401k Plan data: PERRY TECHNICAL INSTITUTE 401(K) PROFIT SHARING PLAN plan

PERRY TECHNICAL INSTITUTE 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	PERRY TECHNICAL INSTITUTE 401(K) PROFIT SHARING PLAN
Plan identification number	001

PERRY TECHNICAL INSTITUTE 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

J.M. PERRY INSTITUTE OF TRADES INDUSTRIES AND AGRICULTURE has sponsored the creation of one or more 401k plans.

Company Name: J.M. PERRY INSTITUTE OF TRADES INDUSTRIES AND AGRICULTURE

Employer identification number (EIN): 910570848

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERRY TECHNICAL INSTITUTE 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01
001 2016-07-01 CHRISTINE COTE
001 2015-07-01 CHRISTINE COTE
001 2014-07-01 CHRISTINE COTE
001 2013-07-01 CHRISTINE COTE 2015-02-25 CHRISTINE COTE 2015-02-25
001 2012-07-01 CHRISTINE COTE 2014-01-09
001 2011-07-01 CHRISTINE COTE 2013-11-26
001 2010-07-01 CHRISTINE COTE 2011-12-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-07-01
001	2021-07-01
001	2020-07-01
001	2019-07-01
001	2018-07-01
001	2017-07-01
001	2016-07-01	CHRISTINE COTE
001	2015-07-01	CHRISTINE COTE
001	2014-07-01	CHRISTINE COTE
001	2013-07-01	CHRISTINE COTE	2015-02-25	CHRISTINE COTE	2015-02-25
001	2012-07-01	CHRISTINE COTE	2014-01-09
001	2011-07-01	CHRISTINE COTE	2013-11-26
001	2010-07-01	CHRISTINE COTE	2011-12-09

Plan Statistics for PERRY TECHNICAL INSTITUTE 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PERRY TECHNICAL INSTITUTE 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: PERRY TECHNICAL INSTITUTE 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 149
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 102
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 53
Total of all active and inactive participants 2022-07-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 155
Number of participants with account balances 2022-07-01 148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 1
2021: PERRY TECHNICAL INSTITUTE 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 148
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 97
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 50
Total of all active and inactive participants 2021-07-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 147
Number of participants with account balances 2021-07-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 1
2020: PERRY TECHNICAL INSTITUTE 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 151
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 101
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 45
Total of all active and inactive participants 2020-07-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 146
Number of participants with account balances 2020-07-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: PERRY TECHNICAL INSTITUTE 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 153
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 94
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 56
Total of all active and inactive participants 2019-07-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 1
Total participants 2019-07-01 151
Number of participants with account balances 2019-07-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 2
2018: PERRY TECHNICAL INSTITUTE 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 148
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 104
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 46
Total of all active and inactive participants 2018-07-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 150
Number of participants with account balances 2018-07-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: PERRY TECHNICAL INSTITUTE 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 169
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 103
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 45
Total of all active and inactive participants 2017-07-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 148
Number of participants with account balances 2017-07-01 148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: PERRY TECHNICAL INSTITUTE 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 152
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 118
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 48
Total of all active and inactive participants 2016-07-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 166
Number of participants with account balances 2016-07-01 164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 17
2015: PERRY TECHNICAL INSTITUTE 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 144
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 123
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 27
Total of all active and inactive participants 2015-07-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 150
Number of participants with account balances 2015-07-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: PERRY TECHNICAL INSTITUTE 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 136
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 117
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 24
Total of all active and inactive participants 2014-07-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 141
Number of participants with account balances 2014-07-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0

