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PERCIVAL FINANCIAL PARTNERS IN 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NamePERCIVAL FINANCIAL PARTNERS IN 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

PERCIVAL FINANCIAL PARTNERS IN 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined 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.
  • 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

PERCIVAL FINANCIAL PARTNERS IN has sponsored the creation of one or more 401k plans.

Company Name:PERCIVAL FINANCIAL PARTNERS IN
Employer identification number (EIN):521992200
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERCIVAL FINANCIAL PARTNERS IN 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KENNETH P TAYLOR2024-06-24
0012022-01-01KENNETH TAYLOR2023-09-07
0012021-01-01KENNETH P TAYLOR2022-06-15
0012020-01-01KENNETH P TAYLOR2021-07-14
0012019-01-01KENNETH TAYLOR2020-06-03
0012018-01-01KENNETH P TAYLOR2019-04-08
0012017-01-01KENNETH TAYLOR2018-05-02
0012016-01-01KENNETH P TAYLOR, SR.2017-05-01
0012015-01-01KENNETH TAYLOR,SR.2016-06-29
0012014-01-01KENNETH P TAYLOR2015-05-21
0012013-01-01KENNETH P TAYLOR2014-06-12
0012012-01-01PERCIVAL FINANCIAL PARTNERS IN2013-07-05
0012011-01-01PERCIVAL FINANCIAL PARTNERS IN2012-06-21
0012010-01-01PERCIVAL FINANCIAL PARTNERS2011-06-01

Financial Data on PERCIVAL FINANCIAL PARTNERS IN 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : PERCIVAL FINANCIAL PARTNERS IN 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-140
Total liabilities as of the end of the plan year2025-10-140
Total liabilities as of the beginning of the plan year2025-10-140
Total expenses incurred by plan in this plan year2025-10-14136277
Net assets as of the end of the plan year2025-10-14461436
Total assets as of the beginning of the plan year2025-10-14492960
Value of plan covered by a fidelity bond2025-10-1449296
Participant contributions to plan in this plan year2025-10-147465
Value of participant loans at end of plan year2025-10-146079
Other expenses paid from plan in this plan year2025-10-140
Other contributions to plan in this plan year2025-10-140
Other income to plan in this plan year2025-10-1497288
Plan net income in this plan year2025-10-14-31524
Net assets as of the end of the plan year2025-10-14461436
Net assets as of the beginning of the plan year2025-10-14492960
Employer contributions to plan in this plan year2025-10-140
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-142382
2024 : PERCIVAL FINANCIAL PARTNERS IN 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-240
Total liabilities as of the end of the plan year2024-06-240
Total liabilities as of the beginning of the plan year2024-06-240
Total expenses incurred by plan in this plan year2024-06-2412682
Net assets as of the end of the plan year2024-06-24492960
Total assets as of the beginning of the plan year2024-06-24403773
Value of plan covered by a fidelity bond2024-06-2440377
Participant contributions to plan in this plan year2024-06-242079
Value of participant loans at end of plan year2024-06-2419794
Other expenses paid from plan in this plan year2024-06-240
Other contributions to plan in this plan year2024-06-240
Other income to plan in this plan year2024-06-2499790
Plan net income in this plan year2024-06-2489187
Net assets as of the end of the plan year2024-06-24492960
Net assets as of the beginning of the plan year2024-06-24403773
Employer contributions to plan in this plan year2024-06-240
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-242452
2022 : PERCIVAL FINANCIAL PARTNERS IN 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-150
Total liabilities as of the end of the plan year2022-06-150
Total liabilities as of the beginning of the plan year2022-06-150
Total expenses incurred by plan in this plan year2022-06-157680
Net assets as of the end of the plan year2022-06-15490455
Total assets as of the beginning of the plan year2022-06-15426165
Value of plan covered by a fidelity bond2022-06-1542617
Participant contributions to plan in this plan year2022-06-1512867
Value of participant loans at end of plan year2022-06-1549010
Other expenses paid from plan in this plan year2022-06-150
Other contributions to plan in this plan year2022-06-150
Other income to plan in this plan year2022-06-1549817
Plan net income in this plan year2022-06-1564290
Net assets as of the end of the plan year2022-06-15490455
Net assets as of the beginning of the plan year2022-06-15426165
Employer contributions to plan in this plan year2022-06-159286
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-152300

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