PERRY INSURE & ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PERRY INSURE & ASSOCIATES, LLC MCF BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2025 : PERRY INSURE & ASSOCIATES, LLC MCF BENEFIT PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-09-29 | 3018 |
| Total liabilities as of the beginning of the plan year | 2025-09-29 | 1835 |
| Total expenses incurred by plan in this plan year | 2025-09-29 | 95593 |
| Net assets as of the end of the plan year | 2025-09-29 | 4189 |
| Total assets as of the beginning of the plan year | 2025-09-29 | 2577 |
| Value of plan covered by a fidelity bond | 2025-09-29 | 5000000 |
| Participant contributions to plan in this plan year | 2025-09-29 | 19125 |
| Other expenses paid from plan in this plan year | 2025-09-29 | 0 |
| Other contributions to plan in this plan year | 2025-09-29 | 0 |
| Other income to plan in this plan year | 2025-09-29 | 394 |
| Plan net income in this plan year | 2025-09-29 | 429 |
| Net assets as of the end of the plan year | 2025-09-29 | 1171 |
| Net assets as of the beginning of the plan year | 2025-09-29 | 742 |
| Employer contributions to plan in this plan year | 2025-09-29 | 76503 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-29 | 7683 |
| 2024 : PERRY INSURE & ASSOCIATES, LLC MCF BENEFIT PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-09-25 | 1835 |
| Total liabilities as of the beginning of the plan year | 2024-09-25 | 879 |
| Total expenses incurred by plan in this plan year | 2024-09-25 | 71483 |
| Net assets as of the end of the plan year | 2024-09-25 | 2577 |
| Total assets as of the beginning of the plan year | 2024-09-25 | 1330 |
| Value of plan covered by a fidelity bond | 2024-09-25 | 500000 |
| Participant contributions to plan in this plan year | 2024-09-25 | 14293 |
| Other expenses paid from plan in this plan year | 2024-09-25 | 0 |
| Other contributions to plan in this plan year | 2024-09-25 | 0 |
| Other income to plan in this plan year | 2024-09-25 | 307 |
| Plan net income in this plan year | 2024-09-25 | 291 |
| Net assets as of the end of the plan year | 2024-09-25 | 742 |
| Net assets as of the beginning of the plan year | 2024-09-25 | 451 |
| Employer contributions to plan in this plan year | 2024-09-25 | 57174 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-25 | 7015 |
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