Measure	Date	Value
2022: PERRY TECHNICAL INSTITUTE 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	149
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	102
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	53
Total of all active and inactive participants	2022-07-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	155
Number of participants with account balances	2022-07-01	148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	1
2021: PERRY TECHNICAL INSTITUTE 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	148
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	97
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	50
Total of all active and inactive participants	2021-07-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	147
Number of participants with account balances	2021-07-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	1
2020: PERRY TECHNICAL INSTITUTE 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	151
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	101
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	45
Total of all active and inactive participants	2020-07-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	146
Number of participants with account balances	2020-07-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: PERRY TECHNICAL INSTITUTE 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	153
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	94
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	56
Total of all active and inactive participants	2019-07-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	1
Total participants	2019-07-01	151
Number of participants with account balances	2019-07-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	2
2018: PERRY TECHNICAL INSTITUTE 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	148
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	104
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	46
Total of all active and inactive participants	2018-07-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	150
Number of participants with account balances	2018-07-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: PERRY TECHNICAL INSTITUTE 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	169
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	103
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	45
Total of all active and inactive participants	2017-07-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	148
Number of participants with account balances	2017-07-01	148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: PERRY TECHNICAL INSTITUTE 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	152
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	118
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	48
Total of all active and inactive participants	2016-07-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	166
Number of participants with account balances	2016-07-01	164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	17
2015: PERRY TECHNICAL INSTITUTE 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	144
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	123
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	27
Total of all active and inactive participants	2015-07-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	150
Number of participants with account balances	2015-07-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: PERRY TECHNICAL INSTITUTE 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	136
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	117
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	24
Total of all active and inactive participants	2014-07-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	141
Number of participants with account balances	2014-07-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0

