PERRICONE INSURANCE AGENCY, INC. INTEGRATED PROFIT SHARING PLAN 401k Plan overview
| Plan Name | PERRICONE INSURANCE AGENCY, INC. INTEGRATED PROFIT SHARING PLAN |
| Plan identification number | 001 |
PERRICONE INSURANCE AGENCY, INC. INTEGRATED PROFIT SHARING PLAN Benefits
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits | - Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
- Profit-sharing
- 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
PERRICONE INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.
Additional information about PERRICONE INSURANCE AGENCY, INC.
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 1980-01-21 |
| Company Identification Number: | 0090524402 |
| Legal Registered Office Address: |
PO BOX 14625
ALBUQUERQUE
United States of America (USA)
87191
|
More information about PERRICONE INSURANCE AGENCY, INC.
Form 5500 Filing Information
Submission information for form 5500 for 401k plan PERRICONE INSURANCE AGENCY, INC. INTEGRATED PROFIT SHARING PLAN
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|
| 001 | 2023-01-01 | CAROL GRAHAM | 2024-05-01 | | |
| 001 | 2022-01-01 | CAROL GRAHAM | 2023-07-25 | | |
| 001 | 2021-01-01 | ROBERT PERRICONE | 2022-04-25 | | |
| 001 | 2020-01-01 | ROBERT PERRICONE | 2021-04-09 | | |
| 001 | 2019-01-01 | ROBERT PERRICONE | 2020-04-27 | | |
| 001 | 2018-01-01 | ROBERT PERRICONE | 2019-04-30 | | |
| 001 | 2017-01-01 | ROBERT PERRICONE | 2018-04-25 | | |
| 001 | 2016-01-01 | ROBERT PERRICONE | 2017-06-09 | | |
| 001 | 2015-01-01 | ROBERT PERRICONE | 2016-05-23 | | |
| 001 | 2014-01-01 | ROBERT PERRICONE | 2015-05-28 | | |
| 001 | 2013-01-01 | ROBERT PERRICONE | 2014-05-06 | | |
| 001 | 2012-01-01 | ROBERT E. PERRICONE | 2013-03-28 | | |
| 001 | 2011-01-01 | ROBERT E. PERRICONE | 2012-06-20 | | |
| 001 | 2010-01-01 | ROBERT E. PERRICONE | 2011-05-04 | | |
| 001 | 2009-01-01 | ROBERT E. PERRICONE | | | |
Financial Data on PERRICONE INSURANCE AGENCY, INC. INTEGRATED PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2024 : PERRICONE INSURANCE AGENCY, INC. INTEGRATED PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-05-01 | 307476 |
| Total assets as of the beginning of the plan year | 2024-05-01 | 305354 |
| Other income to plan in this plan year | 2024-05-01 | 2122 |
| Plan net income in this plan year | 2024-05-01 | -305354 |
| Net assets as of the beginning of the plan year | 2024-05-01 | 305354 |
| 2009 : PERRICONE INSURANCE AGENCY, INC. INTEGRATED PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
Form 5500 Responses for PERRICONE INSURANCE AGENCY, INC. INTEGRATED PROFIT SHARING PLAN
| 2009: PERRICONE INSURANCE AGENCY, INC. INTEGRATED PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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