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PERRY, BUNCH & JOHNSTON, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePERRY, BUNCH & JOHNSTON, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

PERRY, BUNCH & JOHNSTON, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

PERRY, BUNCH & JOHNSTON, INC. has sponsored the creation of one or more 401k plans.

Company Name:PERRY, BUNCH & JOHNSTON, INC.
Employer identification number (EIN):461606272
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERRY, BUNCH & JOHNSTON, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01LESLIE COCHRAN2022-07-28
0012020-01-01LESLIE COCHRAN2021-10-12
0012019-01-01GARY BUNCH2020-08-25
0012018-01-01GARY BUNCH2019-10-11
0012018-01-01GARY BUNCH2019-12-02
0012017-01-01GARY BUNCH2018-07-26
0012016-01-01GARY BUNCH2017-07-17
0012015-01-01GARY BUNCH2016-07-28
0012014-01-01GARY BUNCH2015-09-14

Financial Data on PERRY, BUNCH & JOHNSTON, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : PERRY, BUNCH & JOHNSTON, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-04-250
Total liabilities as of the beginning of the plan year2025-04-250
Total expenses incurred by plan in this plan year2025-04-25117358
Net assets as of the end of the plan year2025-04-254851119
Total assets as of the beginning of the plan year2025-04-254209268
Value of plan covered by a fidelity bond2025-04-25460000
Participant contributions to plan in this plan year2025-04-25134781
Value of participant loans at end of plan year2025-04-2547761
Other income to plan in this plan year2025-04-25539187
Plan net income in this plan year2025-04-25641851
Net assets as of the end of the plan year2025-04-254851119
Net assets as of the beginning of the plan year2025-04-254209268
Employer contributions to plan in this plan year2025-04-2585241
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-251680
2024 : PERRY, BUNCH & JOHNSTON, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-05-160
Total liabilities as of the beginning of the plan year2024-05-160
Total expenses incurred by plan in this plan year2024-05-16145930
Net assets as of the end of the plan year2024-05-164209268
Total assets as of the beginning of the plan year2024-05-163494629
Value of plan covered by a fidelity bond2024-05-16460000
Participant contributions to plan in this plan year2024-05-16172202
Value of participant loans at end of plan year2024-05-160
Other income to plan in this plan year2024-05-16619824
Plan net income in this plan year2024-05-16714639
Net assets as of the end of the plan year2024-05-164209268
Net assets as of the beginning of the plan year2024-05-163494629
Employer contributions to plan in this plan year2024-05-1668543
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-16-2171
2022 : PERRY, BUNCH & JOHNSTON, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-2843062
Net assets as of the end of the plan year2022-07-284523710
Total assets as of the beginning of the plan year2022-07-283812811
Value of plan covered by a fidelity bond2022-07-2820000
Participant contributions to plan in this plan year2022-07-28149274
Value of participant loans at end of plan year2022-07-2834767
Other income to plan in this plan year2022-07-28508076
Plan net income in this plan year2022-07-28710899
Net assets as of the end of the plan year2022-07-284523710
Net assets as of the beginning of the plan year2022-07-283812811
Employer contributions to plan in this plan year2022-07-2896611
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-2819145

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