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PERENICH, CAULFIELD, AVRIL & NOYES, P. A. PROFIT SHARING PLAN 401k Plan overview

Plan NamePERENICH, CAULFIELD, AVRIL & NOYES, P. A. PROFIT SHARING PLAN
Plan identification number 001

PERENICH, CAULFIELD, AVRIL & NOYES, P. A. 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

PERENICH, CAULFIELD, AVRIL & NOYES, P.A. has sponsored the creation of one or more 401k plans.

Company Name:PERENICH, CAULFIELD, AVRIL & NOYES, P.A.
Employer identification number (EIN):591279722
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about PERENICH, CAULFIELD, AVRIL & NOYES, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1969-12-31
Company Identification Number: 601846
Legal Registered Office Address: 1875 N. BELCHER RD STE 201

CLEARWATER

33765

More information about PERENICH, CAULFIELD, AVRIL & NOYES, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERENICH, CAULFIELD, AVRIL & NOYES, P. A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-11-01MARK H. PERENICH
0012022-11-01
0012022-11-01MARK H. PERENICH
0012021-11-01
0012021-11-01MARK H. PERENICH
0012020-11-01
0012019-11-01
0012018-11-01
0012017-11-01
0012016-11-01MARK H. PERENICH MARK H. PERENICH2018-05-15
0012015-11-01MARK H. PERENICH
0012014-11-01MARK H. PERENICH
0012013-11-01MARK H. PERENICH
0012012-11-01MARK H. PERENICH
0012011-11-01MARK H. PERENICH

