PERRY MEDICAL CLINIC, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BRIAN A. PERRY, M.D., P.C. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : BRIAN A. PERRY, M.D., P.C. PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-09-24 | 38302 |
| Net assets as of the end of the plan year | 2025-09-24 | 1828840 |
| Total assets as of the beginning of the plan year | 2025-09-24 | 1500447 |
| Value of plan covered by a fidelity bond | 2025-09-24 | 200000 |
| Participant contributions to plan in this plan year | 2025-09-24 | 122618 |
| Value of participant loans at end of plan year | 2025-09-24 | 21323 |
| Other income to plan in this plan year | 2025-09-24 | 187702 |
| Plan net income in this plan year | 2025-09-24 | 328393 |
| Net assets as of the end of the plan year | 2025-09-24 | 1828840 |
| Net assets as of the beginning of the plan year | 2025-09-24 | 1500447 |
| Employer contributions to plan in this plan year | 2025-09-24 | 56375 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-24 | 13307 |
| Total expenses incurred by plan in this plan year | 2025-03-14 | 10474 |
| Net assets as of the end of the plan year | 2025-03-14 | 1500447 |
| Total assets as of the beginning of the plan year | 2025-03-14 | 1193118 |
| Value of plan covered by a fidelity bond | 2025-03-14 | 200000 |
| Participant contributions to plan in this plan year | 2025-03-14 | 118491 |
| Other income to plan in this plan year | 2025-03-14 | 143887 |
| Plan net income in this plan year | 2025-03-14 | 307329 |
| Net assets as of the end of the plan year | 2025-03-14 | 1500447 |
| Net assets as of the beginning of the plan year | 2025-03-14 | 1193118 |
| Employer contributions to plan in this plan year | 2025-03-14 | 55425 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-03-14 | 10474 |
| 2021 : BRIAN A. PERRY, M.D., P.C. PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-06-30 | $227,468 |
| Expenses. Total of all expenses incurred | 2021-06-30 | $70,808 |
| Benefits paid (including direct rollovers) | 2021-06-30 | $64,223 |
| Total plan assets at end of year | 2021-06-30 | $915,220 |
| Total plan assets at beginning of year | 2021-06-30 | $758,560 |
| Value of fidelity bond covering the plan | 2021-06-30 | $200,000 |
| Other income received | 2021-06-30 | $162,150 |
| Net income (gross income less expenses) | 2021-06-30 | $156,660 |
| Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $915,220 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $758,560 |
| Total contributions received or receivable from employer(s) | 2021-06-30 | $65,318 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-06-30 | $6,585 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-06-30 | $0 |
| 2020 : BRIAN A. PERRY, M.D., P.C. PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-06-30 | $-19,335 |
| Expenses. Total of all expenses incurred | 2020-06-30 | $2,251,511 |
| Benefits paid (including direct rollovers) | 2020-06-30 | $2,231,957 |
| Total plan assets at end of year | 2020-06-30 | $758,560 |
| Total plan assets at beginning of year | 2020-06-30 | $3,029,406 |
| Value of fidelity bond covering the plan | 2020-06-30 | $200,000 |
| Other income received | 2020-06-30 | $-149,910 |
| Net income (gross income less expenses) | 2020-06-30 | $-2,270,846 |
| Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $758,560 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $3,029,406 |
| Total contributions received or receivable from employer(s) | 2020-06-30 | $130,575 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-06-30 | $19,554 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-06-30 | $0 |
| 2019 : BRIAN A. PERRY, M.D., P.C. PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-06-30 | $263,185 |
| Expenses. Total of all expenses incurred | 2019-06-30 | $19,322 |
| Benefits paid (including direct rollovers) | 2019-06-30 | $1,425 |
| Total plan assets at end of year | 2019-06-30 | $3,029,406 |
| Total plan assets at beginning of year | 2019-06-30 | $2,785,543 |
| Value of fidelity bond covering the plan | 2019-06-30 | $200,000 |
| Other income received | 2019-06-30 | $140,741 |
| Net income (gross income less expenses) | 2019-06-30 | $243,863 |
| Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $3,029,406 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $2,785,543 |
| Total contributions received or receivable from employer(s) | 2019-06-30 | $122,444 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-06-30 | $17,897 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
| 2018 : BRIAN A. PERRY, M.D., P.C. PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-06-30 | $278,878 |
| Expenses. Total of all expenses incurred | 2018-06-30 | $16,770 |
| Total plan assets at end of year | 2018-06-30 | $2,785,543 |
| Total plan assets at beginning of year | 2018-06-30 | $2,523,435 |
| Value of fidelity bond covering the plan | 2018-06-30 | $200,000 |
| Other income received | 2018-06-30 | $150,428 |
| Net income (gross income less expenses) | 2018-06-30 | $262,108 |
| Net plan assets at end of year (total assets less liabilities) | 2018-06-30 | $2,785,543 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-06-30 | $2,523,435 |
| Total contributions received or receivable from employer(s) | 2018-06-30 | $128,450 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-06-30 | $16,770 |
| 2017 : BRIAN A. PERRY, M.D., P.C. PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-06-30 | $317,712 |
| Expenses. Total of all expenses incurred | 2017-06-30 | $35,300 |
| Benefits paid (including direct rollovers) | 2017-06-30 | $20,540 |
| Total plan assets at end of year | 2017-06-30 | $2,523,435 |
| Total plan assets at beginning of year | 2017-06-30 | $2,241,023 |
| Value of fidelity bond covering the plan | 2017-06-30 | $200,000 |
| Other income received | 2017-06-30 | $210,191 |
| Net income (gross income less expenses) | 2017-06-30 | $282,412 |
| Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $2,523,435 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $2,241,023 |
| Total contributions received or receivable from employer(s) | 2017-06-30 | $107,521 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-06-30 | $14,760 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-06-30 | $0 |
| 2016 : BRIAN A. PERRY, M.D., P.C. PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-06-30 | $156,361 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $78,476 |
| Benefits paid (including direct rollovers) | 2016-06-30 | $64,870 |
| Total plan assets at end of year | 2016-06-30 | $2,241,023 |
| Total plan assets at beginning of year | 2016-06-30 | $2,163,138 |
| Value of fidelity bond covering the plan | 2016-06-30 | $200,000 |
| Other income received | 2016-06-30 | $44,331 |
| Net income (gross income less expenses) | 2016-06-30 | $77,885 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $2,241,023 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $2,163,138 |
| Total contributions received or receivable from employer(s) | 2016-06-30 | $112,030 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-06-30 | $13,606 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
| 2015 : BRIAN A. PERRY, M.D., P.C. PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-06-30 | $118,016 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $13,632 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $768 |
| Total plan assets at end of year | 2015-06-30 | $2,163,138 |
| Total plan assets at beginning of year | 2015-06-30 | $2,058,754 |
| Value of fidelity bond covering the plan | 2015-06-30 | $200,000 |
| Other income received | 2015-06-30 | $20,781 |
| Net income (gross income less expenses) | 2015-06-30 | $104,384 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $2,163,138 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $2,058,754 |
| Total contributions received or receivable from employer(s) | 2015-06-30 | $97,235 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-06-30 | $12,864 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
| 2014 : BRIAN A. PERRY, M.D., P.C. PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-06-30 | $412,471 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $43,182 |
| Benefits paid (including direct rollovers) | 2014-06-30 | $23,410 |
| Total plan assets at end of year | 2014-06-30 | $2,058,754 |
| Total plan assets at beginning of year | 2014-06-30 | $1,689,465 |
| Value of fidelity bond covering the plan | 2014-06-30 | $200,000 |
| Other income received | 2014-06-30 | $325,542 |
| Net income (gross income less expenses) | 2014-06-30 | $369,289 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $2,058,754 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $1,689,465 |
| Total contributions received or receivable from employer(s) | 2014-06-30 | $86,929 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-06-30 | $19,772 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
| 2013 : BRIAN A. PERRY, M.D., P.C. PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2013-06-30 | $0 |
| Total income from all sources | 2013-06-30 | $321,047 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $22,267 |
| Benefits paid (including direct rollovers) | 2013-06-30 | $6,038 |
| Total plan assets at end of year | 2013-06-30 | $1,689,465 |
| Total plan assets at beginning of year | 2013-06-30 | $1,390,685 |
| Value of fidelity bond covering the plan | 2013-06-30 | $125,000 |
| Other income received | 2013-06-30 | $234,015 |
| Net income (gross income less expenses) | 2013-06-30 | $298,780 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $1,689,465 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $1,390,685 |
| Total contributions received or receivable from employer(s) | 2013-06-30 | $87,032 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-06-30 | $16,229 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
| 2012 : BRIAN A. PERRY, M.D., P.C. PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-06-30 | $0 |
| Total plan liabilities at beginning of year | 2012-06-30 | $0 |
| Total income from all sources | 2012-06-30 | $70,629 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $37,825 |
| Benefits paid (including direct rollovers) | 2012-06-30 | $23,940 |
| Total plan assets at end of year | 2012-06-30 | $1,390,685 |
| Total plan assets at beginning of year | 2012-06-30 | $1,357,881 |
| Value of fidelity bond covering the plan | 2012-06-30 | $125,000 |
| Total contributions received or receivable from participants | 2012-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2012-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-06-30 | $0 |
| Other income received | 2012-06-30 | $-10,612 |
| Noncash contributions received | 2012-06-30 | $0 |
| Net income (gross income less expenses) | 2012-06-30 | $32,804 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $1,390,685 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $1,357,881 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $81,241 |
| Value of certain deemed distributions of participant loans | 2012-06-30 | $0 |
| Value of corrective distributions | 2012-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-06-30 | $13,885 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
| 2011 : BRIAN A. PERRY, M.D., P.C. PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2011-06-30 | $0 |
| Total income from all sources | 2011-06-30 | $335,613 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $0 |
| Total plan assets at end of year | 2011-06-30 | $1,357,881 |
| Total plan assets at beginning of year | 2011-06-30 | $1,022,268 |
| Value of fidelity bond covering the plan | 2011-06-30 | $125,000 |
| Other income received | 2011-06-30 | $252,042 |
| Net income (gross income less expenses) | 2011-06-30 | $335,613 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $1,357,881 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $1,022,268 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $83,571 |
| 2010 : BRIAN A. PERRY, M.D., P.C. PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |
| 2020: BRIAN A. PERRY, M.D., P.C. PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-07-01 | Type of plan entity | Single employer plan |
| 2020-07-01 | Submission has been amended | No |
| 2020-07-01 | This submission is the final filing | No |
| 2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-07-01 | Plan is a collectively bargained plan | No |
| 2020-07-01 | Plan funding arrangement – Trust | Yes |
| 2020-07-01 | Plan benefit arrangement - Trust | Yes |
| 2019: BRIAN A. PERRY, M.D., P.C. PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-07-01 | Type of plan entity | Single employer plan |
| 2019-07-01 | Submission has been amended | No |
| 2019-07-01 | This submission is the final filing | No |
| 2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-07-01 | Plan is a collectively bargained plan | No |
| 2019-07-01 | Plan funding arrangement – Trust | Yes |
| 2019-07-01 | Plan benefit arrangement - Trust | Yes |
| 2018: BRIAN A. PERRY, M.D., P.C. PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-07-01 | Type of plan entity | Single employer plan |
| 2018-07-01 | Submission has been amended | No |
| 2018-07-01 | This submission is the final filing | No |
| 2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-07-01 | Plan is a collectively bargained plan | No |
| 2018-07-01 | Plan funding arrangement – Trust | Yes |
| 2018-07-01 | Plan benefit arrangement - Trust | Yes |
| 2017: BRIAN A. PERRY, M.D., P.C. PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-07-01 | Type of plan entity | Single employer plan |
| 2017-07-01 | Submission has been amended | No |
| 2017-07-01 | This submission is the final filing | No |
| 2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-07-01 | Plan is a collectively bargained plan | No |
| 2017-07-01 | Plan funding arrangement – Trust | Yes |
| 2017-07-01 | Plan benefit arrangement - Trust | Yes |
| 2016: BRIAN A. PERRY, M.D., P.C. PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | Submission has been amended | No |
| 2016-07-01 | This submission is the final filing | No |
| 2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-07-01 | Plan is a collectively bargained plan | No |
| 2016-07-01 | Plan funding arrangement – Trust | Yes |
| 2016-07-01 | Plan benefit arrangement - Trust | Yes |
| 2015: BRIAN A. PERRY, M.D., P.C. PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | Submission has been amended | No |
| 2015-07-01 | This submission is the final filing | No |
| 2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-07-01 | Plan is a collectively bargained plan | No |
| 2015-07-01 | Plan funding arrangement – Trust | Yes |
| 2015-07-01 | Plan benefit arrangement - Trust | Yes |
| 2014: BRIAN A. PERRY, M.D., P.C. PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Submission has been amended | No |
| 2014-07-01 | This submission is the final filing | No |
| 2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-07-01 | Plan is a collectively bargained plan | No |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement - Trust | Yes |
| 2013: BRIAN A. PERRY, M.D., P.C. PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Submission has been amended | No |
| 2013-07-01 | This submission is the final filing | No |
| 2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-07-01 | Plan is a collectively bargained plan | No |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement - Trust | Yes |
| 2012: BRIAN A. PERRY, M.D., P.C. PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Submission has been amended | No |
| 2012-07-01 | This submission is the final filing | No |
| 2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-07-01 | Plan is a collectively bargained plan | No |
| 2012-07-01 | Plan funding arrangement – Trust | Yes |
| 2012-07-01 | Plan benefit arrangement - Trust | Yes |
| 2011: BRIAN A. PERRY, M.D., P.C. PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Submission has been amended | No |
| 2011-07-01 | This submission is the final filing | No |
| 2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-07-01 | Plan is a collectively bargained plan | No |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: BRIAN A. PERRY, M.D., P.C. PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-07-01 | Plan is a collectively bargained plan | No |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
