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PERRY DAVIS ASSOCIATES, INC. PROFIT-SHARING PLAN 401k Plan overview

Plan NamePERRY DAVIS ASSOCIATES, INC. PROFIT-SHARING PLAN
Plan identification number 001

PERRY DAVIS ASSOCIATES, INC. PROFIT-SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PERRY DAVIS ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:PERRY DAVIS ASSOCIATES, INC.
Employer identification number (EIN):133379224
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about PERRY DAVIS ASSOCIATES, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1986-10-28
Company Identification Number: 1122299
Legal Registered Office Address: 25 WEST 45TH ST
STE 1405
NEW YORK
United States of America (USA)
10036

More information about PERRY DAVIS ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERRY DAVIS ASSOCIATES, INC. PROFIT-SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01PERRY DAVIS2015-07-29
0012013-01-01PERRY DAVIS2014-08-13
0012012-01-01PERRY DAVIS2013-09-16
0012011-01-01PERRY DAVIS2012-09-19
0012010-01-01PERRY DAVIS2012-05-22

Financial Data on PERRY DAVIS ASSOCIATES, INC. PROFIT-SHARING PLAN

Measure Date Value
2025 : PERRY DAVIS ASSOCIATES, INC. PROFIT-SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-0699971
Net assets as of the end of the plan year2025-10-062332689
Total assets as of the beginning of the plan year2025-10-062104858
Value of plan covered by a fidelity bond2025-10-06150000
Participant contributions to plan in this plan year2025-10-0665820
Other income to plan in this plan year2025-10-06186982
Plan net income in this plan year2025-10-06227831
Net assets as of the end of the plan year2025-10-062332689
Net assets as of the beginning of the plan year2025-10-062104858
Employer contributions to plan in this plan year2025-10-0675000
Fees paid to broker by Benefit Provider2025-10-068616
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-066972
2024 : PERRY DAVIS ASSOCIATES, INC. PROFIT-SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-15125287
Net assets as of the end of the plan year2024-10-152104858
Total assets as of the beginning of the plan year2024-10-151892489
Value of plan covered by a fidelity bond2024-10-15150000
Participant contributions to plan in this plan year2024-10-1562880
Other expenses paid from plan in this plan year2024-10-156840
Other income to plan in this plan year2024-10-15199776
Plan net income in this plan year2024-10-15212369
Net assets as of the end of the plan year2024-10-152104858
Net assets as of the beginning of the plan year2024-10-151892489
Employer contributions to plan in this plan year2024-10-1575000
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-150

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