CHARLES A. PERRY & COMPANY has sponsored the creation of one or more 401k plans.
Additional information about CHARLES A. PERRY & COMPANY
Submission information for form 5500 for 401k plan CHARLES A. PERRY & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
401k plan membership statisitcs for CHARLES A. PERRY & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2014: CHARLES A. PERRY & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-10-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 0 |
| Number of retired or separated participants receiving benefits | 2014-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-10-01 | 0 |
| Total of all active and inactive participants | 2014-10-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-10-01 | 0 |
| Total participants | 2014-10-01 | 0 |
| Number of participants with account balances | 2014-10-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-10-01 | 0 |
| 2013: CHARLES A. PERRY & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-10-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 5 |
| Number of retired or separated participants receiving benefits | 2013-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-10-01 | 1 |
| Total of all active and inactive participants | 2013-10-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-10-01 | 0 |
| Total participants | 2013-10-01 | 6 |
| Number of participants with account balances | 2013-10-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-10-01 | 0 |
| 2012: CHARLES A. PERRY & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-10-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 5 |
| Number of retired or separated participants receiving benefits | 2012-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-10-01 | 2 |
| Total of all active and inactive participants | 2012-10-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-10-01 | 0 |
| Total participants | 2012-10-01 | 7 |
| Number of participants with account balances | 2012-10-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-10-01 | 0 |
| 2011: CHARLES A. PERRY & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-10-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 6 |
| Number of retired or separated participants receiving benefits | 2011-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-10-01 | 0 |
| Total of all active and inactive participants | 2011-10-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-10-01 | 0 |
| Total participants | 2011-10-01 | 6 |
| Number of participants with account balances | 2011-10-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-10-01 | 0 |
| 2009: CHARLES A. PERRY & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-10-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 7 |
| Number of retired or separated participants receiving benefits | 2009-10-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 1 |
| Total of all active and inactive participants | 2009-10-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 0 |
| Total participants | 2009-10-01 | 9 |
| Number of participants with account balances | 2009-10-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-10-01 | 0 |
| Measure | Date | Value |
|---|
| 2015 : CHARLES A. PERRY & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-09-30 | $0 |
| Total plan liabilities at beginning of year | 2015-09-30 | $0 |
| Total income from all sources | 2015-09-30 | $7,715 |
| Expenses. Total of all expenses incurred | 2015-09-30 | $748,817 |
| Benefits paid (including direct rollovers) | 2015-09-30 | $748,196 |
| Total plan assets at end of year | 2015-09-30 | $0 |
| Total plan assets at beginning of year | 2015-09-30 | $741,102 |
| Value of fidelity bond covering the plan | 2015-09-30 | $233,000 |
| Expenses. Other expenses not covered elsewhere | 2015-09-30 | $621 |
| Other income received | 2015-09-30 | $7,715 |
| Net income (gross income less expenses) | 2015-09-30 | $-741,102 |
| Net plan assets at end of year (total assets less liabilities) | 2015-09-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-09-30 | $741,102 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-09-30 | $0 |
| 2014 : CHARLES A. PERRY & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-09-30 | $0 |
| Total plan liabilities at beginning of year | 2014-09-30 | $0 |
| Total income from all sources | 2014-09-30 | $8,891 |
| Expenses. Total of all expenses incurred | 2014-09-30 | $231,364 |
| Benefits paid (including direct rollovers) | 2014-09-30 | $231,214 |
| Total plan assets at end of year | 2014-09-30 | $741,102 |
| Total plan assets at beginning of year | 2014-09-30 | $963,575 |
| Value of fidelity bond covering the plan | 2014-09-30 | $233,000 |
| Other income received | 2014-09-30 | $8,891 |
| Net income (gross income less expenses) | 2014-09-30 | $-222,473 |
| Net plan assets at end of year (total assets less liabilities) | 2014-09-30 | $741,102 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-09-30 | $963,575 |
| Assets. Value of employer securities | 2014-09-30 | $102,765 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-09-30 | $150 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-09-30 | $0 |
| 2013 : CHARLES A. PERRY & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-09-30 | $0 |
| Total plan liabilities at beginning of year | 2013-09-30 | $0 |
| Total income from all sources | 2013-09-30 | $47,734 |
| Expenses. Total of all expenses incurred | 2013-09-30 | $1,054,414 |
| Benefits paid (including direct rollovers) | 2013-09-30 | $1,054,264 |
| Total plan assets at end of year | 2013-09-30 | $963,575 |
| Total plan assets at beginning of year | 2013-09-30 | $1,970,255 |
| Value of fidelity bond covering the plan | 2013-09-30 | $233,000 |
| Expenses. Other expenses not covered elsewhere | 2013-09-30 | $150 |
| Other income received | 2013-09-30 | $47,734 |
| Net income (gross income less expenses) | 2013-09-30 | $-1,006,680 |
| Net plan assets at end of year (total assets less liabilities) | 2013-09-30 | $963,575 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-09-30 | $1,970,255 |
| Assets. Value of employer securities | 2013-09-30 | $186,775 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-09-30 | $0 |
| 2012 : CHARLES A. PERRY & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-09-30 | $0 |
| Total plan liabilities at beginning of year | 2012-09-30 | $0 |
| Total income from all sources | 2012-09-30 | $137,129 |
| Expenses. Total of all expenses incurred | 2012-09-30 | $188,773 |
| Benefits paid (including direct rollovers) | 2012-09-30 | $188,623 |
| Total plan assets at end of year | 2012-09-30 | $1,970,255 |
| Total plan assets at beginning of year | 2012-09-30 | $2,021,899 |
| Value of fidelity bond covering the plan | 2012-09-30 | $233,000 |
| Other income received | 2012-09-30 | $137,129 |
| Net income (gross income less expenses) | 2012-09-30 | $-51,644 |
| Net plan assets at end of year (total assets less liabilities) | 2012-09-30 | $1,970,255 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-09-30 | $2,021,899 |
| Assets. Value of employer securities | 2012-09-30 | $271,560 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-09-30 | $150 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-09-30 | $0 |
| 2011 : CHARLES A. PERRY & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-09-30 | $0 |
| Total plan liabilities at end of year | 2011-09-30 | $0 |
| Total plan liabilities at beginning of year | 2011-09-30 | $0 |
| Total income from all sources | 2011-09-30 | $-138,109 |
| Expenses. Total of all expenses incurred | 2011-09-30 | $323,292 |
| Benefits paid (including direct rollovers) | 2011-09-30 | $323,142 |
| Total plan assets at end of year | 2011-09-30 | $2,021,899 |
| Total plan assets at beginning of year | 2011-09-30 | $2,483,300 |
| Value of fidelity bond covering the plan | 2011-09-30 | $233,000 |
| Expenses. Other expenses not covered elsewhere | 2011-09-30 | $150 |
| Other income received | 2011-09-30 | $-138,109 |
| Net income (gross income less expenses) | 2011-09-30 | $-461,401 |
| Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $2,021,899 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $2,483,300 |
| Assets. Value of employer securities | 2011-09-30 | $413,540 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-09-30 | $0 |
| 2010 : CHARLES A. PERRY & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-09-30 | $0 |
| 2014: CHARLES A. PERRY & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 form 5500 responses |
|---|
| 2014-10-01 | Type of plan entity | Single employer plan |
| 2014-10-01 | Submission has been amended | No |
| 2014-10-01 | This submission is the final filing | Yes |
| 2014-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-10-01 | Plan is a collectively bargained plan | No |
| 2014-10-01 | Plan funding arrangement – Trust | Yes |
| 2014-10-01 | Plan benefit arrangement - Trust | Yes |
| 2013: CHARLES A. PERRY & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 form 5500 responses |
|---|
| 2013-10-01 | Type of plan entity | Single employer plan |
| 2013-10-01 | Submission has been amended | No |
| 2013-10-01 | This submission is the final filing | No |
| 2013-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-10-01 | Plan is a collectively bargained plan | No |
| 2013-10-01 | Plan funding arrangement – Trust | Yes |
| 2013-10-01 | Plan benefit arrangement - Trust | Yes |
| 2012: CHARLES A. PERRY & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 form 5500 responses |
|---|
| 2012-10-01 | Type of plan entity | Single employer plan |
| 2012-10-01 | Submission has been amended | No |
| 2012-10-01 | This submission is the final filing | No |
| 2012-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-10-01 | Plan is a collectively bargained plan | No |
| 2012-10-01 | Plan funding arrangement – Trust | Yes |
| 2012-10-01 | Plan benefit arrangement - Trust | Yes |
| 2011: CHARLES A. PERRY & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 form 5500 responses |
|---|
| 2011-10-01 | Type of plan entity | Single employer plan |
| 2011-10-01 | Submission has been amended | No |
| 2011-10-01 | This submission is the final filing | No |
| 2011-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-10-01 | Plan is a collectively bargained plan | No |
| 2011-10-01 | Plan funding arrangement – Trust | Yes |
| 2011-10-01 | Plan benefit arrangement - Trust | Yes |
| 2009: CHARLES A. PERRY & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 form 5500 responses |
|---|
| 2009-10-01 | Type of plan entity | Single employer plan |
| 2009-10-01 | Submission has been amended | No |
| 2009-10-01 | This submission is the final filing | No |
| 2009-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-10-01 | Plan is a collectively bargained plan | No |
| 2009-10-01 | Plan funding arrangement – Trust | Yes |
| 2009-10-01 | Plan benefit arrangement - Trust | Yes |
| 2008: CHARLES A. PERRY & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2008 form 5500 responses |
|---|
| 2008-10-01 | Type of plan entity | Single employer plan |
| 2008-10-01 | Submission has been amended | No |
| 2008-10-01 | This submission is the final filing | No |
| 2008-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-10-01 | Plan is a collectively bargained plan | No |
