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PERKINS OLSON, P.A.. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePERKINS OLSON, P.A.. 401(K) PROFIT SHARING PLAN
Plan identification number 001

PERKINS OLSON, P.A.. 401(K) PROFIT SHARING 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

PERKINS OLSON, P.A. has sponsored the creation of one or more 401k plans.

Company Name:PERKINS OLSON, P.A.
Employer identification number (EIN):010476864
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERKINS OLSON, P.A.. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01DAVID PERKINS2021-10-06 DAVID PERKINS2021-10-06
0012019-01-01DAVID PERKINS2021-10-06 DAVID PERKINS2021-10-06
0012018-01-01DAVID PERKINS2019-09-27 DAVID PERKINS2019-09-27
0012017-01-01DAVID PERKINS2018-10-01
0012016-01-01DAVID PERKINS2017-10-10 DAVID PERKINS2017-10-10
0012015-01-01DAVID J. PERKINS DAVID J. PERKINS2016-09-14
0012014-01-01DAVID J. PERKINS DAVID J. PERKINS2015-08-07
0012013-01-01DAVID J. PERKINS DAVID J. PERKINS2014-09-26
0012012-01-01DAVID J. PERKINS DAVID J. PERKINS2013-07-22
0012011-01-01DAVID J. PERKINS
0012009-01-01DAVID PERKINS

Financial Data on PERKINS OLSON, P.A.. 401(K) PROFIT SHARING PLAN

Measure Date Value
2015 : PERKINS OLSON, P.A.. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$198,023
Expenses. Total of all expenses incurred2015-12-31$27,414
Benefits paid (including direct rollovers)2015-12-31$27,414
Total plan assets at end of year2015-12-31$2,838,016
Total plan assets at beginning of year2015-12-31$2,667,407
Value of fidelity bond covering the plan2015-12-31$300,000
Total contributions received or receivable from participants2015-12-31$51,977
Other income received2015-12-31$60,896
Net income (gross income less expenses)2015-12-31$170,609
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,838,016
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,667,407
Assets. Value of participant loans2015-12-31$51,568
Total contributions received or receivable from employer(s)2015-12-31$85,150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : PERKINS OLSON, P.A.. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$356,364
Expenses. Total of all expenses incurred2014-12-31$86,517
Benefits paid (including direct rollovers)2014-12-31$86,517
Total plan assets at end of year2014-12-31$2,667,407
Total plan assets at beginning of year2014-12-31$2,397,560
Value of fidelity bond covering the plan2014-12-31$300,000
Total contributions received or receivable from participants2014-12-31$48,310
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$222,554
Net income (gross income less expenses)2014-12-31$269,847
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,667,407
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,397,560
Assets. Value of participant loans2014-12-31$35,185
Total contributions received or receivable from employer(s)2014-12-31$85,500
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : PERKINS OLSON, P.A.. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$723,904
Expenses. Total of all expenses incurred2013-12-31$147,321
Benefits paid (including direct rollovers)2013-12-31$144,711
Total plan assets at end of year2013-12-31$2,397,560
Total plan assets at beginning of year2013-12-31$1,820,977
Value of fidelity bond covering the plan2013-12-31$300,000
Total contributions received or receivable from participants2013-12-31$44,159
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$127,991
Other income received2013-12-31$471,196
Net income (gross income less expenses)2013-12-31$576,583
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,397,560
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,820,977
Assets. Value of participant loans2013-12-31$40,154
Total contributions received or receivable from employer(s)2013-12-31$80,558
Value of certain deemed distributions of participant loans2013-12-31$2,610
Value of corrective distributions2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : PERKINS OLSON, P.A.. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$318,608
Expenses. Total of all expenses incurred2012-12-31$30,027
Benefits paid (including direct rollovers)2012-12-31$30,027
Total plan assets at end of year2012-12-31$1,820,977
Total plan assets at beginning of year2012-12-31$1,532,396
Value of fidelity bond covering the plan2012-12-31$300,000
Total contributions received or receivable from participants2012-12-31$38,867
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$200,692
Net income (gross income less expenses)2012-12-31$288,581
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,820,977
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,532,396
Assets. Value of participant loans2012-12-31$56,406
Total contributions received or receivable from employer(s)2012-12-31$79,049
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : PERKINS OLSON, P.A.. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$92,407
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$1,532,396
Total plan assets at beginning of year2011-12-31$1,439,989
Value of fidelity bond covering the plan2011-12-31$300,000
Total contributions received or receivable from participants2011-12-31$41,554
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-29,628
Net income (gross income less expenses)2011-12-31$92,407
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,532,396
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,439,989
Assets. Value of participant loans2011-12-31$75,352
Total contributions received or receivable from employer(s)2011-12-31$80,481
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
2010 : PERKINS OLSON, P.A.. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$269,759
Expenses. Total of all expenses incurred2010-12-31$7,000
Benefits paid (including direct rollovers)2010-12-31$7,000
Total plan assets at end of year2010-12-31$1,439,989
Total plan assets at beginning of year2010-12-31$1,177,230
Total contributions received or receivable from participants2010-12-31$39,320
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$150,642
Net income (gross income less expenses)2010-12-31$262,759
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,439,989
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,177,230
Assets. Value of participant loans2010-12-31$77,997
Total contributions received or receivable from employer(s)2010-12-31$79,797
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : PERKINS OLSON, P.A.. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for PERKINS OLSON, P.A.. 401(K) PROFIT SHARING PLAN

2015: PERKINS OLSON, P.A.. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PERKINS OLSON, P.A.. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PERKINS OLSON, P.A.. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PERKINS OLSON, P.A.. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PERKINS OLSON, P.A.. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PERKINS OLSON, P.A.. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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