401k Plan data: PERKINS & ASSOCIATES 401(K) AND PROFIT SHARING PLAN plan

PERKINS & ASSOCIATES 401(K) AND PROFIT SHARING PLAN 401k Plan overview

Plan Name	PERKINS & ASSOCIATES 401(K) AND PROFIT SHARING PLAN
Plan identification number	001

PERKINS & ASSOCIATES 401(K) AND PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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 & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: PERKINS & ASSOCIATES

Employer identification number (EIN): 043639473

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERKINS & ASSOCIATES 401(K) AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JONATHAN PERKINS 2023-10-11
001 2021-01-01 JONATHAN PERKINS 2022-10-11
001 2020-01-01 JONATHAN PERKINS 2021-07-16
001 2019-01-01 JONATHAN PERKINS 2020-10-09
001 2018-01-01 JONATHAN PERKINS 2019-10-10
001 2017-01-01 JONATHAN PERKINS 2018-04-18
001 2016-01-01 JONATHAN PERKINS 2017-02-10
001 2015-01-01 JONATHAN PERKINS 2016-06-22
001 2014-01-01 JONATHAN PERKINS
001 2014-01-01 JONATHAN PERKINS
001 2013-01-01 JONATHAN PERKINS
001 2012-01-01 JONATHAN PERKINS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	JONATHAN PERKINS	2023-10-11
001	2021-01-01	JONATHAN PERKINS	2022-10-11
001	2020-01-01	JONATHAN PERKINS	2021-07-16
001	2019-01-01	JONATHAN PERKINS	2020-10-09
001	2018-01-01	JONATHAN PERKINS	2019-10-10
001	2017-01-01	JONATHAN PERKINS	2018-04-18
001	2016-01-01	JONATHAN PERKINS	2017-02-10
001	2015-01-01	JONATHAN PERKINS	2016-06-22
001	2014-01-01	JONATHAN PERKINS
001	2014-01-01	JONATHAN PERKINS
001	2013-01-01	JONATHAN PERKINS
001	2012-01-01	JONATHAN PERKINS

Plan Statistics for PERKINS & ASSOCIATES 401(K) AND PROFIT SHARING PLAN

401k plan membership statisitcs for PERKINS & ASSOCIATES 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2014: PERKINS & ASSOCIATES 401(K) AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 14
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 16
Number of participants with account balances 2014-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PERKINS & ASSOCIATES 401(K) AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 9
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 5
Total of all active and inactive participants 2013-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 14
Number of participants with account balances 2013-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PERKINS & ASSOCIATES 401(K) AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 11
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 14
Number of participants with account balances 2012-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2014: PERKINS & ASSOCIATES 401(K) AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	14
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	16
Number of participants with account balances	2014-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PERKINS & ASSOCIATES 401(K) AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	9
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	5
Total of all active and inactive participants	2013-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	14
Number of participants with account balances	2013-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PERKINS & ASSOCIATES 401(K) AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	11
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	14
Number of participants with account balances	2012-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on PERKINS & ASSOCIATES 401(K) AND PROFIT SHARING PLAN

Measure	Date	Value
2014 : PERKINS & ASSOCIATES 401(K) AND PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$102,937
Expenses. Total of all expenses incurred	2014-12-31	$6,923
Benefits paid (including direct rollovers)	2014-12-31	$6,748
Total plan assets at end of year	2014-12-31	$421,748
Total plan assets at beginning of year	2014-12-31	$325,734
Value of fidelity bond covering the plan	2014-12-31	$265,000
Total contributions received or receivable from participants	2014-12-31	$35,434
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$15,219
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$96,014
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$421,748
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$325,734
Total contributions received or receivable from employer(s)	2014-12-31	$52,284
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$175
2013 : PERKINS & ASSOCIATES 401(K) AND PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$280,809
Expenses. Total of all expenses incurred	2013-12-31	$892
Benefits paid (including direct rollovers)	2013-12-31	$892
Total plan assets at end of year	2013-12-31	$325,734
Total plan assets at beginning of year	2013-12-31	$45,817
Value of fidelity bond covering the plan	2013-12-31	$265,000
Total contributions received or receivable from participants	2013-12-31	$32,134
Contributions received from other sources (not participants or employers)	2013-12-31	$195,176
Other income received	2013-12-31	$11,042
Net income (gross income less expenses)	2013-12-31	$279,917
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$325,734
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$45,817
Total contributions received or receivable from employer(s)	2013-12-31	$42,457
2012 : PERKINS & ASSOCIATES 401(K) AND PROFIT SHARING PLAN 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	$45,817
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$45,817
Total plan assets at beginning of year	2012-12-31	$0
Total contributions received or receivable from participants	2012-12-31	$5,318
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	$20
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$45,817
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$45,817
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$40,479
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	$0

Form 5500 Responses for PERKINS & ASSOCIATES 401(K) AND PROFIT SHARING PLAN

2014: PERKINS & ASSOCIATES 401(K) AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PERKINS & ASSOCIATES 401(K) AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PERKINS & ASSOCIATES 401(K) AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	First time form 5500 has been submitted	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PERKINS & ASSOCIATES
Employer identification number (EIN):	043639473
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers