PERDUE, RAYNE & WHITE P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PERDUE, RAYNE, DAVIS, & WHITE PA PROFIT SHARING PLAN
401k plan membership statisitcs for PERDUE, RAYNE, DAVIS, & WHITE PA PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2021: PERDUE, RAYNE, DAVIS, & WHITE PA PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-10-01 | 2 |
| Number of retired or separated participants receiving benefits | 2021-10-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2021-10-01 | 1 |
| Total of all active and inactive participants | 2021-10-01 | 2 |
| Total participants | 2021-10-01 | 2 |
| Number of participants with account balances | 2021-10-01 | 2 |
| 2020: PERDUE, RAYNE, DAVIS, & WHITE PA PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-10-01 | 2 |
| Number of retired or separated participants receiving benefits | 2020-10-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2020-10-01 | 1 |
| Total of all active and inactive participants | 2020-10-01 | 2 |
| Total participants | 2020-10-01 | 2 |
| Number of participants with account balances | 2020-10-01 | 2 |
| 2019: PERDUE, RAYNE, DAVIS, & WHITE PA PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-10-01 | 2 |
| Number of retired or separated participants receiving benefits | 2019-10-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2019-10-01 | 1 |
| Total of all active and inactive participants | 2019-10-01 | 2 |
| Total participants | 2019-10-01 | 2 |
| Number of participants with account balances | 2019-10-01 | 2 |
| 2018: PERDUE, RAYNE, DAVIS, & WHITE PA PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-10-01 | 2 |
| Number of retired or separated participants receiving benefits | 2018-10-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2018-10-01 | 1 |
| Total of all active and inactive participants | 2018-10-01 | 2 |
| Total participants | 2018-10-01 | 2 |
| 2017: PERDUE, RAYNE, DAVIS, & WHITE PA PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-10-01 | 2 |
| Number of retired or separated participants receiving benefits | 2017-10-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2017-10-01 | 1 |
| Total of all active and inactive participants | 2017-10-01 | 2 |
| Total participants | 2017-10-01 | 2 |
| 2016: PERDUE, RAYNE, DAVIS, & WHITE PA PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-10-01 | 2 |
| Number of retired or separated participants receiving benefits | 2016-10-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2016-10-01 | 2 |
| Total of all active and inactive participants | 2016-10-01 | 4 |
| Total participants | 2016-10-01 | 4 |
| 2015: PERDUE, RAYNE, DAVIS, & WHITE PA PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-10-01 | 2 |
| Number of retired or separated participants receiving benefits | 2015-10-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2015-10-01 | 2 |
| Total of all active and inactive participants | 2015-10-01 | 4 |
| Total participants | 2015-10-01 | 4 |
| 2014: PERDUE, RAYNE, DAVIS, & WHITE PA PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-10-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 2 |
| Total of all active and inactive participants | 2014-10-01 | 2 |
| Total participants | 2014-10-01 | 2 |
| Number of participants with account balances | 2014-10-01 | 2 |
| 2013: PERDUE, RAYNE, DAVIS, & WHITE PA PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-10-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 2 |
| Total of all active and inactive participants | 2013-10-01 | 2 |
| Total participants | 2013-10-01 | 2 |
| Number of participants with account balances | 2013-10-01 | 2 |
| 2012: PERDUE, RAYNE, DAVIS, & WHITE PA PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-10-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 2 |
| Total of all active and inactive participants | 2012-10-01 | 2 |
| Total participants | 2012-10-01 | 2 |
| Number of participants with account balances | 2012-10-01 | 2 |
| 2011: PERDUE, RAYNE, DAVIS, & WHITE PA PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-10-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 2 |
| Total of all active and inactive participants | 2011-10-01 | 2 |
| Total participants | 2011-10-01 | 2 |
| Number of participants with account balances | 2011-10-01 | 2 |
| 2009: PERDUE, RAYNE, DAVIS, & WHITE PA PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-10-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 1 |
| Total of all active and inactive participants | 2009-10-01 | 6 |
| Total participants | 2009-10-01 | 6 |
| Number of participants with account balances | 2009-10-01 | 3 |
| Measure | Date | Value |
|---|
| 2022 : PERDUE, RAYNE, DAVIS, & WHITE PA PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-09-30 | $-18,648 |
| Expenses. Total of all expenses incurred | 2022-09-30 | $43,139 |
| Benefits paid (including direct rollovers) | 2022-09-30 | $42,139 |
| Total plan assets at end of year | 2022-09-30 | $745,555 |
| Total plan assets at beginning of year | 2022-09-30 | $807,342 |
| Assets. Value of loans (other than to participants) | 2022-09-30 | $0 |
| Other income received | 2022-09-30 | $-18,648 |
| Net income (gross income less expenses) | 2022-09-30 | $-61,787 |
| Net plan assets at end of year (total assets less liabilities) | 2022-09-30 | $745,555 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-09-30 | $807,342 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-09-30 | $1,000 |
| 2021 : PERDUE, RAYNE, DAVIS, & WHITE PA PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-09-30 | $24,879 |
| Expenses. Total of all expenses incurred | 2021-09-30 | $150 |
| Total plan assets at end of year | 2021-09-30 | $807,342 |
| Total plan assets at beginning of year | 2021-09-30 | $782,613 |
| Assets. Value of loans (other than to participants) | 2021-09-30 | $74,599 |
| Other income received | 2021-09-30 | $24,879 |
| Net income (gross income less expenses) | 2021-09-30 | $24,729 |
| Net plan assets at end of year (total assets less liabilities) | 2021-09-30 | $807,342 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-09-30 | $782,613 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-09-30 | $150 |
| 2020 : PERDUE, RAYNE, DAVIS, & WHITE PA PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-09-30 | $-33,571 |
| Total income from all sources | 2020-09-30 | $39,063 |
| Expenses. Total of all expenses incurred | 2020-09-30 | $37,064 |
| Benefits paid (including direct rollovers) | 2020-09-30 | $36,680 |
| Total plan assets at end of year | 2020-09-30 | $782,613 |
| Total plan assets at beginning of year | 2020-09-30 | $814,185 |
| Assets. Value of loans (other than to participants) | 2020-09-30 | $78,549 |
| Other income received | 2020-09-30 | $39,063 |
| Net income (gross income less expenses) | 2020-09-30 | $1,999 |
| Net plan assets at end of year (total assets less liabilities) | 2020-09-30 | $782,613 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-09-30 | $814,185 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-09-30 | $384 |
| 2019 : PERDUE, RAYNE, DAVIS, & WHITE PA PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-09-30 | $18,791 |
| Expenses. Total of all expenses incurred | 2019-09-30 | $36,097 |
| Benefits paid (including direct rollovers) | 2019-09-30 | $35,929 |
| Total plan assets at end of year | 2019-09-30 | $814,185 |
| Total plan assets at beginning of year | 2019-09-30 | $831,491 |
| Assets. Value of loans (other than to participants) | 2019-09-30 | $248,108 |
| Other income received | 2019-09-30 | $18,791 |
| Net income (gross income less expenses) | 2019-09-30 | $-17,306 |
| Net plan assets at end of year (total assets less liabilities) | 2019-09-30 | $814,185 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-09-30 | $831,491 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-09-30 | $168 |
| 2018 : PERDUE, RAYNE, DAVIS, & WHITE PA PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-09-30 | $27,293 |
| Expenses. Total of all expenses incurred | 2018-09-30 | $35,545 |
| Benefits paid (including direct rollovers) | 2018-09-30 | $35,311 |
| Total plan assets at end of year | 2018-09-30 | $831,491 |
| Total plan assets at beginning of year | 2018-09-30 | $839,743 |
| Assets. Value of loans (other than to participants) | 2018-09-30 | $263,598 |
| Other income received | 2018-09-30 | $27,293 |
| Net income (gross income less expenses) | 2018-09-30 | $-8,252 |
| Net plan assets at end of year (total assets less liabilities) | 2018-09-30 | $831,491 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-09-30 | $839,743 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-09-30 | $234 |
| 2017 : PERDUE, RAYNE, DAVIS, & WHITE PA PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-09-30 | $22,161 |
| Expenses. Total of all expenses incurred | 2017-09-30 | $34,504 |
| Benefits paid (including direct rollovers) | 2017-09-30 | $34,500 |
| Total plan assets at end of year | 2017-09-30 | $839,743 |
