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PERKINS CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NamePERKINS CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST
Plan identification number 001

PERKINS CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

PERKINS CAPITAL MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:PERKINS CAPITAL MANAGEMENT, INC.
Employer identification number (EIN):411501962
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERKINS CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01NANCY LINDBERG
0012023-01-01
0012023-01-01NANCY LINDBERG
0012022-01-01
0012022-01-01NANCY LINDBERG
0012021-01-01
0012021-01-01NANCY LINDBERG
0012020-01-01
0012019-01-01
0012018-01-01NANCY LINDBERG
0012017-01-01NANCY LINDBERG
0012016-01-01NANCY LINDBERG
0012015-01-01NANCY LINDBERG
0012014-01-01NANCY LINDBERG
0012013-01-01NANCY LINDBERG
0012012-01-01NANCY LINDBERG
0012011-01-01NANCY LINDBERG
0012010-01-01NANCY LINDBERG
0012009-01-01NANCY LINDBERG

Financial Data on PERKINS CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST

Measure Date Value
2024 : PERKINS CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total income from all sources2024-01-01$546,913
Expenses. Total of all expenses incurred2024-01-01$325,770
Benefits paid (including direct rollovers)2024-01-01$325,695
Total plan assets at end of year2024-01-01$4,778,869
Total plan assets at beginning of year2024-01-01$4,557,726
Value of fidelity bond covering the plan2024-01-01$500,000
Other income received2024-01-01$546,913
Net income (gross income less expenses)2024-01-01$221,143
Net plan assets at end of year (total assets less liabilities)2024-01-01$4,778,869
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$4,557,726
Expenses. Administrative service providers (salaries,fees and commissions)2024-01-01$75
2023 : PERKINS CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2023 401k financial data
Total income from all sources2023-12-31$621,799
Expenses. Total of all expenses incurred2023-12-31$99,360
Benefits paid (including direct rollovers)2023-12-31$98,750
Total plan assets at end of year2023-12-31$4,557,726
Total plan assets at beginning of year2023-12-31$4,035,287
Value of fidelity bond covering the plan2023-12-31$500,000
Expenses. Other expenses not covered elsewhere2023-12-31$610
Other income received2023-12-31$621,799
Net income (gross income less expenses)2023-12-31$522,439
Net plan assets at end of year (total assets less liabilities)2023-12-31$4,557,726
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$4,035,287
2022 : PERKINS CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total income from all sources2022-12-31$-1,407,489
Expenses. Total of all expenses incurred2022-12-31$135,410
Total plan assets at end of year2022-12-31$4,035,287
Total plan assets at beginning of year2022-12-31$5,578,186
Value of fidelity bond covering the plan2022-12-31$500,000
Other income received2022-12-31$-1,407,489
Net income (gross income less expenses)2022-12-31$-1,542,899
Net plan assets at end of year (total assets less liabilities)2022-12-31$4,035,287
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$5,578,186
Value of certain deemed distributions of participant loans2022-12-31$135,000
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$410
2021 : PERKINS CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total income from all sources2021-12-31$20,262
Expenses. Total of all expenses incurred2021-12-31$130,160
Benefits paid (including direct rollovers)2021-12-31$130,051
Total plan assets at end of year2021-12-31$5,578,186
Total plan assets at beginning of year2021-12-31$5,688,084
Value of fidelity bond covering the plan2021-12-31$500,000
Other income received2021-12-31$20,262
Net income (gross income less expenses)2021-12-31$-109,898
Net plan assets at end of year (total assets less liabilities)2021-12-31$5,578,186
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$5,688,084
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$109
2020 : PERKINS CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total income from all sources2020-12-31$1,454,992
Expenses. Total of all expenses incurred2020-12-31$417,362
Benefits paid (including direct rollovers)2020-12-31$417,303
Total plan assets at end of year2020-12-31$5,688,084
Total plan assets at beginning of year2020-12-31$4,650,454
Value of fidelity bond covering the plan2020-12-31$500,000
Other income received2020-12-31$1,454,992
Net income (gross income less expenses)2020-12-31$1,037,630
Net plan assets at end of year (total assets less liabilities)2020-12-31$5,688,084
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,650,454
Assets. Value of participant loans2020-12-31$8,960
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$59
2019 : PERKINS CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources2019-12-31$558,016
Expenses. Total of all expenses incurred2019-12-31$579,322
Benefits paid (including direct rollovers)2019-12-31$579,260
Total plan assets at end of year2019-12-31$4,650,454
Total plan assets at beginning of year2019-12-31$4,671,760
Value of fidelity bond covering the plan2019-12-31$500,000
Expenses. Other expenses not covered elsewhere2019-12-31$62
Other income received2019-12-31$558,016
Net income (gross income less expenses)2019-12-31$-21,306
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,650,454
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$4,671,760
Assets. Value of participant loans2019-12-31$18,489
2018 : PERKINS CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources2018-12-31$128,258
Expenses. Total of all expenses incurred2018-12-31$150,058
Benefits paid (including direct rollovers)2018-12-31$150,000
Total plan assets at end of year2018-12-31$4,671,760
Total plan assets at beginning of year2018-12-31$4,693,560
Value of fidelity bond covering the plan2018-12-31$500,000
Other income received2018-12-31$128,258
Net income (gross income less expenses)2018-12-31$-21,800
Net plan assets at end of year (total assets less liabilities)2018-12-31$4,671,760
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,693,560
Assets. Value of participant loans2018-12-31$26,461
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$58
2017 : PERKINS CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources2017-12-31$650,664
Expenses. Total of all expenses incurred2017-12-31$127,536
Benefits paid (including direct rollovers)2017-12-31$127,436
Total plan assets at end of year2017-12-31$4,693,560
Total plan assets at beginning of year2017-12-31$4,170,432
Value of fidelity bond covering the plan2017-12-31$500,000
Expenses. Other expenses not covered elsewhere2017-12-31$100
Other income received2017-12-31$650,664
Net income (gross income less expenses)2017-12-31$523,128
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,693,560
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$4,170,432
Assets. Value of participant loans2017-12-31$18,973
2016 : PERKINS CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources2016-12-31$478,245
Expenses. Total of all expenses incurred2016-12-31$150,343
Benefits paid (including direct rollovers)2016-12-31$150,168
Total plan assets at end of year2016-12-31$4,170,432
Total plan assets at beginning of year2016-12-31$3,842,530
Value of fidelity bond covering the plan2016-12-31$500,000
Expenses. Other expenses not covered elsewhere2016-12-31$175
Other income received2016-12-31$478,245
Net income (gross income less expenses)2016-12-31$327,902
Net plan assets at end of year (total assets less liabilities)2016-12-31$4,170,432
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,842,530
Assets. Value of participant loans2016-12-31$27,489
2015 : PERKINS CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources2015-12-31$-296,615
Expenses. Total of all expenses incurred2015-12-31$143,205
Benefits paid (including direct rollovers)2015-12-31$142,840
Total plan assets at end of year2015-12-31$3,842,530
Total plan assets at beginning of year2015-12-31$4,282,350
Value of fidelity bond covering the plan2015-12-31$500,000
Expenses. Other expenses not covered elsewhere2015-12-31$365
Other income received2015-12-31$-296,615
Net income (gross income less expenses)2015-12-31$-439,820
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,842,530
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,282,350
Assets. Value of participant loans2015-12-31$39,357
2014 : PERKINS CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources2014-12-31$23,090
Expenses. Total of all expenses incurred2014-12-31$171,080
Benefits paid (including direct rollovers)2014-12-31$170,500
Total plan assets at end of year2014-12-31$4,282,350
Total plan assets at beginning of year2014-12-31$4,430,340
Value of fidelity bond covering the plan2014-12-31$500,000
Expenses. Other expenses not covered elsewhere2014-12-31$580
Other income received2014-12-31$23,090
Net income (gross income less expenses)2014-12-31$-147,990
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,282,350
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,430,340
Assets. Value of participant loans2014-12-31$66,661
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : PERKINS CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$1,015,742
Expenses. Total of all expenses incurred2013-12-31$366,190
Benefits paid (including direct rollovers)2013-12-31$366,190
Total plan assets at end of year2013-12-31$4,430,340
Total plan assets at beginning of year2013-12-31$3,780,788
Value of fidelity bond covering the plan2013-12-31$500,000
Other income received2013-12-31$1,015,742
Net income (gross income less expenses)2013-12-31$649,552
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,430,340
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,780,788
Assets. Value of participant loans2013-12-31$60,043
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : PERKINS CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$243,680
Expenses. Total of all expenses incurred2012-12-31$125,000
Benefits paid (including direct rollovers)2012-12-31$125,000
Total plan assets at end of year2012-12-31$3,780,788
Total plan assets at beginning of year2012-12-31$3,662,108
Value of fidelity bond covering the plan2012-12-31$500,000
Other income received2012-12-31$243,680
Net income (gross income less expenses)2012-12-31$118,680
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,780,788
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,662,108
Assets. Value of participant loans2012-12-31$111,476
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : PERKINS CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$53,282
Expenses. Total of all expenses incurred2011-12-31$150,000
Benefits paid (including direct rollovers)2011-12-31$150,000
Total plan assets at end of year2011-12-31$3,662,108
Total plan assets at beginning of year2011-12-31$3,758,826
Value of fidelity bond covering the plan2011-12-31$500,000
Other income received2011-12-31$53,282
Net income (gross income less expenses)2011-12-31$-96,718
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,662,108
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,758,826
Assets. Value of participant loans2011-12-31$83,493
2010 : PERKINS CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$549,171
Expenses. Total of all expenses incurred2010-12-31$90,000
Benefits paid (including direct rollovers)2010-12-31$90,000
Total plan assets at end of year2010-12-31$3,758,826
Total plan assets at beginning of year2010-12-31$3,299,655
Value of fidelity bond covering the plan2010-12-31$500,000
Other income received2010-12-31$549,171
Net income (gross income less expenses)2010-12-31$459,171
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,758,826
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,299,655
Assets. Value of participant loans2010-12-31$111,244

Form 5500 Responses for PERKINS CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST

2023: PERKINS CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PERKINS CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PERKINS CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PERKINS CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PERKINS CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PERKINS CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PERKINS CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PERKINS CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PERKINS CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PERKINS CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PERKINS CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PERKINS CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PERKINS CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PERKINS CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PERKINS CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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