PERKINS, MITCHELL, POPE & MCALLISTER LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CAREY PERKINS LLP 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2023: CAREY PERKINS LLP 401(K) PROFIT SHARING PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
Total of all active and inactive participants | 2023-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 0 |
Number of participants with account balances | 2023-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: CAREY PERKINS LLP 401(K) PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 20 |
Total of all active and inactive participants | 2022-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 20 |
Number of participants with account balances | 2022-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: CAREY PERKINS LLP 401(K) PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
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 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 25 |
Number of participants with account balances | 2021-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: CAREY PERKINS LLP 401(K) PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
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 | 24 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 24 |
Number of participants with account balances | 2020-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: CAREY PERKINS LLP 401(K) PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
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 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 25 |
Number of participants with account balances | 2019-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: CAREY PERKINS LLP 401(K) PROFIT SHARING PLAN 2018 401k membership |
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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 | 12 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 9 |
Total of all active and inactive participants | 2018-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 21 |
Number of participants with account balances | 2018-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: CAREY PERKINS LLP 401(K) PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 10 |
Total of all active and inactive participants | 2017-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 22 |
Number of participants with account balances | 2017-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: CAREY PERKINS LLP 401(K) PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 22 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 8 |
Total of all active and inactive participants | 2016-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 30 |
Number of participants with account balances | 2016-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: CAREY PERKINS LLP 401(K) PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 12 |
Total of all active and inactive participants | 2015-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 33 |
Number of participants with account balances | 2015-01-01 | 33 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: CAREY PERKINS LLP 401(K) PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 31 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 8 |
Total of all active and inactive participants | 2014-01-01 | 39 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 39 |
Number of participants with account balances | 2014-01-01 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: CAREY PERKINS LLP 401(K) PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 30 |
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 | 17 |
Total of all active and inactive participants | 2013-01-01 | 47 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 47 |
Number of participants with account balances | 2013-01-01 | 47 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: CAREY PERKINS LLP 401(K) PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 43 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 34 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 11 |
Total of all active and inactive participants | 2012-01-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 45 |
Number of participants with account balances | 2012-01-01 | 45 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: CAREY PERKINS LLP 401(K) PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 49 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 7 |
Total of all active and inactive participants | 2011-01-01 | 43 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 43 |
Number of participants with account balances | 2011-01-01 | 43 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: CAREY PERKINS LLP 401(K) PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 42 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 5 |
Total of all active and inactive participants | 2009-01-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 41 |
Number of participants with account balances | 2009-01-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2023 : CAREY PERKINS LLP 401(K) PROFIT SHARING PLAN 2023 401k financial data |
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Total income from all sources | 2023-05-31 | $41,323 |
Expenses. Total of all expenses incurred | 2023-05-31 | $1,689,364 |
Benefits paid (including direct rollovers) | 2023-05-31 | $1,687,018 |
Total plan assets at end of year | 2023-05-31 | $0 |
Total plan assets at beginning of year | 2023-05-31 | $1,648,041 |
Value of fidelity bond covering the plan | 2023-05-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2023-05-31 | $2,346 |
Other income received | 2023-05-31 | $41,323 |
Net income (gross income less expenses) | 2023-05-31 | $-1,648,041 |
Net plan assets at end of year (total assets less liabilities) | 2023-05-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-05-31 | $1,648,041 |
2022 : CAREY PERKINS LLP 401(K) PROFIT SHARING PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-262,502 |
Expenses. Total of all expenses incurred | 2022-12-31 | $171,003 |
Benefits paid (including direct rollovers) | 2022-12-31 | $157,699 |
Total plan assets at end of year | 2022-12-31 | $1,648,041 |
Total plan assets at beginning of year | 2022-12-31 | $2,081,546 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Total contributions received or receivable from participants | 2022-12-31 | $13,039 |
Other income received | 2022-12-31 | $-281,753 |
Net income (gross income less expenses) | 2022-12-31 | $-433,505 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,648,041 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,081,546 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $6,212 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $13,304 |
2021 : CAREY PERKINS LLP 401(K) PROFIT SHARING PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $341,416 |
Expenses. Total of all expenses incurred | 2021-12-31 | $71,174 |
Benefits paid (including direct rollovers) | 2021-12-31 | $54,096 |
Total plan assets at end of year | 2021-12-31 | $2,081,546 |
Total plan assets at beginning of year | 2021-12-31 | $1,811,304 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Total contributions received or receivable from participants | 2021-12-31 | $59,396 |
Other income received | 2021-12-31 | $254,479 |
Net income (gross income less expenses) | 2021-12-31 | $270,242 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,081,546 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,811,304 |
Assets. Value of participant loans | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $27,541 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $17,078 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : CAREY PERKINS LLP 401(K) PROFIT SHARING PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $243,617 |
Expenses. Total of all expenses incurred | 2020-12-31 | $48,948 |
Benefits paid (including direct rollovers) | 2020-12-31 | $37,000 |
Total plan assets at end of year | 2020-12-31 | $1,811,304 |
Total plan assets at beginning of year | 2020-12-31 | $1,616,635 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Total contributions received or receivable from participants | 2020-12-31 | $58,806 |
Other income received | 2020-12-31 | $167,151 |
Net income (gross income less expenses) | 2020-12-31 | $194,669 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,811,304 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,616,635 |
Assets. Value of participant loans | 2020-12-31 | $8,660 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $17,660 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $11,948 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : CAREY PERKINS LLP 401(K) PROFIT SHARING PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $259,439 |
Expenses. Total of all expenses incurred | 2019-12-31 | $96,172 |
Benefits paid (including direct rollovers) | 2019-12-31 | $84,547 |
Total plan assets at end of year | 2019-12-31 | $1,616,635 |
Total plan assets at beginning of year | 2019-12-31 | $1,453,368 |
Value of fidelity bond covering the plan | 2019-12-31 | $400,000 |
Total contributions received or receivable from participants | 2019-12-31 | $53,724 |
Other income received | 2019-12-31 | $184,969 |
Net income (gross income less expenses) | 2019-12-31 | $163,267 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,616,635 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,453,368 |
Assets. Value of participant loans | 2019-12-31 | $24,980 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $20,746 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $11,625 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : CAREY PERKINS LLP 401(K) PROFIT SHARING PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $38,827 |
Expenses. Total of all expenses incurred | 2018-12-31 | $93,318 |
Benefits paid (including direct rollovers) | 2018-12-31 | $82,680 |
Total plan assets at end of year | 2018-12-31 | $1,453,368 |
Total plan assets at beginning of year | 2018-12-31 | $1,507,859 |
Value of fidelity bond covering the plan | 2018-12-31 | $400,000 |
Total contributions received or receivable from participants | 2018-12-31 | $58,192 |
Other income received | 2018-12-31 | $-41,795 |
Net income (gross income less expenses) | 2018-12-31 | $-54,491 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,453,368 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,507,859 |
Assets. Value of participant loans | 2018-12-31 | $38,584 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $22,430 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $10,638 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : CAREY PERKINS LLP 401(K) PROFIT SHARING PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $284,515 |
Expenses. Total of all expenses incurred | 2017-12-31 | $1,074,583 |
Benefits paid (including direct rollovers) | 2017-12-31 | $1,059,397 |
Total plan assets at end of year | 2017-12-31 | $1,507,859 |
Total plan assets at beginning of year | 2017-12-31 | $2,297,927 |
Value of fidelity bond covering the plan | 2017-12-31 | $400,000 |
Total contributions received or receivable from participants | 2017-12-31 | $56,424 |
Other income received | 2017-12-31 | $205,604 |
Net income (gross income less expenses) | 2017-12-31 | $-790,068 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,507,859 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,297,927 |
Assets. Value of participant loans | 2017-12-31 | $59,957 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $22,487 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $15,186 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : CAREY PERKINS LLP 401(K) PROFIT SHARING PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $313,178 |
Expenses. Total of all expenses incurred | 2016-12-31 | $1,071,696 |
Benefits paid (including direct rollovers) | 2016-12-31 | $1,049,476 |
Total plan assets at end of year | 2016-12-31 | $2,297,927 |
Total plan assets at beginning of year | 2016-12-31 | $3,056,445 |
Value of fidelity bond covering the plan | 2016-12-31 | $400,000 |
Total contributions received or receivable from participants | 2016-12-31 | $67,862 |
Other income received | 2016-12-31 | $212,165 |
Net income (gross income less expenses) | 2016-12-31 | $-758,518 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,297,927 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,056,445 |
Assets. Value of participant loans | 2016-12-31 | $91,120 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $33,151 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $22,220 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : CAREY PERKINS LLP 401(K) PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $116,332 |
Expenses. Total of all expenses incurred | 2015-12-31 | $108,860 |
Benefits paid (including direct rollovers) | 2015-12-31 | $80,890 |
Total plan assets at end of year | 2015-12-31 | $3,056,445 |
Total plan assets at beginning of year | 2015-12-31 | $3,048,973 |
Value of fidelity bond covering the plan | 2015-12-31 | $400,000 |
Total contributions received or receivable from participants | 2015-12-31 | $45,885 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $100,000 |
Other income received | 2015-12-31 | $-72,688 |
Net income (gross income less expenses) | 2015-12-31 | $7,472 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,056,445 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,048,973 |
Assets. Value of participant loans | 2015-12-31 | $105,472 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $43,135 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $27,970 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : CAREY PERKINS LLP 401(K) PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $317,672 |
Expenses. Total of all expenses incurred | 2014-12-31 | $575,268 |
Benefits paid (including direct rollovers) | 2014-12-31 | $573,931 |
Total plan assets at end of year | 2014-12-31 | $3,048,973 |
Total plan assets at beginning of year | 2014-12-31 | $3,306,569 |
Value of fidelity bond covering the plan | 2014-12-31 | $400,000 |