Financial Data on PERRY TECHNICAL INSTITUTE 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : PERRY TECHNICAL INSTITUTE 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total income from all sources (including contributions)	2023-06-30	$2,185,061
Total loss/gain on sale of assets	2023-06-30	$0
Total of all expenses incurred	2023-06-30	$415,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$377,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$939,349
Value of total assets at end of year	2023-06-30	$11,372,964
Value of total assets at beginning of year	2023-06-30	$9,603,268
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$37,491
Total interest from all sources	2023-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$175,119
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-06-30	$175,119
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$500,000
If this is an individual account plan, was there a blackout period	2023-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Contributions received from participants	2023-06-30	$505,234
Participant contributions at end of year	2023-06-30	$20,422
Participant contributions at beginning of year	2023-06-30	$21,005
Income. Received or receivable in cash from other sources (including rollovers)	2023-06-30	$50,942
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Value of net income/loss	2023-06-30	$1,769,696
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$11,372,964
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$9,603,268
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Investment advisory and management fees	2023-06-30	$22,167
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$10,375,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$8,654,378
Interest on participant loans	2023-06-30	$0
Income. Interest from loans (other than to participants)	2023-06-30	$0
Value of interest in common/collective trusts at end of year	2023-06-30	$829,975
Value of interest in common/collective trusts at beginning of year	2023-06-30	$785,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$1,047,556
Net investment gain or loss from common/collective trusts	2023-06-30	$23,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	No
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Contributions received in cash from employer	2023-06-30	$383,173
Employer contributions (assets) at end of year	2023-06-30	$146,749
Employer contributions (assets) at beginning of year	2023-06-30	$142,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$377,874
Contract administrator fees	2023-06-30	$15,324
Did the plan have assets held for investment	2023-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	MOSS ADAMS LLP
Accountancy firm EIN	2023-06-30	910189318
2022 : PERRY TECHNICAL INSTITUTE 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-549,371
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$771,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$733,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$881,305
Value of total assets at end of year	2022-06-30	$9,603,268
Value of total assets at beginning of year	2022-06-30	$10,924,593
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$37,962
Total interest from all sources	2022-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$157,145
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$157,145
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$463,311
Participant contributions at end of year	2022-06-30	$21,005
Participant contributions at beginning of year	2022-06-30	$18,442
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$50,070
Administrative expenses (other) incurred	2022-06-30	$11
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-1,321,325
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$9,603,268
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$10,924,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Investment advisory and management fees	2022-06-30	$23,131
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$8,654,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$9,891,364
Interest on participant loans	2022-06-30	$0
Income. Interest from loans (other than to participants)	2022-06-30	$0
Value of interest in common/collective trusts at end of year	2022-06-30	$785,878
Value of interest in common/collective trusts at beginning of year	2022-06-30	$881,624
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-1,607,740
Net investment gain or loss from common/collective trusts	2022-06-30	$19,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$367,924
Employer contributions (assets) at end of year	2022-06-30	$142,007
Employer contributions (assets) at beginning of year	2022-06-30	$133,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$733,992
Contract administrator fees	2022-06-30	$14,820
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	MOSS ADAMS LLP
Accountancy firm EIN	2022-06-30	910189318
2021 : PERRY TECHNICAL INSTITUTE 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$3,875,902
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$1,728,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$1,693,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$977,307
Value of total assets at end of year	2021-06-30	$10,924,593
Value of total assets at beginning of year	2021-06-30	$8,777,676
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$35,614
Total interest from all sources	2021-06-30	$14
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$140,047
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$140,047
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$430,446
Participant contributions at end of year	2021-06-30	$18,442
Participant contributions at beginning of year	2021-06-30	$16,807
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$193,698
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$2,146,917
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$10,924,593
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$8,777,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Investment advisory and management fees	2021-06-30	$18,713
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$9,891,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$8,028,522
Interest on participant loans	2021-06-30	$0
Income. Interest from loans (other than to participants)	2021-06-30	$0
Value of interest in common/collective trusts at end of year	2021-06-30	$881,624
Value of interest in common/collective trusts at beginning of year	2021-06-30	$570,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-06-30	$39,265
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-06-30	$39,265
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-06-30	$14
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$2,741,700
Net investment gain or loss from common/collective trusts	2021-06-30	$16,834
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$353,163
Employer contributions (assets) at end of year	2021-06-30	$133,163
Employer contributions (assets) at beginning of year	2021-06-30	$122,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$1,693,371
Contract administrator fees	2021-06-30	$16,901
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-06-30	Yes
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	MOSS ADAMS LLP
Accountancy firm EIN	2021-06-30	910189318
2020 : PERRY TECHNICAL INSTITUTE 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$1,053,618
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$678,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$643,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$833,192
Value of total assets at end of year	2020-06-30	$8,777,676
Value of total assets at beginning of year	2020-06-30	$8,402,450
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$34,496
Total interest from all sources	2020-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$175,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$175,102
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$445,774
Participant contributions at end of year	2020-06-30	$16,807
Participant contributions at beginning of year	2020-06-30	$17,788
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$48,769
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$375,226
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$8,777,676
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$8,402,450
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Investment advisory and management fees	2020-06-30	$19,172
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$8,028,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$7,729,287
Interest on participant loans	2020-06-30	$0
Income. Interest from loans (other than to participants)	2020-06-30	$0
Value of interest in common/collective trusts at end of year	2020-06-30	$570,682
Value of interest in common/collective trusts at beginning of year	2020-06-30	$527,696
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-06-30	$39,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$30,666
Net investment gain or loss from common/collective trusts	2020-06-30	$14,658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$338,649
Employer contributions (assets) at end of year	2020-06-30	$122,400
Employer contributions (assets) at beginning of year	2020-06-30	$127,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$643,896
Contract administrator fees	2020-06-30	$15,324
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	MOSS ADAMS LLP
Accountancy firm EIN	2020-06-30	910189318
2019 : PERRY TECHNICAL INSTITUTE 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$1,456,492
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$189,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$159,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$1,023,303
Value of total assets at end of year	2019-06-30	$8,402,450
Value of total assets at beginning of year	2019-06-30	$7,135,335
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$30,094
Total interest from all sources	2019-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$433,189
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$433,189
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$430,360
Participant contributions at end of year	2019-06-30	$17,788
