401k Plan data: RETIREMENT PLAN FOR EMPLOYEES OF PERRY EQUIPMENT CORPORATION plan

RETIREMENT PLAN FOR EMPLOYEES OF PERRY EQUIPMENT CORPORATION 401k Plan overview

Plan Name	RETIREMENT PLAN FOR EMPLOYEES OF PERRY EQUIPMENT CORPORATION
Plan identification number	001

RETIREMENT PLAN FOR EMPLOYEES OF PERRY EQUIPMENT CORPORATION Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

PERRY EQUIPMENT COMPANY has sponsored the creation of one or more 401k plans.

Company Name: PERRY EQUIPMENT COMPANY

Employer identification number (EIN): 750773680

NAIC Classification: 333900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF PERRY EQUIPMENT CORPORATION

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-12-01
001 2014-12-01
001 2013-12-01
001 2012-12-01 DAVE LINDSAY DAVE LINDSAY 2014-09-15
001 2011-12-01 DAVID LINDSAY DAVID LINDSAY 2013-09-16
001 2009-12-01 DAVID LINDSAY DAVID LINDSAY 2011-09-16
001 2009-12-01 DAVID LINDSAY DAVID LINDSAY 2011-09-15
001 2008-12-01
001 2008-06-01

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2015-12-01
001	2014-12-01
001	2013-12-01
001	2012-12-01	DAVE LINDSAY	DAVE LINDSAY	2014-09-15
001	2011-12-01	DAVID LINDSAY	DAVID LINDSAY	2013-09-16
001	2009-12-01	DAVID LINDSAY	DAVID LINDSAY	2011-09-16
001	2009-12-01	DAVID LINDSAY	DAVID LINDSAY	2011-09-15
001	2008-12-01
001	2008-06-01

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF PERRY EQUIPMENT CORPORATION

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF PERRY EQUIPMENT CORPORATION

Measure Date Value
2015: RETIREMENT PLAN FOR EMPLOYEES OF PERRY EQUIPMENT CORPORATION 2015 401k membership
Total participants, beginning-of-year 2015-12-01 404
Total number of active participants reported on line 7a of the Form 5500 2015-12-01 62
Number of retired or separated participants receiving benefits 2015-12-01 144
Number of other retired or separated participants entitled to future benefits 2015-12-01 146
Total of all active and inactive participants 2015-12-01 352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-12-01 44
Total participants 2015-12-01 396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-12-01 2
2014: RETIREMENT PLAN FOR EMPLOYEES OF PERRY EQUIPMENT CORPORATION 2014 401k membership
Total participants, beginning-of-year 2014-12-01 407
Total number of active participants reported on line 7a of the Form 5500 2014-12-01 69
Number of retired or separated participants receiving benefits 2014-12-01 133
Number of other retired or separated participants entitled to future benefits 2014-12-01 155
Total of all active and inactive participants 2014-12-01 357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-12-01 47
Total participants 2014-12-01 404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-12-01 1
2013: RETIREMENT PLAN FOR EMPLOYEES OF PERRY EQUIPMENT CORPORATION 2013 401k membership
Total participants, beginning-of-year 2013-12-01 411
Total number of active participants reported on line 7a of the Form 5500 2013-12-01 72
Number of retired or separated participants receiving benefits 2013-12-01 132
Number of other retired or separated participants entitled to future benefits 2013-12-01 160
Total of all active and inactive participants 2013-12-01 364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-12-01 43
Total participants 2013-12-01 407
2012: RETIREMENT PLAN FOR EMPLOYEES OF PERRY EQUIPMENT CORPORATION 2012 401k membership
Total participants, beginning-of-year 2012-12-01 416
Total number of active participants reported on line 7a of the Form 5500 2012-12-01 74
Number of retired or separated participants receiving benefits 2012-12-01 129
Number of other retired or separated participants entitled to future benefits 2012-12-01 165
Total of all active and inactive participants 2012-12-01 368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-12-01 43
Total participants 2012-12-01 411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-12-01 0
2011: RETIREMENT PLAN FOR EMPLOYEES OF PERRY EQUIPMENT CORPORATION 2011 401k membership
Total participants, beginning-of-year 2011-12-01 420
Total number of active participants reported on line 7a of the Form 5500 2011-12-01 80
Number of retired or separated participants receiving benefits 2011-12-01 122
Number of other retired or separated participants entitled to future benefits 2011-12-01 170
Total of all active and inactive participants 2011-12-01 372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-12-01 44
Total participants 2011-12-01 416
2009: RETIREMENT PLAN FOR EMPLOYEES OF PERRY EQUIPMENT CORPORATION 2009 401k membership
Total participants, beginning-of-year 2009-12-01 429
Total number of active participants reported on line 7a of the Form 5500 2009-12-01 119
Number of retired or separated participants receiving benefits 2009-12-01 110
Number of other retired or separated participants entitled to future benefits 2009-12-01 160
Total of all active and inactive participants 2009-12-01 389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-12-01 36
Total participants 2009-12-01 425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-12-01 0

