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PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN
Plan identification number 001

PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PERKINS-MCKENZIE INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name:PERKINS-MCKENZIE INSURANCE AGENCY, INC.
Employer identification number (EIN):720548681
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DEBRA LANDRY2024-05-20
0012022-01-01DEBRA H LANDRY2023-10-13
0012021-01-01WAYNE C. DUSSEL2022-07-07
0012020-01-01WAYNE C. DUSSEL2021-07-06
0012019-01-01WAYNE C. DUSSEL2020-09-16
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01DEBRA H. LANDRY
0012011-01-01DEBRA H. LANDRY
0012010-01-01DEBRA H. LANDRY
0012009-01-01DEBRA H. LANDRY

Financial Data on PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-151288453
Net assets as of the end of the plan year2025-09-151263705
Total assets as of the beginning of the plan year2025-09-152101353
Value of plan covered by a fidelity bond2025-09-15210135
Participant contributions to plan in this plan year2025-09-1530491
Value of participant loans at end of plan year2025-09-1546294
Other income to plan in this plan year2025-09-15220035
Plan net income in this plan year2025-09-15-837648
Net assets as of the end of the plan year2025-09-151263705
Net assets as of the beginning of the plan year2025-09-152101353
Employer contributions to plan in this plan year2025-09-15200279
Fees paid to broker by Benefit Provider2025-09-157806
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-1512697
2024 : PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-2045123
Net assets as of the end of the plan year2024-05-202101353
Total assets as of the beginning of the plan year2024-05-201381449
Value of plan covered by a fidelity bond2024-05-20210135
Participant contributions to plan in this plan year2024-05-2014978
Value of participant loans at end of plan year2024-05-2049105
Other contributions to plan in this plan year2024-05-20358607
Other income to plan in this plan year2024-05-20207171
Plan net income in this plan year2024-05-20719904
Net assets as of the end of the plan year2024-05-202101353
Net assets as of the beginning of the plan year2024-05-201381449
Employer contributions to plan in this plan year2024-05-20184271
Fees paid to broker by Benefit Provider2024-05-207570
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-209959
2021 : PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$192,500
Expenses. Total of all expenses incurred2021-12-31$255,564
Benefits paid (including direct rollovers)2021-12-31$255,564
Total plan assets at end of year2021-12-31$1,507,005
Total plan assets at beginning of year2021-12-31$1,570,069
Value of fidelity bond covering the plan2021-12-31$100,000
Other income received2021-12-31$30,021
Net income (gross income less expenses)2021-12-31$-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
Total income from all sources2020-12-31$266,385
Expenses. Total of all expenses incurred2020-12-31$202,851
Benefits paid (including direct rollovers)2020-12-31$202,851
Total plan assets at end of year2020-12-31$1,570,069
Total plan assets at beginning of year2020-12-31$1,506,535
Value of fidelity bond covering the plan2020-12-31$100,000
Other income received2020-12-31$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
Total income from all sources2019-12-31$275,383
Expenses. Total of all expenses incurred2019-12-31$327,645
Benefits paid (including direct rollovers)2019-12-31$327,645
Total plan assets at end of year2019-12-31$1,506,535
Total plan assets at beginning of year2019-12-31$1,558,797
Value of fidelity bond covering the plan2019-12-31$100,000
Other income received2019-12-31$115,000
Net income (gross income less expenses)2019-12-31$-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 securities2019-12-31$327,645
2018 : PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$142,493
Expenses. Total of all expenses incurred2018-12-31$21,774
Benefits paid (including direct rollovers)2018-12-31$21,774
Total plan assets at end of year2018-12-31$1,558,797
Total plan assets at beginning of year2018-12-31$1,438,078
Value of fidelity bond covering the plan2018-12-31$100,000
Other income received2018-12-31$-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
Total income from all sources2017-12-31$229,769
Expenses. Total of all expenses incurred2017-12-31$972,602
Benefits paid (including direct rollovers)2017-12-31$972,551
Total plan assets at end of year2017-12-31$1,438,078
Total plan assets at beginning of year2017-12-31$2,180,911
Value of fidelity bond covering the plan2017-12-31$100,000
Other income received2017-12-31$114,353
Net income (gross income less expenses)2017-12-31$-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
Total income from all sources2016-12-31$271,863
Expenses. Total of all expenses incurred2016-12-31$24,080
Benefits paid (including direct rollovers)2016-12-31$23,953
Total plan assets at end of year2016-12-31$2,180,911
Total plan assets at beginning of year2016-12-31$1,933,128
Value of fidelity bond covering the plan2016-12-31$100,000
Other income received2016-12-31$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$127
2015 : PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$-24,548
Total income from all sources2015-12-31$33,087
Expenses. Total of all expenses incurred2015-12-31$407
Total plan assets at end of year2015-12-31$1,933,128
Total plan assets at beginning of year2015-12-31$1,924,996
Value of fidelity bond covering the plan2015-12-31$100,000
Other income received2015-12-31$-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$407
2014 : PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$-24,369
Total income from all sources2014-12-31$100,330
Expenses. Total of all expenses incurred2014-12-31$584
Total plan assets at end of year2014-12-31$1,924,996
Total plan assets at beginning of year2014-12-31$1,849,619
Value of fidelity bond covering the plan2014-12-31$100,000
Other income received2014-12-31$-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$584
2013 : PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$-112,843
Total income from all sources2013-12-31$201,966
Expenses. Total of all expenses incurred2013-12-31$7,111
Total plan assets at end of year2013-12-31$1,849,619
Total plan assets at beginning of year2013-12-31$1,767,607
Value of fidelity bond covering the plan2013-12-31$100,000
Other income received2013-12-31$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
Total income from all sources2012-12-31$168,942
Expenses. Total of all expenses incurred2012-12-31$7,243
Total plan assets at end of year2012-12-31$1,767,607
Total plan assets at beginning of year2012-12-31$1,605,908
Value of fidelity bond covering the plan2012-12-31$100,000
Other income received2012-12-31$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
Total income from all sources2011-12-31$108,707
Expenses. Total of all expenses incurred2011-12-31$6,546
Total plan assets at end of year2011-12-31$1,605,908
Total plan assets at beginning of year2011-12-31$1,503,747
Value of fidelity bond covering the plan2011-12-31$100,000
Other income received2011-12-31$-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
Total income from all sources2010-12-31$183,800
Expenses. Total of all expenses incurred2010-12-31$6,509
Total plan assets at end of year2010-12-31$1,503,747
Total plan assets at beginning of year2010-12-31$1,326,456
Value of fidelity bond covering the plan2010-12-31$100,000
Other income received2010-12-31$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

Form 5500 Responses for PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN

2021: PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PERKINS-MCKENZIE INSURANCE 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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