PERRY, SPANN & WESTBROOK has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PERRY, SPANN & WESTBROOK PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : PERRY, SPANN & WESTBROOK PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-06-15 | 0 |
| Total liabilities as of the end of the plan year | 2025-06-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-15 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-15 | 19212 |
| Net assets as of the end of the plan year | 2025-06-15 | 1067924 |
| Total assets as of the beginning of the plan year | 2025-06-15 | 832552 |
| Value of plan covered by a fidelity bond | 2025-06-15 | 83255 |
| Participant contributions to plan in this plan year | 2025-06-15 | 39923 |
| Value of participant loans at end of plan year | 2025-06-15 | 3216 |
| Other expenses paid from plan in this plan year | 2025-06-15 | 0 |
| Other contributions to plan in this plan year | 2025-06-15 | 0 |
| Other income to plan in this plan year | 2025-06-15 | 185570 |
| Plan net income in this plan year | 2025-06-15 | 235372 |
| Net assets as of the end of the plan year | 2025-06-15 | 1067924 |
| Net assets as of the beginning of the plan year | 2025-06-15 | 832552 |
| Employer contributions to plan in this plan year | 2025-06-15 | 29091 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-15 | 15023 |
| 2024 : PERRY, SPANN & WESTBROOK PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-05-15 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-15 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-15 | 11361 |
| Net assets as of the end of the plan year | 2024-05-15 | 832552 |
| Total assets as of the beginning of the plan year | 2024-05-15 | 628956 |
| Value of plan covered by a fidelity bond | 2024-05-15 | 62896 |
| Participant contributions to plan in this plan year | 2024-05-15 | 83695 |
| Other expenses paid from plan in this plan year | 2024-05-15 | 0 |
| Other contributions to plan in this plan year | 2024-05-15 | 0 |
| Other income to plan in this plan year | 2024-05-15 | 124132 |
| Plan net income in this plan year | 2024-05-15 | 203596 |
| Net assets as of the end of the plan year | 2024-05-15 | 832552 |
| Net assets as of the beginning of the plan year | 2024-05-15 | 628956 |
| Employer contributions to plan in this plan year | 2024-05-15 | 7130 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-15 | 11361 |
| 2022 : PERRY, SPANN & WESTBROOK PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-04-26 | 0 |
| Total liabilities as of the end of the plan year | 2022-04-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-04-26 | 0 |
| Total expenses incurred by plan in this plan year | 2022-04-26 | 88704 |
| Net assets as of the end of the plan year | 2022-04-26 | 742553 |
| Total assets as of the beginning of the plan year | 2022-04-26 | 620483 |
| Value of plan covered by a fidelity bond | 2022-04-26 | 30000 |
| Participant contributions to plan in this plan year | 2022-04-26 | 56753 |
| Other expenses paid from plan in this plan year | 2022-04-26 | 0 |
| Other contributions to plan in this plan year | 2022-04-26 | 0 |
| Other income to plan in this plan year | 2022-04-26 | 148445 |
| Plan net income in this plan year | 2022-04-26 | 122070 |
| Net assets as of the end of the plan year | 2022-04-26 | 742553 |
| Net assets as of the beginning of the plan year | 2022-04-26 | 620483 |
| Employer contributions to plan in this plan year | 2022-04-26 | 5576 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-04-26 | 7910 |
| 2014 : PERRY, SPANN & WESTBROOK PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $81,039 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $28,010 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $27,960 |
| Total plan assets at end of year | 2014-12-31 | $711,469 |
| Total plan assets at beginning of year | 2014-12-31 | $658,440 |
| Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $24,653 |
| Other income received | 2014-12-31 | $53,067 |
| Net income (gross income less expenses) | 2014-12-31 | $53,029 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $711,469 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $658,440 |
| Assets. Value of participant loans | 2014-12-31 | $25,181 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $3,319 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $50 |
| 2013 : PERRY, SPANN & WESTBROOK PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $162,894 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $28,537 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $27,704 |
| Total plan assets at end of year | 2013-12-31 | $658,440 |
| Total plan assets at beginning of year | 2013-12-31 | $524,083 |
| Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $26,052 |
| Other income received | 2013-12-31 | $133,235 |
| Net income (gross income less expenses) | 2013-12-31 | $134,357 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $658,440 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $524,083 |
| Assets. Value of participant loans | 2013-12-31 | $28,750 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $3,607 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $833 |
| 2012 : PERRY, SPANN & WESTBROOK PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $91,748 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $1,550 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $524,083 |
| Total plan assets at beginning of year | 2012-12-31 | $433,885 |
| Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $30,471 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $56,446 |
| Net income (gross income less expenses) | 2012-12-31 | $90,198 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $524,083 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $433,885 |
| Assets. Value of participant loans | 2012-12-31 | $32,604 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $4,831 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,550 |
| 2010 : PERRY, SPANN & WESTBROOK PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $164,820 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $53,161 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $31,509 |
| Total plan assets at end of year | 2010-12-31 | $1,138,354 |
| Total plan assets at beginning of year | 2010-12-31 | $1,026,695 |
| Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $35,592 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $125,787 |
| Net income (gross income less expenses) | 2010-12-31 | $111,659 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,138,354 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,026,695 |
| Assets. Value of participant loans | 2010-12-31 | $34,711 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $3,441 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $19,277 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $2,375 |
| 2014: PERRY, SPANN & WESTBROOK PROFIT SHARING 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: PERRY, SPANN & WESTBROOK PROFIT SHARING 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 |
| 2012: PERRY, SPANN & WESTBROOK PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 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 |
| 2009: PERRY, SPANN & WESTBROOK 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 |
