401k Plan data: D & M PERRY ENTERPRISES, INC. PROFIT SHARING PLAN plan

D & M PERRY ENTERPRISES, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	D & M PERRY ENTERPRISES, INC. PROFIT SHARING PLAN
Plan identification number	001

D & M PERRY ENTERPRISES, INC. PROFIT SHARING 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.
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

D & M PERRY ENTERPRISES, INC. has sponsored the creation of one or more 401k plans.

Company Name: D & M PERRY ENTERPRISES, INC.

Employer identification number (EIN): 455268750

NAIC Classification: 445299
NAIC Description: All Other Specialty Food Stores

Additional information about D & M PERRY ENTERPRISES, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2012-05-11

Company Identification Number: 0801595296

Legal Registered Office Address: 2128 PORTWOOD WAY FORT WORTH

United States of America (USA)
76179

More information about D & M PERRY ENTERPRISES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan D & M PERRY ENTERPRISES, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 MICHAEL A PERRY MICHAEL A PERRY 2018-07-18
001 2016-01-01 MICHAEL PERRY MICHAEL PERRY 2017-09-30
001 2015-01-01 MICHAEL PERRY MICHAEL PERRY 2016-09-20
001 2014-01-01 MICHAEL PERRY MICHAEL PERRY 2015-09-30
001 2013-01-01 MICHAEL PERRY MICHAEL PERRY 2014-05-02
001 2012-05-11 MICHAEL PERRY MICHAEL PERRY 2013-03-30

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	MICHAEL A PERRY	MICHAEL A PERRY	2018-07-18
001	2016-01-01	MICHAEL PERRY	MICHAEL PERRY	2017-09-30
001	2015-01-01	MICHAEL PERRY	MICHAEL PERRY	2016-09-20
001	2014-01-01	MICHAEL PERRY	MICHAEL PERRY	2015-09-30
001	2013-01-01	MICHAEL PERRY	MICHAEL PERRY	2014-05-02
001	2012-05-11	MICHAEL PERRY	MICHAEL PERRY	2013-03-30

Plan Statistics for D & M PERRY ENTERPRISES, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for D & M PERRY ENTERPRISES, INC. PROFIT SHARING PLAN

Measure Date Value
2017: D & M PERRY ENTERPRISES, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
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 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: D & M PERRY ENTERPRISES, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
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 0
Total of all active and inactive participants 2016-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: D & M PERRY ENTERPRISES, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 23
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 0
Total of all active and inactive participants 2015-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 23
Number of participants with account balances 2015-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: D & M PERRY ENTERPRISES, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
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 0
Total of all active and inactive participants 2014-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: D & M PERRY ENTERPRISES, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
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 0
Total of all active and inactive participants 2013-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: D & M PERRY ENTERPRISES, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-05-11 2
Total number of active participants reported on line 7a of the Form 5500 2012-05-11 2
Number of retired or separated participants receiving benefits 2012-05-11 0
Number of other retired or separated participants entitled to future benefits 2012-05-11 0
Total of all active and inactive participants 2012-05-11 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-05-11 0
Total participants 2012-05-11 2
Number of participants with account balances 2012-05-11 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-05-11 0

Measure	Date	Value
2017: D & M PERRY ENTERPRISES, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
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	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: D & M PERRY ENTERPRISES, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
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	0
Total of all active and inactive participants	2016-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: D & M PERRY ENTERPRISES, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	23
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	0
Total of all active and inactive participants	2015-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	23
Number of participants with account balances	2015-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: D & M PERRY ENTERPRISES, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
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	0
Total of all active and inactive participants	2014-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: D & M PERRY ENTERPRISES, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
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	0
Total of all active and inactive participants	2013-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: D & M PERRY ENTERPRISES, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-05-11	2
Total number of active participants reported on line 7a of the Form 5500	2012-05-11	2
Number of retired or separated participants receiving benefits	2012-05-11	0
Number of other retired or separated participants entitled to future benefits	2012-05-11	0
Total of all active and inactive participants	2012-05-11	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-05-11	0
Total participants	2012-05-11	2
Number of participants with account balances	2012-05-11	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-05-11	0

Financial Data on D & M PERRY ENTERPRISES, INC. PROFIT SHARING PLAN

Measure	Date	Value
2017 : D & M PERRY ENTERPRISES, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$-6,053
Expenses. Total of all expenses incurred	2017-12-31	$539,055
Benefits paid (including direct rollovers)	2017-12-31	$539,055
Total plan assets at end of year	2017-12-31	$0
Total plan assets at beginning of year	2017-12-31	$545,108
Value of fidelity bond covering the plan	2017-12-31	$50,000
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$-6,053
Net income (gross income less expenses)	2017-12-31	$-545,108
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$545,108
Assets. Value of employer securities	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
2016 : D & M PERRY ENTERPRISES, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$107,108
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$545,108
Total plan assets at beginning of year	2016-12-31	$438,000
Value of fidelity bond covering the plan	2016-12-31	$50,000
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$107,108
Net income (gross income less expenses)	2016-12-31	$107,108
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$545,108
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$438,000
Assets. Value of employer securities	2016-12-31	$465,079
Total contributions received or receivable from employer(s)	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : D & M PERRY ENTERPRISES, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$97,333
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$438,000
Total plan assets at beginning of year	2015-12-31	$340,667
Value of fidelity bond covering the plan	2015-12-31	$50,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$97,333
Net income (gross income less expenses)	2015-12-31	$97,333
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$438,000
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$340,667
Assets. Value of employer securities	2015-12-31	$438,000
Total contributions received or receivable from employer(s)	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : D & M PERRY ENTERPRISES, INC. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total income from all sources	2014-12-31	$-24,333
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$340,667
Total plan assets at beginning of year	2014-12-31	$365,000
Value of fidelity bond covering the plan	2014-12-31	$35,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$-24,333
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-24,333
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$340,667
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$365,000
Assets. Value of employer securities	2014-12-31	$340,667
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : D & M PERRY ENTERPRISES, INC. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total income from all sources	2013-12-31	$0
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$365,000
Total plan assets at beginning of year	2013-12-31	$365,000
Value of fidelity bond covering the plan	2013-12-31	$40,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$0
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$0
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$365,000
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$365,000
Assets. Value of employer securities	2013-12-31	$365,000
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : D & M PERRY ENTERPRISES, INC. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total income from all sources	2012-12-31	$365,000
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$365,000
Total plan assets at beginning of year	2012-12-31	$0
Value of fidelity bond covering the plan	2012-12-31	$40,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$365,000
Other income received	2012-12-31	$0
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$365,000
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$365,000
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Assets. Value of employer securities	2012-12-31	$365,000
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0

Form 5500 Responses for D & M PERRY ENTERPRISES, INC. PROFIT SHARING PLAN

2017: D & M PERRY ENTERPRISES, INC. PROFIT SHARING 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	Yes
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: D & M PERRY ENTERPRISES, INC. PROFIT SHARING 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: D & M PERRY ENTERPRISES, INC. PROFIT SHARING 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: D & M PERRY ENTERPRISES, INC. PROFIT SHARING 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: D & M PERRY ENTERPRISES, INC. PROFIT SHARING 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: D & M PERRY ENTERPRISES, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-05-11	Type of plan entity	Single employer plan
2012-05-11	First time form 5500 has been submitted	Yes
2012-05-11	Submission has been amended	No
2012-05-11	This submission is the final filing	No
2012-05-11	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-05-11	Plan is a collectively bargained plan	No
2012-05-11	Plan funding arrangement – Trust	Yes
2012-05-11	Plan benefit arrangement - Trust	Yes

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Company Name:	D & M PERRY ENTERPRISES, INC.
Employer identification number (EIN):	455268750
NAIC Classification:	445299
NAIC Description:	All Other Specialty Food Stores

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2012-05-11
Company Identification Number:	0801595296
Legal Registered Office Address:	2128 PORTWOOD WAY FORT WORTH United States of America (USA) 76179