Total contributions received or receivable from participants | 2014-12-31 | $88,540 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $8,310 |
Other income received | 2014-12-31 | $162,140 |
Net income (gross income less expenses) | 2014-12-31 | $-257,596 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,048,973 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,306,569 |
Assets. Value of participant loans | 2014-12-31 | $81,298 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $58,682 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $1,337 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : CAREY PERKINS LLP 401(K) PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $611,376 |
Expenses. Total of all expenses incurred | 2013-12-31 | $71,843 |
Benefits paid (including direct rollovers) | 2013-12-31 | $54,231 |
Total plan assets at end of year | 2013-12-31 | $3,306,569 |
Total plan assets at beginning of year | 2013-12-31 | $2,767,036 |
Value of fidelity bond covering the plan | 2013-12-31 | $400,000 |
Total contributions received or receivable from participants | 2013-12-31 | $93,625 |
Other income received | 2013-12-31 | $443,545 |
Net income (gross income less expenses) | 2013-12-31 | $539,533 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,306,569 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,767,036 |
Assets. Value of participant loans | 2013-12-31 | $48,132 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2013-12-31 | $2,933 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $74,206 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $17,612 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : CAREY PERKINS LLP 401(K) PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $436,952 |
Expenses. Total of all expenses incurred | 2012-12-31 | $53,404 |
Benefits paid (including direct rollovers) | 2012-12-31 | $38,152 |
Total plan assets at end of year | 2012-12-31 | $2,767,036 |
Total plan assets at beginning of year | 2012-12-31 | $2,383,488 |
Value of fidelity bond covering the plan | 2012-12-31 | $300,000 |
Total contributions received or receivable from participants | 2012-12-31 | $94,797 |
Other income received | 2012-12-31 | $258,489 |
Net income (gross income less expenses) | 2012-12-31 | $383,548 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,767,036 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,383,488 |
Assets. Value of participant loans | 2012-12-31 | $47,553 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2012-12-31 | $2,933 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $83,666 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $15,252 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : CAREY PERKINS LLP 401(K) PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $153,839 |
Expenses. Total of all expenses incurred | 2011-12-31 | $143,059 |
Benefits paid (including direct rollovers) | 2011-12-31 | $125,390 |
Total plan assets at end of year | 2011-12-31 | $2,383,488 |
Total plan assets at beginning of year | 2011-12-31 | $2,372,708 |
Value of fidelity bond covering the plan | 2011-12-31 | $300,000 |
Total contributions received or receivable from participants | 2011-12-31 | $106,926 |
Other income received | 2011-12-31 | $-33,084 |
Net income (gross income less expenses) | 2011-12-31 | $10,780 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,383,488 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,372,708 |
Assets. Value of participant loans | 2011-12-31 | $73,143 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $79,997 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $17,669 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : CAREY PERKINS LLP 401(K) PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $419,620 |
Expenses. Total of all expenses incurred | 2010-12-31 | $137,449 |
Benefits paid (including direct rollovers) | 2010-12-31 | $134,089 |
Total plan assets at end of year | 2010-12-31 | $2,372,708 |
Total plan assets at beginning of year | 2010-12-31 | $2,090,537 |
Value of fidelity bond covering the plan | 2010-12-31 | $300,000 |
Total contributions received or receivable from participants | 2010-12-31 | $105,669 |
Other income received | 2010-12-31 | $229,006 |
Net income (gross income less expenses) | 2010-12-31 | $282,171 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,372,708 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,090,537 |
Assets. Value of participant loans | 2010-12-31 | $85,424 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $84,945 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $3,360 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : CAREY PERKINS LLP 401(K) PROFIT SHARING PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2023: CAREY PERKINS LLP 401(K) PROFIT SHARING PLAN 2023 form 5500 responses |
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2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | Yes |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: CAREY PERKINS LLP 401(K) PROFIT SHARING PLAN 2022 form 5500 responses |
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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: CAREY PERKINS LLP 401(K) PROFIT SHARING PLAN 2021 form 5500 responses |
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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: CAREY PERKINS LLP 401(K) PROFIT SHARING PLAN 2020 form 5500 responses |
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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: CAREY PERKINS LLP 401(K) PROFIT SHARING PLAN 2019 form 5500 responses |
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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: CAREY PERKINS LLP 401(K) PROFIT SHARING PLAN 2018 form 5500 responses |
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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: CAREY PERKINS LLP 401(K) PROFIT SHARING PLAN 2017 form 5500 responses |
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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: CAREY PERKINS LLP 401(K) PROFIT SHARING PLAN 2016 form 5500 responses |
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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: CAREY PERKINS LLP 401(K) PROFIT SHARING PLAN 2015 form 5500 responses |
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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: CAREY PERKINS LLP 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
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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: CAREY PERKINS LLP 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
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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 |
2012: CAREY PERKINS LLP 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: CAREY PERKINS LLP 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: CAREY PERKINS LLP 401(K) 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 |