Logo

PERRYMAN FINANCIAL ADVISORY, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePERRYMAN FINANCIAL ADVISORY, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

PERRYMAN FINANCIAL ADVISORY, INC. 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PERRYMAN FINANCIAL ADVISORY, INC. has sponsored the creation of one or more 401k plans.

Company Name:PERRYMAN FINANCIAL ADVISORY, INC.
Employer identification number (EIN):752557525
NAIC Classification:523900

Additional information about PERRYMAN FINANCIAL ADVISORY, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1994-06-23
Company Identification Number: 0131740400
Legal Registered Office Address: 12221 MERIT DR STE 1660

DALLAS
United States of America (USA)
75251

More information about PERRYMAN FINANCIAL ADVISORY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERRYMAN FINANCIAL ADVISORY, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012016-01-01
0012015-01-01
0012014-01-01BILL PERRYMAN2015-08-11 BILL PERRYMAN2015-08-11
0012013-01-01BILL PERRYMAN2014-09-11 BILL PERRYMAN2014-09-11
0012012-01-01BILL PERRYMAN2013-07-16
0012011-01-01BILL PERRYMAN2012-09-24
0012010-01-01BILL PERRYMAN2011-09-12
0012009-01-01 BILL PERRYMAN2010-06-29
0012009-01-01BILL PERRYMAN

Financial Data on PERRYMAN FINANCIAL ADVISORY, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : PERRYMAN FINANCIAL ADVISORY, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-030
Total liabilities as of the end of the plan year2025-10-03721
Total liabilities as of the beginning of the plan year2025-10-030
Total expenses incurred by plan in this plan year2025-10-032377734
Net assets as of the end of the plan year2025-10-036911917
Total assets as of the beginning of the plan year2025-10-036734669
Value of plan covered by a fidelity bond2025-10-0375000
Participant contributions to plan in this plan year2025-10-03159386
Other expenses paid from plan in this plan year2025-10-030
Other contributions to plan in this plan year2025-10-030
Other income to plan in this plan year2025-10-032341528
Plan net income in this plan year2025-10-03176527
Net assets as of the end of the plan year2025-10-036911196
Net assets as of the beginning of the plan year2025-10-036734669
Employer contributions to plan in this plan year2025-10-0353347
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-03124
2024 : PERRYMAN FINANCIAL ADVISORY, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-150
Total liabilities as of the end of the plan year2024-10-150
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-152562080
Net assets as of the end of the plan year2024-10-156734669
Total assets as of the beginning of the plan year2024-10-156527783
Value of plan covered by a fidelity bond2024-10-1575000
Participant contributions to plan in this plan year2024-10-15172159
Other expenses paid from plan in this plan year2024-10-150
Other contributions to plan in this plan year2024-10-150
Other income to plan in this plan year2024-10-152550182
Plan net income in this plan year2024-10-15206886
Net assets as of the end of the plan year2024-10-156734669
Net assets as of the beginning of the plan year2024-10-156527783
Employer contributions to plan in this plan year2024-10-1546625
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-159
2022 : PERRYMAN FINANCIAL ADVISORY, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-280
Total liabilities as of the end of the plan year2022-07-280
Total liabilities as of the beginning of the plan year2022-07-280
Total expenses incurred by plan in this plan year2022-07-2826764
Net assets as of the end of the plan year2022-07-288679962
Total assets as of the beginning of the plan year2022-07-286616308
Value of plan covered by a fidelity bond2022-07-2875000
Participant contributions to plan in this plan year2022-07-28135017
Other expenses paid from plan in this plan year2022-07-28178
Other contributions to plan in this plan year2022-07-280
Other income to plan in this plan year2022-07-281913586
Plan net income in this plan year2022-07-282063654
Net assets as of the end of the plan year2022-07-288679962
Net assets as of the beginning of the plan year2022-07-286616308
Employer contributions to plan in this plan year2022-07-2841815
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-280

Form 5500 Responses for PERRYMAN FINANCIAL ADVISORY, INC. 401(K) PROFIT SHARING PLAN

2009: PERRYMAN FINANCIAL ADVISORY, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1