PERKINS & ASSOCIATES, CPAS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PERKINS & ASSOCIATES, CPA'S 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023 : PERKINS & ASSOCIATES, CPA'S 401(K) PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $237,286 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $100 |
| Total plan assets at end of year | 2023-12-31 | $1,190,728 |
| Total plan assets at beginning of year | 2023-12-31 | $953,542 |
| Value of fidelity bond covering the plan | 2023-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $45,063 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $100 |
| Other income received | 2023-12-31 | $138,960 |
| Net income (gross income less expenses) | 2023-12-31 | $237,186 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,190,728 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $953,542 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $92,351 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $53,263 |
| 2022 : PERKINS & ASSOCIATES, CPA'S 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-107,152 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $100 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $0 |
| Total plan assets at end of year | 2022-12-31 | $953,542 |
| Total plan assets at beginning of year | 2022-12-31 | $1,060,794 |
| Value of fidelity bond covering the plan | 2022-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $40,311 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $100 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-201,136 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-107,252 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $953,542 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,060,794 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $90,117 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $53,673 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $0 |
| Total transfers to/from plan in this plan year | 2022-10-10 | 0 |
| Total liabilities as of the end of the plan year | 2022-10-10 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-10-10 | 0 |
| Total expenses incurred by plan in this plan year | 2022-10-10 | 240 |
| Net assets as of the end of the plan year | 2022-10-10 | 1060794 |
| Total assets as of the beginning of the plan year | 2022-10-10 | 864093 |
| Value of plan covered by a fidelity bond | 2022-10-10 | 300000 |
| Participant contributions to plan in this plan year | 2022-10-10 | 41795 |
| Other expenses paid from plan in this plan year | 2022-10-10 | 240 |
| Other contributions to plan in this plan year | 2022-10-10 | 0 |
| Other income to plan in this plan year | 2022-10-10 | 108441 |
| Plan net income in this plan year | 2022-10-10 | 196701 |
| Net assets as of the end of the plan year | 2022-10-10 | 1060794 |
| Net assets as of the beginning of the plan year | 2022-10-10 | 864093 |
| Employer contributions to plan in this plan year | 2022-10-10 | 46705 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-10 | 0 |
| 2023: PERKINS & ASSOCIATES, CPA'S 401(K) PROFIT SHARING PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: PERKINS & ASSOCIATES, CPA'S 401(K) PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
