributions | 2017-12-31 | $10,151 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,331,825 |
Value of total assets at end of year | 2017-12-31 | $21,453,115 |
Value of total assets at beginning of year | 2017-12-31 | $18,675,468 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $3,860 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $646,862 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $646,862 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
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 | $1,078,354 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $30,242 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $53,054 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $312,125 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $369,297 |
Total non interest bearing cash at end of year | 2017-12-31 | $29,222 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $213 |
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 | $2,777,647 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $21,453,115 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $18,675,468 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $20,708,041 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $17,810,860 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $200,820 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $424,856 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,524,055 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $8,777 |
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 | No |
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 | $200,417 |
Employer contributions (assets) at end of year | 2017-12-31 | $202,907 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $40,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,719,861 |
Contract administrator fees | 2017-12-31 | $3,860 |
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 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2017-12-31 | 310800053 |
2016 : THE PERFECTION COMPANIES ASSOCIATES RETIREMENT 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 | $2,479,338 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $604,203 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $600,218 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,331,037 |
Value of total assets at end of year | 2016-12-31 | $18,675,468 |
Value of total assets at beginning of year | 2016-12-31 | $16,800,333 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $3,985 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $583,735 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $583,735 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,020,865 |
Participant contributions at end of year | 2016-12-31 | $30,242 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $270,172 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $369,297 |
Total non interest bearing cash at end of year | 2016-12-31 | $213 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $57,507 |
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 |
Value of net income/loss | 2016-12-31 | $1,875,135 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $18,675,468 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $16,800,333 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $17,810,860 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $16,709,444 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $424,856 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $557,236 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $7,330 |
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 | $40,000 |
Employer contributions (assets) at end of year | 2016-12-31 | $40,000 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $33,382 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $600,218 |
Contract administrator fees | 2016-12-31 | $3,985 |
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 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2016-12-31 | 310800053 |
2015 : THE PERFECTION COMPANIES ASSOCIATES RETIREMENT PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 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 |
Total income from all sources (including contributions) | 2015-12-31 | $1,371,923 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $622,555 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $615,703 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $887,252 |
Value of total assets at end of year | 2015-12-31 | $16,800,333 |
Value of total assets at beginning of year | 2015-12-31 | $16,050,965 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $6,852 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $929,676 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $929,676 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $845,597 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $8,273 |
Total non interest bearing cash at end of year | 2015-12-31 | $57,507 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $5,180 |
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 |
Value of net income/loss | 2015-12-31 | $749,368 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $16,800,333 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $16,050,965 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $16,709,444 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $16,012,068 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-445,005 |
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 | $33,382 |
Employer contributions (assets) at end of year | 2015-12-31 | $33,382 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $33,717 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $615,703 |
Contract administrator fees | 2015-12-31 | $6,852 |
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 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2015-12-31 | 310800053 |
2014 : THE PERFECTION COMPANIES ASSOCIATES RETIREMENT PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 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 |
Total income from all sources (including contributions) | 2014-12-31 | $1,609,384 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $487,860 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $485,278 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $778,614 |
Value of total assets at end of year | 2014-12-31 | $16,050,965 |
Value of total assets at beginning of year | 2014-12-31 | $14,929,441 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,582 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,114,972 |
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 | $1,114,972 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $744,887 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $315 |
Total non interest bearing cash at end of year | 2014-12-31 | $5,180 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $3,675 |
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 |
Value of net income/loss | 2014-12-31 | $1,121,524 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $16,050,965 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $14,929,441 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $16,012,068 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $14,897,245 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-284,202 |
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 | No |
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 | $33,727 |
Employer contributions (assets) at end of year | 2014-12-31 | $33,717 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $28,206 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $485,278 |
Contract administrator fees | 2014-12-31 | $2,582 |
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 |
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 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2014-12-31 | 310800053 |
2013 : THE PERFECTION COMPANIES ASSOCIATES RETIREMENT PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 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 | $3,887,355 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,948,283 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,946,100 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $847,312 |
Value of total assets at end of year | 2013-12-31 | $14,929,441 |
Value of total assets at beginning of year | 2013-12-31 | $12,990,369 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $2,183 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $602,605 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $602,605 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
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 | $656,393 |
Participant contributions at end of year | 2013-12-31 | $315 |
Participant contributions at beginning of year | 2013-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $162,662 |
Total non interest bearing cash at end of year | 2013-12-31 | $3,675 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $30,879 |
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 | $1,939,072 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $14,929,441 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $12,990,369 |
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 |
Investment advisory and management fees | 2013-12-31 | $2,183 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $14,897,245 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $12,929,260 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $2,437,438 |
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 | Yes |
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 | $28,257 |
Employer contributions (assets) at end of year | 2013-12-31 | $28,206 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $30,230 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,946,100 |
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 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2013-12-31 | 310800053 |
2012 : THE PERFECTION COMPANIES ASSOCIATES RETIREMENT PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $2,440,248 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $743,528 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $743,528 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $631,400 |
Value of total assets at end of year | 2012-12-31 | $12,990,369 |
Value of total assets at beginning of year | 2012-12-31 | $11,293,649 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $197,051 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $197,051 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
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 | $601,170 |
Participant contributions at end of year | 2012-12-31 | $0 |
Participant contributions at beginning of year | 2012-12-31 | $5,500 |
Total non interest bearing cash at end of year | 2012-12-31 | $30,879 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $23,517 |
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 | $1,696,720 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $12,990,369 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $11,293,649 |
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 | $12,929,260 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $11,048,536 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,611,797 |
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 | Yes |
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 | $30,230 |
Employer contributions (assets) at end of year | 2012-12-31 | $30,230 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $216,096 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $743,528 |
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 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2012-12-31 | 310800053 |
2011 : THE PERFECTION COMPANIES ASSOCIATES RETIREMENT PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 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 | $289,080 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $478,806 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $478,798 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $817,429 |
Value of total assets at end of year | 2011-12-31 | $11,293,649 |
Value of total assets at beginning of year | 2011-12-31 | $11,483,375 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $8 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $161,133 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $161,133 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
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 | $601,333 |
Participant contributions at end of year | 2011-12-31 | $5,500 |
Participant contributions at beginning of year | 2011-12-31 | $5,500 |
Total non interest bearing cash at end of year | 2011-12-31 | $23,517 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $17,552 |
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 | $-189,726 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $11,293,649 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $11,483,375 |
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 |
Investment advisory and management fees | 2011-12-31 | $8 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $11,048,536 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $11,460,323 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-689,482 |
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 | Yes |
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 | $216,096 |
Employer contributions (assets) at end of year | 2011-12-31 | $216,096 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $478,798 |
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 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2011-12-31 | 310800053 |
2010 : THE PERFECTION COMPANIES ASSOCIATES RETIREMENT PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 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 | $6,456 |
Total income from all sources (including contributions) | 2010-12-31 | $1,925,791 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $500,538 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $499,328 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $572,231 |
Value of total assets at end of year | 2010-12-31 | $11,483,375 |
Value of total assets at beginning of year | 2010-12-31 | $10,064,578 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,210 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $177,427 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $177,427 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
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 | $492,528 |
Participant contributions at end of year | 2010-12-31 | $5,500 |
Participant contributions at beginning of year | 2010-12-31 | $15,484 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $79,703 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $6,456 |
Total non interest bearing cash at end of year | 2010-12-31 | $17,552 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $2,013 |
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 |
Value of net income/loss | 2010-12-31 | $1,425,253 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $11,483,375 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $10,058,122 |
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 |
Investment advisory and management fees | 2010-12-31 | $1,210 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $11,460,323 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $10,047,081 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,176,133 |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $499,328 |
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 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2010-12-31 | 310800053 |
2009 : THE PERFECTION COMPANIES ASSOCIATES RETIREMENT 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 |
2022: THE PERFECTION COMPANIES ASSOCIATES RETIREMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: THE PERFECTION COMPANIES ASSOCIATES RETIREMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: THE PERFECTION COMPANIES ASSOCIATES RETIREMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: THE PERFECTION COMPANIES ASSOCIATES RETIREMENT 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 – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: THE PERFECTION COMPANIES ASSOCIATES RETIREMENT 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 – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: THE PERFECTION COMPANIES ASSOCIATES RETIREMENT 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 – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: THE PERFECTION COMPANIES ASSOCIATES RETIREMENT 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 – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: THE PERFECTION COMPANIES ASSOCIATES RETIREMENT 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 – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: THE PERFECTION COMPANIES ASSOCIATES RETIREMENT 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 – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: THE PERFECTION COMPANIES ASSOCIATES RETIREMENT 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 – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: THE PERFECTION COMPANIES ASSOCIATES RETIREMENT 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 – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: THE PERFECTION COMPANIES ASSOCIATES RETIREMENT 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 – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: THE PERFECTION COMPANIES ASSOCIATES RETIREMENT PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | Yes |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: THE PERFECTION COMPANIES ASSOCIATES RETIREMENT 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 – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |