401k Plan data: PERDUE & KIDD, LLP 401K PLAN plan

PERDUE & KIDD, LLP 401K PLAN 401k Plan overview

Plan Name	PERDUE & KIDD, LLP 401K PLAN
Plan identification number	001

PERDUE & KIDD, LLP 401K PLAN Benefits

401k Plan Type

Defined 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

PERDUE & KIDD, LLP has sponsored the creation of one or more 401k plans.

Company Name: PERDUE & KIDD, LLP

Employer identification number (EIN): 760438557

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERDUE & KIDD, LLP 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JIM PERDUE JR JIM PERDUE JR 2018-07-06
001 2016-01-01 JIM PERDUE JR JIM PERDUE JR 2017-10-11
001 2015-01-01 JIM PERDUE JR JIM PERDUE JR 2016-07-29
001 2014-01-01 JIM PERDUE JIM PERDUE 2015-06-24
001 2013-01-01 JIM PERDUE JIM PERDUE 2014-07-11
001 2012-01-01 DONALD H. KIDD 2013-09-09
001 2011-01-01 DONALD H. KIDD 2012-10-04
001 2010-01-01 DONALD H. KIDD 2011-04-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	JIM PERDUE JR		JIM PERDUE JR	2018-07-06
001	2016-01-01	JIM PERDUE JR		JIM PERDUE JR	2017-10-11
001	2015-01-01	JIM PERDUE JR		JIM PERDUE JR	2016-07-29
001	2014-01-01	JIM PERDUE		JIM PERDUE	2015-06-24
001	2013-01-01	JIM PERDUE		JIM PERDUE	2014-07-11
001	2012-01-01	DONALD H. KIDD	2013-09-09
001	2011-01-01	DONALD H. KIDD	2012-10-04
001	2010-01-01	DONALD H. KIDD	2011-04-12

Plan Statistics for PERDUE & KIDD, LLP 401K PLAN

401k plan membership statisitcs for PERDUE & KIDD, LLP 401K PLAN

Measure Date Value
2022: PERDUE & KIDD, LLP 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 7
Number of retired or separated participants receiving benefits 2022-01-01 7
Number of other retired or separated participants entitled to future benefits 2022-01-01 13
Total of all active and inactive participants 2022-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 27
Number of participants with account balances 2022-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: PERDUE & KIDD, LLP 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 10
Number of retired or separated participants receiving benefits 2021-01-01 8
Number of other retired or separated participants entitled to future benefits 2021-01-01 11
Total of all active and inactive participants 2021-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 29
Number of participants with account balances 2021-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 4
2020: PERDUE & KIDD, LLP 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 14
Number of retired or separated participants receiving benefits 2020-01-01 8
Number of other retired or separated participants entitled to future benefits 2020-01-01 9
Total of all active and inactive participants 2020-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 31
Number of participants with account balances 2020-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PERDUE & KIDD, LLP 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 12
Number of retired or separated participants receiving benefits 2019-01-01 7
Number of other retired or separated participants entitled to future benefits 2019-01-01 8
Total of all active and inactive participants 2019-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 27
Number of participants with account balances 2019-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 4
2018: PERDUE & KIDD, LLP 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 16
Number of retired or separated participants receiving benefits 2018-01-01 7
Number of other retired or separated participants entitled to future benefits 2018-01-01 4
Total of all active and inactive participants 2018-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 27
Number of participants with account balances 2018-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: PERDUE & KIDD, LLP 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 11
Number of retired or separated participants receiving benefits 2017-01-01 6
Number of other retired or separated participants entitled to future benefits 2017-01-01 4
Total of all active and inactive participants 2017-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 21
Number of participants with account balances 2017-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: PERDUE & KIDD, LLP 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 12
Number of retired or separated participants receiving benefits 2016-01-01 5
Number of other retired or separated participants entitled to future benefits 2016-01-01 3
Total of all active and inactive participants 2016-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 20
Number of participants with account balances 2016-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: PERDUE & KIDD, LLP 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 14
Number of retired or separated participants receiving benefits 2015-01-01 4
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 20
Number of participants with account balances 2015-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PERDUE & KIDD, LLP 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 13
Number of retired or separated participants receiving benefits 2014-01-01 3
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 18
Number of participants with account balances 2014-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PERDUE & KIDD, LLP 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 12
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 7
Total of all active and inactive participants 2013-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 19
Number of participants with account balances 2013-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1

Measure	Date	Value
2022: PERDUE & KIDD, LLP 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	7
Number of retired or separated participants receiving benefits	2022-01-01	7
Number of other retired or separated participants entitled to future benefits	2022-01-01	13
Total of all active and inactive participants	2022-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	27
Number of participants with account balances	2022-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: PERDUE & KIDD, LLP 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	10
Number of retired or separated participants receiving benefits	2021-01-01	8
Number of other retired or separated participants entitled to future benefits	2021-01-01	11
Total of all active and inactive participants	2021-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	29
Number of participants with account balances	2021-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	4
2020: PERDUE & KIDD, LLP 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	14
Number of retired or separated participants receiving benefits	2020-01-01	8
Number of other retired or separated participants entitled to future benefits	2020-01-01	9
Total of all active and inactive participants	2020-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	31
Number of participants with account balances	2020-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PERDUE & KIDD, LLP 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	12
Number of retired or separated participants receiving benefits	2019-01-01	7
Number of other retired or separated participants entitled to future benefits	2019-01-01	8
Total of all active and inactive participants	2019-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	27
Number of participants with account balances	2019-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	4
2018: PERDUE & KIDD, LLP 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	16
Number of retired or separated participants receiving benefits	2018-01-01	7
Number of other retired or separated participants entitled to future benefits	2018-01-01	4
Total of all active and inactive participants	2018-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	27
Number of participants with account balances	2018-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: PERDUE & KIDD, LLP 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	11
Number of retired or separated participants receiving benefits	2017-01-01	6
Number of other retired or separated participants entitled to future benefits	2017-01-01	4
Total of all active and inactive participants	2017-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	21
Number of participants with account balances	2017-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: PERDUE & KIDD, LLP 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	12
Number of retired or separated participants receiving benefits	2016-01-01	5
Number of other retired or separated participants entitled to future benefits	2016-01-01	3
Total of all active and inactive participants	2016-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	20
Number of participants with account balances	2016-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: PERDUE & KIDD, LLP 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	14
Number of retired or separated participants receiving benefits	2015-01-01	4
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	20
Number of participants with account balances	2015-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PERDUE & KIDD, LLP 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	13
Number of retired or separated participants receiving benefits	2014-01-01	3
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	18
Number of participants with account balances	2014-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PERDUE & KIDD, LLP 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	12
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	7
Total of all active and inactive participants	2013-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	19
Number of participants with account balances	2013-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1

Financial Data on PERDUE & KIDD, LLP 401K PLAN

Measure	Date	Value
2022 : PERDUE & KIDD, LLP 401K PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-279,807
Expenses. Total of all expenses incurred	2022-12-31	$109,179
Benefits paid (including direct rollovers)	2022-12-31	$107,656
Total plan assets at end of year	2022-12-31	$2,076,178
Total plan assets at beginning of year	2022-12-31	$2,465,164
Value of fidelity bond covering the plan	2022-12-31	$200,000
Total contributions received or receivable from participants	2022-12-31	$92,612
Other income received	2022-12-31	$-507,664
Net income (gross income less expenses)	2022-12-31	$-388,986
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,076,178
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,465,164
Total contributions received or receivable from employer(s)	2022-12-31	$135,245
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$1,523
2021 : PERDUE & KIDD, LLP 401K PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$636,874
Expenses. Total of all expenses incurred	2021-12-31	$29,489
Benefits paid (including direct rollovers)	2021-12-31	$23,959
Total plan assets at end of year	2021-12-31	$2,465,164
Total plan assets at beginning of year	2021-12-31	$1,857,779
Value of fidelity bond covering the plan	2021-12-31	$200,000
Total contributions received or receivable from participants	2021-12-31	$108,481
Other income received	2021-12-31	$332,166
Net income (gross income less expenses)	2021-12-31	$607,385
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,465,164
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,857,779
Total contributions received or receivable from employer(s)	2021-12-31	$196,227
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$5,530
2020 : PERDUE & KIDD, LLP 401K PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$619,499
Expenses. Total of all expenses incurred	2020-12-31	$319,934
Benefits paid (including direct rollovers)	2020-12-31	$315,793
Total plan assets at end of year	2020-12-31	$1,857,779
Total plan assets at beginning of year	2020-12-31	$1,558,214
Value of fidelity bond covering the plan	2020-12-31	$200,000
Total contributions received or receivable from participants	2020-12-31	$92,110
Other income received	2020-12-31	$347,406
Net income (gross income less expenses)	2020-12-31	$299,565
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,857,779
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,558,214
Total contributions received or receivable from employer(s)	2020-12-31	$179,983
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$4,141
2019 : PERDUE & KIDD, LLP 401K PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$356,573
Expenses. Total of all expenses incurred	2019-12-31	$27,519
Benefits paid (including direct rollovers)	2019-12-31	$24,000
Total plan assets at end of year	2019-12-31	$1,558,214
Total plan assets at beginning of year	2019-12-31	$1,229,160
Value of fidelity bond covering the plan	2019-12-31	$200,000
Total contributions received or receivable from participants	2019-12-31	$85,438
Other income received	2019-12-31	$233,597
Net income (gross income less expenses)	2019-12-31	$329,054
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,558,214
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,229,160
Total contributions received or receivable from employer(s)	2019-12-31	$37,538
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$3,519
2018 : PERDUE & KIDD, LLP 401K PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$222,174
Expenses. Total of all expenses incurred	2018-12-31	$11,814
Benefits paid (including direct rollovers)	2018-12-31	$8,938
Total plan assets at end of year	2018-12-31	$1,229,160
Total plan assets at beginning of year	2018-12-31	$1,018,800
Value of fidelity bond covering the plan	2018-12-31	$200,000
Total contributions received or receivable from participants	2018-12-31	$98,516
Contributions received from other sources (not participants or employers)	2018-12-31	$10,675
Other income received	2018-12-31	$84,935
Net income (gross income less expenses)	2018-12-31	$210,360
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,229,160
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,018,800
Total contributions received or receivable from employer(s)	2018-12-31	$28,048
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$2,876
2017 : PERDUE & KIDD, LLP 401K PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$273,018
Expenses. Total of all expenses incurred	2017-12-31	$45,519
Benefits paid (including direct rollovers)	2017-12-31	$43,244
Total plan assets at end of year	2017-12-31	$1,018,800
Total plan assets at beginning of year	2017-12-31	$791,301
Value of fidelity bond covering the plan	2017-12-31	$200,000
Total contributions received or receivable from participants	2017-12-31	$74,128
Other income received	2017-12-31	$82,813
Net income (gross income less expenses)	2017-12-31	$227,499
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,018,800
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$791,301
Total contributions received or receivable from employer(s)	2017-12-31	$116,077
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$2,275
2016 : PERDUE & KIDD, LLP 401K PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$123,852
Expenses. Total of all expenses incurred	2016-12-31	$118,123
Benefits paid (including direct rollovers)	2016-12-31	$115,988
Total plan assets at end of year	2016-12-31	$791,301
Total plan assets at beginning of year	2016-12-31	$785,572
Value of fidelity bond covering the plan	2016-12-31	$200,000
Total contributions received or receivable from participants	2016-12-31	$76,799
Other income received	2016-12-31	$19,580
Net income (gross income less expenses)	2016-12-31	$5,729
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$791,301
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$785,572
Total contributions received or receivable from employer(s)	2016-12-31	$27,473
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$2,135
2015 : PERDUE & KIDD, LLP 401K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$138,517
Expenses. Total of all expenses incurred	2015-12-31	$28,053
Benefits paid (including direct rollovers)	2015-12-31	$24,733
Total plan assets at end of year	2015-12-31	$785,572
Total plan assets at beginning of year	2015-12-31	$675,108
Value of fidelity bond covering the plan	2015-12-31	$200,000
Total contributions received or receivable from participants	2015-12-31	$64,666
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-8,961
Net income (gross income less expenses)	2015-12-31	$110,464
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$785,572
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$675,108
Total contributions received or receivable from employer(s)	2015-12-31	$82,812
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$3,320
2014 : PERDUE & KIDD, LLP 401K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$214,546
Expenses. Total of all expenses incurred	2014-12-31	$354,722
Benefits paid (including direct rollovers)	2014-12-31	$353,009
Total plan assets at end of year	2014-12-31	$675,108
Total plan assets at beginning of year	2014-12-31	$815,284
Value of fidelity bond covering the plan	2014-12-31	$200,000
Total contributions received or receivable from participants	2014-12-31	$69,167
Contributions received from other sources (not participants or employers)	2014-12-31	$88,554
Other income received	2014-12-31	$29,104
Net income (gross income less expenses)	2014-12-31	$-140,176
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$675,108
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$815,284
Total contributions received or receivable from employer(s)	2014-12-31	$27,721
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,713
2013 : PERDUE & KIDD, LLP 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$124,749
Expenses. Total of all expenses incurred	2013-12-31	$77,931
Benefits paid (including direct rollovers)	2013-12-31	$75,329
Total plan assets at end of year	2013-12-31	$815,284
Total plan assets at beginning of year	2013-12-31	$768,466
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$64,571
Other income received	2013-12-31	$60,178
Net income (gross income less expenses)	2013-12-31	$46,818
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$815,284
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$768,466
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$2,602

Form 5500 Responses for PERDUE & KIDD, LLP 401K PLAN

2022: PERDUE & KIDD, LLP 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PERDUE & KIDD, LLP 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	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: PERDUE & KIDD, LLP 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	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: PERDUE & KIDD, LLP 401K 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: PERDUE & KIDD, LLP 401K 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: PERDUE & KIDD, LLP 401K 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	This return/report is a short plan year return/report (less than 12 months)	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: PERDUE & KIDD, LLP 401K 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: PERDUE & KIDD, LLP 401K 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: PERDUE & KIDD, LLP 401K 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: PERDUE & KIDD, LLP 401K 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

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Company Name:	PERDUE & KIDD, LLP
Employer identification number (EIN):	760438557
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers