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PERINI & HOERGER DEFINED BENEFIT PLAN 401k Plan overview

Plan NamePERINI & HOERGER DEFINED BENEFIT PLAN
Plan identification number 001

PERINI & HOERGER DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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

PERINI & HOERGER has sponsored the creation of one or more 401k plans.

Company Name:PERINI & HOERGER
Employer identification number (EIN):112952713
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERINI & HOERGER DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-11-01
0012021-11-01MAUREEN HOERGER
0012020-11-01
0012019-11-01
0012018-11-01
0012017-11-01
0012016-11-01MAUREEN HOERGER MAUREEN HOERGER2018-08-01
0012015-11-01MAUREEN HOERGER MAUREEN HOERGER2017-07-27
0012014-11-01MAUREEN HOERGER MAUREEN HOERGER2016-06-27
0012013-11-01MAUREEN HOERGER MAUREEN HOERGER2015-07-15
0012012-11-01MAUREEN HOERGER MAUREEN HOERGER2014-08-07
0012011-11-01MAUREEN HOERGER
0012009-11-01MAUREEN HOERGER
0012008-11-01

Financial Data on PERINI & HOERGER DEFINED BENEFIT PLAN

Measure Date Value
2022 : PERINI & HOERGER DEFINED BENEFIT PLAN 2022 401k financial data
Transfers to/from the plan2022-10-31$0
Total plan liabilities at end of year2022-10-31$0
Total plan liabilities at beginning of year2022-10-31$0
Total income from all sources2022-10-31$-262,107
Expenses. Total of all expenses incurred2022-10-31$64,086
Benefits paid (including direct rollovers)2022-10-31$64,086
Total plan assets at end of year2022-10-31$2,669,388
Total plan assets at beginning of year2022-10-31$2,995,581
Total contributions received or receivable from participants2022-10-31$0
Expenses. Other expenses not covered elsewhere2022-10-31$0
Contributions received from other sources (not participants or employers)2022-10-31$0
Other income received2022-10-31$-262,107
Noncash contributions received2022-10-31$0
Net income (gross income less expenses)2022-10-31$-326,193
Net plan assets at end of year (total assets less liabilities)2022-10-31$2,669,388
Net plan assets at beginning of year (total assets less liabilities)2022-10-31$2,995,581
Total contributions received or receivable from employer(s)2022-10-31$0
Value of certain deemed distributions of participant loans2022-10-31$0
Value of corrective distributions2022-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-10-31$0
2021 : PERINI & HOERGER DEFINED BENEFIT PLAN 2021 401k financial data
Transfers to/from the plan2021-10-31$0
Total plan liabilities at end of year2021-10-31$0
Total plan liabilities at beginning of year2021-10-31$0
Total income from all sources2021-10-31$503,044
Expenses. Total of all expenses incurred2021-10-31$32,977
Benefits paid (including direct rollovers)2021-10-31$32,977
Total plan assets at end of year2021-10-31$2,995,581
Total plan assets at beginning of year2021-10-31$2,525,514
Total contributions received or receivable from participants2021-10-31$0
Expenses. Other expenses not covered elsewhere2021-10-31$0
Contributions received from other sources (not participants or employers)2021-10-31$0
Other income received2021-10-31$503,044
Noncash contributions received2021-10-31$0
Net income (gross income less expenses)2021-10-31$470,067
Net plan assets at end of year (total assets less liabilities)2021-10-31$2,995,581
Net plan assets at beginning of year (total assets less liabilities)2021-10-31$2,525,514
Total contributions received or receivable from employer(s)2021-10-31$0
Value of certain deemed distributions of participant loans2021-10-31$0
Value of corrective distributions2021-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-10-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-10-31$0
2020 : PERINI & HOERGER DEFINED BENEFIT PLAN 2020 401k financial data
Transfers to/from the plan2020-10-31$0
Total plan liabilities at end of year2020-10-31$0
Total plan liabilities at beginning of year2020-10-31$0
Total income from all sources2020-10-31$232,016
Expenses. Total of all expenses incurred2020-10-31$27,076
Benefits paid (including direct rollovers)2020-10-31$27,076
Total plan assets at end of year2020-10-31$2,525,514
Total plan assets at beginning of year2020-10-31$2,320,574
Total contributions received or receivable from participants2020-10-31$0
Expenses. Other expenses not covered elsewhere2020-10-31$0
Contributions received from other sources (not participants or employers)2020-10-31$0
Other income received2020-10-31$232,016
Noncash contributions received2020-10-31$0
Net income (gross income less expenses)2020-10-31$204,940
Net plan assets at end of year (total assets less liabilities)2020-10-31$2,525,514
Net plan assets at beginning of year (total assets less liabilities)2020-10-31$2,320,574
Total contributions received or receivable from employer(s)2020-10-31$0
Value of certain deemed distributions of participant loans2020-10-31$0
Value of corrective distributions2020-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-10-31$0
2019 : PERINI & HOERGER DEFINED BENEFIT PLAN 2019 401k financial data
Transfers to/from the plan2019-10-31$0
Total plan liabilities at end of year2019-10-31$0
Total plan liabilities at beginning of year2019-10-31$0
Total income from all sources2019-10-31$62,134
Expenses. Total of all expenses incurred2019-10-31$27,840
Benefits paid (including direct rollovers)2019-10-31$27,840
Total plan assets at end of year2019-10-31$2,320,574
Total plan assets at beginning of year2019-10-31$2,286,280
Total contributions received or receivable from participants2019-10-31$0
Expenses. Other expenses not covered elsewhere2019-10-31$0
Contributions received from other sources (not participants or employers)2019-10-31$0
Other income received2019-10-31$56,634
Noncash contributions received2019-10-31$0
Net income (gross income less expenses)2019-10-31$34,294
Net plan assets at end of year (total assets less liabilities)2019-10-31$2,320,574
Net plan assets at beginning of year (total assets less liabilities)2019-10-31$2,286,280
Total contributions received or receivable from employer(s)2019-10-31$5,500
Value of certain deemed distributions of participant loans2019-10-31$0
Value of corrective distributions2019-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-10-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-10-31$0
2018 : PERINI & HOERGER DEFINED BENEFIT PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-10-31$0
2017 : PERINI & HOERGER DEFINED BENEFIT PLAN 2017 401k financial data
Transfers to/from the plan2017-10-31$0
Total plan liabilities at end of year2017-10-31$0
Total plan liabilities at beginning of year2017-10-31$0
Total income from all sources2017-10-31$106,215
Expenses. Total of all expenses incurred2017-10-31$0
Benefits paid (including direct rollovers)2017-10-31$0
Total plan assets at end of year2017-10-31$2,230,517
Total plan assets at beginning of year2017-10-31$2,124,302
Total contributions received or receivable from participants2017-10-31$0
Expenses. Other expenses not covered elsewhere2017-10-31$0
Contributions received from other sources (not participants or employers)2017-10-31$0
Other income received2017-10-31$106,215
Noncash contributions received2017-10-31$0
Net income (gross income less expenses)2017-10-31$106,215
Net plan assets at end of year (total assets less liabilities)2017-10-31$2,230,517
Net plan assets at beginning of year (total assets less liabilities)2017-10-31$2,124,302
Total contributions received or receivable from employer(s)2017-10-31$0
Value of certain deemed distributions of participant loans2017-10-31$0
Value of corrective distributions2017-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-10-31$0
2016 : PERINI & HOERGER DEFINED BENEFIT PLAN 2016 401k financial data
Transfers to/from the plan2016-10-31$0
Total plan liabilities at end of year2016-10-31$0
Total plan liabilities at beginning of year2016-10-31$0
Total income from all sources2016-10-31$149,810
Expenses. Total of all expenses incurred2016-10-31$0
Benefits paid (including direct rollovers)2016-10-31$0
Total plan assets at end of year2016-10-31$2,124,302
Total plan assets at beginning of year2016-10-31$1,974,492
Total contributions received or receivable from participants2016-10-31$0
Expenses. Other expenses not covered elsewhere2016-10-31$0
Contributions received from other sources (not participants or employers)2016-10-31$0
Other income received2016-10-31$64,185
Noncash contributions received2016-10-31$0
Net income (gross income less expenses)2016-10-31$149,810
Net plan assets at end of year (total assets less liabilities)2016-10-31$2,124,302
Net plan assets at beginning of year (total assets less liabilities)2016-10-31$1,974,492
Total contributions received or receivable from employer(s)2016-10-31$85,625
Value of certain deemed distributions of participant loans2016-10-31$0
Value of corrective distributions2016-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-10-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-10-31$0
2015 : PERINI & HOERGER DEFINED BENEFIT PLAN 2015 401k financial data
Transfers to/from the plan2015-10-31$0
Total plan liabilities at end of year2015-10-31$0
Total plan liabilities at beginning of year2015-10-31$0
Total income from all sources2015-10-31$121,249
Expenses. Total of all expenses incurred2015-10-31$0
Benefits paid (including direct rollovers)2015-10-31$0
Total plan assets at end of year2015-10-31$1,974,492
Total plan assets at beginning of year2015-10-31$1,853,243
Total contributions received or receivable from participants2015-10-31$0
Expenses. Other expenses not covered elsewhere2015-10-31$0
Contributions received from other sources (not participants or employers)2015-10-31$0
Other income received2015-10-31$34,286
Noncash contributions received2015-10-31$0
Net income (gross income less expenses)2015-10-31$121,249
Net plan assets at end of year (total assets less liabilities)2015-10-31$1,974,492
Net plan assets at beginning of year (total assets less liabilities)2015-10-31$1,853,243
Total contributions received or receivable from employer(s)2015-10-31$86,963
Value of certain deemed distributions of participant loans2015-10-31$0
Value of corrective distributions2015-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-10-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-10-31$0
2014 : PERINI & HOERGER DEFINED BENEFIT PLAN 2014 401k financial data
Transfers to/from the plan2014-10-31$0
Total plan liabilities at end of year2014-10-31$0
Total plan liabilities at beginning of year2014-10-31$0
Total income from all sources2014-10-31$273,119
Expenses. Total of all expenses incurred2014-10-31$0
Benefits paid (including direct rollovers)2014-10-31$0
Total plan assets at end of year2014-10-31$1,853,243
Total plan assets at beginning of year2014-10-31$1,580,124
Total contributions received or receivable from participants2014-10-31$0
Expenses. Other expenses not covered elsewhere2014-10-31$0
Contributions received from other sources (not participants or employers)2014-10-31$0
Other income received2014-10-31$185,907
Noncash contributions received2014-10-31$0
Net income (gross income less expenses)2014-10-31$273,119
Net plan assets at end of year (total assets less liabilities)2014-10-31$1,853,243
Net plan assets at beginning of year (total assets less liabilities)2014-10-31$1,580,124
Total contributions received or receivable from employer(s)2014-10-31$87,212
Value of certain deemed distributions of participant loans2014-10-31$0
Value of corrective distributions2014-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-10-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-10-31$0
2013 : PERINI & HOERGER DEFINED BENEFIT PLAN 2013 401k financial data
Transfers to/from the plan2013-10-31$0
Total plan liabilities at end of year2013-10-31$0
