Logo

PERRYMAN MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 401k Plan overview

Plan NamePERRYMAN MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Plan identification number 004

PERRYMAN MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

PERRYMAN MECHANICAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:PERRYMAN MECHANICAL, INC.
Employer identification number (EIN):680071141
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Additional information about PERRYMAN MECHANICAL, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1985-10-01
Company Identification Number: C1287132
Legal Registered Office Address: 514 Glide Avenue

West Sacramento
United States of America (USA)
95691

More information about PERRYMAN MECHANICAL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERRYMAN MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-10-01SCOTT PERRYMAN
0042022-10-01
0042022-10-01SCOTT PERRYMAN
0042021-10-01
0042021-10-01SCOTT PERRYMAN
0042020-10-01
0042019-10-01
0042018-10-01
0042017-10-01
0042016-10-01SCOTT PERRYMAN
0042015-10-01SCOTT PERRYMAN
0042014-10-01SCOTT PERRYMAN
0042013-10-01SCOTT PERRYMAN
0042012-10-01SCOTT PERRYMAN SCOTT PERRYMAN2014-03-07
0042011-10-01SCOTT E. PERRYMAN SCOTT E. PERRYMAN2013-04-02
0042009-10-01SCOTT PERRYMAN SCOTT PERRYMAN2011-04-26

Financial Data on PERRYMAN MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure Date Value
2023 : PERRYMAN MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2023 401k financial data
Total plan liabilities at end of year2023-09-30$3,271,908
Total plan liabilities at beginning of year2023-09-30$3,086,869
Total income from all sources2023-09-30$-1,330,000
Expenses. Total of all expenses incurred2023-09-30$185,039
Total plan assets at end of year2023-09-30$2,880
Total plan assets at beginning of year2023-09-30$1,332,880
Value of fidelity bond covering the plan2023-09-30$1,000,000
Expenses. Other expenses not covered elsewhere2023-09-30$185,039
Other income received2023-09-30$-1,330,000
Net income (gross income less expenses)2023-09-30$-1,515,039
Net plan assets at end of year (total assets less liabilities)2023-09-30$-3,269,028
Net plan assets at beginning of year (total assets less liabilities)2023-09-30$-1,753,989
Assets. Value of employer securities2023-09-30$0
2022 : PERRYMAN MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k financial data
Total plan liabilities at end of year2022-09-30$3,086,869
Total plan liabilities at beginning of year2022-09-30$3,577,387
Total income from all sources2022-09-30$-250,000
Expenses. Total of all expenses incurred2022-09-30$0
Total plan assets at end of year2022-09-30$1,332,880
Total plan assets at beginning of year2022-09-30$2,073,398
Value of fidelity bond covering the plan2022-09-30$1,000,000
Noncash contributions received2022-09-30$-250,000
Net income (gross income less expenses)2022-09-30$-250,000
Net plan assets at end of year (total assets less liabilities)2022-09-30$-1,753,989
Net plan assets at beginning of year (total assets less liabilities)2022-09-30$-1,503,989
Assets. Value of employer securities2022-09-30$1,330,000
2021 : PERRYMAN MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k financial data
Total plan liabilities at end of year2021-09-30$3,577,387
Total plan liabilities at beginning of year2021-09-30$3,375,071
Total income from all sources2021-09-30$-121,383
Expenses. Total of all expenses incurred2021-09-30$490,473
Total plan assets at end of year2021-09-30$2,073,398
Total plan assets at beginning of year2021-09-30$2,482,938
Value of fidelity bond covering the plan2021-09-30$1,000,000
Expenses. Other expenses not covered elsewhere2021-09-30$490,473
Other income received2021-09-30$-490,247
Net income (gross income less expenses)2021-09-30$-611,856
Net plan assets at end of year (total assets less liabilities)2021-09-30$-1,503,989
Net plan assets at beginning of year (total assets less liabilities)2021-09-30$-892,133
Assets. Value of employer securities2021-09-30$1,580,000
Total contributions received or receivable from employer(s)2021-09-30$368,864
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
2020 : PERRYMAN MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k financial data
Total plan liabilities at end of year2020-09-30$3,375,071
Total plan liabilities at beginning of year2020-09-30$3,644,068
Total income from all sources2020-09-30$1,342,308
Expenses. Total of all expenses incurred2020-09-30$490,473
Total plan assets at end of year2020-09-30$2,482,938
Total plan assets at beginning of year2020-09-30$1,900,100
Value of fidelity bond covering the plan2020-09-30$1,000,000
Expenses. Other expenses not covered elsewhere2020-09-30$490,473
Other income received2020-09-30$898,439
Net income (gross income less expenses)2020-09-30$851,835
Net plan assets at end of year (total assets less liabilities)2020-09-30$-892,133
Net plan assets at beginning of year (total assets less liabilities)2020-09-30$-1,743,968
Assets. Value of employer securities2020-09-30$2,480,000
Total contributions received or receivable from employer(s)2020-09-30$443,869
2019 : PERRYMAN MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k financial data
Total plan liabilities at end of year2019-09-30$3,644,068
Total plan liabilities at beginning of year2019-09-30$3,983,068
Total income from all sources2019-09-30$-3,022
Expenses. Total of all expenses incurred2019-09-30$577,978
Total plan assets at end of year2019-09-30$1,900,100
Total plan assets at beginning of year2019-09-30$2,820,100
Value of fidelity bond covering the plan2019-09-30$1,000,000
Expenses. Other expenses not covered elsewhere2019-09-30$577,978
Other income received2019-09-30$-549,406
Net income (gross income less expenses)2019-09-30$-581,000
Net plan assets at end of year (total assets less liabilities)2019-09-30$-1,743,968
Net plan assets at beginning of year (total assets less liabilities)2019-09-30$-1,162,968
Assets. Value of employer securities2019-09-30$1,900,000
Total contributions received or receivable from employer(s)2019-09-30$546,384
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
2018 : PERRYMAN MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
2017 : PERRYMAN MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k financial data
Total plan liabilities at end of year2017-09-30$4,322,068
Total plan liabilities at beginning of year2017-09-30$4,788,052
Total income from all sources2017-09-30$2,409,248
Expenses. Total of all expenses incurred2017-09-30$753,261
Total plan assets at end of year2017-09-30$1,240,103
Total plan assets at beginning of year2017-09-30$50,100
Value of fidelity bond covering the plan2017-09-30$1,000,000
Expenses. Other expenses not covered elsewhere2017-09-30$753,261
Other income received2017-09-30$1,850,877
Net income (gross income less expenses)2017-09-30$1,655,987
Net plan assets at end of year (total assets less liabilities)2017-09-30$-3,081,965
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$-4,737,952
Assets. Value of employer securities2017-09-30$1,240,000
Total contributions received or receivable from employer(s)2017-09-30$558,371
2016 : PERRYMAN MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k financial data
Total plan liabilities at end of year2016-09-30$4,788,052
Total plan liabilities at beginning of year2016-09-30$5,127,052
Total income from all sources2016-09-30$1,035,617
Expenses. Total of all expenses incurred2016-09-30$646,617
Benefits paid (including direct rollovers)2016-09-30$0
Total plan assets at end of year2016-09-30$50,100
Total plan assets at beginning of year2016-09-30$100
Value of fidelity bond covering the plan2016-09-30$1,000,000
Total contributions received or receivable from participants2016-09-30$0
Expenses. Other expenses not covered elsewhere2016-09-30$646,617
Contributions received from other sources (not participants or employers)2016-09-30$0
Other income received2016-09-30$464,386
Noncash contributions received2016-09-30$0
Net income (gross income less expenses)2016-09-30$389,000
Net plan assets at end of year (total assets less liabilities)2016-09-30$-4,737,952
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$-5,126,952
Assets. Value of employer securities2016-09-30$50,000
Total contributions received or receivable from employer(s)2016-09-30$571,231
Value of certain deemed distributions of participant loans2016-09-30$0
Value of corrective distributions2016-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-09-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
2015 : PERRYMAN MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k financial data
Total plan liabilities at end of year2015-09-30$5,127,052
Total plan liabilities at beginning of year2015-09-30$5,307,239
Total income from all sources2015-09-30$-759,527
Expenses. Total of all expenses incurred2015-09-30$317,967
Benefits paid (including direct rollovers)2015-09-30$0
Total plan assets at end of year2015-09-30$100
Total plan assets at beginning of year2015-09-30$1,257,781
Value of fidelity bond covering the plan2015-09-30$1,000,000
Total contributions received or receivable from participants2015-09-30$0
Expenses. Other expenses not covered elsewhere2015-09-30$317,967
Contributions received from other sources (not participants or employers)2015-09-30$0
Other income received2015-09-30$-1,183,876
Noncash contributions received2015-09-30$0
Net income (gross income less expenses)2015-09-30$-1,077,494
Net plan assets at end of year (total assets less liabilities)2015-09-30$-5,126,952
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$-4,049,458
Assets. Value of employer securities2015-09-30$0
Total contributions received or receivable from employer(s)2015-09-30$424,349
Value of certain deemed distributions of participant loans2015-09-30$0
Value of corrective distributions2015-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-09-30$0
2014 : PERRYMAN MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year2014-09-30$5,307,239
Total plan liabilities at beginning of year2014-09-30$5,638,458
Total income from all sources2014-09-30$1,145,020
Expenses. Total of all expenses incurred2014-09-30$346,020
Benefits paid (including direct rollovers)2014-09-30$7,681
Total plan assets at end of year2014-09-30$1,257,781
Total plan assets at beginning of year2014-09-30$790,000
Value of fidelity bond covering the plan2014-09-30$1,000,000
Expenses. Other expenses not covered elsewhere2014-09-30$338,308
Other income received2014-09-30$782,500
Net income (gross income less expenses)2014-09-30$799,000
Net plan assets at end of year (total assets less liabilities)2014-09-30$-4,049,458
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$-4,848,458
Assets. Value of employer securities2014-09-30$1,250,000
Total contributions received or receivable from employer(s)2014-09-30$362,520
Value of certain deemed distributions of participant loans2014-09-30$0
Value of corrective distributions2014-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$31
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
2013 : PERRYMAN MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k financial data
Total plan liabilities at end of year2013-09-30$5,638,458
Total plan liabilities at beginning of year2013-09-30$5,977,458
Total income from all sources2013-09-30$-4,040,823
Expenses. Total of all expenses incurred2013-09-30$360,177
Benefits paid (including direct rollovers)2013-09-30$1,530
Total plan assets at end of year2013-09-30$790,000
Total plan assets at beginning of year2013-09-30$5,530,000
Value of fidelity bond covering the plan2013-09-30$750,000
Total contributions received or receivable from participants2013-09-30$0
Expenses. Other expenses not covered elsewhere2013-09-30$358,647
Other income received2013-09-30$-4,435,000
Net income (gross income less expenses)2013-09-30$-4,401,000
Net plan assets at end of year (total assets less liabilities)2013-09-30$-4,848,458
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$-447,458
Assets. Value of employer securities2013-09-30$790,000
Total contributions received or receivable from employer(s)2013-09-30$394,177
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
2012 : PERRYMAN MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k financial data
Total plan liabilities at end of year2012-09-30$5,977,458
Total plan liabilities at beginning of year2012-09-30$6,100,875
Total income from all sources2012-09-30$-784,757
Expenses. Total of all expenses incurred2012-09-30$161,826
Benefits paid (including direct rollovers)2012-09-30$1,826
Total plan assets at end of year2012-09-30$5,530,000
Total plan assets at beginning of year2012-09-30$6,600,000
Value of fidelity bond covering the plan2012-09-30$750,000
Expenses. Other expenses not covered elsewhere2012-09-30$160,000
Other income received2012-09-30$-1,070,000
Net income (gross income less expenses)2012-09-30$-946,583
Net plan assets at end of year (total assets less liabilities)2012-09-30$-447,458
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$499,125
Assets. Value of employer securities2012-09-30$5,530,000
Total contributions received or receivable from employer(s)2012-09-30$285,243
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
2011 : PERRYMAN MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k financial data
Total plan liabilities at end of year2011-09-30$6,100,875
Total plan liabilities at beginning of year2011-09-30$6,439,875
Total income from all sources2011-09-30$846,368
Expenses. Total of all expenses incurred2011-09-30$357,368
Benefits paid (including direct rollovers)2011-09-30$1,675
Total plan assets at end of year2011-09-30$6,600,000
Total plan assets at beginning of year2011-09-30$6,450,000
Expenses. Other expenses not covered elsewhere2011-09-30$355,693
Other income received2011-09-30$510,000
Net income (gross income less expenses)2011-09-30$489,000
Net plan assets at end of year (total assets less liabilities)2011-09-30$499,125
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$10,125
Assets. Value of employer securities2011-09-30$6,600,000
Total contributions received or receivable from employer(s)2011-09-30$336,368
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0

Form 5500 Responses for PERRYMAN MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

2022: PERRYMAN MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01Submission has been amendedNo
2022-10-01This submission is the final filingNo
2022-10-01This return/report is a short plan year return/report (less than 12 months)No
2022-10-01Plan is a collectively bargained planNo
2022-10-01Plan funding arrangement – TrustYes
2022-10-01Plan benefit arrangement - TrustYes
2021: PERRYMAN MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: PERRYMAN MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: PERRYMAN MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: PERRYMAN MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: PERRYMAN MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: PERRYMAN MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: PERRYMAN MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: PERRYMAN MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: PERRYMAN MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: PERRYMAN MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: PERRYMAN MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: PERRYMAN MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01First time form 5500 has been submittedYes
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1