Financial Data on PERENICH, CAULFIELD, AVRIL & NOYES, P. A. PROFIT SHARING PLAN

Measure Date Value
2023 : PERENICH, CAULFIELD, AVRIL & NOYES, P. A. PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at end of year2023-10-31$0
Total plan liabilities at beginning of year2023-10-31$0
Total income from all sources2023-10-31$768,536
Expenses. Total of all expenses incurred2023-10-31$261,568
Benefits paid (including direct rollovers)2023-10-31$187,923
Total plan assets at end of year2023-10-31$12,724,416
Total plan assets at beginning of year2023-10-31$12,217,448
Value of fidelity bond covering the plan2023-10-31$700,000
Total contributions received or receivable from participants2023-10-31$0
Contributions received from other sources (not participants or employers)2023-10-31$0
Other income received2023-10-31$491,954
Noncash contributions received2023-10-31$0
Net income (gross income less expenses)2023-10-31$506,968
Net plan assets at end of year (total assets less liabilities)2023-10-31$12,724,416
Net plan assets at beginning of year (total assets less liabilities)2023-10-31$12,217,448
Assets. Value of real-estate (other than employer real property)2023-10-31$14,000
Total contributions received or receivable from employer(s)2023-10-31$276,582
Value of certain deemed distributions of participant loans2023-10-31$0
Value of corrective distributions2023-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-10-31$73,645
2022 : PERENICH, CAULFIELD, AVRIL & NOYES, P. A. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-10-31$-1,544,809
Expenses. Total of all expenses incurred2022-10-31$195,632
Benefits paid (including direct rollovers)2022-10-31$119,607
Total plan assets at end of year2022-10-31$12,217,448
Total plan assets at beginning of year2022-10-31$13,957,889
Value of fidelity bond covering the plan2022-10-31$700,000
Total contributions received or receivable from participants2022-10-31$0
Expenses. Other expenses not covered elsewhere2022-10-31$76,025
Contributions received from other sources (not participants or employers)2022-10-31$0
Other income received2022-10-31$-1,817,213
Noncash contributions received2022-10-31$0
Net income (gross income less expenses)2022-10-31$-1,740,441
Net plan assets at end of year (total assets less liabilities)2022-10-31$12,217,448
Net plan assets at beginning of year (total assets less liabilities)2022-10-31$13,957,889
Assets. Value of real-estate (other than employer real property)2022-10-31$14,000
Total contributions received or receivable from employer(s)2022-10-31$272,404
2021 : PERENICH, CAULFIELD, AVRIL & NOYES, P. A. PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year2021-10-31$0
Total plan liabilities at beginning of year2021-10-31$0
Total income from all sources2021-10-31$3,288,512
Expenses. Total of all expenses incurred2021-10-31$237,382
Benefits paid (including direct rollovers)2021-10-31$137,221
Total plan assets at end of year2021-10-31$13,957,889
Total plan assets at beginning of year2021-10-31$10,906,759
Value of fidelity bond covering the plan2021-10-31$700,000
Total contributions received or receivable from participants2021-10-31$0
Expenses. Other expenses not covered elsewhere2021-10-31$0
Contributions received from other sources (not participants or employers)2021-10-31$0
Other income received2021-10-31$3,027,295
Noncash contributions received2021-10-31$0
Net income (gross income less expenses)2021-10-31$3,051,130
Net plan assets at end of year (total assets less liabilities)2021-10-31$13,957,889
Net plan assets at beginning of year (total assets less liabilities)2021-10-31$10,906,759
Assets. Value of real-estate (other than employer real property)2021-10-31$13,500
Total contributions received or receivable from employer(s)2021-10-31$261,217
Value of certain deemed distributions of participant loans2021-10-31$0
Value of corrective distributions2021-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-10-31$100,161
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-10-31$0
2020 : PERENICH, CAULFIELD, AVRIL & NOYES, P. A. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-10-31$979,984
Expenses. Total of all expenses incurred2020-10-31$925,976
Benefits paid (including direct rollovers)2020-10-31$868,835
Total plan assets at end of year2020-10-31$10,906,759
Total plan assets at beginning of year2020-10-31$10,852,751
Value of fidelity bond covering the plan2020-10-31$700,000
Other income received2020-10-31$712,045
Net income (gross income less expenses)2020-10-31$54,008
