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M & O PERRY INDUSTRIES, INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameM & O PERRY INDUSTRIES, INC. RETIREMENT SAVINGS PLAN
Plan identification number 002

M & O PERRY INDUSTRIES, INC. RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined 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.
  • 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

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

Company Name:M & O PERRY INDUSTRIES, INC
Employer identification number (EIN):954089070
NAIC Classification:333900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan M & O PERRY INDUSTRIES, INC. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01ROBBIE KINDORF2024-07-16 ROBBIE KINDORF2024-07-16
0022022-01-01ROBBIE KINDORF2023-10-05 ROBBIE KINDORF2023-10-05
0022021-01-01ROBBIE KINDORF2022-05-17 ROBBIE KINDORF2022-05-17
0022020-01-01ROBBIE KINDORF2021-06-15 ROBBIE KINDORF2021-06-15
0022019-01-01ROBBIE KINDORF2020-09-03 ROBBIE KINDORF2020-09-03
0022018-01-01ROBBIE KINDORF2019-05-29 ROBBIE KINDORF2019-05-29
0022017-01-01ROBBIE KINDORF2018-08-14 ROBBIE KINDORF2018-08-14
0022016-01-01ROBBIE KINDORF2017-07-13 ROBBIE KINDORF2017-07-13
0022015-01-01ROBBIE KINDORF2016-07-19 ROBBIE KINDORF2016-07-19
0022014-01-01ROBBIE KINDORF2015-06-04 ROBBIE KINDORF2015-06-04
0022013-01-01ROBBIE KINDORF2014-06-06 ROBBIE KINDORF2014-06-06
0022012-01-01ROBBIE KINDORF2013-06-20 ROBBIE KINDORF2013-06-20
0022011-01-01ROBBIE KINDORF2012-03-22 ROBBIE KINDORF2012-03-22
0022010-01-01ROBBIE KINDORF2011-07-13 ROBBIE KINDORF2011-07-13

Plan Statistics for M & O PERRY INDUSTRIES, INC. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for M & O PERRY INDUSTRIES, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2025: M & O PERRY INDUSTRIES, INC. RETIREMENT SAVINGS PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-1428
Total number of particpants at end of year2025-05-1425
Number of Participants With Account Balances2025-05-1419
2024: M & O PERRY INDUSTRIES, INC. RETIREMENT SAVINGS PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-1629
Total number of particpants at end of year2024-07-1627
Number of Participants With Account Balances2024-07-1620
2022: M & O PERRY INDUSTRIES, INC. RETIREMENT SAVINGS PLAN 2022 401k membership
Total number of particpants at beginning of year2022-05-1732
Total number of particpants at end of year2022-05-1727
Number of Participants With Account Balances2022-05-1719

Financial Data on M & O PERRY INDUSTRIES, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2025 : M & O PERRY INDUSTRIES, INC. RETIREMENT SAVINGS PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-140
Total liabilities as of the end of the plan year2025-05-140
Total liabilities as of the beginning of the plan year2025-05-140
Total expenses incurred by plan in this plan year2025-05-141044666
Net assets as of the end of the plan year2025-05-142473556
Total assets as of the beginning of the plan year2025-05-143110207
Value of plan covered by a fidelity bond2025-05-14350000
Participant contributions to plan in this plan year2025-05-1482347
Other expenses paid from plan in this plan year2025-05-140
Other contributions to plan in this plan year2025-05-140
Other income to plan in this plan year2025-05-14302397
Plan net income in this plan year2025-05-14-636651
Net assets as of the end of the plan year2025-05-142473556
Net assets as of the beginning of the plan year2025-05-143110207
Employer contributions to plan in this plan year2025-05-1423271
Fees paid to broker by Benefit Provider2025-05-143178
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-1412653
2024 : M & O PERRY INDUSTRIES, INC. RETIREMENT SAVINGS PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-160
Total liabilities as of the end of the plan year2024-07-160
Total liabilities as of the beginning of the plan year2024-07-160
Total expenses incurred by plan in this plan year2024-07-1645279
Net assets as of the end of the plan year2024-07-163110207
Total assets as of the beginning of the plan year2024-07-162663681
Value of plan covered by a fidelity bond2024-07-16350000
Participant contributions to plan in this plan year2024-07-1665631
Other expenses paid from plan in this plan year2024-07-160
Other contributions to plan in this plan year2024-07-160
Other income to plan in this plan year2024-07-16406251
Plan net income in this plan year2024-07-16446526
Net assets as of the end of the plan year2024-07-163110207
Net assets as of the beginning of the plan year2024-07-162663681
Value of contributions failed to transmitted timely2024-07-1615397
Employer contributions to plan in this plan year2024-07-1619923
Fees paid to broker by Benefit Provider2024-07-162989
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-1612702
2022 : M & O PERRY INDUSTRIES, INC. RETIREMENT SAVINGS PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-170
Total liabilities as of the end of the plan year2022-05-170
Total liabilities as of the beginning of the plan year2022-05-170
Total expenses incurred by plan in this plan year2022-05-1745228
Net assets as of the end of the plan year2022-05-173213527
Total assets as of the beginning of the plan year2022-05-172793188
Value of plan covered by a fidelity bond2022-05-17350000
Participant contributions to plan in this plan year2022-05-1749349
Other expenses paid from plan in this plan year2022-05-170
Other contributions to plan in this plan year2022-05-170
Other income to plan in this plan year2022-05-17401300
Plan net income in this plan year2022-05-17420339
Net assets as of the end of the plan year2022-05-173213527
Net assets as of the beginning of the plan year2022-05-172793188
Employer contributions to plan in this plan year2022-05-1714918
Fees paid to broker by Benefit Provider2022-05-172615
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-1713505

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