Total plan liabilities at beginning of year2013-10-31$0
Total income from all sources2013-10-31$157,633
Expenses. Total of all expenses incurred2013-10-31$0
Benefits paid (including direct rollovers)2013-10-31$0
Total plan assets at end of year2013-10-31$1,580,124
Total plan assets at beginning of year2013-10-31$1,422,491
Total contributions received or receivable from participants2013-10-31$0
Expenses. Other expenses not covered elsewhere2013-10-31$0
Contributions received from other sources (not participants or employers)2013-10-31$0
Other income received2013-10-31$0
Noncash contributions received2013-10-31$65,636
Net income (gross income less expenses)2013-10-31$157,633
Net plan assets at end of year (total assets less liabilities)2013-10-31$1,580,124
Net plan assets at beginning of year (total assets less liabilities)2013-10-31$1,422,491
Total contributions received or receivable from employer(s)2013-10-31$91,997
Value of certain deemed distributions of participant loans2013-10-31$0
Value of corrective distributions2013-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-10-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-10-31$0
2012 : PERINI & HOERGER DEFINED BENEFIT PLAN 2012 401k financial data
Transfers to/from the plan2012-10-31$0
Total plan liabilities at end of year2012-10-31$0
Total plan liabilities at beginning of year2012-10-31$0
Total income from all sources2012-10-31$265,362
Expenses. Total of all expenses incurred2012-10-31$0
Benefits paid (including direct rollovers)2012-10-31$0
Total plan assets at end of year2012-10-31$1,422,491
Total plan assets at beginning of year2012-10-31$1,157,129
Total contributions received or receivable from participants2012-10-31$0
Expenses. Other expenses not covered elsewhere2012-10-31$0
Contributions received from other sources (not participants or employers)2012-10-31$0
Other income received2012-10-31$172,547
Noncash contributions received2012-10-31$0
Net income (gross income less expenses)2012-10-31$265,362
Net plan assets at end of year (total assets less liabilities)2012-10-31$1,422,491
Net plan assets at beginning of year (total assets less liabilities)2012-10-31$1,157,129
Total contributions received or receivable from employer(s)2012-10-31$92,815
Value of certain deemed distributions of participant loans2012-10-31$0
Value of corrective distributions2012-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-10-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-10-31$0
2011 : PERINI & HOERGER DEFINED BENEFIT PLAN 2011 401k financial data
Transfers to/from the plan2011-10-31$0
Total plan liabilities at end of year2011-10-31$0
Total plan liabilities at beginning of year2011-10-31$0
Total income from all sources2011-10-31$185,676
Expenses. Total of all expenses incurred2011-10-31$0
Benefits paid (including direct rollovers)2011-10-31$0
Total plan assets at end of year2011-10-31$1,157,129
Total plan assets at beginning of year2011-10-31$971,453
Total contributions received or receivable from participants2011-10-31$0
Expenses. Other expenses not covered elsewhere2011-10-31$0
Contributions received from other sources (not participants or employers)2011-10-31$0
Other income received2011-10-31$91,829
Noncash contributions received2011-10-31$0
Net income (gross income less expenses)2011-10-31$185,676
Net plan assets at end of year (total assets less liabilities)2011-10-31$1,157,129
Net plan assets at beginning of year (total assets less liabilities)2011-10-31$971,453
Total contributions received or receivable from employer(s)2011-10-31$93,847
Value of certain deemed distributions of participant loans2011-10-31$0
Value of corrective distributions2011-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-10-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-10-31$0
2010 : PERINI & HOERGER DEFINED BENEFIT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-10-31$0

