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PERRI SURGICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePERRI SURGICAL ASSOCIATES 401(K) PROFIT SHARING PLAN
Plan identification number 001

PERRI SURGICAL ASSOCIATES 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

PERRI SURGICAL ASSOCIATES, P.C. has sponsored the creation of one or more 401k plans.

Company Name:PERRI SURGICAL ASSOCIATES, P.C.
Employer identification number (EIN):251318181
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERRI SURGICAL ASSOCIATES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01JEFFREY A. PERRI2020-03-25 JEFFREY A. PERRI2020-03-25
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01GARY GUNNETT
0012011-01-01GARY GUNNETT
0012010-01-01GARY GUNNETT
0012009-01-01GARY GUNNETT

Financial Data on PERRI SURGICAL ASSOCIATES 401(K) PROFIT SHARING PLAN

Measure Date Value
2024 : PERRI SURGICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-090
Total liabilities as of the end of the plan year2024-08-090
Total liabilities as of the beginning of the plan year2024-08-090
Total expenses incurred by plan in this plan year2024-08-0960
Net assets as of the end of the plan year2024-08-090
Total assets as of the beginning of the plan year2024-08-0960
Value of plan covered by a fidelity bond2024-08-096
Participant contributions to plan in this plan year2024-08-090
Other expenses paid from plan in this plan year2024-08-090
Other contributions to plan in this plan year2024-08-090
Other income to plan in this plan year2024-08-090
Plan net income in this plan year2024-08-09-60
Net assets as of the end of the plan year2024-08-090
Net assets as of the beginning of the plan year2024-08-0960
Employer contributions to plan in this plan year2024-08-090
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-090
Total transfers to/from plan in this plan year2024-02-020
Total liabilities as of the beginning of the plan year2024-02-020
Total expenses incurred by plan in this plan year2024-02-022517325
Net assets as of the end of the plan year2024-02-0260
Total assets as of the beginning of the plan year2024-02-021677015
Value of plan covered by a fidelity bond2024-02-02167701
Participant contributions to plan in this plan year2024-02-02500
Other expenses paid from plan in this plan year2024-02-020
Other contributions to plan in this plan year2024-02-020
Other income to plan in this plan year2024-02-02839870
Plan net income in this plan year2024-02-02-1676955
Net assets as of the end of the plan year2024-02-0260
Net assets as of the beginning of the plan year2024-02-021677015
Employer contributions to plan in this plan year2024-02-020
Expensese paid to adminstrative service provicers from plan in this plan year2024-02-0218591
2022 : PERRI SURGICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-02-090
Total liabilities as of the end of the plan year2022-02-090
Total liabilities as of the beginning of the plan year2022-02-090
Total expenses incurred by plan in this plan year2022-02-0950299
Net assets as of the end of the plan year2022-02-093880399
Total assets as of the beginning of the plan year2022-02-093327702
Value of plan covered by a fidelity bond2022-02-09388040
Participant contributions to plan in this plan year2022-02-091200
Other expenses paid from plan in this plan year2022-02-090
Other contributions to plan in this plan year2022-02-090
Other income to plan in this plan year2022-02-09600455
Plan net income in this plan year2022-02-09552696
Net assets as of the end of the plan year2022-02-093880399
Net assets as of the beginning of the plan year2022-02-093327702
Employer contributions to plan in this plan year2022-02-091340
Expensese paid to adminstrative service provicers from plan in this plan year2022-02-0925633
2019 : PERRI SURGICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$599,292
Expenses. Total of all expenses incurred2019-12-31$27,325
Benefits paid (including direct rollovers)2019-12-31$2,688
Total plan assets at end of year2019-12-31$2,899,308
Total plan assets at beginning of year2019-12-31$2,327,341
Value of fidelity bond covering the plan2019-12-31$289,931
Total contributions received or receivable from participants2019-12-31$17,633
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$568,939
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$571,967
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,899,308
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,327,341
Total contributions received or receivable from employer(s)2019-12-31$12,720
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$24,637
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : PERRI SURGICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-109,615
Expenses. Total of all expenses incurred2018-12-31$24,236
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$2,327,341
Total plan assets at beginning of year2018-12-31$2,461,192
Value of fidelity bond covering the plan2018-12-31$232,734
Total contributions received or receivable from participants2018-12-31$21,533
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-164,961
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-133,851
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,327,341
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,461,192
Total contributions received or receivable from employer(s)2018-12-31$33,813
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$24,236
2017 : PERRI SURGICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$287,983
Expenses. Total of all expenses incurred2017-12-31$22,581
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$2,461,192
Total plan assets at beginning of year2017-12-31$2,195,790
Value of fidelity bond covering the plan2017-12-31$246,119
Total contributions received or receivable from participants2017-12-31$25,300
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$250,672
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$265,402
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,461,192
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,195,790
Total contributions received or receivable from employer(s)2017-12-31$12,011
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$22,581
2016 : PERRI SURGICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$385,068
Expenses. Total of all expenses incurred2016-12-31$18,686
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$2,195,790
Total plan assets at beginning of year2016-12-31$1,829,408
Value of fidelity bond covering the plan2016-12-31$219,579
Total contributions received or receivable from participants2016-12-31$49,200
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$324,183
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$366,382
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,195,790
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,829,408
Total contributions received or receivable from employer(s)2016-12-31$11,685
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$18,686
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : PERRI SURGICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$96,619
Expenses. Total of all expenses incurred2015-12-31$28,694
Benefits paid (including direct rollovers)2015-12-31$11,215
Total plan assets at end of year2015-12-31$1,829,408
Total plan assets at beginning of year2015-12-31$1,761,483
Value of fidelity bond covering the plan2015-12-31$182,941
Total contributions received or receivable from participants2015-12-31$49,200
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-30,003
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$67,925
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,829,408
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,761,483
Total contributions received or receivable from employer(s)2015-12-31$77,422
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$17,479
2014 : PERRI SURGICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$183,830
Expenses. Total of all expenses incurred2014-12-31$14,209
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$1,761,483
Total plan assets at beginning of year2014-12-31$1,591,862
Value of fidelity bond covering the plan2014-12-31$176,150
Total contributions received or receivable from participants2014-12-31$47,000
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$57,387
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$169,621
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,761,483
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,591,862
Total contributions received or receivable from employer(s)2014-12-31$79,443
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$14,209
2013 : PERRI SURGICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$1,292
Total income from all sources2013-12-31$460,560
Expenses. Total of all expenses incurred2013-12-31$12,670
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,591,862
Total plan assets at beginning of year2013-12-31$1,145,264
Value of fidelity bond covering the plan2013-12-31$150,000
Total contributions received or receivable from participants2013-12-31$35,000
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$1,060
Other income received2013-12-31$349,924
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$447,890
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,591,862
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,143,972
Total contributions received or receivable from employer(s)2013-12-31$74,576
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$12,670
2012 : PERRI SURGICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$1,292
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$333,162
Expenses. Total of all expenses incurred2012-12-31$14,545
Benefits paid (including direct rollovers)2012-12-31$5,168
Total plan assets at end of year2012-12-31$1,145,264
Total plan assets at beginning of year2012-12-31$826,647
Value of fidelity bond covering the plan2012-12-31$150,000
Total contributions received or receivable from participants2012-12-31$39,500
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$218,928
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$318,617
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,143,972
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$826,647
Total contributions received or receivable from employer(s)2012-12-31$74,734
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$9,377
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : PERRI SURGICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$89,349
Expenses. Total of all expenses incurred2011-12-31$16,756
Benefits paid (including direct rollovers)2011-12-31$8,971
Total plan assets at end of year2011-12-31$826,647
Total plan assets at beginning of year2011-12-31$754,053
Value of fidelity bond covering the plan2011-12-31$150,000
Total contributions received or receivable from participants2011-12-31$38,500
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-22,692
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$72,593
Net plan assets at end of year (total assets less liabilities)2011-12-31$826,647
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$754,053
Total contributions received or receivable from employer(s)2011-12-31$73,541
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$7,785
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : PERRI SURGICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$199,244
Expenses. Total of all expenses incurred2010-12-31$6,153
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$754,053
Total plan assets at beginning of year2010-12-31$560,962
Value of fidelity bond covering the plan2010-12-31$150,000
Total contributions received or receivable from participants2010-12-31$33,000
Expenses. Other expenses not covered elsewhere2010-12-31$6,153
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$94,521
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$193,091
Net plan assets at end of year (total assets less liabilities)2010-12-31$754,053
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$560,962
Total contributions received or receivable from employer(s)2010-12-31$71,723
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0

Form 5500 Responses for PERRI SURGICAL ASSOCIATES 401(K) PROFIT SHARING PLAN

2019: PERRI SURGICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PERRI SURGICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PERRI SURGICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PERRI SURGICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PERRI SURGICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PERRI SURGICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PERRI SURGICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PERRI SURGICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PERRI SURGICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PERRI SURGICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PERRI SURGICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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