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PERKINS & MILTNER 401(K)PLAN 401k Plan overview

Plan NamePERKINS & MILTNER 401(K)PLAN
Plan identification number 001

PERKINS & MILTNER 401(K)PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PERKINS & MILTNER, LLP has sponsored the creation of one or more 401k plans.

Company Name:PERKINS & MILTNER, LLP
Employer identification number (EIN):330835057
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERKINS & MILTNER 401(K)PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012012-01-01DAVID PERKINS2012-12-29
0012011-01-01DAVID PERKINS2012-04-25
0012010-01-01DAVID PERKINS2012-04-17
0012008-01-01DAVID PERKINS
0012007-01-01DAVID PERKINS
0012006-01-01DAVID PERKINS

Plan Statistics for PERKINS & MILTNER 401(K)PLAN

401k plan membership statisitcs for PERKINS & MILTNER 401(K)PLAN

Measure Date Value
2008: PERKINS & MILTNER 401(K)PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-018
Total number of active participants reported on line 7a of the Form 55002008-01-017
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-010
Total of all active and inactive participants2008-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-017
Number of participants with account balances2008-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010
2007: PERKINS & MILTNER 401(K)PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-0115
Total number of active participants reported on line 7a of the Form 55002007-01-018
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-010
Total of all active and inactive participants2007-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-018
Number of participants with account balances2007-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010
2006: PERKINS & MILTNER 401(K)PLAN 2006 401k membership
Total participants, beginning-of-year2006-01-0118
Total number of active participants reported on line 7a of the Form 55002006-01-0115
Number of retired or separated participants receiving benefits2006-01-010
Number of other retired or separated participants entitled to future benefits2006-01-010
Total of all active and inactive participants2006-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-01-010
Total participants2006-01-0115
Number of participants with account balances2006-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-01-010

Financial Data on PERKINS & MILTNER 401(K)PLAN

Measure Date Value
2008 : PERKINS & MILTNER 401(K)PLAN 2008 401k financial data
Total income from all sources2008-12-31$-80,757
Expenses. Total of all expenses incurred2008-12-31$52,335
Benefits paid (including direct rollovers)2008-12-31$52,335
Total plan assets at end of year2008-12-31$128,479
Total plan assets at beginning of year2008-12-31$261,571
Other income received2008-12-31$-80,757
Net income (gross income less expenses)2008-12-31$-133,092
Net plan assets at end of year (total assets less liabilities)2008-12-31$128,479
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$261,571
2007 : PERKINS & MILTNER 401(K)PLAN 2007 401k financial data
Total income from all sources2007-12-31$41,680
Expenses. Total of all expenses incurred2007-12-31$285,260
Benefits paid (including direct rollovers)2007-12-31$285,260
Total plan assets at end of year2007-12-31$261,571
Total plan assets at beginning of year2007-12-31$505,151
Other income received2007-12-31$41,680
Net income (gross income less expenses)2007-12-31$-243,580
Net plan assets at end of year (total assets less liabilities)2007-12-31$261,571
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$505,151
2006 : PERKINS & MILTNER 401(K)PLAN 2006 401k financial data
Total income from all sources2006-12-31$25,425
Expenses. Total of all expenses incurred2006-12-31$60,663
Benefits paid (including direct rollovers)2006-12-31$60,663
Total plan assets at end of year2006-12-31$505,151
Total plan assets at beginning of year2006-12-31$540,389
Other income received2006-12-31$25,425
Net income (gross income less expenses)2006-12-31$-35,238
Net plan assets at end of year (total assets less liabilities)2006-12-31$505,151
Net plan assets at beginning of year (total assets less liabilities)2006-12-31$540,389

Form 5500 Responses for PERKINS & MILTNER 401(K)PLAN

2008: PERKINS & MILTNER 401(K)PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes
2007: PERKINS & MILTNER 401(K)PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes
2006: PERKINS & MILTNER 401(K)PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement - TrustYes

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