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| Plan Name | PERRY & COMPANY CPA'S 401K AND PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | PERRY & COMPANY CPA'S APC |
| Employer identification number (EIN): | 721417001 |
| NAIC Classification: | 541211 |
| NAIC Description: | Offices of Certified Public Accountants |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2010-01-01 | DARLA PERRY | 2011-10-14 | ||
| 001 | 2008-01-01 | ||||
| 001 | 2007-01-01 | DARLA PERRY | 2011-10-14 | ||
| 001 | 2006-01-01 | DARLA PERRY | 2011-10-14 | ||
| 001 | 2005-01-01 | DARLA PERRY | 2011-10-14 | ||
| 001 | 2004-01-01 | DARLA PERRY |
| Measure | Date | Value |
|---|---|---|
| 2004 : PERRY & COMPANY CPA'S 401K AND PROFIT SHARING PLAN 2004 401k financial data | ||
| Total income from all sources | 2004-12-31 | $-8,298 |
| Expenses. Total of all expenses incurred | 2004-12-31 | $3,249 |
| Benefits paid (including direct rollovers) | 2004-12-31 | $2,844 |
| Total plan assets at end of year | 2004-12-31 | $370,249 |
| Total plan assets at beginning of year | 2004-12-31 | $381,796 |
| Total contributions received or receivable from participants | 2004-12-31 | $298 |
| Other income received | 2004-12-31 | $-8,596 |
| Net income (gross income less expenses) | 2004-12-31 | $-11,547 |
| Net plan assets at end of year (total assets less liabilities) | 2004-12-31 | $370,249 |
| Net plan assets at beginning of year (total assets less liabilities) | 2004-12-31 | $381,796 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2004-12-31 | $405 |
| 2008: PERRY & COMPANY CPA'S 401K AND PROFIT SHARING PLAN 2008 form 5500 responses | ||
|---|---|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | Submission has been amended | Yes |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | No |
| 2004: PERRY & COMPANY CPA'S 401K AND PROFIT SHARING PLAN 2004 form 5500 responses | ||
| 2004-01-01 | Type of plan entity | Single employer plan |
| 2004-01-01 | Submission has been amended | No |
| 2004-01-01 | This submission is the final filing | No |
| 2004-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2004-01-01 | Plan is a collectively bargained plan | No |
| 2004-01-01 | Plan funding arrangement – Trust | Yes |
| 2004-01-01 | Plan benefit arrangement - Trust | Yes |
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