Net plan assets at end of year (total assets less liabilities)2020-10-31$10,906,759
Net plan assets at beginning of year (total assets less liabilities)2020-10-31$10,852,751
Assets. Value of real-estate (other than employer real property)2020-10-31$38,400
Total contributions received or receivable from employer(s)2020-10-31$267,939
Expenses. Administrative service providers (salaries,fees and commissions)2020-10-31$57,141
2019 : PERENICH, CAULFIELD, AVRIL & NOYES, P. A. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-10-31$1,310,663
Expenses. Total of all expenses incurred2019-10-31$196,318
Benefits paid (including direct rollovers)2019-10-31$143,017
Total plan assets at end of year2019-10-31$10,852,751
Total plan assets at beginning of year2019-10-31$9,738,406
Value of fidelity bond covering the plan2019-10-31$700,000
Other income received2019-10-31$1,031,039
Net income (gross income less expenses)2019-10-31$1,114,345
Net plan assets at end of year (total assets less liabilities)2019-10-31$10,852,751
Net plan assets at beginning of year (total assets less liabilities)2019-10-31$9,738,406
Assets. Value of real-estate (other than employer real property)2019-10-31$31,300
Total contributions received or receivable from employer(s)2019-10-31$279,624
Expenses. Administrative service providers (salaries,fees and commissions)2019-10-31$53,301
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-10-31$0
2018 : PERENICH, CAULFIELD, AVRIL & NOYES, P. A. PROFIT SHARING PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-10-31$0
2017 : PERENICH, CAULFIELD, AVRIL & NOYES, P. A. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-10-31$1,565,223
Expenses. Total of all expenses incurred2017-10-31$667,549
Benefits paid (including direct rollovers)2017-10-31$610,963
Total plan assets at end of year2017-10-31$9,533,283
Total plan assets at beginning of year2017-10-31$8,635,609
Value of fidelity bond covering the plan2017-10-31$750,000
Other income received2017-10-31$1,310,173
Net income (gross income less expenses)2017-10-31$897,674
Net plan assets at end of year (total assets less liabilities)2017-10-31$9,533,283
Net plan assets at beginning of year (total assets less liabilities)2017-10-31$8,635,609
Assets. Value of real-estate (other than employer real property)2017-10-31$33,000
Total contributions received or receivable from employer(s)2017-10-31$255,050
Expenses. Administrative service providers (salaries,fees and commissions)2017-10-31$56,586
2016 : PERENICH, CAULFIELD, AVRIL & NOYES, P. A. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-10-31$470,474
Expenses. Total of all expenses incurred2016-10-31$53,646
Total plan assets at end of year2016-10-31$8,635,609
Total plan assets at beginning of year2016-10-31$8,218,781
Value of fidelity bond covering the plan2016-10-31$750,000
Expenses. Other expenses not covered elsewhere2016-10-31$53,646
Other income received2016-10-31$217,340
Net income (gross income less expenses)2016-10-31$416,828
Net plan assets at end of year (total assets less liabilities)2016-10-31$8,635,609
Net plan assets at beginning of year (total assets less liabilities)2016-10-31$8,218,781
Assets. Value of real-estate (other than employer real property)2016-10-31$21,100
Total contributions received or receivable from employer(s)2016-10-31$253,134
2015 : PERENICH, CAULFIELD, AVRIL & NOYES, P. A. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-10-31$571,500
Expenses. Total of all expenses incurred2015-10-31$69,205
Benefits paid (including direct rollovers)2015-10-31$14,327
Total plan assets at end of year2015-10-31$8,218,781
Total plan assets at beginning of year2015-10-31$7,716,486
Value of fidelity bond covering the plan2015-10-31$750,000
Other income received2015-10-31$332,704
Net income (gross income less expenses)2015-10-31$502,295
Net plan assets at end of year (total assets less liabilities)2015-10-31$8,218,781
Net plan assets at beginning of year (total assets less liabilities)2015-10-31$7,716,486
Assets. Value of real-estate (other than employer real property)2015-10-31$20,700
Total contributions received or receivable from employer(s)2015-10-31$238,796
Expenses. Administrative service providers (salaries,fees and commissions)2015-10-31$54,878
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-10-31$0
2014 : PERENICH, CAULFIELD, AVRIL & NOYES, P. A. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-10-31$822,172
Expenses. Total of all expenses incurred2014-10-31$2,276,772
Benefits paid (including direct rollovers)2014-10-31$2,211,082
Total plan assets at end of year2014-10-31$7,716,486
Total plan assets at beginning of year2014-10-31$9,171,086
Value of fidelity bond covering the plan2014-10-31$750,000
Other income received2014-10-31$590,702
Net income (gross income less expenses)2014-10-31$-1,454,600
Net plan assets at end of year (total assets less liabilities)2014-10-31$7,716,486
Net plan assets at beginning of year (total assets less liabilities)2014-10-31$9,171,086
Assets. Value of real-estate (other than employer real property)2014-10-31$23,200
Total contributions received or receivable from employer(s)2014-10-31$231,470
Expenses. Administrative service providers (salaries,fees and commissions)2014-10-31$65,690
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-10-31$17,500
2013 : PERENICH, CAULFIELD, AVRIL & NOYES, P. A. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-10-31$1,645,993
Expenses. Total of all expenses incurred2013-10-31$662,557
Benefits paid (including direct rollovers)2013-10-31$595,161
Total plan assets at end of year2013-10-31$9,171,086
Total plan assets at beginning of year2013-10-31$8,187,650
Value of fidelity bond covering the plan2013-10-31$750,000
Other income received2013-10-31$1,430,821
Net income (gross income less expenses)2013-10-31$983,436
Net plan assets at end of year (total assets less liabilities)2013-10-31$9,171,086
Net plan assets at beginning of year (total assets less liabilities)2013-10-31$8,187,650
Assets. Value of real-estate (other than employer real property)2013-10-31$49,700
Total contributions received or receivable from employer(s)2013-10-31$215,172
Expenses. Administrative service providers (salaries,fees and commissions)2013-10-31$67,396
2012 : PERENICH, CAULFIELD, AVRIL & NOYES, P. A. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-10-31$780,441
Expenses. Total of all expenses incurred2012-10-31$264,398
Benefits paid (including direct rollovers)2012-10-31$200,000
Total plan assets at end of year2012-10-31$8,187,650
Total plan assets at beginning of year2012-10-31$7,671,607
Value of fidelity bond covering the plan2012-10-31$750,000
Other income received2012-10-31$549,209
Net income (gross income less expenses)2012-10-31$516,043
Net plan assets at end of year (total assets less liabilities)2012-10-31$8,187,650
Net plan assets at beginning of year (total assets less liabilities)2012-10-31$7,671,607
Assets. Value of real-estate (other than employer real property)2012-10-31$58,500
Total contributions received or receivable from employer(s)2012-10-31$231,232
Expenses. Administrative service providers (salaries,fees and commissions)2012-10-31$64,398
2011 : PERENICH, CAULFIELD, AVRIL & NOYES, P. A. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-10-31$435,649
Expenses. Total of all expenses incurred2011-10-31$319,662
Benefits paid (including direct rollovers)2011-10-31$254,411
Total plan assets at end of year2011-10-31$7,671,607
Total plan assets at beginning of year2011-10-31$7,555,620
Value of fidelity bond covering the plan2011-10-31$700,000
Other income received2011-10-31$164,377
Net income (gross income less expenses)2011-10-31$115,987
Net plan assets at end of year (total assets less liabilities)2011-10-31$7,671,607
Net plan assets at beginning of year (total assets less liabilities)2011-10-31$7,555,620
Assets. Value of real-estate (other than employer real property)2011-10-31$54,500
Total contributions received or receivable from employer(s)2011-10-31$271,272
Expenses. Administrative service providers (salaries,fees and commissions)2011-10-31$65,251
2010 : PERENICH, CAULFIELD, AVRIL & NOYES, P. A. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-10-31$1,149,549
Expenses. Total of all expenses incurred2010-10-31$121,301
Benefits paid (including direct rollovers)2010-10-31$51,607
Total plan assets at end of year2010-10-31$7,555,620
Total plan assets at beginning of year2010-10-31$6,527,372
Value of fidelity bond covering the plan2010-10-31$700,000
Other income received2010-10-31$891,894
Net income (gross income less expenses)2010-10-31$1,028,248
Net plan assets at end of year (total assets less liabilities)2010-10-31$7,555,620
Net plan assets at beginning of year (total assets less liabilities)2010-10-31$6,527,372
Assets. Value of real-estate (other than employer real property)2010-10-31$71,500
Total contributions received or receivable from employer(s)2010-10-31$257,655
Expenses. Administrative service providers (salaries,fees and commissions)2010-10-31$69,694

