PERKINS-MCKENZIE INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2021: PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 7 |
Number of participants with account balances | 2021-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 7 |
Number of participants with account balances | 2020-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 7 |
Number of participants with account balances | 2019-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 7 |
Total of all active and inactive participants | 2018-01-01 | 7 |
Total participants | 2018-01-01 | 7 |
Number of participants with account balances | 2018-01-01 | 7 |
2017: PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 7 |
Total of all active and inactive participants | 2017-01-01 | 7 |
Total participants | 2017-01-01 | 7 |
Number of participants with account balances | 2017-01-01 | 7 |
2016: PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 7 |
Total of all active and inactive participants | 2016-01-01 | 7 |
Total participants | 2016-01-01 | 7 |
Number of participants with account balances | 2016-01-01 | 7 |
2015: PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 7 |
Total of all active and inactive participants | 2015-01-01 | 7 |
Total participants | 2015-01-01 | 7 |
Number of participants with account balances | 2015-01-01 | 7 |
2014: PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 7 |
Total of all active and inactive participants | 2014-01-01 | 7 |
Total participants | 2014-01-01 | 7 |
Number of participants with account balances | 2014-01-01 | 7 |
2013: PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
Total of all active and inactive participants | 2013-01-01 | 5 |
Total participants | 2013-01-01 | 5 |
Number of participants with account balances | 2013-01-01 | 5 |
2012: PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 6 |
Total of all active and inactive participants | 2012-01-01 | 6 |
Total participants | 2012-01-01 | 6 |
Number of participants with account balances | 2012-01-01 | 6 |
2011: PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 6 |
Number of participants with account balances | 2011-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 6 |
2009: PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 6 |
Measure | Date | Value |
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2021 : PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $192,500 |
Expenses. Total of all expenses incurred | 2021-12-31 | $255,564 |
Benefits paid (including direct rollovers) | 2021-12-31 | $255,564 |
Total plan assets at end of year | 2021-12-31 | $1,507,005 |
Total plan assets at beginning of year | 2021-12-31 | $1,570,069 |
Value of fidelity bond covering the plan | 2021-12-31 | $100,000 |
Other income received | 2021-12-31 | $30,021 |
Net income (gross income less expenses) | 2021-12-31 | $-63,064 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,507,005 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,570,069 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $162,479 |
2020 : PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $266,385 |
Expenses. Total of all expenses incurred | 2020-12-31 | $202,851 |
Benefits paid (including direct rollovers) | 2020-12-31 | $202,851 |
Total plan assets at end of year | 2020-12-31 | $1,570,069 |
Total plan assets at beginning of year | 2020-12-31 | $1,506,535 |
Value of fidelity bond covering the plan | 2020-12-31 | $100,000 |
Other income received | 2020-12-31 | $110,806 |
Net income (gross income less expenses) | 2020-12-31 | $63,534 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,570,069 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,506,535 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $155,579 |
2019 : PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $275,383 |
Expenses. Total of all expenses incurred | 2019-12-31 | $327,645 |
Benefits paid (including direct rollovers) | 2019-12-31 | $327,645 |
Total plan assets at end of year | 2019-12-31 | $1,506,535 |
Total plan assets at beginning of year | 2019-12-31 | $1,558,797 |
Value of fidelity bond covering the plan | 2019-12-31 | $100,000 |
Other income received | 2019-12-31 | $115,000 |
Net income (gross income less expenses) | 2019-12-31 | $-52,262 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,506,535 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,558,797 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $160,383 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $327,645 |
2018 : PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $142,493 |
Expenses. Total of all expenses incurred | 2018-12-31 | $21,774 |
Benefits paid (including direct rollovers) | 2018-12-31 | $21,774 |
Total plan assets at end of year | 2018-12-31 | $1,558,797 |
Total plan assets at beginning of year | 2018-12-31 | $1,438,078 |
Value of fidelity bond covering the plan | 2018-12-31 | $100,000 |
Other income received | 2018-12-31 | $-15,685 |
Net income (gross income less expenses) | 2018-12-31 | $120,719 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,558,797 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,438,078 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $158,178 |
2017 : PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $229,769 |
Expenses. Total of all expenses incurred | 2017-12-31 | $972,602 |
Benefits paid (including direct rollovers) | 2017-12-31 | $972,551 |
Total plan assets at end of year | 2017-12-31 | $1,438,078 |
Total plan assets at beginning of year | 2017-12-31 | $2,180,911 |
Value of fidelity bond covering the plan | 2017-12-31 | $100,000 |
Other income received | 2017-12-31 | $114,353 |
Net income (gross income less expenses) | 2017-12-31 | $-742,833 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,438,078 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,180,911 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $115,416 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $51 |
2016 : PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $271,863 |
Expenses. Total of all expenses incurred | 2016-12-31 | $24,080 |
Benefits paid (including direct rollovers) | 2016-12-31 | $23,953 |
Total plan assets at end of year | 2016-12-31 | $2,180,911 |
Total plan assets at beginning of year | 2016-12-31 | $1,933,128 |
Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
Other income received | 2016-12-31 | $99,363 |
Net income (gross income less expenses) | 2016-12-31 | $247,783 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,180,911 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,933,128 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $172,500 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $127 |
2015 : PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-12-31 | $-24,548 |
Total income from all sources | 2015-12-31 | $33,087 |
Expenses. Total of all expenses incurred | 2015-12-31 | $407 |
Total plan assets at end of year | 2015-12-31 | $1,933,128 |
Total plan assets at beginning of year | 2015-12-31 | $1,924,996 |
Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
Other income received | 2015-12-31 | $-132,163 |
Net income (gross income less expenses) | 2015-12-31 | $32,680 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,933,128 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,924,996 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $165,250 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $407 |
2014 : PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $-24,369 |
Total income from all sources | 2014-12-31 | $100,330 |
Expenses. Total of all expenses incurred | 2014-12-31 | $584 |
Total plan assets at end of year | 2014-12-31 | $1,924,996 |
Total plan assets at beginning of year | 2014-12-31 | $1,849,619 |
Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
Other income received | 2014-12-31 | $-62,618 |
Net income (gross income less expenses) | 2014-12-31 | $99,746 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,924,996 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,849,619 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $162,948 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $584 |
2013 : PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $-112,843 |
Total income from all sources | 2013-12-31 | $201,966 |
Expenses. Total of all expenses incurred | 2013-12-31 | $7,111 |
Total plan assets at end of year | 2013-12-31 | $1,849,619 |
Total plan assets at beginning of year | 2013-12-31 | $1,767,607 |
Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
Other income received | 2013-12-31 | $71,966 |
Net income (gross income less expenses) | 2013-12-31 | $194,855 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,849,619 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,767,607 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $130,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $7,111 |
2012 : PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $168,942 |
Expenses. Total of all expenses incurred | 2012-12-31 | $7,243 |
Total plan assets at end of year | 2012-12-31 | $1,767,607 |
Total plan assets at beginning of year | 2012-12-31 | $1,605,908 |
Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
Other income received | 2012-12-31 | $54,888 |
Net income (gross income less expenses) | 2012-12-31 | $161,699 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,767,607 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,605,908 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $114,054 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $7,243 |
2011 : PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $108,707 |
Expenses. Total of all expenses incurred | 2011-12-31 | $6,546 |
Total plan assets at end of year | 2011-12-31 | $1,605,908 |
Total plan assets at beginning of year | 2011-12-31 | $1,503,747 |
Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
Other income received | 2011-12-31 | $-1,331 |
Net income (gross income less expenses) | 2011-12-31 | $102,161 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,605,908 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,503,747 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $110,038 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $6,546 |
2010 : PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $183,800 |
Expenses. Total of all expenses incurred | 2010-12-31 | $6,509 |
Total plan assets at end of year | 2010-12-31 | $1,503,747 |
Total plan assets at beginning of year | 2010-12-31 | $1,326,456 |
Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
Other income received | 2010-12-31 | $70,186 |
Net income (gross income less expenses) | 2010-12-31 | $177,291 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,503,747 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,326,456 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $113,614 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $6,509 |