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EVERALL D PERKINS P A 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameEVERALL D PERKINS P A 401K PROFIT SHARING PLAN
Plan identification number 001

EVERALL D PERKINS P A 401K 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.
  • 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

EVERALL D PERKINS P A has sponsored the creation of one or more 401k plans.

Company Name:EVERALL D PERKINS P A
Employer identification number (EIN):592823541
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EVERALL D PERKINS P A 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01EVERALL D. PERKINS EVERALL D. PERKINS2019-07-23
0012017-01-01EVERALL D. PERKINS EVERALL D. PERKINS2018-09-20
0012016-01-01EVERALL D. PERKINS EVERALL D. PERKINS2017-04-24
0012015-01-01EVERALL D. PERKINS EVERALL D. PERKINS2016-09-28
0012014-01-01EVERALL D. PERKINS EVERALL D. PERKINS2015-09-30
0012013-01-01EVERALL D. PERKINS EVERALL D. PERKINS2014-09-18
0012012-01-01EVERALL D. PERKINS EVERALL D. PERKINS2013-09-20
0012011-01-01EVERALL D. PERKINS EVERALL D. PERKINS2012-07-26
0012010-01-01EVERALL D. PERKINS EVERALL D. PERKINS2011-09-21
0012009-01-01EVERALL D. PERKINS EVERALL D. PERKINS2010-08-31

Plan Statistics for EVERALL D PERKINS P A 401K PROFIT SHARING PLAN

401k plan membership statisitcs for EVERALL D PERKINS P A 401K PROFIT SHARING PLAN

Measure Date Value
2020: EVERALL D PERKINS P A 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011
Total number of active participants reported on line 7a of the Form 55002020-01-011
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011
Number of participants with account balances2020-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: EVERALL D PERKINS P A 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011
Total number of active participants reported on line 7a of the Form 55002019-01-011
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011
Number of participants with account balances2019-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: EVERALL D PERKINS P A 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-011
Total of all active and inactive participants2018-01-011
Total participants2018-01-011
Number of participants with account balances2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: EVERALL D PERKINS P A 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-011
Total of all active and inactive participants2017-01-011
Total participants2017-01-011
Number of participants with account balances2017-01-011
2016: EVERALL D PERKINS P A 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-011
Total of all active and inactive participants2016-01-011
Total participants2016-01-011
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: EVERALL D PERKINS P A 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-011
Total of all active and inactive participants2015-01-011
Total participants2015-01-011
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: EVERALL D PERKINS P A 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-011
Total of all active and inactive participants2014-01-011
Total participants2014-01-011
Number of participants with account balances2014-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: EVERALL D PERKINS P A 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-014
Total of all active and inactive participants2013-01-014
Total participants2013-01-014
Number of participants with account balances2013-01-014
2012: EVERALL D PERKINS P A 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-014
Total of all active and inactive participants2012-01-014
Total participants2012-01-014
Number of participants with account balances2012-01-014
2011: EVERALL D PERKINS P A 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-014
Total of all active and inactive participants2011-01-014
Total participants2011-01-014
Number of participants with account balances2011-01-014
2010: EVERALL D PERKINS P A 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-016
Total number of active participants reported on line 7a of the Form 55002010-01-013
Number of other retired or separated participants entitled to future benefits2010-01-013
Total of all active and inactive participants2010-01-016
Total participants2010-01-016
Number of participants with account balances2010-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: EVERALL D PERKINS P A 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016
Number of participants with account balances2009-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on EVERALL D PERKINS P A 401K PROFIT SHARING PLAN

Measure Date Value
2020 : EVERALL D PERKINS P A 401K PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$741
Total plan liabilities at beginning of year2020-12-31$741
Total income from all sources2020-12-31$1,298,267
Expenses. Total of all expenses incurred2020-12-31$141,471
Benefits paid (including direct rollovers)2020-12-31$139,359
Total plan assets at end of year2020-12-31$3,796,238
Total plan assets at beginning of year2020-12-31$2,639,442
Value of fidelity bond covering the plan2020-12-31$200,000
Total contributions received or receivable from participants2020-12-31$26,000
Other income received2020-12-31$1,241,267
Net income (gross income less expenses)2020-12-31$1,156,796
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,795,497
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,638,701
Total contributions received or receivable from employer(s)2020-12-31$31,000
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$2,112
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : EVERALL D PERKINS P A 401K PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$741
Total plan liabilities at beginning of year2019-12-31$741
Total income from all sources2019-12-31$909,113
Expenses. Total of all expenses incurred2019-12-31$123,128
Benefits paid (including direct rollovers)2019-12-31$120,000
Total plan assets at end of year2019-12-31$2,639,442
Total plan assets at beginning of year2019-12-31$1,853,457
Value of fidelity bond covering the plan2019-12-31$200,000
Total contributions received or receivable from participants2019-12-31$25,000
Expenses. Other expenses not covered elsewhere2019-12-31$592
Other income received2019-12-31$853,113
Net income (gross income less expenses)2019-12-31$785,985
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,638,701
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,852,716
Total contributions received or receivable from employer(s)2019-12-31$31,000
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$2,536
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : EVERALL D PERKINS P A 401K PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$741
Total plan liabilities at beginning of year2018-12-31$741
Total income from all sources2018-12-31$-139,432
Expenses. Total of all expenses incurred2018-12-31$180,284
Benefits paid (including direct rollovers)2018-12-31$175,000
Total plan assets at end of year2018-12-31$1,853,457
Total plan assets at beginning of year2018-12-31$2,173,173
Value of fidelity bond covering the plan2018-12-31$200,000
Total contributions received or receivable from participants2018-12-31$24,500
Expenses. Other expenses not covered elsewhere2018-12-31$578
Other income received2018-12-31$-182,682
Net income (gross income less expenses)2018-12-31$-319,716
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,852,716
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,172,432
Assets. Value of participant loans2018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$18,750
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$4,706
2017 : EVERALL D PERKINS P A 401K PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$741
Total plan liabilities at beginning of year2017-12-31$741
Total income from all sources2017-12-31$547,437
Expenses. Total of all expenses incurred2017-12-31$152,148
Benefits paid (including direct rollovers)2017-12-31$150,000
Total plan assets at end of year2017-12-31$2,173,173
Total plan assets at beginning of year2017-12-31$1,777,884
Value of fidelity bond covering the plan2017-12-31$200,000
Total contributions received or receivable from participants2017-12-31$22,500
Expenses. Other expenses not covered elsewhere2017-12-31$568
Other income received2017-12-31$502,942
Net income (gross income less expenses)2017-12-31$395,289
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,172,432
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,777,143
Total contributions received or receivable from employer(s)2017-12-31$21,995
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,580
2016 : EVERALL D PERKINS P A 401K PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$741
Total plan liabilities at beginning of year2016-12-31$591
Total income from all sources2016-12-31$239,486
Expenses. Total of all expenses incurred2016-12-31$63,319
Benefits paid (including direct rollovers)2016-12-31$62,550
Total plan assets at end of year2016-12-31$1,777,884
Total plan assets at beginning of year2016-12-31$1,601,567
Value of fidelity bond covering the plan2016-12-31$200,000
Total contributions received or receivable from participants2016-12-31$12,500
Assets. Value of loans (other than to participants)2016-12-31$20,654
Other income received2016-12-31$219,486
Net income (gross income less expenses)2016-12-31$176,167
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,777,143
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,600,976
Assets. Value of participant loans2016-12-31$20,654
Total contributions received or receivable from employer(s)2016-12-31$7,500
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$769
2015 : EVERALL D PERKINS P A 401K PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$591
Total plan liabilities at beginning of year2015-12-31$591
Total income from all sources2015-12-31$-61,916
Expenses. Total of all expenses incurred2015-12-31$415,618
Benefits paid (including direct rollovers)2015-12-31$414,873
Total plan assets at end of year2015-12-31$1,601,567
Total plan assets at beginning of year2015-12-31$2,079,101
Total contributions received or receivable from participants2015-12-31$16,000
Assets. Value of loans (other than to participants)2015-12-31$30,670
Other income received2015-12-31$-96,666
Net income (gross income less expenses)2015-12-31$-477,534
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,600,976
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,078,510
Assets. Value of participant loans2015-12-31$30,670
Total contributions received or receivable from employer(s)2015-12-31$18,750
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$745
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : EVERALL D PERKINS P A 401K PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$591
Total plan liabilities at beginning of year2014-12-31$291
Total income from all sources2014-12-31$114,277
Expenses. Total of all expenses incurred2014-12-31$146,658
Benefits paid (including direct rollovers)2014-12-31$145,500
Total plan assets at end of year2014-12-31$2,079,101
Total plan assets at beginning of year2014-12-31$2,111,182
Value of fidelity bond covering the plan2014-12-31$200,000
Total contributions received or receivable from participants2014-12-31$35,000
Assets. Value of loans (other than to participants)2014-12-31$40,199
Other income received2014-12-31$56,378
Net income (gross income less expenses)2014-12-31$-32,381
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,078,510
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,110,891
Assets. Value of participant loans2014-12-31$45,620
Total contributions received or receivable from employer(s)2014-12-31$22,899
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,158
2013 : EVERALL D PERKINS P A 401K PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$291
Total plan liabilities at beginning of year2013-12-31$291
Total income from all sources2013-12-31$369,724
Expenses. Total of all expenses incurred2013-12-31$45,785
Benefits paid (including direct rollovers)2013-12-31$40,000
Total plan assets at end of year2013-12-31$2,111,182
Total plan assets at beginning of year2013-12-31$1,787,243
Value of fidelity bond covering the plan2013-12-31$200,000
Total contributions received or receivable from participants2013-12-31$35,000
Assets. Value of loans (other than to participants)2013-12-31$150,000
Other income received2013-12-31$320,291
Net income (gross income less expenses)2013-12-31$323,939
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,110,891
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,786,952
Assets. Value of participant loans2013-12-31$56,077
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2013-12-31$150,000
Total contributions received or receivable from employer(s)2013-12-31$14,433
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$5,785
2012 : EVERALL D PERKINS P A 401K PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$291
Total plan liabilities at beginning of year2012-12-31$291
Total income from all sources2012-12-31$190,214
Expenses. Total of all expenses incurred2012-12-31$20,204
Total plan assets at end of year2012-12-31$1,787,243
Total plan assets at beginning of year2012-12-31$1,617,233
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$34,500
Assets. Value of loans (other than to participants)2012-12-31$150,000
Other income received2012-12-31$142,155
Net income (gross income less expenses)2012-12-31$170,010
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,786,952
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,616,942
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2012-12-31$150,000
Total contributions received or receivable from employer(s)2012-12-31$13,559
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$20,204
2011 : EVERALL D PERKINS P A 401K PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$291
Total plan liabilities at beginning of year2011-12-31$71
Total income from all sources2011-12-31$-24,194
Expenses. Total of all expenses incurred2011-12-31$53,837
Benefits paid (including direct rollovers)2011-12-31$31,232
Total plan assets at end of year2011-12-31$1,617,233
Total plan assets at beginning of year2011-12-31$1,695,044
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$34,000
Assets. Value of loans (other than to participants)2011-12-31$150,000
Other income received2011-12-31$-69,104
Net income (gross income less expenses)2011-12-31$-78,031
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,616,942
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,694,973
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2011-12-31$150,000
Total contributions received or receivable from employer(s)2011-12-31$10,910
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$22,605
2010 : EVERALL D PERKINS P A 401K PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$71
Total plan liabilities at beginning of year2010-12-31$71
Total income from all sources2010-12-31$242,879
Expenses. Total of all expenses incurred2010-12-31$19,290
Benefits paid (including direct rollovers)2010-12-31$2,825
Total plan assets at end of year2010-12-31$1,695,044
Total plan assets at beginning of year2010-12-31$1,471,455
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$34,000
Assets. Value of loans (other than to participants)2010-12-31$150,000
Other income received2010-12-31$189,519
Net income (gross income less expenses)2010-12-31$223,589
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,694,973
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,471,384
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2010-12-31$150,000
Total contributions received or receivable from employer(s)2010-12-31$19,360
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$16,465

