401k Plan data: PERRY & CARROLL 401(K) PLAN plan

PERRY & CARROLL 401(K) PLAN 401k Plan overview

Plan Name	PERRY & CARROLL 401(K) PLAN
Plan identification number	002

PERRY & CARROLL 401(K) 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PERRY & CARROLL, INC. has sponsored the creation of one or more 401k plans.

Company Name: PERRY & CARROLL, INC.

Employer identification number (EIN): 160968098

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about PERRY & CARROLL, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1969-11-26

Company Identification Number: 285364

Legal Registered Office Address: 100 W CHURCH ST
PO BOX 307
ELMIRA
United States of America (USA)
14902-0307

More information about PERRY & CARROLL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERRY & CARROLL 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 SCOTT PROUDFOOT 2019-10-03
002 2017-01-01 SCOTT PROUDFOOT 2018-10-15
002 2016-01-01 ROBIN WEBB 2017-07-26
002 2015-01-01 ROBIN WEBB 2017-07-26
002 2015-01-01 ROBIN WEBB 2016-07-26
002 2014-01-01 ROBIN WEBB 2015-09-21
002 2013-01-01
002 2012-01-01 ACTUARIAL PENSION ANALYSTS, INC. 2013-07-29 ACTUARIAL PENSION ANALYSTS, INC. 2013-07-29
002 2011-01-01 ROBERT S. MOORE 2012-06-09 ROBERT S. MOORE 2012-06-09
002 2010-01-01 ROBERT MOORE 2011-07-20 ROBERT MOORE 2011-07-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01	SCOTT PROUDFOOT	2019-10-03
002	2017-01-01	SCOTT PROUDFOOT	2018-10-15
002	2016-01-01	ROBIN WEBB	2017-07-26
002	2015-01-01	ROBIN WEBB	2017-07-26
002	2015-01-01	ROBIN WEBB	2016-07-26
002	2014-01-01	ROBIN WEBB	2015-09-21
002	2013-01-01
002	2012-01-01	ACTUARIAL PENSION ANALYSTS, INC.	2013-07-29	ACTUARIAL PENSION ANALYSTS, INC.	2013-07-29
002	2011-01-01	ROBERT S. MOORE	2012-06-09	ROBERT S. MOORE	2012-06-09
002	2010-01-01	ROBERT MOORE	2011-07-20	ROBERT MOORE	2011-07-20

Financial Data on PERRY & CARROLL 401(K) PLAN

Measure	Date	Value
2024 : PERRY & CARROLL 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-01-24	-1998297
Total expenses incurred by plan in this plan year	2024-01-24	426786
Net assets as of the end of the plan year	2024-01-24	0
Total assets as of the beginning of the plan year	2024-01-24	2364152
Value of plan covered by a fidelity bond	2024-01-24	500000
Participant contributions to plan in this plan year	2024-01-24	0
Value of participant loans at end of plan year	2024-01-24	0
Other contributions to plan in this plan year	2024-01-24	0
Other income to plan in this plan year	2024-01-24	60931
Plan net income in this plan year	2024-01-24	-365855
Net assets as of the end of the plan year	2024-01-24	0
Net assets as of the beginning of the plan year	2024-01-24	2364152
Employer contributions to plan in this plan year	2024-01-24	0
Expensese paid to adminstrative service provicers from plan in this plan year	2024-01-24	5965
2022 : PERRY & CARROLL 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-07-08	254577
Net assets as of the end of the plan year	2022-07-08	4469401
Total assets as of the beginning of the plan year	2022-07-08	3867984
Value of plan covered by a fidelity bond	2022-07-08	500000
Participant contributions to plan in this plan year	2022-07-08	182163
Value of participant loans at end of plan year	2022-07-08	28675
Other contributions to plan in this plan year	2022-07-08	110937
Other income to plan in this plan year	2022-07-08	508523
Plan net income in this plan year	2022-07-08	601417
Net assets as of the end of the plan year	2022-07-08	4469401
Net assets as of the beginning of the plan year	2022-07-08	3867984
Employer contributions to plan in this plan year	2022-07-08	54371
Expensese paid to adminstrative service provicers from plan in this plan year	2022-07-08	21618

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Company Name:	PERRY & CARROLL, INC.
Employer identification number (EIN):	160968098
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1969-11-26
Company Identification Number:	285364
Legal Registered Office Address:	100 W CHURCH ST PO BOX 307 ELMIRA United States of America (USA) 14902-0307