401k Plan data: PERRY CAPITAL MANAGEMENT, INC. 401K PLAN plan

PERRY CAPITAL MANAGEMENT, INC. 401K PLAN 401k Plan overview

Plan Name	PERRY CAPITAL MANAGEMENT, INC. 401K PLAN
Plan identification number	002

PERRY CAPITAL MANAGEMENT, INC. 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

PERRY CAPITAL MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name: PERRY CAPITAL MANAGEMENT, INC.

Employer identification number (EIN): 391520292

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERRY CAPITAL MANAGEMENT, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01 WILLIAM M. PERRY 2020-03-13
002 2018-01-01 WILLIAM M. PERRY 2019-09-27
002 2017-01-01 WILLIAM M. PERRY 2018-07-24
002 2016-01-01 LEE FORD 2017-07-19
002 2015-01-01 WILLIAM M. PERRY 2016-08-17
002 2014-01-01 WILLIAM M. PERRY 2015-06-19
002 2013-01-01 WILLIAM M. PERRY 2014-06-16
002 2012-01-01 WILLIAM M. PERRY 2013-07-23
002 2011-01-01 WILLIAM M. PERRY 2012-08-22
002 2010-01-01 WILLIAM M. PERRY 2011-10-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2019-01-01	WILLIAM M. PERRY	2020-03-13
002	2018-01-01	WILLIAM M. PERRY	2019-09-27
002	2017-01-01	WILLIAM M. PERRY	2018-07-24
002	2016-01-01	LEE FORD	2017-07-19
002	2015-01-01	WILLIAM M. PERRY	2016-08-17
002	2014-01-01	WILLIAM M. PERRY	2015-06-19
002	2013-01-01	WILLIAM M. PERRY	2014-06-16
002	2012-01-01	WILLIAM M. PERRY	2013-07-23
002	2011-01-01	WILLIAM M. PERRY	2012-08-22
002	2010-01-01	WILLIAM M. PERRY	2011-10-07

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Company Name:	PERRY CAPITAL MANAGEMENT, INC.
Employer identification number (EIN):	391520292
NAIC Classification:	523900