Form 5500 Responses for PERINI & HOERGER DEFINED BENEFIT PLAN

2021: PERINI & HOERGER DEFINED BENEFIT PLAN 2021 form 5500 responses
2021-11-01Type of plan entitySingle employer plan
2021-11-01Submission has been amendedNo
2021-11-01This submission is the final filingNo
2021-11-01This return/report is a short plan year return/report (less than 12 months)No
2021-11-01Plan is a collectively bargained planNo
2021-11-01Plan funding arrangement – TrustYes
2021-11-01Plan benefit arrangement - TrustYes
2020: PERINI & HOERGER DEFINED BENEFIT PLAN 2020 form 5500 responses
2020-11-01Type of plan entitySingle employer plan
2020-11-01Submission has been amendedNo
2020-11-01This submission is the final filingNo
2020-11-01This return/report is a short plan year return/report (less than 12 months)No
2020-11-01Plan is a collectively bargained planNo
2020-11-01Plan funding arrangement – TrustYes
2020-11-01Plan benefit arrangement - TrustYes
2019: PERINI & HOERGER DEFINED BENEFIT PLAN 2019 form 5500 responses
2019-11-01Type of plan entitySingle employer plan
2019-11-01Submission has been amendedNo
2019-11-01This submission is the final filingNo
2019-11-01This return/report is a short plan year return/report (less than 12 months)No
2019-11-01Plan is a collectively bargained planNo
2019-11-01Plan funding arrangement – TrustYes
2019-11-01Plan benefit arrangement - TrustYes
2018: PERINI & HOERGER DEFINED BENEFIT PLAN 2018 form 5500 responses
2018-11-01Type of plan entitySingle employer plan
2018-11-01Submission has been amendedNo
2018-11-01This submission is the final filingNo
2018-11-01This return/report is a short plan year return/report (less than 12 months)No
2018-11-01Plan is a collectively bargained planNo
2018-11-01Plan funding arrangement – TrustYes
2018-11-01Plan benefit arrangement - TrustYes
2017: PERINI & HOERGER DEFINED BENEFIT PLAN 2017 form 5500 responses
2017-11-01Type of plan entitySingle employer plan
2017-11-01Submission has been amendedNo
2017-11-01This submission is the final filingNo
2017-11-01This return/report is a short plan year return/report (less than 12 months)No
2017-11-01Plan is a collectively bargained planNo
2017-11-01Plan funding arrangement – TrustYes
2017-11-01Plan benefit arrangement - TrustYes
2016: PERINI & HOERGER DEFINED BENEFIT PLAN 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01Submission has been amendedNo
2016-11-01This submission is the final filingNo
2016-11-01This return/report is a short plan year return/report (less than 12 months)No
2016-11-01Plan is a collectively bargained planNo
2016-11-01Plan funding arrangement – TrustYes
2016-11-01Plan benefit arrangement - TrustYes
2015: PERINI & HOERGER DEFINED BENEFIT PLAN 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Submission has been amendedNo
2015-11-01This submission is the final filingNo
2015-11-01This return/report is a short plan year return/report (less than 12 months)No
2015-11-01Plan is a collectively bargained planNo
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement - TrustYes
2014: PERINI & HOERGER DEFINED BENEFIT PLAN 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Submission has been amendedNo
2014-11-01This submission is the final filingNo
2014-11-01This return/report is a short plan year return/report (less than 12 months)No
2014-11-01Plan is a collectively bargained planNo
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement - TrustYes
2013: PERINI & HOERGER DEFINED BENEFIT PLAN 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Submission has been amendedNo
2013-11-01This submission is the final filingNo
2013-11-01This return/report is a short plan year return/report (less than 12 months)No
2013-11-01Plan is a collectively bargained planNo
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement - TrustYes
2012: PERINI & HOERGER DEFINED BENEFIT PLAN 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Submission has been amendedNo
2012-11-01This submission is the final filingNo
2012-11-01This return/report is a short plan year return/report (less than 12 months)No
2012-11-01Plan is a collectively bargained planNo
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement - TrustYes
2011: PERINI & HOERGER DEFINED BENEFIT PLAN 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Submission has been amendedNo
2011-11-01This submission is the final filingNo
2011-11-01This return/report is a short plan year return/report (less than 12 months)No
2011-11-01Plan is a collectively bargained planNo
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement - TrustYes
2009: PERINI & HOERGER DEFINED BENEFIT PLAN 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Submission has been amendedNo
2009-11-01This submission is the final filingNo
2009-11-01This return/report is a short plan year return/report (less than 12 months)No
2009-11-01Plan is a collectively bargained planNo
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement - TrustYes
2008: PERINI & HOERGER DEFINED BENEFIT PLAN 2008 form 5500 responses
2008-11-01Type of plan entitySingle employer plan
2008-11-01Submission has been amendedNo
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planNo

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