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PERRY & ASSOCIATES 401(K) RETIREMENT SAVINGS PLAN AND TRUST 401k Plan overview

Plan NamePERRY & ASSOCIATES 401(K) RETIREMENT SAVINGS PLAN AND TRUST
Plan identification number 001

PERRY & ASSOCIATES 401(K) RETIREMENT SAVINGS PLAN AND TRUST 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.
  • 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 & ASSOCIATES, C.P.A.'S A.C. has sponsored the creation of one or more 401k plans.

Company Name:PERRY & ASSOCIATES, C.P.A.'S A.C.
Employer identification number (EIN):550771624
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERRY & ASSOCIATES 401(K) RETIREMENT SAVINGS PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01SCOTT WOODS2021-09-23 SCOTT WOODS2021-09-23
0012019-01-01SCOTT WOODS2020-10-12 SCOTT WOODS2020-10-12
0012018-01-01SCOTT WOODS2019-10-08 SCOTT WOODS2019-10-08
0012017-01-01SCOTT WOODS2018-10-09 SCOTT WOODS2018-10-09
0012016-01-01DEPUY, JEFFREY2017-10-10 DEPUY, JEFFREY2017-10-10
0012015-01-01JEFFREY E. DEPUY2016-10-12 JEFFREY E. DEPUY2016-10-12
0012014-01-01JEFFREY E DEPUY2015-10-02 JEFFREY E DEPUY2015-10-02
0012013-01-01JEFFREY E DEPUY2014-10-08 JEFFREY E DEPUY2014-10-08
0012012-01-01JEFFREY DEPUY2013-10-09 JEFFREY DEPUY2013-10-09
0012011-01-01JEFFREY DEPUY2012-10-15

Financial Data on PERRY & ASSOCIATES 401(K) RETIREMENT SAVINGS PLAN AND TRUST

Measure Date Value
2025 : PERRY & ASSOCIATES 401(K) RETIREMENT SAVINGS PLAN AND TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-07692786
Net assets as of the end of the plan year2025-10-076746333
Total assets as of the beginning of the plan year2025-10-076010627
Value of plan covered by a fidelity bond2025-10-07600000
Participant contributions to plan in this plan year2025-10-07319460
Value of participant loans at end of plan year2025-10-0732010
Other contributions to plan in this plan year2025-10-0727133
Other income to plan in this plan year2025-10-07923379
Plan net income in this plan year2025-10-07735706
Net assets as of the end of the plan year2025-10-076746333
Net assets as of the beginning of the plan year2025-10-076010627
Employer contributions to plan in this plan year2025-10-07158520
Fees paid to broker by Benefit Provider2025-10-07370
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0728654
2024 : PERRY & ASSOCIATES 401(K) RETIREMENT SAVINGS PLAN AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-032612318
Net assets as of the end of the plan year2024-10-036010627
Total assets as of the beginning of the plan year2024-10-036937738
Value of plan covered by a fidelity bond2024-10-03600000
Participant contributions to plan in this plan year2024-10-03348543
Value of participant loans at end of plan year2024-10-0344646
Other contributions to plan in this plan year2024-10-0362365
Other income to plan in this plan year2024-10-031017431
Plan net income in this plan year2024-10-03-927111
Net assets as of the end of the plan year2024-10-036010627
Net assets as of the beginning of the plan year2024-10-036937738
Employer contributions to plan in this plan year2024-10-03256868
Fees paid to broker by Benefit Provider2024-10-03734
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0327259

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