PERRYMAN MECHANICAL, INC. has sponsored the creation of one or more 401k plans.
Additional information about PERRYMAN MECHANICAL, INC.
Measure | Date | Value |
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2020: PMI RETIREMENT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-10-01 | 114 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-10-01 | 28 |
Number of retired or separated participants receiving benefits | 2020-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-10-01 | 32 |
Total of all active and inactive participants | 2020-10-01 | 60 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-10-01 | 0 |
Total participants | 2020-10-01 | 60 |
Number of participants with account balances | 2020-10-01 | 58 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-10-01 | 0 |
2019: PMI RETIREMENT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-10-01 | 128 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-10-01 | 37 |
Number of retired or separated participants receiving benefits | 2019-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-10-01 | 81 |
Total of all active and inactive participants | 2019-10-01 | 118 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-10-01 | 0 |
Total participants | 2019-10-01 | 118 |
Number of participants with account balances | 2019-10-01 | 111 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-10-01 | 0 |
2011: PMI RETIREMENT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-10-01 | 46 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 32 |
Number of retired or separated participants receiving benefits | 2011-10-01 | 5 |
Total of all active and inactive participants | 2011-10-01 | 37 |
Total participants | 2011-10-01 | 37 |
Number of participants with account balances | 2011-10-01 | 24 |
2010: PMI RETIREMENT PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-10-01 | 46 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-10-01 | 38 |
Number of retired or separated participants receiving benefits | 2010-10-01 | 4 |
Total of all active and inactive participants | 2010-10-01 | 42 |
Total participants | 2010-10-01 | 42 |
Number of participants with account balances | 2010-10-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-10-01 | 0 |
2009: PMI RETIREMENT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-10-01 | 63 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 43 |
Number of retired or separated participants receiving benefits | 2009-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 8 |
Total of all active and inactive participants | 2009-10-01 | 51 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 0 |
Total participants | 2009-10-01 | 51 |
Number of participants with account balances | 2009-10-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-10-01 | 2 |
Measure | Date | Value |
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2021 : PMI RETIREMENT PLAN 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-09-30 | $796,676 |
Total of all expenses incurred | 2021-09-30 | $1,004,369 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-09-30 | $996,669 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-09-30 | $172,494 |
Value of total assets at end of year | 2021-09-30 | $3,212,575 |
Value of total assets at beginning of year | 2021-09-30 | $3,420,268 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-09-30 | $7,700 |
Total interest from all sources | 2021-09-30 | $623 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-09-30 | No |
Was this plan covered by a fidelity bond | 2021-09-30 | Yes |
Value of fidelity bond cover | 2021-09-30 | $750,000 |
If this is an individual account plan, was there a blackout period | 2021-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-09-30 | No |
Contributions received from participants | 2021-09-30 | $52,432 |
Participant contributions at end of year | 2021-09-30 | $23,377 |
Participant contributions at beginning of year | 2021-09-30 | $11,063 |
Participant contributions at end of year | 2021-09-30 | $665 |
Participant contributions at beginning of year | 2021-09-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-09-30 | $23,732 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-09-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-09-30 | No |
Income. Non cash contributions | 2021-09-30 | $0 |
Value of net income/loss | 2021-09-30 | $-207,693 |
Value of net assets at end of year (total assets less liabilities) | 2021-09-30 | $3,212,575 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-09-30 | $3,420,268 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-09-30 | $3,186,487 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-09-30 | $3,400,635 |
Interest on participant loans | 2021-09-30 | $623 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-09-30 | $623,559 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-09-30 | No |
Contributions received in cash from employer | 2021-09-30 | $96,330 |
Employer contributions (assets) at end of year | 2021-09-30 | $2,046 |
Employer contributions (assets) at beginning of year | 2021-09-30 | $8,570 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-09-30 | $996,669 |
Contract administrator fees | 2021-09-30 | $7,700 |
Did the plan have assets held for investment | 2021-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2021-09-30 | Disclaimer |
Accountancy firm name | 2021-09-30 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2021-09-30 | 410744649 |
2020 : PMI RETIREMENT PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-09-30 | $590,831 |
Total of all expenses incurred | 2020-09-30 | $184,225 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-09-30 | $180,593 |
Expenses. Certain deemed distributions of participant loans | 2020-09-30 | $3,632 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-09-30 | $360,538 |
Value of total assets at end of year | 2020-09-30 | $3,420,268 |
Value of total assets at beginning of year | 2020-09-30 | $3,013,662 |
Total interest from all sources | 2020-09-30 | $594 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-09-30 | No |
Was this plan covered by a fidelity bond | 2020-09-30 | Yes |
Value of fidelity bond cover | 2020-09-30 | $750,000 |
If this is an individual account plan, was there a blackout period | 2020-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-09-30 | No |
Contributions received from participants | 2020-09-30 | $72,544 |
Participant contributions at end of year | 2020-09-30 | $11,063 |
Participant contributions at beginning of year | 2020-09-30 | $12,380 |
Participant contributions at end of year | 2020-09-30 | $0 |
Participant contributions at beginning of year | 2020-09-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-09-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-09-30 | No |
Value of net income/loss | 2020-09-30 | $406,606 |
Value of net assets at end of year (total assets less liabilities) | 2020-09-30 | $3,420,268 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-09-30 | $3,013,662 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-09-30 | $3,400,635 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-09-30 | $2,924,171 |
Interest on participant loans | 2020-09-30 | $594 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-09-30 | $229,699 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-09-30 | No |
Contributions received in cash from employer | 2020-09-30 | $287,994 |
Employer contributions (assets) at end of year | 2020-09-30 | $8,570 |
Employer contributions (assets) at beginning of year | 2020-09-30 | $77,111 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-09-30 | $180,593 |
Did the plan have assets held for investment | 2020-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-09-30 | Disclaimer |
Accountancy firm name | 2020-09-30 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2020-09-30 | 410744649 |
2012 : PMI RETIREMENT PLAN 2012 401k financial data |
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Total plan liabilities at beginning of year | 2012-09-30 | $1,126 |
Total income from all sources | 2012-09-30 | $395,460 |
Expenses. Total of all expenses incurred | 2012-09-30 | $727,053 |
Benefits paid (including direct rollovers) | 2012-09-30 | $721,501 |
Total plan assets at end of year | 2012-09-30 | $1,786,886 |
Total plan assets at beginning of year | 2012-09-30 | $2,119,605 |
Value of fidelity bond covering the plan | 2012-09-30 | $250,000 |
Total contributions received or receivable from participants | 2012-09-30 | $44,323 |
Other income received | 2012-09-30 | $310,244 |
Net income (gross income less expenses) | 2012-09-30 | $-331,593 |
Net plan assets at end of year (total assets less liabilities) | 2012-09-30 | $1,786,886 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-09-30 | $2,118,479 |
Total contributions received or receivable from employer(s) | 2012-09-30 | $40,893 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-09-30 | $5,552 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-09-30 | $0 |
2011 : PMI RETIREMENT PLAN 2011 401k financial data |
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Total plan liabilities at end of year | 2011-09-30 | $1,126 |
Total plan liabilities at beginning of year | 2011-09-30 | $1,126 |
Total income from all sources | 2011-09-30 | $246,693 |
Expenses. Total of all expenses incurred | 2011-09-30 | $400,575 |
Benefits paid (including direct rollovers) | 2011-09-30 | $396,155 |
Total plan assets at end of year | 2011-09-30 | $2,233,120 |
Total plan assets at beginning of year | 2011-09-30 | $2,387,002 |
Value of fidelity bond covering the plan | 2011-09-30 | $250,000 |
Total contributions received or receivable from participants | 2011-09-30 | $55,169 |
Other income received | 2011-09-30 | $87,287 |
Net income (gross income less expenses) | 2011-09-30 | $-153,882 |
Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $2,231,994 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $2,385,876 |
Total contributions received or receivable from employer(s) | 2011-09-30 | $104,237 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-09-30 | $4,420 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-09-30 | $0 |
2010 : PMI RETIREMENT PLAN 2010 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-09-30 | $0 |