PERRY INSURANCE has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025 : PERRY INSURANCE 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-06-26 | 0 |
| Total liabilities as of the end of the plan year | 2025-06-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-26 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-26 | 2496 |
| Net assets as of the end of the plan year | 2025-06-26 | 430687 |
| Total assets as of the beginning of the plan year | 2025-06-26 | 364910 |
| Participant contributions to plan in this plan year | 2025-06-26 | 19192 |
| Value of participant loans at end of plan year | 2025-06-26 | 89198 |
| Other expenses paid from plan in this plan year | 2025-06-26 | 0 |
| Other contributions to plan in this plan year | 2025-06-26 | 0 |
| Other income to plan in this plan year | 2025-06-26 | 38107 |
| Plan net income in this plan year | 2025-06-26 | 65777 |
| Net assets as of the end of the plan year | 2025-06-26 | 430687 |
| Net assets as of the beginning of the plan year | 2025-06-26 | 364910 |
| Employer contributions to plan in this plan year | 2025-06-26 | 10974 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-26 | 2496 |
| 2024 : PERRY INSURANCE 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-06-24 | 0 |
| Total liabilities as of the end of the plan year | 2024-06-24 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-06-24 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-24 | 1851 |
| Net assets as of the end of the plan year | 2024-06-24 | 364910 |
| Total assets as of the beginning of the plan year | 2024-06-24 | 292626 |
| Participant contributions to plan in this plan year | 2024-06-24 | 20023 |
| Value of participant loans at end of plan year | 2024-06-24 | 108407 |
| Other expenses paid from plan in this plan year | 2024-06-24 | 0 |
| Other contributions to plan in this plan year | 2024-06-24 | 0 |
| Other income to plan in this plan year | 2024-06-24 | 40285 |
| Plan net income in this plan year | 2024-06-24 | 72284 |
| Net assets as of the end of the plan year | 2024-06-24 | 364910 |
| Net assets as of the beginning of the plan year | 2024-06-24 | 292626 |
| Employer contributions to plan in this plan year | 2024-06-24 | 13827 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-24 | 1851 |
| 2014 : PERRY INSURANCE 401(K) PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $29,691 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $1,487 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $1,271 |
| Total plan assets at end of year | 2014-12-31 | $168,378 |
| Total plan assets at beginning of year | 2014-12-31 | $140,174 |
| Value of fidelity bond covering the plan | 2014-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $15,573 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $216 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $3,428 |
| Net income (gross income less expenses) | 2014-12-31 | $28,204 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $168,378 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $140,174 |
| Assets. Value of participant loans | 2014-12-31 | $39,553 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $10,690 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
| 2013 : PERRY INSURANCE 401(K) PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $39,282 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $144 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $140,174 |
| Total plan assets at beginning of year | 2013-12-31 | $101,036 |
| Value of fidelity bond covering the plan | 2013-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $13,550 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $144 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $16,522 |
| Net income (gross income less expenses) | 2013-12-31 | $39,138 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $140,174 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $101,036 |
| Assets. Value of participant loans | 2013-12-31 | $17,699 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $9,210 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| 2012 : PERRY INSURANCE 401(K) PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $67,412 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $16,069 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $15,900 |
| Total plan assets at end of year | 2012-12-31 | $101,036 |
| Total plan assets at beginning of year | 2012-12-31 | $49,693 |
| Value of fidelity bond covering the plan | 2012-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $18,978 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $169 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $6,836 |
| Net income (gross income less expenses) | 2012-12-31 | $51,343 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $101,036 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $49,693 |
| Assets. Value of participant loans | 2012-12-31 | $17,699 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $41,598 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
| 2011 : PERRY INSURANCE 401(K) PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $16,977 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $2,766 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $2,604 |
| Total plan assets at end of year | 2011-12-31 | $49,693 |
| Total plan assets at beginning of year | 2011-12-31 | $35,482 |
| Value of fidelity bond covering the plan | 2011-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $17,298 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $162 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-1,005 |
| Net income (gross income less expenses) | 2011-12-31 | $14,211 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $49,693 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $35,482 |
| Assets. Value of participant loans | 2011-12-31 | $2,161 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $684 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| 2010 : PERRY INSURANCE 401(K) PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $27,016 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $112 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $35,482 |
| Total plan assets at beginning of year | 2010-12-31 | $8,578 |
| Value of fidelity bond covering the plan | 2010-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $23,188 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $112 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $2,901 |
| Net income (gross income less expenses) | 2010-12-31 | $26,904 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $35,482 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $8,578 |
| Assets. Value of participant loans | 2010-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $927 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| 2014: PERRY INSURANCE 401(K) PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: PERRY INSURANCE 401(K) PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: PERRY INSURANCE 401(K) PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: PERRY INSURANCE 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: PERRY INSURANCE 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-10-01 | Type of plan entity | Single employer plan |
| 2009-10-01 | First time form 5500 has been submitted | Yes |
| 2009-10-01 | Submission has been amended | No |
| 2009-10-01 | This submission is the final filing | No |
| 2009-10-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2009-10-01 | Plan is a collectively bargained plan | No |
| 2009-10-01 | Plan funding arrangement – Insurance | Yes |
| 2009-10-01 | Plan funding arrangement – Trust | Yes |
| 2009-10-01 | Plan benefit arrangement – Insurance | Yes |