| Total plan assets at beginning of year | 2017-09-30 | $852,086 |
| Assets. Value of loans (other than to participants) | 2017-09-30 | $283,196 |
| Other income received | 2017-09-30 | $22,161 |
| Net income (gross income less expenses) | 2017-09-30 | $-12,343 |
| Net plan assets at end of year (total assets less liabilities) | 2017-09-30 | $839,743 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-09-30 | $852,086 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-09-30 | $4 |
| 2016 : PERDUE, RAYNE, DAVIS, & WHITE PA PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-09-30 | $43,632 |
| Expenses. Total of all expenses incurred | 2016-09-30 | $33,877 |
| Benefits paid (including direct rollovers) | 2016-09-30 | $33,877 |
| Total plan assets at end of year | 2016-09-30 | $852,086 |
| Total plan assets at beginning of year | 2016-09-30 | $842,331 |
| Assets. Value of loans (other than to participants) | 2016-09-30 | $372,311 |
| Other income received | 2016-09-30 | $43,632 |
| Net income (gross income less expenses) | 2016-09-30 | $9,755 |
| Net plan assets at end of year (total assets less liabilities) | 2016-09-30 | $852,086 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-09-30 | $842,331 |
| 2015 : PERDUE, RAYNE, DAVIS, & WHITE PA PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-09-30 | $21,361 |
| Expenses. Total of all expenses incurred | 2015-09-30 | $33,389 |
| Benefits paid (including direct rollovers) | 2015-09-30 | $33,239 |
| Total plan assets at end of year | 2015-09-30 | $842,331 |
| Total plan assets at beginning of year | 2015-09-30 | $854,359 |
| Assets. Value of loans (other than to participants) | 2015-09-30 | $291,229 |
| Other income received | 2015-09-30 | $21,361 |
| Net income (gross income less expenses) | 2015-09-30 | $-12,028 |
| Net plan assets at end of year (total assets less liabilities) | 2015-09-30 | $842,331 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-09-30 | $854,359 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-09-30 | $150 |
| 2014 : PERDUE, RAYNE, DAVIS, & WHITE PA PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-09-30 | $30,653 |
| Expenses. Total of all expenses incurred | 2014-09-30 | $31,947 |
| Benefits paid (including direct rollovers) | 2014-09-30 | $31,947 |
| Total plan assets at end of year | 2014-09-30 | $854,359 |
| Total plan assets at beginning of year | 2014-09-30 | $855,653 |
| Value of fidelity bond covering the plan | 2014-09-30 | $500,000 |
| Assets. Value of loans (other than to participants) | 2014-09-30 | $349,660 |
| Other income received | 2014-09-30 | $30,653 |
| Net income (gross income less expenses) | 2014-09-30 | $-1,294 |
| Net plan assets at end of year (total assets less liabilities) | 2014-09-30 | $854,359 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-09-30 | $855,653 |
| 2013 : PERDUE, RAYNE, DAVIS, & WHITE PA PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-09-30 | $21,042 |
| Expenses. Total of all expenses incurred | 2013-09-30 | $30,846 |
| Benefits paid (including direct rollovers) | 2013-09-30 | $30,846 |
| Total plan assets at end of year | 2013-09-30 | $855,653 |
| Total plan assets at beginning of year | 2013-09-30 | $865,457 |
| Value of fidelity bond covering the plan | 2013-09-30 | $500,000 |
| Assets. Value of loans (other than to participants) | 2013-09-30 | $415,241 |
| Other income received | 2013-09-30 | $21,042 |
| Net income (gross income less expenses) | 2013-09-30 | $-9,804 |
| Net plan assets at end of year (total assets less liabilities) | 2013-09-30 | $855,653 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-09-30 | $865,457 |
| 2012 : PERDUE, RAYNE, DAVIS, & WHITE PA PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-09-30 | $26,636 |
| Expenses. Total of all expenses incurred | 2012-09-30 | $54,515 |
| Benefits paid (including direct rollovers) | 2012-09-30 | $54,509 |
| Total plan assets at end of year | 2012-09-30 | $865,457 |
| Total plan assets at beginning of year | 2012-09-30 | $893,336 |
| Value of fidelity bond covering the plan | 2012-09-30 | $500,000 |
| Assets. Value of loans (other than to participants) | 2012-09-30 | $446,557 |
| Other income received | 2012-09-30 | $26,636 |
| Net income (gross income less expenses) | 2012-09-30 | $-27,879 |
| Net plan assets at end of year (total assets less liabilities) | 2012-09-30 | $865,457 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-09-30 | $893,336 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-09-30 | $6 |
| 2011 : PERDUE, RAYNE, DAVIS, & WHITE PA PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-09-30 | $84,583 |
| Expenses. Total of all expenses incurred | 2011-09-30 | $489,005 |
| Benefits paid (including direct rollovers) | 2011-09-30 | $488,960 |
| Total plan assets at end of year | 2011-09-30 | $893,336 |
| Total plan assets at beginning of year | 2011-09-30 | $1,297,758 |
| Value of fidelity bond covering the plan | 2011-09-30 | $500,000 |
| Assets. Value of loans (other than to participants) | 2011-09-30 | $451,385 |
| Other income received | 2011-09-30 | $84,583 |
| Net income (gross income less expenses) | 2011-09-30 | $-404,422 |
| Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $893,336 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $1,297,758 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-09-30 | $45 |
| 2021: PERDUE, RAYNE, DAVIS, & WHITE PA PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-10-01 | Type of plan entity | Single employer plan |
| 2021-10-01 | Plan funding arrangement – Trust | Yes |
| 2021-10-01 | Plan benefit arrangement - Trust | Yes |
| 2020: PERDUE, RAYNE, DAVIS, & WHITE PA PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-10-01 | Type of plan entity | Single employer plan |
| 2020-10-01 | Plan funding arrangement – Trust | Yes |
| 2020-10-01 | Plan benefit arrangement - Trust | Yes |
| 2019: PERDUE, RAYNE, DAVIS, & WHITE PA PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-10-01 | Type of plan entity | Single employer plan |
| 2019-10-01 | Plan funding arrangement – Trust | Yes |
| 2019-10-01 | Plan benefit arrangement - Trust | Yes |
| 2018: PERDUE, RAYNE, DAVIS, & WHITE PA PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-10-01 | Type of plan entity | Single employer plan |
| 2018-10-01 | Plan funding arrangement – Trust | Yes |
| 2018-10-01 | Plan benefit arrangement - Trust | Yes |
| 2017: PERDUE, RAYNE, DAVIS, & WHITE PA PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-10-01 | Type of plan entity | Single employer plan |
| 2017-10-01 | Plan funding arrangement – Trust | Yes |
| 2017-10-01 | Plan benefit arrangement - Trust | Yes |
| 2016: PERDUE, RAYNE, DAVIS, & WHITE PA PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-10-01 | Type of plan entity | Single employer plan |
| 2016-10-01 | Plan funding arrangement – Trust | Yes |
| 2016-10-01 | Plan benefit arrangement - Trust | Yes |
| 2015: PERDUE, RAYNE, DAVIS, & WHITE PA PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-10-01 | Type of plan entity | Single employer plan |
| 2015-10-01 | Plan funding arrangement – Trust | Yes |
| 2015-10-01 | Plan benefit arrangement - Trust | Yes |
| 2014: PERDUE, RAYNE, DAVIS, & WHITE PA PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-10-01 | Type of plan entity | Single employer plan |
| 2014-10-01 | Plan funding arrangement – Trust | Yes |
| 2014-10-01 | Plan benefit arrangement - Trust | Yes |
| 2013: PERDUE, RAYNE, DAVIS, & WHITE PA PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-10-01 | Type of plan entity | Single employer plan |
| 2013-10-01 | Plan funding arrangement – Trust | Yes |
| 2013-10-01 | Plan benefit arrangement - Trust | Yes |
| 2012: PERDUE, RAYNE, DAVIS, & WHITE PA PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-10-01 | Type of plan entity | Single employer plan |
| 2012-10-01 | Plan funding arrangement – Trust | Yes |
| 2012-10-01 | Plan benefit arrangement - Trust | Yes |
| 2011: PERDUE, RAYNE, DAVIS, & WHITE PA PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-10-01 | Type of plan entity | Single employer plan |
| 2011-10-01 | Plan funding arrangement – Trust | Yes |
| 2011-10-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PERDUE, RAYNE, DAVIS, & WHITE PA PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-10-01 | Type of plan entity | Single employer plan |
| 2009-10-01 | This submission is the final filing | No |
| 2009-10-01 | Plan funding arrangement – Trust | Yes |
| 2009-10-01 | Plan benefit arrangement - Trust | Yes |
| 2008: PERDUE, RAYNE, DAVIS, & WHITE PA PROFIT SHARING PLAN 2008 form 5500 responses |
|---|
| 2008-10-01 | Type of plan entity | Single employer plan |
| 2008-10-01 | Submission has been amended | No |
| 2008-10-01 | This submission is the final filing | No |
| 2008-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-10-01 | Plan is a collectively bargained plan | No |
