NEFF-PERKINS COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NEFF-PERKINS COMPANY 401K PROFIT SHARING PLAN
401k plan membership statisitcs for NEFF-PERKINS COMPANY 401K PROFIT SHARING PLAN
Measure | Date | Value |
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2013: NEFF-PERKINS COMPANY 401K PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 76 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 62 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 11 |
Total of all active and inactive participants | 2013-01-01 | 73 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 73 |
Number of participants with account balances | 2013-01-01 | 73 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 3 |
2012: NEFF-PERKINS COMPANY 401K PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 101 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 66 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 10 |
Total of all active and inactive participants | 2012-01-01 | 76 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 76 |
Number of participants with account balances | 2012-01-01 | 74 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: NEFF-PERKINS COMPANY 401K PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 91 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 72 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 29 |
Total of all active and inactive participants | 2011-01-01 | 101 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 101 |
Number of participants with account balances | 2011-01-01 | 98 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
2010: NEFF-PERKINS COMPANY 401K PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 121 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 69 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 22 |
Total of all active and inactive participants | 2010-01-01 | 91 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 91 |
Number of participants with account balances | 2010-01-01 | 87 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: NEFF-PERKINS COMPANY 401K PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 121 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 72 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 33 |
Total of all active and inactive participants | 2009-01-01 | 105 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 105 |
Number of participants with account balances | 2009-01-01 | 102 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
Measure | Date | Value |
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2013 : NEFF-PERKINS COMPANY 401K PROFIT SHARING PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $167 |
Total income from all sources | 2013-12-31 | $288,767 |
Expenses. Total of all expenses incurred | 2013-12-31 | $180,544 |
Benefits paid (including direct rollovers) | 2013-12-31 | $178,816 |
Total plan assets at end of year | 2013-12-31 | $1,776,912 |
Total plan assets at beginning of year | 2013-12-31 | $1,668,522 |
Value of fidelity bond covering the plan | 2013-12-31 | $375,000 |
Total contributions received or receivable from participants | 2013-12-31 | $39,757 |
Noncash contributions received | 2013-12-31 | $204,334 |
Net income (gross income less expenses) | 2013-12-31 | $108,223 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,776,912 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,668,522 |
Assets. Value of participant loans | 2013-12-31 | $83,531 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $44,676 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $1,728 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : NEFF-PERKINS COMPANY 401K PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $253,655 |
Expenses. Total of all expenses incurred | 2012-12-31 | $223,731 |
Benefits paid (including direct rollovers) | 2012-12-31 | $217,428 |
Total plan assets at end of year | 2012-12-31 | $1,668,522 |
Total plan assets at beginning of year | 2012-12-31 | $1,638,598 |
Value of fidelity bond covering the plan | 2012-12-31 | $375,000 |
Total contributions received or receivable from participants | 2012-12-31 | $47,393 |
Other income received | 2012-12-31 | $166,351 |
Net income (gross income less expenses) | 2012-12-31 | $29,924 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,668,522 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,638,598 |
Assets. Value of participant loans | 2012-12-31 | $113,126 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $39,911 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $6,303 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : NEFF-PERKINS COMPANY 401K PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $21,374 |
Expenses. Total of all expenses incurred | 2011-12-31 | $55,586 |
Benefits paid (including direct rollovers) | 2011-12-31 | $55,045 |
Total plan assets at end of year | 2011-12-31 | $1,638,598 |
Total plan assets at beginning of year | 2011-12-31 | $1,672,810 |
Value of fidelity bond covering the plan | 2011-12-31 | $375,000 |
Total contributions received or receivable from participants | 2011-12-31 | $55,367 |
Other income received | 2011-12-31 | $-76,188 |
Net income (gross income less expenses) | 2011-12-31 | $-34,212 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,638,598 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,672,810 |
Assets. Value of participant loans | 2011-12-31 | $119,278 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $42,195 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $541 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : NEFF-PERKINS COMPANY 401K PROFIT SHARING PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $204,640 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $280,391 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $277,667 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $62,164 |
Value of total assets at end of year | 2010-12-31 | $1,672,810 |
Value of total assets at beginning of year | 2010-12-31 | $1,748,561 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $2,724 |
Total interest from all sources | 2010-12-31 | $5,158 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $2,316 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $375,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $62,164 |
Participant contributions at end of year | 2010-12-31 | $121,827 |
Participant contributions at beginning of year | 2010-12-31 | $113,165 |
Other income not declared elsewhere | 2010-12-31 | $408 |
Administrative expenses (other) incurred | 2010-12-31 | $408 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $-75,751 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,672,810 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,748,561 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $1,535,571 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,408,179 |
Interest on participant loans | 2010-12-31 | $5,158 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $15,412 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $227,217 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $227,217 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $136,910 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $277,667 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | LYTKOWSKI AND CO., INC. |
Accountancy firm EIN | 2010-12-31 | 341258550 |
2009 : NEFF-PERKINS COMPANY 401K PROFIT SHARING PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2013: NEFF-PERKINS COMPANY 401K PROFIT SHARING PLAN 2013 form 5500 responses |
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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 |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: NEFF-PERKINS COMPANY 401K PROFIT SHARING PLAN 2012 form 5500 responses |
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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 |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: NEFF-PERKINS COMPANY 401K PROFIT SHARING PLAN 2011 form 5500 responses |
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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 |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: NEFF-PERKINS COMPANY 401K PROFIT SHARING PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: NEFF-PERKINS COMPANY 401K PROFIT SHARING PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |