PERRY KERSON, A SOLE PROPRIETOR has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PERRY KERSON, A SOLE PROPRIETOR PROFIT-SHARING PLAN
401k plan membership statisitcs for PERRY KERSON, A SOLE PROPRIETOR PROFIT-SHARING PLAN
| Measure | Date | Value |
|---|
| 2023: PERRY KERSON, A SOLE PROPRIETOR PROFIT-SHARING PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
| Total of all active and inactive participants | 2023-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 2 |
| Number of participants with account balances | 2023-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: PERRY KERSON, A SOLE PROPRIETOR PROFIT-SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 2 |
| Number of participants with account balances | 2022-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: PERRY KERSON, A SOLE PROPRIETOR PROFIT-SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 2 |
| Number of participants with account balances | 2021-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: PERRY KERSON, A SOLE PROPRIETOR PROFIT-SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 2 |
| Number of participants with account balances | 2020-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: PERRY KERSON, A SOLE PROPRIETOR PROFIT-SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 2 |
| Number of participants with account balances | 2019-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: PERRY KERSON, A SOLE PROPRIETOR PROFIT-SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-05-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-05-01 | 1 |
| Number of retired or separated participants receiving benefits | 2018-05-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2018-05-01 | 1 |
| Total of all active and inactive participants | 2018-05-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-05-01 | 0 |
| Total participants | 2018-05-01 | 3 |
| Number of participants with account balances | 2018-05-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-05-01 | 0 |
| 2017: PERRY KERSON, A SOLE PROPRIETOR PROFIT-SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-05-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-05-01 | 1 |
| Number of retired or separated participants receiving benefits | 2017-05-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2017-05-01 | 2 |
| Total of all active and inactive participants | 2017-05-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-05-01 | 0 |
| Total participants | 2017-05-01 | 4 |
| Number of participants with account balances | 2017-05-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-05-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : PERRY KERSON, A SOLE PROPRIETOR PROFIT-SHARING PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $524,350 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $92,400 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $92,400 |
| Total plan assets at end of year | 2023-12-31 | $1,762,922 |
| Total plan assets at beginning of year | 2023-12-31 | $1,330,972 |
| Value of fidelity bond covering the plan | 2023-12-31 | $87,500 |
| Total contributions received or receivable from participants | 2023-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $524,350 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $431,950 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,762,922 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,330,972 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $1,712,655 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $0 |
| 2022 : PERRY KERSON, A SOLE PROPRIETOR PROFIT-SHARING PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-327,600 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $102,194 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $102,194 |
| Total plan assets at end of year | 2022-12-31 | $1,330,972 |
| Total plan assets at beginning of year | 2022-12-31 | $1,760,766 |
| Value of fidelity bond covering the plan | 2022-12-31 | $87,500 |
| Total contributions received or receivable from participants | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-327,600 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-429,794 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,330,972 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,760,766 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $1,281,063 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $0 |
| 2021 : PERRY KERSON, A SOLE PROPRIETOR PROFIT-SHARING PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $244,021 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $32,673 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $31,200 |
| Total plan assets at end of year | 2021-12-31 | $1,760,766 |
| Total plan assets at beginning of year | 2021-12-31 | $1,549,418 |
| Value of fidelity bond covering the plan | 2021-12-31 | $87,500 |
| Total contributions received or receivable from participants | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $244,021 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $211,348 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,760,766 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,549,418 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $1,713,075 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $1,473 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : PERRY KERSON, A SOLE PROPRIETOR PROFIT-SHARING PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $196,228 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $33,800 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $33,800 |
| Total plan assets at end of year | 2020-12-31 | $1,549,418 |
| Total plan assets at beginning of year | 2020-12-31 | $1,386,990 |
| Value of fidelity bond covering the plan | 2020-12-31 | $87,500 |
| Total contributions received or receivable from participants | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $196,228 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $162,428 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,549,418 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,386,990 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $1,503,349 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : PERRY KERSON, A SOLE PROPRIETOR PROFIT-SHARING PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $1,203 |
| Total income from all sources | 2019-12-31 | $775,610 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $40,825 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $40,825 |
| Total plan assets at end of year | 2019-12-31 | $1,386,990 |
| Total plan assets at beginning of year | 2019-12-31 | $653,408 |
| Value of fidelity bond covering the plan | 2019-12-31 | $87,500 |
| Total contributions received or receivable from participants | 2019-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $775,610 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $734,785 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,386,990 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $652,205 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $1,347,812 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : PERRY KERSON, A SOLE PROPRIETOR PROFIT-SHARING PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $1,203 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $23,554 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $35,422 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $33,063 |
| Total plan assets at end of year | 2018-12-31 | $653,408 |
| Total plan assets at beginning of year | 2018-12-31 | $664,073 |
| Value of fidelity bond covering the plan | 2018-12-31 | $70,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $23,554 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-11,868 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $652,205 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $664,073 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $610,420 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $2,359 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Transfers to/from the plan | 2018-04-30 | $0 |
| Total plan liabilities at end of year | 2018-04-30 | $0 |
| Total plan liabilities at beginning of year | 2018-04-30 | $0 |
| Total income from all sources | 2018-04-30 | $-52,787 |
| Expenses. Total of all expenses incurred | 2018-04-30 | $31,965 |
| Benefits paid (including direct rollovers) | 2018-04-30 | $30,800 |
| Total plan assets at end of year | 2018-04-30 | $664,073 |
| Total plan assets at beginning of year | 2018-04-30 | $748,825 |
| Value of fidelity bond covering the plan | 2018-04-30 | $70,000 |
| Total contributions received or receivable from participants | 2018-04-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2018-04-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-04-30 | $0 |
| Other income received | 2018-04-30 | $-52,787 |
| Noncash contributions received | 2018-04-30 | $0 |
| Net income (gross income less expenses) | 2018-04-30 | $-84,752 |
| Net plan assets at end of year (total assets less liabilities) | 2018-04-30 | $664,073 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-04-30 | $748,825 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-04-30 | $610,420 |
| Total contributions received or receivable from employer(s) | 2018-04-30 | $0 |
| Value of certain deemed distributions of participant loans | 2018-04-30 | $0 |
| Value of corrective distributions | 2018-04-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-04-30 | $1,165 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-04-30 | $0 |
| 2023: PERRY KERSON, A SOLE PROPRIETOR PROFIT-SHARING PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: PERRY KERSON, A SOLE PROPRIETOR PROFIT-SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: PERRY KERSON, A SOLE PROPRIETOR PROFIT-SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: PERRY KERSON, A SOLE PROPRIETOR PROFIT-SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: PERRY KERSON, A SOLE PROPRIETOR PROFIT-SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: PERRY KERSON, A SOLE PROPRIETOR PROFIT-SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-05-01 | Type of plan entity | Single employer plan |
| 2018-05-01 | Submission has been amended | No |
| 2018-05-01 | This submission is the final filing | No |
| 2018-05-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2018-05-01 | Plan is a collectively bargained plan | No |
| 2018-05-01 | Plan funding arrangement – Trust | Yes |
| 2018-05-01 | Plan benefit arrangement - Trust | Yes |
| 2017: PERRY KERSON, A SOLE PROPRIETOR PROFIT-SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-05-01 | Type of plan entity | Single employer plan |
| 2017-05-01 | Submission has been amended | No |
| 2017-05-01 | This submission is the final filing | No |
| 2017-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-05-01 | Plan is a collectively bargained plan | No |
| 2017-05-01 | Plan funding arrangement – Trust | Yes |
| 2017-05-01 | Plan benefit arrangement - Trust | Yes |
