401k Plan data: CHARLES PERRY CONSTRUCTION, INC./PPI 401(K) PLAN plan

CHARLES PERRY CONSTRUCTION, INC./PPI 401(K) PLAN 401k Plan overview

Plan Name	CHARLES PERRY CONSTRUCTION, INC./PPI 401(K) PLAN
Plan identification number	002

CHARLES PERRY CONSTRUCTION, INC./PPI 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

CHARLES PERRY CONSTRUCTION, INC./PPI EMPLOYEE BENEFITS PLAN has sponsored the creation of one or more 401k plans.

Company Name: CHARLES PERRY CONSTRUCTION, INC./PPI EMPLOYEE BENEFITS PLAN

Employer identification number (EIN): 593331247

NAIC Classification: 236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES PERRY CONSTRUCTION, INC./PPI 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2011-01-01 KATEARA STONER
002 2009-01-01 BRECK WEINGART BRECK WEINGART 2010-09-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2011-01-01	KATEARA STONER
002	2009-01-01	BRECK WEINGART		BRECK WEINGART	2010-09-21

Plan Statistics for CHARLES PERRY CONSTRUCTION, INC./PPI 401(K) PLAN

401k plan membership statisitcs for CHARLES PERRY CONSTRUCTION, INC./PPI 401(K) PLAN

Measure Date Value
2011: CHARLES PERRY CONSTRUCTION, INC./PPI 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 181
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 138
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 30
Total of all active and inactive participants 2011-01-01 168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 170
Number of participants with account balances 2011-01-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: CHARLES PERRY CONSTRUCTION, INC./PPI 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 204
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 168
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 41
Total of all active and inactive participants 2009-01-01 209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 210
Number of participants with account balances 2009-01-01 197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 5

Measure	Date	Value
2011: CHARLES PERRY CONSTRUCTION, INC./PPI 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	181
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	138
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	30
Total of all active and inactive participants	2011-01-01	168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	170
Number of participants with account balances	2011-01-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: CHARLES PERRY CONSTRUCTION, INC./PPI 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	204
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	168
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	41
Total of all active and inactive participants	2009-01-01	209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	210
Number of participants with account balances	2009-01-01	197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	5

Financial Data on CHARLES PERRY CONSTRUCTION, INC./PPI 401(K) PLAN

Measure	Date	Value
2011 : CHARLES PERRY CONSTRUCTION, INC./PPI 401(K) 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	$1,320
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$22
Total income from all sources (including contributions)	2011-12-31	$686,320
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$990,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$982,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,269,884
Value of total assets at end of year	2011-12-31	$12,334,341
Value of total assets at beginning of year	2011-12-31	$12,636,982
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$7,368
Total interest from all sources	2011-12-31	$12,157
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$5,825
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	$738,665
Participant contributions at end of year	2011-12-31	$315,813
Participant contributions at beginning of year	2011-12-31	$242,109
Participant contributions at beginning of year	2011-12-31	$74
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$54,371
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$1,320
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$1,320
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$22
Administrative expenses (other) incurred	2011-12-31	$417
Total non interest bearing cash at end of year	2011-12-31	$0
Total non interest bearing cash at beginning of year	2011-12-31	$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	2011-12-31	No
Value of net income/loss	2011-12-31	$-303,939
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$12,333,021
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$12,636,960
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$12,017,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$12,394,725
Interest on participant loans	2011-12-31	$12,157
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-595,721
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	No
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	$476,848
Employer contributions (assets) at beginning of year	2011-12-31	$74
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$982,891
Contract administrator fees	2011-12-31	$1,126
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	JAMES MOORE & CO PL
Accountancy firm EIN	2011-12-31	591060842
2010 : CHARLES PERRY CONSTRUCTION, INC./PPI 401(K) 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	$22
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,752,189
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$912,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$905,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,320,437
Value of total assets at end of year	2010-12-31	$12,636,982
Value of total assets at beginning of year	2010-12-31	$10,797,197
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$6,706
Total interest from all sources	2010-12-31	$11,798
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$5,480
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,223,000
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	$819,405
Participant contributions at end of year	2010-12-31	$242,109
Participant contributions at beginning of year	2010-12-31	$188,541
Participant contributions at end of year	2010-12-31	$74
Participant contributions at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$13,357
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$22
Administrative expenses (other) incurred	2010-12-31	$204
Total non interest bearing cash at end of year	2010-12-31	$0
Total non interest bearing cash at beginning of year	2010-12-31	$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	2010-12-31	No
Value of net income/loss	2010-12-31	$1,839,763
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$12,636,960
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$10,797,197
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$12,394,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$10,595,923
Interest on participant loans	2010-12-31	$11,798
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$12,733
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$12,733
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,419,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
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
Contributions received in cash from employer	2010-12-31	$487,675
Employer contributions (assets) at end of year	2010-12-31	$74
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$905,720
Contract administrator fees	2010-12-31	$1,022
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	JAMES MOORE & CO.
Accountancy firm EIN	2010-12-31	591060842
2009 : CHARLES PERRY CONSTRUCTION, INC./PPI 401(K) 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

Form 5500 Responses for CHARLES PERRY CONSTRUCTION, INC./PPI 401(K) PLAN

2011: CHARLES PERRY CONSTRUCTION, INC./PPI 401(K) 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: CHARLES PERRY CONSTRUCTION, INC./PPI 401(K) 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	CHARLES PERRY CONSTRUCTION, INC./PPI EMPLOYEE BENEFITS PLAN
Employer identification number (EIN):	593331247
NAIC Classification:	236200