Participant contributions at beginning of year	2019-06-30	$17,158
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$249,153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$1,267,115
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$8,402,450
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$7,135,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Investment advisory and management fees	2019-06-30	$16,121
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$7,729,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$6,803,860
Value of interest in common/collective trusts at end of year	2019-06-30	$527,696
Value of interest in common/collective trusts at beginning of year	2019-06-30	$180,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$343,790
Employer contributions (assets) at end of year	2019-06-30	$127,679
Employer contributions (assets) at beginning of year	2019-06-30	$133,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$159,283
Contract administrator fees	2019-06-30	$13,973
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	MOSS ADAMS LLP
Accountancy firm EIN	2019-06-30	910189318
2018 : PERRY TECHNICAL INSTITUTE 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$1,469,135
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$386,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$355,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$814,090
Value of total assets at end of year	2018-06-30	$7,135,335
Value of total assets at beginning of year	2018-06-30	$6,052,775
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$31,273
Total interest from all sources	2018-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$125,520
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$125,520
Administrative expenses professional fees incurred	2018-06-30	$15,770
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$419,027
Participant contributions at end of year	2018-06-30	$17,158
Participant contributions at beginning of year	2018-06-30	$15,638
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$42,493
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$1,082,560
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$7,135,335
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$6,052,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$6,803,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$6,021,694
Interest on participant loans	2018-06-30	$0
Income. Interest from loans (other than to participants)	2018-06-30	$0
Value of interest in common/collective trusts at end of year	2018-06-30	$180,379
Value of interest in common/collective trusts at beginning of year	2018-06-30	$1,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$525,934
Net investment gain or loss from common/collective trusts	2018-06-30	$3,591
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$352,570
Employer contributions (assets) at end of year	2018-06-30	$133,938
Employer contributions (assets) at beginning of year	2018-06-30	$14,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$355,302
Contract administrator fees	2018-06-30	$15,503
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	MOSS ADAMS LLP
Accountancy firm EIN	2018-06-30	910189318
2017 : PERRY TECHNICAL INSTITUTE 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$1,751,813
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$203,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$177,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$998,878
Value of total assets at end of year	2017-06-30	$6,052,775
Value of total assets at beginning of year	2017-06-30	$4,504,383
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$26,050
Total interest from all sources	2017-06-30	$1,567
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$103,224
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$103,224
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$359,445
Participant contributions at end of year	2017-06-30	$15,638
Participant contributions at beginning of year	2017-06-30	$13,728
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$303,026
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$1,548,392
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$6,052,775
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$4,504,383
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Investment advisory and management fees	2017-06-30	$12,395
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$6,021,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$4,475,773
Interest on participant loans	2017-06-30	$0
Income. Interest from loans (other than to participants)	2017-06-30	$0
Value of interest in common/collective trusts at end of year	2017-06-30	$1,118
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-30	$1,727
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-30	$1,727
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$1,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$648,136
Net investment gain or loss from common/collective trusts	2017-06-30	$8
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$336,407
Employer contributions (assets) at end of year	2017-06-30	$14,325
Employer contributions (assets) at beginning of year	2017-06-30	$13,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$177,371
Contract administrator fees	2017-06-30	$13,655
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	ALEGRIA & COMPANY, PS
Accountancy firm EIN	2017-06-30	910856953
2016 : PERRY TECHNICAL INSTITUTE 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$684,921
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$152,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$127,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$647,078
Value of total assets at end of year	2016-06-30	$4,504,383
Value of total assets at beginning of year	2016-06-30	$3,971,587
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$24,929
Total interest from all sources	2016-06-30	$1,286
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$91,099
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$91,099
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$275,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$328,130
Participant contributions at end of year	2016-06-30	$13,728
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$532,796
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$4,504,383
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$3,971,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Investment advisory and management fees	2016-06-30	$12,158
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$4,475,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$3,964,394
Interest on participant loans	2016-06-30	$0
Income. Interest from loans (other than to participants)	2016-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-06-30	$1,727
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-06-30	$7,193
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-06-30	$7,193
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-06-30	$1,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-54,542
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$318,948
Employer contributions (assets) at end of year	2016-06-30	$13,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$127,196
Contract administrator fees	2016-06-30	$12,771
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	ALEGRIA & COMPANY, PS
Accountancy firm EIN	2016-06-30	910856953
2015 : PERRY TECHNICAL INSTITUTE 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$702,547
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$333,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$309,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$588,003
Value of total assets at end of year	2015-06-30	$3,971,587
Value of total assets at beginning of year	2015-06-30	$3,602,323
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$23,331
Total interest from all sources	2015-06-30	$13,216
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$84,755
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$84,755
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$275,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$300,455
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$3,768
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$369,264
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$3,971,587
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$3,602,323
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Investment advisory and management fees	2015-06-30	$11,239
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$3,964,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$3,587,498
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-06-30	$7,193
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-06-30	$14,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-06-30	$14,825
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-06-30	$13,216
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$16,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$283,780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$309,952
Contract administrator fees	2015-06-30	$12,092
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	ALEGRIA & COMPANY, P.S.
Accountancy firm EIN	2015-06-30	910856953

Form 5500 Responses for PERRY TECHNICAL INSTITUTE 401(K) PROFIT SHARING PLAN

2022: PERRY TECHNICAL INSTITUTE 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: PERRY TECHNICAL INSTITUTE 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: PERRY TECHNICAL INSTITUTE 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: PERRY TECHNICAL INSTITUTE 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: PERRY TECHNICAL INSTITUTE 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: PERRY TECHNICAL INSTITUTE 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: PERRY TECHNICAL INSTITUTE 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: PERRY TECHNICAL INSTITUTE 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: PERRY TECHNICAL INSTITUTE 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	J.M. PERRY INSTITUTE OF TRADES INDUSTRIES AND AGRICULTURE
Employer identification number (EIN):	910570848
NAIC Classification:	611000