PERRYMAN MECHANICAL, INC. has sponsored the creation of one or more 401k plans.
Additional information about PERRYMAN MECHANICAL, INC.
| Measure | Date | Value |
|---|
| 2025: PMI RETIREMENT PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-08-05 | 54 |
| Total number of particpants at end of year | 2025-08-05 | 0 |
| Number of Participants With Account Balances | 2025-08-05 | 0 |
| 2024: PMI RETIREMENT PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-12-10 | 29 |
| Total number of particpants at end of year | 2024-12-10 | 54 |
| Number of Participants With Account Balances | 2024-12-10 | 54 |
| 2020: PMI RETIREMENT PLAN 2020 401k membership |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 2025 : PMI RETIREMENT PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-08-05 | 0 |
| Total liabilities as of the end of the plan year | 2025-08-05 | 0 |
| Total expenses incurred by plan in this plan year | 2025-08-05 | 3538302 |
| Net assets as of the end of the plan year | 2025-08-05 | 0 |
| Total assets as of the beginning of the plan year | 2025-08-05 | 3460444 |
| Value of plan covered by a fidelity bond | 2025-08-05 | 750000 |
| Participant contributions to plan in this plan year | 2025-08-05 | 180 |
| Other expenses paid from plan in this plan year | 2025-08-05 | 0 |
| Other contributions to plan in this plan year | 2025-08-05 | 0 |
| Other income to plan in this plan year | 2025-08-05 | -42445 |
| Plan net income in this plan year | 2025-08-05 | -3460444 |
| Net assets as of the end of the plan year | 2025-08-05 | 0 |
| Net assets as of the beginning of the plan year | 2025-08-05 | 3460444 |
| Employer contributions to plan in this plan year | 2025-08-05 | 120123 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-05 | 6264 |
| 2024 : PMI RETIREMENT PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-12-10 | 277544 |
| Net assets as of the end of the plan year | 2024-12-10 | 3460444 |
| Total assets as of the beginning of the plan year | 2024-12-10 | 2967984 |
| Value of plan covered by a fidelity bond | 2024-12-10 | 750000 |
| Participant contributions to plan in this plan year | 2024-12-10 | 27247 |
| Value of participant loans at end of plan year | 2024-12-10 | 26975 |
| Other expenses paid from plan in this plan year | 2024-12-10 | 6278 |
| Other income to plan in this plan year | 2024-12-10 | 703536 |
| Plan net income in this plan year | 2024-12-10 | 492460 |
| Net assets as of the end of the plan year | 2024-12-10 | 3460444 |
| Net assets as of the beginning of the plan year | 2024-12-10 | 2967984 |
| Employer contributions to plan in this plan year | 2024-12-10 | 39221 |
| 2021 : PMI RETIREMENT PLAN 2021 401k financial data |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-09-30 | $0 |
