PERRY, BALHOFF, MENGIS, & BURNS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PERRY, ATKINSON,BALHOFF,MENGIS & BURNS, LLC PROFIT SHARING AND 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : PERRY, ATKINSON,BALHOFF,MENGIS & BURNS, LLC PROFIT SHARING AND 401(K) PLAN 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-06-19 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-19 | 89533 |
| Net assets as of the end of the plan year | 2025-06-19 | 5418730 |
| Total assets as of the beginning of the plan year | 2025-06-19 | 4667446 |
| Value of plan covered by a fidelity bond | 2025-06-19 | 340129 |
| Participant contributions to plan in this plan year | 2025-06-19 | 125610 |
| Other income to plan in this plan year | 2025-06-19 | 535477 |
| Plan net income in this plan year | 2025-06-19 | 751284 |
| Net assets as of the end of the plan year | 2025-06-19 | 5418730 |
| Net assets as of the beginning of the plan year | 2025-06-19 | 4667446 |
| Employer contributions to plan in this plan year | 2025-06-19 | 179730 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-19 | 424 |
| 2024 : PERRY, ATKINSON,BALHOFF,MENGIS & BURNS, LLC PROFIT SHARING AND 401(K) PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-06-27 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-27 | 301096 |
| Net assets as of the end of the plan year | 2024-06-27 | 4667446 |
| Total assets as of the beginning of the plan year | 2024-06-27 | 4091730 |
| Value of plan covered by a fidelity bond | 2024-06-27 | 340129 |
| Participant contributions to plan in this plan year | 2024-06-27 | 128438 |
| Other income to plan in this plan year | 2024-06-27 | 576942 |
| Plan net income in this plan year | 2024-06-27 | 575716 |
| Net assets as of the end of the plan year | 2024-06-27 | 4667446 |
| Net assets as of the beginning of the plan year | 2024-06-27 | 4091730 |
| Employer contributions to plan in this plan year | 2024-06-27 | 171432 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-27 | 1246 |
| 2021 : PERRY, ATKINSON,BALHOFF,MENGIS & BURNS, LLC PROFIT SHARING AND 401(K) PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $737,007 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $191,720 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $191,695 |
| Total plan assets at end of year | 2021-12-31 | $4,897,937 |
| Total plan assets at beginning of year | 2021-12-31 | $4,352,650 |
| Value of fidelity bond covering the plan | 2021-12-31 | $340,129 |
| Assets. Value of tangible personal property | 2021-12-31 | $0 |
| Total contributions received or receivable from participants | 2021-12-31 | $108,602 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $501,716 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $545,287 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,897,937 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,352,650 |
| Assets. Value of participant loans | 2021-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2021-12-31 | $0 |
| Assets. Value of employer securities | 2021-12-31 | $0 |
| Assets. Value of employer real property | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $126,689 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $25 |
| 2020 : PERRY, ATKINSON,BALHOFF,MENGIS & BURNS, LLC PROFIT SHARING AND 401(K) PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $805,416 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $22,672 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $22,578 |
| Total plan assets at end of year | 2020-12-31 | $4,352,650 |
| Total plan assets at beginning of year | 2020-12-31 | $3,569,906 |
| Value of fidelity bond covering the plan | 2020-12-31 | $340,129 |
| Assets. Value of tangible personal property | 2020-12-31 | $0 |
| Total contributions received or receivable from participants | 2020-12-31 | $101,697 |
| Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $523,559 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $782,744 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $4,352,650 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,569,906 |
| Assets. Value of participant loans | 2020-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2020-12-31 | $0 |
| Assets. Value of employer securities | 2020-12-31 | $0 |
| Assets. Value of employer real property | 2020-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $180,160 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $94 |
| 2019 : PERRY, ATKINSON,BALHOFF,MENGIS & BURNS, LLC PROFIT SHARING AND 401(K) PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $782,838 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $6 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $3,569,906 |
| Total plan assets at beginning of year | 2019-12-31 | $2,787,074 |
| Value of fidelity bond covering the plan | 2019-12-31 | $340,129 |
| Total contributions received or receivable from participants | 2019-12-31 | $101,642 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $503,539 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $782,832 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,569,906 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,787,074 |
| Assets. Value of participant loans | 2019-12-31 | $4,050 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2019-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $177,657 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $6 |
| 2018 : PERRY, ATKINSON,BALHOFF,MENGIS & BURNS, LLC PROFIT SHARING AND 401(K) PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $78,556 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $72,450 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $72,400 |
| Total plan assets at end of year | 2018-12-31 | $2,787,074 |
| Total plan assets at beginning of year | 2018-12-31 | $2,780,968 |
| Value of fidelity bond covering the plan | 2018-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $97,001 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-178,872 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $6,106 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,787,074 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,780,968 |
| Assets. Value of participant loans | 2018-12-31 | $2,471 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $160,427 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $50 |
| 2017 : PERRY, ATKINSON,BALHOFF,MENGIS & BURNS, LLC PROFIT SHARING AND 401(K) PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $563,637 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $84,882 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $84,857 |
| Total plan assets at end of year | 2017-12-31 | $2,780,968 |
| Total plan assets at beginning of year | 2017-12-31 | $2,302,213 |
| Value of fidelity bond covering the plan | 2017-12-31 | $150,000 |
| Assets. Value of tangible personal property | 2017-12-31 | $0 |
| Total contributions received or receivable from participants | 2017-12-31 | $80,201 |
| Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $365,690 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $478,755 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,780,968 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,302,213 |
| Assets. Value of participant loans | 2017-12-31 | $7,523 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
| Assets. Value of employer securities | 2017-12-31 | $0 |
| Assets. Value of employer real property | 2017-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $117,746 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $25 |
| 2016 : PERRY, ATKINSON,BALHOFF,MENGIS & BURNS, LLC PROFIT SHARING AND 401(K) PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $325,696 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $567,544 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $567,481 |
| Total plan assets at end of year | 2016-12-31 | $2,302,213 |
| Total plan assets at beginning of year | 2016-12-31 | $2,544,061 |
| Value of fidelity bond covering the plan | 2016-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $11,819 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $127,564 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $-241,848 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,302,213 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,544,061 |
| Assets. Value of participant loans | 2016-12-31 | $12,815 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $186,313 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $63 |
| 2015 : PERRY, ATKINSON,BALHOFF,MENGIS & BURNS, LLC PROFIT SHARING AND 401(K) PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $340,186 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $84,398 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $84,323 |
| Total plan assets at end of year | 2015-12-31 | $2,544,061 |
| Total plan assets at beginning of year | 2015-12-31 | $2,288,273 |
| Value of fidelity bond covering the plan | 2015-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $180,811 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-28,926 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $255,788 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,544,061 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,288,273 |
| Assets. Value of participant loans | 2015-12-31 | $60,000 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $188,301 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $75 |
| 2014 : PERRY, ATKINSON,BALHOFF,MENGIS & BURNS, LLC PROFIT SHARING AND 401(K) PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $415,045 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $31,372 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $31,091 |
| Total plan assets at end of year | 2014-12-31 | $2,288,273 |
| Total plan assets at beginning of year | 2014-12-31 | $1,904,600 |
| Value of fidelity bond covering the plan | 2014-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $93,487 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $18,574 |
| Other income received | 2014-12-31 | $116,265 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $383,673 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,288,273 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,904,600 |
| Assets. Value of participant loans | 2014-12-31 | $79,158 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $186,719 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $281 |
| 2013 : PERRY, ATKINSON,BALHOFF,MENGIS & BURNS, LLC PROFIT SHARING AND 401(K) PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $269,913 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $25,861 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $25,811 |
| Total plan assets at end of year | 2013-12-31 | $1,904,600 |
| Total plan assets at beginning of year | 2013-12-31 | $1,660,548 |
| Value of fidelity bond covering the plan | 2013-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $12,293 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $257,620 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $244,052 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,904,600 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,660,548 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $50 |
| 2012 : PERRY, ATKINSON,BALHOFF,MENGIS & BURNS, LLC PROFIT SHARING AND 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $395,342 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $76,495 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $76,495 |
| Total plan assets at end of year | 2012-12-31 | $1,660,548 |
| Total plan assets at beginning of year | 2012-12-31 | $1,341,701 |
| Value of fidelity bond covering the plan | 2012-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $126,796 |
| Other income received | 2012-12-31 | $186,569 |
| Net income (gross income less expenses) | 2012-12-31 | $318,847 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,660,548 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,341,701 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $81,977 |
| 2021: PERRY, ATKINSON,BALHOFF,MENGIS & BURNS, LLC PROFIT SHARING AND 401(K) PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: PERRY, ATKINSON,BALHOFF,MENGIS & BURNS, LLC PROFIT SHARING AND 401(K) PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: PERRY, ATKINSON,BALHOFF,MENGIS & BURNS, LLC PROFIT SHARING AND 401(K) PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: PERRY, ATKINSON,BALHOFF,MENGIS & BURNS, LLC PROFIT SHARING AND 401(K) PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: PERRY, ATKINSON,BALHOFF,MENGIS & BURNS, LLC PROFIT SHARING AND 401(K) PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: PERRY, ATKINSON,BALHOFF,MENGIS & BURNS, LLC PROFIT SHARING AND 401(K) PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: PERRY, ATKINSON,BALHOFF,MENGIS & BURNS, LLC PROFIT SHARING AND 401(K) PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: PERRY, ATKINSON,BALHOFF,MENGIS & BURNS, LLC PROFIT SHARING AND 401(K) PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: PERRY, ATKINSON,BALHOFF,MENGIS & BURNS, LLC PROFIT SHARING AND 401(K) PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: PERRY, ATKINSON,BALHOFF,MENGIS & BURNS, LLC PROFIT SHARING AND 401(K) PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
