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PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN
Plan identification number 001

PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 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

PERRY & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:PERRY & ASSOCIATES
Employer identification number (EIN):770483015
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01VICTORIA AGUILAR2017-07-31
0012015-01-01
0012014-01-01
0012013-01-01RICHARD AUNE
0012012-01-01RICHARD AUNE
0012011-01-01RICHARD AUNE
0012009-01-01RICHARD AUNE

Financial Data on PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-08-260
Total liabilities as of the beginning of the plan year2022-08-260
Total expenses incurred by plan in this plan year2022-08-26182431
Net assets as of the end of the plan year2022-08-264208630
Total assets as of the beginning of the plan year2022-08-263091515
Value of plan covered by a fidelity bond2022-08-26300000
Participant contributions to plan in this plan year2022-08-2640112
Other expenses paid from plan in this plan year2022-08-260
Other contributions to plan in this plan year2022-08-260
Other income to plan in this plan year2022-08-261187434
Plan net income in this plan year2022-08-261117115
Net assets as of the end of the plan year2022-08-264208630
Net assets as of the beginning of the plan year2022-08-263091515
Employer contributions to plan in this plan year2022-08-2672000
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-260
2015 : PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$66,840
Expenses. Total of all expenses incurred2015-12-31$21,660
Benefits paid (including direct rollovers)2015-12-31$14,925
Total plan assets at end of year2015-12-31$1,827,824
Total plan assets at beginning of year2015-12-31$1,782,644
Value of fidelity bond covering the plan2015-12-31$200,000
Total contributions received or receivable from participants2015-12-31$42,015
Other income received2015-12-31$-35,175
Net income (gross income less expenses)2015-12-31$45,180
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,827,824
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,782,644
Assets. Value of participant loans2015-12-31$46,739
Total contributions received or receivable from employer(s)2015-12-31$60,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$6,735
2014 : PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$229,187
Expenses. Total of all expenses incurred2014-12-31$74,724
Benefits paid (including direct rollovers)2014-12-31$69,545
Total plan assets at end of year2014-12-31$1,782,644
Total plan assets at beginning of year2014-12-31$1,628,181
Value of fidelity bond covering the plan2014-12-31$200,000
Total contributions received or receivable from participants2014-12-31$38,814
Other income received2014-12-31$130,373
Net income (gross income less expenses)2014-12-31$154,463
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,782,644
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,628,181
Assets. Value of participant loans2014-12-31$57,387
Total contributions received or receivable from employer(s)2014-12-31$60,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$5,179
2013 : PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$369,194
Expenses. Total of all expenses incurred2013-12-31$23,289
Benefits paid (including direct rollovers)2013-12-31$17,841
Total plan assets at end of year2013-12-31$1,628,181
Total plan assets at beginning of year2013-12-31$1,282,276
Value of fidelity bond covering the plan2013-12-31$150,000
Total contributions received or receivable from participants2013-12-31$39,428
Expenses. Other expenses not covered elsewhere2013-12-31$464
Other income received2013-12-31$269,302
Net income (gross income less expenses)2013-12-31$345,905
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,628,181
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,282,276
Assets. Value of participant loans2013-12-31$105,835
Total contributions received or receivable from employer(s)2013-12-31$60,464
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$4,984
2012 : PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$228,117
Expenses. Total of all expenses incurred2012-12-31$3,348
Total plan assets at end of year2012-12-31$1,282,276
Total plan assets at beginning of year2012-12-31$1,057,507
Value of fidelity bond covering the plan2012-12-31$150,000
Total contributions received or receivable from participants2012-12-31$42,570
Other income received2012-12-31$140,547
Net income (gross income less expenses)2012-12-31$224,769
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,282,276
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,057,507
Assets. Value of participant loans2012-12-31$54,759
Total contributions received or receivable from employer(s)2012-12-31$45,000
Value of certain deemed distributions of participant loans2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,348
2011 : PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$80,864
Expenses. Total of all expenses incurred2011-12-31$3,572
Total plan assets at end of year2011-12-31$1,057,507
Total plan assets at beginning of year2011-12-31$980,215
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$43,432
Expenses. Other expenses not covered elsewhere2011-12-31$3,572
Other income received2011-12-31$-22,568
Net income (gross income less expenses)2011-12-31$77,292
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,057,507
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$980,215
Assets. Value of participant loans2011-12-31$37,643
Total contributions received or receivable from employer(s)2011-12-31$60,000
2010 : PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$202,794
Expenses. Total of all expenses incurred2010-12-31$3,143
Total plan assets at end of year2010-12-31$980,215
Total plan assets at beginning of year2010-12-31$780,564
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$45,274
Expenses. Other expenses not covered elsewhere2010-12-31$12
Other income received2010-12-31$97,520
Net income (gross income less expenses)2010-12-31$199,651
Net plan assets at end of year (total assets less liabilities)2010-12-31$980,215
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$780,564
Assets. Value of participant loans2010-12-31$46,582
Total contributions received or receivable from employer(s)2010-12-31$60,000
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$3,131

Form 5500 Responses for PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN

2015: PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PERRY & ASSOCIATES 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

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