Measure	Date	Value
2015: RETIREMENT PLAN FOR EMPLOYEES OF PERRY EQUIPMENT CORPORATION 2015 401k membership
Total participants, beginning-of-year	2015-12-01	404
Total number of active participants reported on line 7a of the Form 5500	2015-12-01	62
Number of retired or separated participants receiving benefits	2015-12-01	144
Number of other retired or separated participants entitled to future benefits	2015-12-01	146
Total of all active and inactive participants	2015-12-01	352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-12-01	44
Total participants	2015-12-01	396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-12-01	2
2014: RETIREMENT PLAN FOR EMPLOYEES OF PERRY EQUIPMENT CORPORATION 2014 401k membership
Total participants, beginning-of-year	2014-12-01	407
Total number of active participants reported on line 7a of the Form 5500	2014-12-01	69
Number of retired or separated participants receiving benefits	2014-12-01	133
Number of other retired or separated participants entitled to future benefits	2014-12-01	155
Total of all active and inactive participants	2014-12-01	357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-12-01	47
Total participants	2014-12-01	404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-12-01	1
2013: RETIREMENT PLAN FOR EMPLOYEES OF PERRY EQUIPMENT CORPORATION 2013 401k membership
Total participants, beginning-of-year	2013-12-01	411
Total number of active participants reported on line 7a of the Form 5500	2013-12-01	72
Number of retired or separated participants receiving benefits	2013-12-01	132
Number of other retired or separated participants entitled to future benefits	2013-12-01	160
Total of all active and inactive participants	2013-12-01	364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-12-01	43
Total participants	2013-12-01	407
2012: RETIREMENT PLAN FOR EMPLOYEES OF PERRY EQUIPMENT CORPORATION 2012 401k membership
Total participants, beginning-of-year	2012-12-01	416
Total number of active participants reported on line 7a of the Form 5500	2012-12-01	74
Number of retired or separated participants receiving benefits	2012-12-01	129
Number of other retired or separated participants entitled to future benefits	2012-12-01	165
Total of all active and inactive participants	2012-12-01	368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-12-01	43
Total participants	2012-12-01	411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-12-01	0
2011: RETIREMENT PLAN FOR EMPLOYEES OF PERRY EQUIPMENT CORPORATION 2011 401k membership
Total participants, beginning-of-year	2011-12-01	420
Total number of active participants reported on line 7a of the Form 5500	2011-12-01	80
Number of retired or separated participants receiving benefits	2011-12-01	122
Number of other retired or separated participants entitled to future benefits	2011-12-01	170
Total of all active and inactive participants	2011-12-01	372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-12-01	44
Total participants	2011-12-01	416
2009: RETIREMENT PLAN FOR EMPLOYEES OF PERRY EQUIPMENT CORPORATION 2009 401k membership
Total participants, beginning-of-year	2009-12-01	429
Total number of active participants reported on line 7a of the Form 5500	2009-12-01	119
Number of retired or separated participants receiving benefits	2009-12-01	110
Number of other retired or separated participants entitled to future benefits	2009-12-01	160
Total of all active and inactive participants	2009-12-01	389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-12-01	36
Total participants	2009-12-01	425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-12-01	0

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF PERRY EQUIPMENT CORPORATION

Measure	Date	Value
2016 : RETIREMENT PLAN FOR EMPLOYEES OF PERRY EQUIPMENT CORPORATION 2016 401k financial data
Total income from all sources (including contributions)	2016-11-30	$1,080,985
Total of all expenses incurred	2016-11-30	$1,113,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-11-30	$1,017,692
Value of total assets at end of year	2016-11-30	$20,879,295
Value of total assets at beginning of year	2016-11-30	$20,911,607
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-11-30	$95,605
Total dividends received (eg from common stock, registered investment company shares)	2016-11-30	$845,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-11-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-11-30	$845,023
Administrative expenses professional fees incurred	2016-11-30	$53,884
Was this plan covered by a fidelity bond	2016-11-30	Yes
Value of fidelity bond cover	2016-11-30	$10,000,000
If this is an individual account plan, was there a blackout period	2016-11-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-11-30	No
Administrative expenses (other) incurred	2016-11-30	$34,198
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-11-30	No
Value of net income/loss	2016-11-30	$-32,312
Value of net assets at end of year (total assets less liabilities)	2016-11-30	$20,879,295
Value of net assets at beginning of year (total assets less liabilities)	2016-11-30	$20,911,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-11-30	No
Were any leases to which the plan was party in default or uncollectible	2016-11-30	No
Investment advisory and management fees	2016-11-30	$7,523
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-11-30	$20,879,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-11-30	$20,911,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-11-30	$235,962
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-11-30	No
Was there a failure to transmit to the plan any participant contributions	2016-11-30	No
Has the plan failed to provide any benefit when due under the plan	2016-11-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-11-30	$1,017,692
Did the plan have assets held for investment	2016-11-30	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	2016-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-11-30	Disclaimer
Accountancy firm name	2016-11-30	LBMC, PC
Accountancy firm EIN	2016-11-30	621199757
2015 : RETIREMENT PLAN FOR EMPLOYEES OF PERRY EQUIPMENT CORPORATION 2015 401k financial data
Total income from all sources (including contributions)	2015-11-30	$37,834
Total of all expenses incurred	2015-11-30	$1,059,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-11-30	$990,894
Value of total assets at end of year	2015-11-30	$20,911,607
Value of total assets at beginning of year	2015-11-30	$21,933,393
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-11-30	$68,726
Total dividends received (eg from common stock, registered investment company shares)	2015-11-30	$893,330
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-11-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-11-30	$893,330
Administrative expenses professional fees incurred	2015-11-30	$39,138
Was this plan covered by a fidelity bond	2015-11-30	Yes
Value of fidelity bond cover	2015-11-30	$10,000,000
If this is an individual account plan, was there a blackout period	2015-11-30	No
Were there any nonexempt tranactions with any party-in-interest	2015-11-30	No
Administrative expenses (other) incurred	2015-11-30	$22,858
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-11-30	No
Value of net income/loss	2015-11-30	$-1,021,786
Value of net assets at end of year (total assets less liabilities)	2015-11-30	$20,911,607
Value of net assets at beginning of year (total assets less liabilities)	2015-11-30	$21,933,393
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-11-30	No
Were any leases to which the plan was party in default or uncollectible	2015-11-30	No
Investment advisory and management fees	2015-11-30	$6,730
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-11-30	$20,911,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-11-30	$21,933,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-11-30	$-855,496
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-11-30	No
Was there a failure to transmit to the plan any participant contributions	2015-11-30	No
Has the plan failed to provide any benefit when due under the plan	2015-11-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-11-30	$990,894
Did the plan have assets held for investment	2015-11-30	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	2015-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-11-30	Disclaimer
Accountancy firm name	2015-11-30	LBMC, PC
Accountancy firm EIN	2015-11-30	621199757
2014 : RETIREMENT PLAN FOR EMPLOYEES OF PERRY EQUIPMENT CORPORATION 2014 401k financial data
Total income from all sources (including contributions)	2014-11-30	$3,209,548
Total of all expenses incurred	2014-11-30	$1,057,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-11-30	$981,128
Value of total assets at end of year	2014-11-30	$21,933,393
Value of total assets at beginning of year	2014-11-30	$19,781,175
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-11-30	$76,202
Total dividends received (eg from common stock, registered investment company shares)	2014-11-30	$833,573
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-11-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-11-30	$833,573
Administrative expenses professional fees incurred	2014-11-30	$37,723
Was this plan covered by a fidelity bond	2014-11-30	Yes
Value of fidelity bond cover	2014-11-30	$10,000,000
If this is an individual account plan, was there a blackout period	2014-11-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-11-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-11-30	No
Administrative expenses (other) incurred	2014-11-30	$31,032
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-11-30	No
Value of net income/loss	2014-11-30	$2,152,218
Value of net assets at end of year (total assets less liabilities)	2014-11-30	$21,933,393
Value of net assets at beginning of year (total assets less liabilities)	2014-11-30	$19,781,175
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-11-30	No
Were any leases to which the plan was party in default or uncollectible	2014-11-30	No
Investment advisory and management fees	2014-11-30	$7,447
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-11-30	$21,933,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-11-30	$19,781,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-11-30	$2,375,975
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-11-30	No
Was there a failure to transmit to the plan any participant contributions	2014-11-30	No
Has the plan failed to provide any benefit when due under the plan	2014-11-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-11-30	$981,128
Did the plan have assets held for investment	2014-11-30	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	2014-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-11-30	Disclaimer
Accountancy firm name	2014-11-30	LBMC, PC
Accountancy firm EIN	2014-11-30	621199757
2013 : RETIREMENT PLAN FOR EMPLOYEES OF PERRY EQUIPMENT CORPORATION 2013 401k financial data
Total income from all sources (including contributions)	2013-11-30	$1,750,799
Total of all expenses incurred	2013-11-30	$1,044,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-11-30	$972,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-11-30	$0
Value of total assets at end of year	2013-11-30	$19,781,175
Value of total assets at beginning of year	2013-11-30	$19,074,872
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-11-30	$72,322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-11-30	No
Administrative expenses professional fees incurred	2013-11-30	$34,172
Was this plan covered by a fidelity bond	2013-11-30	Yes
Value of fidelity bond cover	2013-11-30	$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-11-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-11-30	No
Administrative expenses (other) incurred	2013-11-30	$30,659
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-11-30	No
Value of net income/loss	2013-11-30	$706,303
Value of net assets at end of year (total assets less liabilities)	2013-11-30	$19,781,175
Value of net assets at beginning of year (total assets less liabilities)	2013-11-30	$19,074,872
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-11-30	No
Were any leases to which the plan was party in default or uncollectible	2013-11-30	No
Investment advisory and management fees	2013-11-30	$7,491
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-11-30	$19,781,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-11-30	$18,802,893
Expenses. Payments to insurance carriers foe the provision of benefits	2013-11-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-11-30	$1,750,799
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-11-30	Yes
Was there a failure to transmit to the plan any participant contributions	2013-11-30	No
Has the plan failed to provide any benefit when due under the plan	2013-11-30	No
Employer contributions (assets) at beginning of year	2013-11-30	$271,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-11-30	$972,174
Did the plan have assets held for investment	2013-11-30	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	2013-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-11-30	Disclaimer
Accountancy firm name	2013-11-30	HORNE LLP
Accountancy firm EIN	2013-11-30	201941244
2012 : RETIREMENT PLAN FOR EMPLOYEES OF PERRY EQUIPMENT CORPORATION 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-11-30	$0
Total income from all sources (including contributions)	2012-11-30	$2,968,676
Total loss/gain on sale of assets	2012-11-30	$0
Total of all expenses incurred	2012-11-30	$986,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-11-30	$879,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-11-30	$438,075
Value of total assets at end of year	2012-11-30	$18,802,893
Value of total assets at beginning of year	2012-11-30	$16,820,342
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-11-30	$106,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-11-30	No
Administrative expenses professional fees incurred	2012-11-30	$56,227
Was this plan covered by a fidelity bond	2012-11-30	Yes
Value of fidelity bond cover	2012-11-30	$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-11-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-11-30	No
Administrative expenses (other) incurred	2012-11-30	$45,893
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-11-30	No
Value of net income/loss	2012-11-30	$1,982,551
Value of net assets at end of year (total assets less liabilities)	2012-11-30	$18,802,893
Value of net assets at beginning of year (total assets less liabilities)	2012-11-30	$16,820,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-11-30	No
Were any leases to which the plan was party in default or uncollectible	2012-11-30	No
Investment advisory and management fees	2012-11-30	$4,567
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-11-30	$18,802,893
Value of interest in common/collective trusts at beginning of year	2012-11-30	$14,908,924
Expenses. Payments to insurance carriers foe the provision of benefits	2012-11-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-11-30	$1,271,879
Net investment gain or loss from common/collective trusts	2012-11-30	$1,258,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-11-30	Yes
Was there a failure to transmit to the plan any participant contributions	2012-11-30	No
Has the plan failed to provide any benefit when due under the plan	2012-11-30	No
Contributions received in cash from employer	2012-11-30	$438,075
Employer contributions (assets) at beginning of year	2012-11-30	$1,911,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-11-30	$879,438
Contract administrator fees	2012-11-30	$0
Did the plan have assets held for investment	2012-11-30	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	2012-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-11-30	No
Aggregate proceeds on sale of assets	2012-11-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-11-30	Disclaimer
Accountancy firm name	2012-11-30	HORNE LLP
Accountancy firm EIN	2012-11-30	201941244
2011 : RETIREMENT PLAN FOR EMPLOYEES OF PERRY EQUIPMENT CORPORATION 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-11-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-11-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-11-30	$0
Total income from all sources (including contributions)	2011-11-30	$3,178,993
Total loss/gain on sale of assets	2011-11-30	$0
Total of all expenses incurred	2011-11-30	$942,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-11-30	$823,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-11-30	$2,327,155
Value of total assets at end of year	2011-11-30	$16,820,342
Value of total assets at beginning of year	2011-11-30	$14,584,168
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-11-30	$119,301
Total interest from all sources	2011-11-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-11-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-11-30	No
Administrative expenses professional fees incurred	2011-11-30	$80,877
Was this plan covered by a fidelity bond	2011-11-30	Yes
Value of fidelity bond cover	2011-11-30	$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-11-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-11-30	No
Administrative expenses (other) incurred	2011-11-30	$38,424
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-11-30	No
Value of net income/loss	2011-11-30	$2,236,174
Value of net assets at end of year (total assets less liabilities)	2011-11-30	$16,820,342
Value of net assets at beginning of year (total assets less liabilities)	2011-11-30	$14,584,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-11-30	No
Were any leases to which the plan was party in default or uncollectible	2011-11-30	No
Value of interest in common/collective trusts at end of year	2011-11-30	$14,908,924
Value of interest in common/collective trusts at beginning of year	2011-11-30	$12,435,428
Net investment gain or loss from common/collective trusts	2011-11-30	$851,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-11-30	Yes
Was there a failure to transmit to the plan any participant contributions	2011-11-30	No
Has the plan failed to provide any benefit when due under the plan	2011-11-30	No
Contributions received in cash from employer	2011-11-30	$2,327,155
Employer contributions (assets) at end of year	2011-11-30	$1,911,418
Employer contributions (assets) at beginning of year	2011-11-30	$2,148,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-11-30	$823,518
Did the plan have assets held for investment	2011-11-30	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	2011-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-11-30	Disclaimer
Accountancy firm name	2011-11-30	HORNE LLP
Accountancy firm EIN	2011-11-30	201941244
2010 : RETIREMENT PLAN FOR EMPLOYEES OF PERRY EQUIPMENT CORPORATION 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-11-30	$0

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF PERRY EQUIPMENT CORPORATION

2015: RETIREMENT PLAN FOR EMPLOYEES OF PERRY EQUIPMENT CORPORATION 2015 form 5500 responses
2015-12-01	Type of plan entity	Single employer plan
2015-12-01	Plan funding arrangement – Trust	Yes
2015-12-01	Plan benefit arrangement - Trust	Yes
2014: RETIREMENT PLAN FOR EMPLOYEES OF PERRY EQUIPMENT CORPORATION 2014 form 5500 responses
2014-12-01	Type of plan entity	Single employer plan
2014-12-01	Plan funding arrangement – Trust	Yes
2014-12-01	Plan benefit arrangement - Trust	Yes
2013: RETIREMENT PLAN FOR EMPLOYEES OF PERRY EQUIPMENT CORPORATION 2013 form 5500 responses
2013-12-01	Type of plan entity	Single employer plan
2013-12-01	Plan funding arrangement – Trust	Yes
2013-12-01	Plan benefit arrangement - Trust	Yes
2012: RETIREMENT PLAN FOR EMPLOYEES OF PERRY EQUIPMENT CORPORATION 2012 form 5500 responses
2012-12-01	Type of plan entity	Single employer plan
2012-12-01	Submission has been amended	No
2012-12-01	This submission is the final filing	No
2012-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-12-01	Plan is a collectively bargained plan	No
2012-12-01	Plan funding arrangement – Trust	Yes
2012-12-01	Plan benefit arrangement - Trust	Yes
2011: RETIREMENT PLAN FOR EMPLOYEES OF PERRY EQUIPMENT CORPORATION 2011 form 5500 responses
2011-12-01	Type of plan entity	Single employer plan
2011-12-01	Submission has been amended	No
2011-12-01	This submission is the final filing	No
2011-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-12-01	Plan is a collectively bargained plan	No
2011-12-01	Plan funding arrangement – Trust	Yes
2011-12-01	Plan benefit arrangement - Trust	Yes
2009: RETIREMENT PLAN FOR EMPLOYEES OF PERRY EQUIPMENT CORPORATION 2009 form 5500 responses
2009-12-01	Type of plan entity	Single employer plan
2009-12-01	Submission has been amended	Yes
2009-12-01	This submission is the final filing	No
2009-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-12-01	Plan is a collectively bargained plan	No
2009-12-01	Plan funding arrangement – Trust	Yes
2009-12-01	Plan benefit arrangement - Trust	Yes
2008: RETIREMENT PLAN FOR EMPLOYEES OF PERRY EQUIPMENT CORPORATION 2008 form 5500 responses
2008-12-01	Type of plan entity	Single employer plan
2008-12-01	Submission has been amended	No
2008-12-01	This submission is the final filing	No
2008-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-12-01	Plan is a collectively bargained plan	No
2008-06-01	Type of plan entity	Single employer plan
2008-06-01	Submission has been amended	Yes
2008-06-01	This submission is the final filing	No
2008-06-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2008-06-01	Plan is a collectively bargained plan	No

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Company Name:	PERRY EQUIPMENT COMPANY
Employer identification number (EIN):	750773680
NAIC Classification:	333900