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PERRINE MCGIVERN 401(K) PLAN 401k Plan overview

Plan NamePERRINE MCGIVERN 401(K) PLAN
Plan identification number 001

PERRINE MCGIVERN 401(K) 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

PERRINE, REDEMANN, BERRY, TAYLOR & FRETTE, PLLC has sponsored the creation of one or more 401k plans.

Company Name:PERRINE, REDEMANN, BERRY, TAYLOR & FRETTE, PLLC
Employer identification number (EIN):731624668
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERRINE MCGIVERN 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01WILLIAM PERRINE
0012023-01-01
0012023-01-01WILLIAM PERRINE
0012022-01-01
0012022-01-01WILLIAM PERRINE
0012021-01-01
0012021-01-01WILLIAM PERRINE
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01WILLIAM PERRINE
0012016-01-01WILLIAM PERRINE2017-07-06
0012015-01-01WILLIAM PERRINE2016-07-21
0012014-01-01WILLIAM D. PERRINE2015-05-13 WILLIAM D. PERRINE2015-05-13
0012013-01-01WILLIAM PERRINE2014-07-14
0012012-01-01WILLIAM D PERRINE2013-06-26 WILLIAM D PERRINE2013-06-26
0012011-01-01WILLIAM PERRINE2012-06-27
0012010-01-01WILLIAM D PERRINE2011-08-10 WILLIAM D PERRINE2011-08-10

Financial Data on PERRINE MCGIVERN 401(K) PLAN

Measure Date Value
2023 : PERRINE MCGIVERN 401(K) PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$562,845
Expenses. Total of all expenses incurred2023-12-31$83,811
Benefits paid (including direct rollovers)2023-12-31$70,847
Total plan assets at end of year2023-12-31$3,532,942
Total plan assets at beginning of year2023-12-31$3,053,908
Value of fidelity bond covering the plan2023-12-31$305,391
Total contributions received or receivable from participants2023-12-31$58,436
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$467,748
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$479,034
Net plan assets at end of year (total assets less liabilities)2023-12-31$3,532,942
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$3,053,908
Assets. Value of participant loans2023-12-31$180,867
Total contributions received or receivable from employer(s)2023-12-31$36,661
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$12,964
2022 : PERRINE MCGIVERN 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$206,143
Expenses. Total of all expenses incurred2022-12-31$433,178
Benefits paid (including direct rollovers)2022-12-31$418,211
Total plan assets at end of year2022-12-31$3,053,908
Total plan assets at beginning of year2022-12-31$3,280,943
Value of fidelity bond covering the plan2022-12-31$328,095
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$60,992
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$13,500
Other income received2022-12-31$94,553
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-227,035
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,053,908
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,280,943
Assets. Value of participant loans2022-12-31$143,804
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$37,098
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$14,967
2021 : PERRINE MCGIVERN 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$610,039
Expenses. Total of all expenses incurred2021-12-31$1,058,990
Benefits paid (including direct rollovers)2021-12-31$1,041,517
Total plan assets at end of year2021-12-31$3,280,943
Total plan assets at beginning of year2021-12-31$3,729,894
Value of fidelity bond covering the plan2021-12-31$372,989
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$59,371
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$14,000
Other income received2021-12-31$498,288
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-448,951
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,280,943
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,729,894
Assets. Value of participant loans2021-12-31$145,854
Assets. Value of assets in partnership/joint-venture interests2021-12-31$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 2510.3-1022021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$38,380
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$17,473
2020 : PERRINE MCGIVERN 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$548,351
Expenses. Total of all expenses incurred2020-12-31$669,894
Benefits paid (including direct rollovers)2020-12-31$654,224
Total plan assets at end of year2020-12-31$3,729,894
Total plan assets at beginning of year2020-12-31$3,851,437
Value of fidelity bond covering the plan2020-12-31$385,144
Total contributions received or receivable from participants2020-12-31$53,321
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$457,971
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$-121,543
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,729,894
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,851,437
Assets. Value of participant loans2020-12-31$162,044
Total contributions received or receivable from employer(s)2020-12-31$37,059
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$15,670
2019 : PERRINE MCGIVERN 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$811,589
Expenses. Total of all expenses incurred2019-12-31$41,558
Benefits paid (including direct rollovers)2019-12-31$28,129
Total plan assets at end of year2019-12-31$3,851,437
Total plan assets at beginning of year2019-12-31$3,081,406
Value of fidelity bond covering the plan2019-12-31$308,141
Total contributions received or receivable from participants2019-12-31$72,711
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$698,104
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$770,031
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,851,437
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,081,406
Assets. Value of participant loans2019-12-31$184,662
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022019-12-31$0
Total contributions received or receivable from employer(s)2019-12-31$40,774
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$13,429
2018 : PERRINE MCGIVERN 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-61,352
Expenses. Total of all expenses incurred2018-12-31$273,985
Benefits paid (including direct rollovers)2018-12-31$260,768
Total plan assets at end of year2018-12-31$3,081,406
Total plan assets at beginning of year2018-12-31$3,416,743
Value of fidelity bond covering the plan2018-12-31$342,000
Total contributions received or receivable from participants2018-12-31$93,862
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-203,177
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-335,337
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,081,406
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,416,743
Assets. Value of participant loans2018-12-31$180,372
Total contributions received or receivable from employer(s)2018-12-31$47,963
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$13,217
2017 : PERRINE MCGIVERN 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$558,445
Expenses. Total of all expenses incurred2017-12-31$29,594
Benefits paid (including direct rollovers)2017-12-31$28,124
Total plan assets at end of year2017-12-31$3,416,743
Total plan assets at beginning of year2017-12-31$2,887,892
Value of fidelity bond covering the plan2017-12-31$342,000
Total contributions received or receivable from participants2017-12-31$77,695
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$434,626
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$528,851
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,416,743
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,887,892
Assets. Value of participant loans2017-12-31$183,861
Total contributions received or receivable from employer(s)2017-12-31$46,124
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,470

Form 5500 Responses for PERRINE MCGIVERN 401(K) PLAN

2023: PERRINE MCGIVERN 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PERRINE MCGIVERN 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PERRINE MCGIVERN 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PERRINE MCGIVERN 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PERRINE MCGIVERN 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PERRINE MCGIVERN 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PERRINE MCGIVERN 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

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