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PERKINS INSURANCE AGENCY, INC 401(K) PLAN 401k Plan overview

Plan NamePERKINS INSURANCE AGENCY, INC 401(K) PLAN
Plan identification number 001

PERKINS INSURANCE AGENCY, INC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

PERKINS INSURANCE AGENCY, INC has sponsored the creation of one or more 401k plans.

Company Name:PERKINS INSURANCE AGENCY, INC
Employer identification number (EIN):820483580
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERKINS INSURANCE AGENCY, INC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01D CORRY PERKINS2024-09-19
0012022-01-01D CORRY PERKINS2023-08-31
0012021-01-01D CORRY PERKINS2022-10-10
0012020-01-01D CORRY PERKINS2021-07-21
0012019-01-01D CORRY PERKINS2020-09-14
0012018-01-01D CORRY PERKINS2019-07-01
0012017-01-01D CORRY PERKINS2018-06-19
0012016-01-01D CORRY PERKINS2017-10-04
0012016-01-01D CORRY PERKINS2018-06-19
0012015-01-01D CORRY PERKINS2016-05-31
0012014-01-01CORRY PERKINS2015-01-16 CORRY PERKINS2015-01-16
0012013-01-01D. CORRY PERKINS2014-06-10 D. CORRY PERKINS2014-06-10
0012012-01-01D. CORRY PERKINS2013-05-28 D. CORRY PERKINS2013-05-28
0012011-01-01D. CORRY PERKINS2012-06-04 D. CORRY PERKINS2012-06-04
0012010-01-01CORRY PERKINS2011-06-06 CORRY PERKINS2011-06-06

Plan Statistics for PERKINS INSURANCE AGENCY, INC 401(K) PLAN

401k plan membership statisitcs for PERKINS INSURANCE AGENCY, INC 401(K) PLAN

Measure Date Value
2025: PERKINS INSURANCE AGENCY, INC 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-095
Total number of particpants at end of year2025-05-095
Number of Participants With Account Balances2025-05-094
2024: PERKINS INSURANCE AGENCY, INC 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-195
Total number of particpants at end of year2024-09-195
Number of Participants With Account Balances2024-09-194

Financial Data on PERKINS INSURANCE AGENCY, INC 401(K) PLAN

Measure Date Value
2025 : PERKINS INSURANCE AGENCY, INC 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-0970
Net assets as of the end of the plan year2025-05-09517558
Total assets as of the beginning of the plan year2025-05-09452716
Value of plan covered by a fidelity bond2025-05-0930000
Participant contributions to plan in this plan year2025-05-0928480
Other income to plan in this plan year2025-05-0930575
Plan net income in this plan year2025-05-0964842
Net assets as of the end of the plan year2025-05-09517558
Net assets as of the beginning of the plan year2025-05-09452716
Employer contributions to plan in this plan year2025-05-095857
2024 : PERKINS INSURANCE AGENCY, INC 401(K) PLAN 2024 401k financial data
Net assets as of the end of the plan year2024-09-19452716
Total assets as of the beginning of the plan year2024-09-19398584
Value of plan covered by a fidelity bond2024-09-1930000
Participant contributions to plan in this plan year2024-09-1916320
Other income to plan in this plan year2024-09-1932703
Plan net income in this plan year2024-09-1954132
Net assets as of the end of the plan year2024-09-19452716
Net assets as of the beginning of the plan year2024-09-19398584
Employer contributions to plan in this plan year2024-09-195109

Potentially related plans

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