Form 5500 Responses for EVERALL D PERKINS P A 401K PROFIT SHARING PLAN

2020: EVERALL D PERKINS P A 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EVERALL D PERKINS P A 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EVERALL D PERKINS P A 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EVERALL D PERKINS P A 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EVERALL D PERKINS P A 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EVERALL D PERKINS P A 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EVERALL D PERKINS P A 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EVERALL D PERKINS P A 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EVERALL D PERKINS P A 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EVERALL D PERKINS P A 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EVERALL D PERKINS P A 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EVERALL D PERKINS P A 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number31731
Policy instance 2
Insurance contract or identification number31731
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number31732
Policy instance 1
Insurance contract or identification number31732
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number31732
Policy instance 1
Insurance contract or identification number31732
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number31731
Policy instance 2
Insurance contract or identification number31731
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number31732
Policy instance 2
Insurance contract or identification number31732
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number31731
Policy instance 1
Insurance contract or identification number31731
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number31731
Policy instance 1
Insurance contract or identification number31731
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number31732
Policy instance 2
Insurance contract or identification number31732
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number31731
Policy instance 1
Insurance contract or identification number31731
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number31732
Policy instance 2
Insurance contract or identification number31732
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number31732
Policy instance 2
Insurance contract or identification number31732
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number31731
Policy instance 1
Insurance contract or identification number31731
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number31731
Policy instance 1
Insurance contract or identification number31731
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number31732
Policy instance 2
Insurance contract or identification number31732
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number31731
Policy instance 1
Insurance contract or identification number31731
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number31731
Policy instance 1
Insurance contract or identification number31731
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number31731
Policy instance 1
Insurance contract or identification number31731
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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