Form 5500 Responses for PERENICH, CAULFIELD, AVRIL & NOYES, P. A. PROFIT SHARING PLAN

2022: PERENICH, CAULFIELD, AVRIL & NOYES, P. A. PROFIT SHARING PLAN 2022 form 5500 responses
2022-11-01Type of plan entitySingle employer plan
2022-11-01Submission has been amendedNo
2022-11-01This submission is the final filingNo
2022-11-01This return/report is a short plan year return/report (less than 12 months)No
2022-11-01Plan is a collectively bargained planNo
2022-11-01Plan funding arrangement – TrustYes
2022-11-01Plan benefit arrangement - TrustYes
2021: PERENICH, CAULFIELD, AVRIL & NOYES, P. A. PROFIT SHARING PLAN 2021 form 5500 responses
2021-11-01Type of plan entitySingle employer plan
2021-11-01Submission has been amendedNo
2021-11-01This submission is the final filingNo
2021-11-01This return/report is a short plan year return/report (less than 12 months)No
2021-11-01Plan is a collectively bargained planNo
2021-11-01Plan funding arrangement – TrustYes
2021-11-01Plan benefit arrangement - TrustYes
2020: PERENICH, CAULFIELD, AVRIL & NOYES, P. A. PROFIT SHARING PLAN 2020 form 5500 responses
2020-11-01Type of plan entitySingle employer plan
2020-11-01Submission has been amendedNo
2020-11-01This submission is the final filingNo
2020-11-01This return/report is a short plan year return/report (less than 12 months)No
2020-11-01Plan is a collectively bargained planNo
2020-11-01Plan funding arrangement – TrustYes
2020-11-01Plan benefit arrangement - TrustYes
2019: PERENICH, CAULFIELD, AVRIL & NOYES, P. A. PROFIT SHARING PLAN 2019 form 5500 responses
2019-11-01Type of plan entitySingle employer plan
2019-11-01Submission has been amendedNo
2019-11-01This submission is the final filingNo
2019-11-01This return/report is a short plan year return/report (less than 12 months)No
2019-11-01Plan is a collectively bargained planNo
2019-11-01Plan funding arrangement – TrustYes
2019-11-01Plan benefit arrangement - TrustYes
2018: PERENICH, CAULFIELD, AVRIL & NOYES, P. A. PROFIT SHARING PLAN 2018 form 5500 responses
2018-11-01Type of plan entitySingle employer plan
2018-11-01Submission has been amendedNo
2018-11-01This submission is the final filingNo
2018-11-01This return/report is a short plan year return/report (less than 12 months)No
2018-11-01Plan is a collectively bargained planNo
2018-11-01Plan funding arrangement – TrustYes
2018-11-01Plan benefit arrangement - TrustYes
2017: PERENICH, CAULFIELD, AVRIL & NOYES, P. A. PROFIT SHARING PLAN 2017 form 5500 responses
2017-11-01Type of plan entitySingle employer plan
2017-11-01Submission has been amendedNo
2017-11-01This submission is the final filingNo
2017-11-01This return/report is a short plan year return/report (less than 12 months)No
2017-11-01Plan is a collectively bargained planNo
2017-11-01Plan funding arrangement – TrustYes
2017-11-01Plan benefit arrangement - TrustYes
2016: PERENICH, CAULFIELD, AVRIL & NOYES, P. A. PROFIT SHARING PLAN 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01Submission has been amendedNo
2016-11-01This submission is the final filingNo
2016-11-01This return/report is a short plan year return/report (less than 12 months)No
2016-11-01Plan is a collectively bargained planNo
2016-11-01Plan funding arrangement – TrustYes
2016-11-01Plan benefit arrangement - TrustYes
2015: PERENICH, CAULFIELD, AVRIL & NOYES, P. A. PROFIT SHARING PLAN 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Submission has been amendedNo
2015-11-01This submission is the final filingNo
2015-11-01This return/report is a short plan year return/report (less than 12 months)No
2015-11-01Plan is a collectively bargained planNo
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement - TrustYes
2014: PERENICH, CAULFIELD, AVRIL & NOYES, P. A. PROFIT SHARING PLAN 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Submission has been amendedNo
2014-11-01This submission is the final filingNo
2014-11-01This return/report is a short plan year return/report (less than 12 months)No
2014-11-01Plan is a collectively bargained planNo
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement - TrustYes
2013: PERENICH, CAULFIELD, AVRIL & NOYES, P. A. PROFIT SHARING PLAN 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement - TrustYes
2012: PERENICH, CAULFIELD, AVRIL & NOYES, P. A. PROFIT SHARING PLAN 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement - TrustYes
2011: PERENICH, CAULFIELD, AVRIL & NOYES, P. A. PROFIT SHARING PLAN 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement - TrustYes

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