401k Plan data: PERKINS MANUFACTURING UNION 401(K) PLAN plan

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

Plan Name	PERKINS MANUFACTURING UNION 401(K) PLAN
Plan identification number	002

PERKINS MANUFACTURING UNION 401(K) PLAN Benefits

401k Plan Type

Defined 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 Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 CHERYL WAITE 2023-02-21
002 2021-01-01 CHERYL WAITE 2022-03-09
002 2020-01-01 CHERYL WAITE 2021-03-22
002 2019-01-01 CHERYL WAITE 2020-04-21
002 2018-01-01 CHERYL WAITE 2019-10-10
002 2017-01-01 CHERYL WAITE 2018-08-22
002 2016-01-01 CHERYL WAITE 2017-09-13
002 2015-01-01 CHERYL WAITE 2016-10-12
002 2014-01-01 ROBERT ROSETTI
002 2013-01-01 CONNIE BALLAS
002 2012-01-01 CONNIE BALLAS 2013-10-11
002 2011-01-01 CONNIE BALLAS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	CHERYL WAITE	2023-02-21
002	2021-01-01	CHERYL WAITE	2022-03-09
002	2020-01-01	CHERYL WAITE	2021-03-22
002	2019-01-01	CHERYL WAITE	2020-04-21
002	2018-01-01	CHERYL WAITE	2019-10-10
002	2017-01-01	CHERYL WAITE	2018-08-22
002	2016-01-01	CHERYL WAITE	2017-09-13
002	2015-01-01	CHERYL WAITE	2016-10-12
002	2014-01-01	ROBERT ROSETTI
002	2013-01-01	CONNIE BALLAS
002	2012-01-01	CONNIE BALLAS	2013-10-11
002	2011-01-01	CONNIE BALLAS

Plan Statistics for PERKINS MANUFACTURING UNION 401(K) PLAN

401k plan membership statisitcs for PERKINS MANUFACTURING UNION 401(K) PLAN

Measure Date Value
2014: PERKINS MANUFACTURING UNION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 17
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 19
Number of participants with account balances 2014-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PERKINS MANUFACTURING UNION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 16
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 2
Total of all active and inactive participants 2013-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 18
Number of participants with account balances 2013-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2011: PERKINS MANUFACTURING UNION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 15
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 0
Total of all active and inactive participants 2011-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 15
Number of participants with account balances 2011-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2014: PERKINS MANUFACTURING UNION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	17
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	19
Number of participants with account balances	2014-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PERKINS MANUFACTURING UNION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	16
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	2
Total of all active and inactive participants	2013-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	18
Number of participants with account balances	2013-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2011: PERKINS MANUFACTURING UNION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	15
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	0
Total of all active and inactive participants	2011-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	15
Number of participants with account balances	2011-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on PERKINS MANUFACTURING UNION 401(K) PLAN

Measure	Date	Value
2014 : PERKINS MANUFACTURING UNION 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$20,599
Expenses. Total of all expenses incurred	2014-12-31	$295
Total plan assets at end of year	2014-12-31	$162,278
Total plan assets at beginning of year	2014-12-31	$141,974
Value of fidelity bond covering the plan	2014-12-31	$50,000
Other income received	2014-12-31	$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 loans	2014-12-31	$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 securities	2014-12-31	$0
2013 : PERKINS MANUFACTURING UNION 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$20,616
Expenses. Total of all expenses incurred	2013-12-31	$150
Total plan assets at end of year	2013-12-31	$141,974
Total plan assets at beginning of year	2013-12-31	$121,508
Value of fidelity bond covering the plan	2013-12-31	$50,000
Other income received	2013-12-31	$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 loans	2013-12-31	$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 securities	2013-12-31	$0
2011 : PERKINS MANUFACTURING UNION 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$14,347
Expenses. Total of all expenses incurred	2011-12-31	$8,863
Benefits paid (including direct rollovers)	2011-12-31	$8,663
Total plan assets at end of year	2011-12-31	$93,768
Total plan assets at beginning of year	2011-12-31	$88,284
Value of fidelity bond covering the plan	2011-12-31	$50,000
Contributions received from other sources (not participants or employers)	2011-12-31	$530
Other income received	2011-12-31	$-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 loans	2011-12-31	$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 sources	2010-12-31	$1,532
Expenses. Total of all expenses incurred	2010-12-31	$50,321
Benefits paid (including direct rollovers)	2010-12-31	$48,561
Total plan assets at end of year	2010-12-31	$88,284
Total plan assets at beginning of year	2010-12-31	$137,073
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$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 loans	2010-12-31	$5,156
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$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
2014-01-01	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 benefit arrangement – Insurance	Yes
2013: PERKINS MANUFACTURING UNION 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 benefit arrangement – Insurance	Yes
2011: PERKINS MANUFACTURING UNION 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 benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

874699

Policy instance

Insurance contract or identification number	874699
Number of Individuals Covered	19
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $343
Total amount of fees paid to insurance company	USD $52
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $343
Insurance broker organization code?	4
Insurance broker name	MORGAN STANLEY SMITH BARNEY LLC

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

874699

Policy instance

Insurance contract or identification number	874699
Number of Individuals Covered	18
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $348
Total amount of fees paid to insurance company	USD $57
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $348
Insurance broker organization code?	4
Amount paid for insurance broker fees	57
Additional information about fees paid to insurance broker	THIRD PARTY ADMINISTRATOR FEES
Insurance broker name	KATHERINE TIPPER

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

941763

Policy instance

Insurance contract or identification number	941763
Number of Individuals Covered	14
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $283
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

941763

Policy instance

Insurance contract or identification number	941763
Number of Individuals Covered	11
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $271
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $271
Insurance broker organization code?	4
Insurance broker name	MORGAN STANLEY SMITH BARNEY LLC

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