Logo

PERKINS MANUFACTURING UNION 401(K) PLAN 401k Plan overview

Plan NamePERKINS MANUFACTURING UNION 401(K) PLAN
Plan identification number 002

PERKINS MANUFACTURING UNION 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

PERKINS MANUFACTURING CO has sponsored the creation of one or more 401k plans.

Company Name:PERKINS MANUFACTURING CO
Employer identification number (EIN):362809543
NAIC Classification:332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERKINS MANUFACTURING UNION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01CHERYL WAITE2024-02-20
0022022-01-01CHERYL WAITE2023-02-21
0022021-01-01CHERYL WAITE2022-03-09
0022020-01-01CHERYL WAITE2021-03-22
0022019-01-01CHERYL WAITE2020-04-21
0022018-01-01CHERYL WAITE2019-10-10
0022017-01-01CHERYL WAITE2018-08-22
0022016-01-01CHERYL WAITE2017-09-13
0022015-01-01CHERYL WAITE2016-10-12
0022014-01-01ROBERT ROSETTI
0022013-01-01CONNIE BALLAS
0022012-01-01CONNIE BALLAS2013-10-11
0022011-01-01CONNIE BALLAS

Financial Data on PERKINS MANUFACTURING UNION 401(K) PLAN

Measure Date Value
2025 : PERKINS MANUFACTURING UNION 401(K) PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-03-180
Total liabilities as of the beginning of the plan year2025-03-180
Total expenses incurred by plan in this plan year2025-03-1811746
Net assets as of the end of the plan year2025-03-18329792
Total assets as of the beginning of the plan year2025-03-18298205
Value of plan covered by a fidelity bond2025-03-1860000
Value of participant loans at end of plan year2025-03-188264
Other income to plan in this plan year2025-03-1810333
Plan net income in this plan year2025-03-1831587
Net assets as of the end of the plan year2025-03-18329792
Net assets as of the beginning of the plan year2025-03-18298205
Employer contributions to plan in this plan year2025-03-1833000
Fees paid to broker by Benefit Provider2025-03-18715
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-18730
2024 : PERKINS MANUFACTURING UNION 401(K) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-02-200
Total liabilities as of the beginning of the plan year2024-02-200
Total expenses incurred by plan in this plan year2024-02-209536
Net assets as of the end of the plan year2024-02-20298205
Total assets as of the beginning of the plan year2024-02-20268542
Value of plan covered by a fidelity bond2024-02-2060000
Value of participant loans at end of plan year2024-02-206359
Other income to plan in this plan year2024-02-209199
Plan net income in this plan year2024-02-2029663
Net assets as of the end of the plan year2024-02-20298205
Net assets as of the beginning of the plan year2024-02-20268542
Employer contributions to plan in this plan year2024-02-2030000
Fees paid to broker by Benefit Provider2024-02-20639
Expensese paid to adminstrative service provicers from plan in this plan year2024-02-20535
2022 : PERKINS MANUFACTURING UNION 401(K) PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-03-090
Total liabilities as of the beginning of the plan year2022-03-090
Total expenses incurred by plan in this plan year2022-03-0919589
Net assets as of the end of the plan year2022-03-09259244
Total assets as of the beginning of the plan year2022-03-09249219
Value of plan covered by a fidelity bond2022-03-0960000
Value of participant loans at end of plan year2022-03-097147
Other income to plan in this plan year2022-03-098614
Plan net income in this plan year2022-03-0910025
Net assets as of the end of the plan year2022-03-09259244
Net assets as of the beginning of the plan year2022-03-09249219
Employer contributions to plan in this plan year2022-03-0921000
Fees paid to broker by Benefit Provider2022-03-09578
Expensese paid to adminstrative service provicers from plan in this plan year2022-03-09926
2014 : PERKINS MANUFACTURING UNION 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$20,599
Expenses. Total of all expenses incurred2014-12-31$295
Total plan assets at end of year2014-12-31$162,278
Total plan assets at beginning of year2014-12-31$141,974
Value of fidelity bond covering the plan2014-12-31$50,000
Other income received2014-12-31$3,599
Net income (gross income less expenses)2014-12-31$20,304
Net plan assets at end of year (total assets less liabilities)2014-12-31$162,278
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$141,974
Assets. Value of participant loans2014-12-31$2,466
Total contributions received or receivable from employer(s)2014-12-31$17,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$295
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : PERKINS MANUFACTURING UNION 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$20,616
Expenses. Total of all expenses incurred2013-12-31$150
Total plan assets at end of year2013-12-31$141,974
Total plan assets at beginning of year2013-12-31$121,508
Value of fidelity bond covering the plan2013-12-31$50,000
Other income received2013-12-31$4,616
Net income (gross income less expenses)2013-12-31$20,466
Net plan assets at end of year (total assets less liabilities)2013-12-31$141,974
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$121,508
Assets. Value of participant loans2013-12-31$3,930
Total contributions received or receivable from employer(s)2013-12-31$16,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2011 : PERKINS MANUFACTURING UNION 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$14,347
Expenses. Total of all expenses incurred2011-12-31$8,863
Benefits paid (including direct rollovers)2011-12-31$8,663
Total plan assets at end of year2011-12-31$93,768
Total plan assets at beginning of year2011-12-31$88,284
Value of fidelity bond covering the plan2011-12-31$50,000
Contributions received from other sources (not participants or employers)2011-12-31$530
Other income received2011-12-31$-1,183
Net income (gross income less expenses)2011-12-31$5,484
Net plan assets at end of year (total assets less liabilities)2011-12-31$93,768
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$88,284
Assets. Value of participant loans2011-12-31$2,301
Total contributions received or receivable from employer(s)2011-12-31$15,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$200
2010 : PERKINS MANUFACTURING UNION 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,532
Expenses. Total of all expenses incurred2010-12-31$50,321
Benefits paid (including direct rollovers)2010-12-31$48,561
Total plan assets at end of year2010-12-31$88,284
Total plan assets at beginning of year2010-12-31$137,073
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$1,532
Net income (gross income less expenses)2010-12-31$-48,789
Net plan assets at end of year (total assets less liabilities)2010-12-31$88,284
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$137,073
Assets. Value of participant loans2010-12-31$5,156
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,760

Form 5500 Responses for PERKINS MANUFACTURING UNION 401(K) PLAN

2014: PERKINS MANUFACTURING UNION 401(K) 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 – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: PERKINS MANUFACTURING UNION 401(K) 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 – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2011: PERKINS MANUFACTURING UNION 401(K) 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 – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number874699
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number874699
Policy instance 1
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number941763
Policy instance 1
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number941763
Policy instance 1

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1