PERRY, DEAN, ROGERS & PARTNERS ARCHITECTS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PERRY, DEAN, ROGERS & PARTNERS ARCHITECTS 401(K) PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025 : PERRY, DEAN, ROGERS & PARTNERS ARCHITECTS 401(K) PLAN & TRUST 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-15 | 124922 |
| Net assets as of the end of the plan year | 2025-10-15 | 3773338 |
| Total assets as of the beginning of the plan year | 2025-10-15 | 3232866 |
| Value of plan covered by a fidelity bond | 2025-10-15 | 300000 |
| Participant contributions to plan in this plan year | 2025-10-15 | 110203 |
| Other income to plan in this plan year | 2025-10-15 | 555191 |
| Plan net income in this plan year | 2025-10-15 | 540472 |
| Net assets as of the end of the plan year | 2025-10-15 | 3773338 |
| Net assets as of the beginning of the plan year | 2025-10-15 | 3232866 |
| Employer contributions to plan in this plan year | 2025-10-15 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-15 | 18443 |
| 2024 : PERRY, DEAN, ROGERS & PARTNERS ARCHITECTS 401(K) PLAN & TRUST 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-09-04 | 50880 |
| Net assets as of the end of the plan year | 2024-09-04 | 3232866 |
| Total assets as of the beginning of the plan year | 2024-09-04 | 2620602 |
| Value of plan covered by a fidelity bond | 2024-09-04 | 300000 |
| Participant contributions to plan in this plan year | 2024-09-04 | 130087 |
| Other income to plan in this plan year | 2024-09-04 | 511827 |
| Plan net income in this plan year | 2024-09-04 | 612264 |
| Net assets as of the end of the plan year | 2024-09-04 | 3232866 |
| Net assets as of the beginning of the plan year | 2024-09-04 | 2620602 |
| Employer contributions to plan in this plan year | 2024-09-04 | 21230 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-04 | 16413 |
| 2022 : PERRY, DEAN, ROGERS & PARTNERS ARCHITECTS 401(K) PLAN & TRUST 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-09-20 | 15662 |
| Net assets as of the end of the plan year | 2022-09-20 | 3050237 |
| Total assets as of the beginning of the plan year | 2022-09-20 | 2464988 |
| Value of plan covered by a fidelity bond | 2022-09-20 | 300000 |
| Participant contributions to plan in this plan year | 2022-09-20 | 105984 |
| Other income to plan in this plan year | 2022-09-20 | 479237 |
| Plan net income in this plan year | 2022-09-20 | 585249 |
| Net assets as of the end of the plan year | 2022-09-20 | 3050237 |
| Net assets as of the beginning of the plan year | 2022-09-20 | 2464988 |
| Employer contributions to plan in this plan year | 2022-09-20 | 15690 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-20 | 15123 |
| 2014 : PERRY, DEAN, ROGERS & PARTNERS ARCHITECTS 401(K) PLAN & TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $200,132 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $5,113 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $2,357 |
| Total plan assets at end of year | 2014-12-31 | $2,111,521 |
| Total plan assets at beginning of year | 2014-12-31 | $1,916,502 |
| Value of fidelity bond covering the plan | 2014-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $23,704 |
| Other income received | 2014-12-31 | $176,428 |
| Net income (gross income less expenses) | 2014-12-31 | $195,019 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,111,521 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,916,502 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $2,756 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : PERRY, DEAN, ROGERS & PARTNERS ARCHITECTS 401(K) PLAN & TRUST 2013 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $442,869 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $201,191 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $195,343 |
| Total plan assets at end of year | 2013-12-31 | $1,916,502 |
| Total plan assets at beginning of year | 2013-12-31 | $1,674,824 |
| Value of fidelity bond covering the plan | 2013-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $20,864 |
| Other income received | 2013-12-31 | $421,184 |
| Net income (gross income less expenses) | 2013-12-31 | $241,678 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,916,502 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,674,824 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $821 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $5,848 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : PERRY, DEAN, ROGERS & PARTNERS ARCHITECTS 401(K) PLAN & TRUST 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $230,408 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $94,625 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $92,482 |
| Total plan assets at end of year | 2012-12-31 | $1,674,824 |
| Total plan assets at beginning of year | 2012-12-31 | $1,539,041 |
| Value of fidelity bond covering the plan | 2012-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $12,642 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $217,766 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $135,783 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,674,824 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,539,041 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $2,143 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : PERRY, DEAN, ROGERS & PARTNERS ARCHITECTS 401(K) PLAN & TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $2,591 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $237,468 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $237,273 |
| Total plan assets at end of year | 2011-12-31 | $1,539,041 |
| Total plan assets at beginning of year | 2011-12-31 | $1,773,918 |
| Value of fidelity bond covering the plan | 2011-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $16,944 |
| Other income received | 2011-12-31 | $-14,353 |
| Net income (gross income less expenses) | 2011-12-31 | $-234,877 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,539,041 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,773,918 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $195 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : PERRY, DEAN, ROGERS & PARTNERS ARCHITECTS 401(K) PLAN & TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $58,217 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $331,739 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $330,276 |
| Total plan assets at end of year | 2010-12-31 | $1,773,918 |
| Total plan assets at beginning of year | 2010-12-31 | $2,047,440 |
| Value of fidelity bond covering the plan | 2010-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $14,042 |
| Other income received | 2010-12-31 | $44,175 |
| Net income (gross income less expenses) | 2010-12-31 | $-273,522 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,773,918 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,047,440 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $1,463 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : PERRY, DEAN, ROGERS & PARTNERS ARCHITECTS 401(K) PLAN & TRUST 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 |
| 2014: PERRY, DEAN, ROGERS & PARTNERS ARCHITECTS 401(K) PLAN & TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: PERRY, DEAN, ROGERS & PARTNERS ARCHITECTS 401(K) PLAN & TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: PERRY, DEAN, ROGERS & PARTNERS ARCHITECTS 401(K) PLAN & TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: PERRY, DEAN, ROGERS & PARTNERS ARCHITECTS 401(K) PLAN & TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: PERRY, DEAN, ROGERS & PARTNERS ARCHITECTS 401(K) PLAN & TRUST 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PERRY, DEAN, ROGERS & PARTNERS ARCHITECTS 401(K) PLAN & TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |