401k Plan data: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. plan

EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. 401k Plan overview

Plan Name	EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC.
Plan identification number	003

EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
The employer maintaining this ESOP is an S Corporation
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

PERRY BANCSHARES, INC. has sponsored the creation of one or more 401k plans.

Company Name: PERRY BANCSHARES, INC.

Employer identification number (EIN): 731153553

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01 CHARLES R. HALL
003 2017-01-01 CHARLES R. HALL
003 2016-01-01 CHARLES R. HALL
003 2015-01-01 CHARLES R. HALL
003 2014-01-01 CHARLES R. HALL
003 2013-01-01 CHARLES R. HALL
003 2012-01-01 CHARLES R. HALL 2013-05-14
003 2011-01-01 CHARLES R. HALL 2012-04-03
003 2010-01-01 CHARLES R. HALL 2011-05-06

Plan Statistics for EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC.

401k plan membership statisitcs for EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC.

Measure Date Value
2023: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. 2023 401k membership
Total participants, beginning-of-year 2023-01-01 75
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 57
Number of retired or separated participants receiving benefits 2023-01-01 7
Number of other retired or separated participants entitled to future benefits 2023-01-01 13
Total of all active and inactive participants 2023-01-01 77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 77
Number of participants with account balances 2023-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. 2022 401k membership
Total participants, beginning-of-year 2022-01-01 78
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 61
Number of retired or separated participants receiving benefits 2022-01-01 7
Number of other retired or separated participants entitled to future benefits 2022-01-01 7
Total of all active and inactive participants 2022-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 75
Number of participants with account balances 2022-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. 2021 401k membership
Total participants, beginning-of-year 2021-01-01 80
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 61
Number of retired or separated participants receiving benefits 2021-01-01 7
Number of other retired or separated participants entitled to future benefits 2021-01-01 10
Total of all active and inactive participants 2021-01-01 78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 78
Number of participants with account balances 2021-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. 2020 401k membership
Total participants, beginning-of-year 2020-01-01 71
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 64
Number of retired or separated participants receiving benefits 2020-01-01 7
Number of other retired or separated participants entitled to future benefits 2020-01-01 8
Total of all active and inactive participants 2020-01-01 79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 80
Number of participants with account balances 2020-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. 2019 401k membership
Total participants, beginning-of-year 2019-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 54
Number of retired or separated participants receiving benefits 2019-01-01 7
Number of other retired or separated participants entitled to future benefits 2019-01-01 9
Total of all active and inactive participants 2019-01-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 71
Number of participants with account balances 2019-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. 2018 401k membership
Total participants, beginning-of-year 2018-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 56
Number of retired or separated participants receiving benefits 2018-01-01 6
Number of other retired or separated participants entitled to future benefits 2018-01-01 8
Total of all active and inactive participants 2018-01-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 71
Number of participants with account balances 2018-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. 2017 401k membership
Total participants, beginning-of-year 2017-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 50
Number of retired or separated participants receiving benefits 2017-01-01 8
Number of other retired or separated participants entitled to future benefits 2017-01-01 11
Total of all active and inactive participants 2017-01-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 70
Number of participants with account balances 2017-01-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. 2016 401k membership
Total participants, beginning-of-year 2016-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 47
Number of retired or separated participants receiving benefits 2016-01-01 6
Number of other retired or separated participants entitled to future benefits 2016-01-01 12
Total of all active and inactive participants 2016-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 66
Number of participants with account balances 2016-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. 2015 401k membership
Total participants, beginning-of-year 2015-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 51
Number of retired or separated participants receiving benefits 2015-01-01 7
Number of other retired or separated participants entitled to future benefits 2015-01-01 9
Total of all active and inactive participants 2015-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 67
Number of participants with account balances 2015-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. 2014 401k membership
Total participants, beginning-of-year 2014-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 44
Number of retired or separated participants receiving benefits 2014-01-01 6
Number of other retired or separated participants entitled to future benefits 2014-01-01 12
Total of all active and inactive participants 2014-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 62
Number of participants with account balances 2014-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. 2013 401k membership
Total participants, beginning-of-year 2013-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 49
Number of retired or separated participants receiving benefits 2013-01-01 6
Number of other retired or separated participants entitled to future benefits 2013-01-01 6
Total of all active and inactive participants 2013-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 61
Number of participants with account balances 2013-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2023: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. 2023 401k membership
Total participants, beginning-of-year	2023-01-01	75
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	57
Number of retired or separated participants receiving benefits	2023-01-01	7
Number of other retired or separated participants entitled to future benefits	2023-01-01	13
Total of all active and inactive participants	2023-01-01	77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	77
Number of participants with account balances	2023-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. 2022 401k membership
Total participants, beginning-of-year	2022-01-01	78
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	61
Number of retired or separated participants receiving benefits	2022-01-01	7
Number of other retired or separated participants entitled to future benefits	2022-01-01	7
Total of all active and inactive participants	2022-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	75
Number of participants with account balances	2022-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. 2021 401k membership
Total participants, beginning-of-year	2021-01-01	80
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	61
Number of retired or separated participants receiving benefits	2021-01-01	7
Number of other retired or separated participants entitled to future benefits	2021-01-01	10
Total of all active and inactive participants	2021-01-01	78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	78
Number of participants with account balances	2021-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. 2020 401k membership
Total participants, beginning-of-year	2020-01-01	71
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	64
Number of retired or separated participants receiving benefits	2020-01-01	7
Number of other retired or separated participants entitled to future benefits	2020-01-01	8
Total of all active and inactive participants	2020-01-01	79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	80
Number of participants with account balances	2020-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. 2019 401k membership
Total participants, beginning-of-year	2019-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	54
Number of retired or separated participants receiving benefits	2019-01-01	7
Number of other retired or separated participants entitled to future benefits	2019-01-01	9
Total of all active and inactive participants	2019-01-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	71
Number of participants with account balances	2019-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. 2018 401k membership
Total participants, beginning-of-year	2018-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	56
Number of retired or separated participants receiving benefits	2018-01-01	6
Number of other retired or separated participants entitled to future benefits	2018-01-01	8
Total of all active and inactive participants	2018-01-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	71
Number of participants with account balances	2018-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. 2017 401k membership
Total participants, beginning-of-year	2017-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	50
Number of retired or separated participants receiving benefits	2017-01-01	8
Number of other retired or separated participants entitled to future benefits	2017-01-01	11
Total of all active and inactive participants	2017-01-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	70
Number of participants with account balances	2017-01-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. 2016 401k membership
Total participants, beginning-of-year	2016-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	47
Number of retired or separated participants receiving benefits	2016-01-01	6
Number of other retired or separated participants entitled to future benefits	2016-01-01	12
Total of all active and inactive participants	2016-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	66
Number of participants with account balances	2016-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. 2015 401k membership
Total participants, beginning-of-year	2015-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	51
Number of retired or separated participants receiving benefits	2015-01-01	7
Number of other retired or separated participants entitled to future benefits	2015-01-01	9
Total of all active and inactive participants	2015-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	67
Number of participants with account balances	2015-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. 2014 401k membership
Total participants, beginning-of-year	2014-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	44
Number of retired or separated participants receiving benefits	2014-01-01	6
Number of other retired or separated participants entitled to future benefits	2014-01-01	12
Total of all active and inactive participants	2014-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	62
Number of participants with account balances	2014-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. 2013 401k membership
Total participants, beginning-of-year	2013-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	49
Number of retired or separated participants receiving benefits	2013-01-01	6
Number of other retired or separated participants entitled to future benefits	2013-01-01	6
Total of all active and inactive participants	2013-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	61
Number of participants with account balances	2013-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC.

Measure	Date	Value
2023 : EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. 2023 401k financial data
Total income from all sources	2023-12-31	$293,221
Expenses. Total of all expenses incurred	2023-12-31	$518,711
Benefits paid (including direct rollovers)	2023-12-31	$482,222
Total plan assets at end of year	2023-12-31	$4,018,684
Total plan assets at beginning of year	2023-12-31	$4,244,174
Value of fidelity bond covering the plan	2023-12-31	$2,800,000
Other income received	2023-12-31	$153,471
Net income (gross income less expenses)	2023-12-31	$-225,490
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$4,018,684
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$4,244,174
Assets. Value of employer securities	2023-12-31	$3,448,385
Total contributions received or receivable from employer(s)	2023-12-31	$139,750
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$36,489
2022 : EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. 2022 401k financial data
Total income from all sources	2022-12-31	$292,528
Expenses. Total of all expenses incurred	2022-12-31	$210,970
Benefits paid (including direct rollovers)	2022-12-31	$173,483
Total plan assets at end of year	2022-12-31	$4,244,174
Total plan assets at beginning of year	2022-12-31	$4,162,616
Value of fidelity bond covering the plan	2022-12-31	$2,800,000
Other income received	2022-12-31	$155,729
Net income (gross income less expenses)	2022-12-31	$81,558
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,244,174
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,162,616
Assets. Value of employer securities	2022-12-31	$3,400,969
Total contributions received or receivable from employer(s)	2022-12-31	$136,799
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$37,487
2021 : EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. 2021 401k financial data
Total income from all sources	2021-12-31	$530,119
Expenses. Total of all expenses incurred	2021-12-31	$132,050
Benefits paid (including direct rollovers)	2021-12-31	$97,720
Total plan assets at end of year	2021-12-31	$4,162,616
Total plan assets at beginning of year	2021-12-31	$3,764,547
Value of fidelity bond covering the plan	2021-12-31	$2,800,000
Other income received	2021-12-31	$387,847
Net income (gross income less expenses)	2021-12-31	$398,069
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,162,616
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,764,547
Assets. Value of employer securities	2021-12-31	$3,367,560
Total contributions received or receivable from employer(s)	2021-12-31	$142,272
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$34,330
2020 : EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. 2020 401k financial data
Total income from all sources	2020-12-31	$410,220
Expenses. Total of all expenses incurred	2020-12-31	$76,699
Benefits paid (including direct rollovers)	2020-12-31	$45,392
Total plan assets at end of year	2020-12-31	$3,764,547
Total plan assets at beginning of year	2020-12-31	$3,431,026
Value of fidelity bond covering the plan	2020-12-31	$2,800,000
Other income received	2020-12-31	$268,524
Net income (gross income less expenses)	2020-12-31	$333,521
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,764,547
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,431,026
Assets. Value of employer securities	2020-12-31	$3,069,682
Total contributions received or receivable from employer(s)	2020-12-31	$141,696
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$31,307
2019 : EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. 2019 401k financial data
Total income from all sources	2019-12-31	$429,766
Expenses. Total of all expenses incurred	2019-12-31	$91,919
Benefits paid (including direct rollovers)	2019-12-31	$63,002
Total plan assets at end of year	2019-12-31	$3,431,026
Total plan assets at beginning of year	2019-12-31	$3,093,179
Value of fidelity bond covering the plan	2019-12-31	$2,800,000
Other income received	2019-12-31	$310,331
Net income (gross income less expenses)	2019-12-31	$337,847
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,431,026
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,093,179
Assets. Value of employer securities	2019-12-31	$2,833,530
Total contributions received or receivable from employer(s)	2019-12-31	$119,435
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$28,917
2018 : EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. 2018 401k financial data
Total income from all sources	2018-12-31	$297,992
Expenses. Total of all expenses incurred	2018-12-31	$191,856
Benefits paid (including direct rollovers)	2018-12-31	$167,762
Total plan assets at end of year	2018-12-31	$3,093,179
Total plan assets at beginning of year	2018-12-31	$2,987,043
Value of fidelity bond covering the plan	2018-12-31	$2,800,000
Other income received	2018-12-31	$180,567
Net income (gross income less expenses)	2018-12-31	$106,136
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,093,179
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,987,043
Assets. Value of employer securities	2018-12-31	$2,584,800
Total contributions received or receivable from employer(s)	2018-12-31	$117,425
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$24,094
2017 : EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. 2017 401k financial data
Total income from all sources	2017-12-31	$393,756
Expenses. Total of all expenses incurred	2017-12-31	$85,884
Benefits paid (including direct rollovers)	2017-12-31	$60,180
Total plan assets at end of year	2017-12-31	$2,987,043
Total plan assets at beginning of year	2017-12-31	$2,679,171
Value of fidelity bond covering the plan	2017-12-31	$2,800,000
Other income received	2017-12-31	$295,029
Net income (gross income less expenses)	2017-12-31	$307,872
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,987,043
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,679,171
Assets. Value of employer securities	2017-12-31	$2,467,200
Total contributions received or receivable from employer(s)	2017-12-31	$98,727
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$25,704
2016 : EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. 2016 401k financial data
Total income from all sources	2016-12-31	$127,414
Expenses. Total of all expenses incurred	2016-12-31	$154,120
Benefits paid (including direct rollovers)	2016-12-31	$128,880
Total plan assets at end of year	2016-12-31	$2,679,171
Total plan assets at beginning of year	2016-12-31	$2,705,877
Value of fidelity bond covering the plan	2016-12-31	$2,800,000
Other income received	2016-12-31	$28,648
Net income (gross income less expenses)	2016-12-31	$-26,706
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,679,171
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,705,877
Assets. Value of employer securities	2016-12-31	$2,249,980
Total contributions received or receivable from employer(s)	2016-12-31	$98,766
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$25,240
2015 : EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. 2015 401k financial data
Total income from all sources	2015-12-31	$363,130
Expenses. Total of all expenses incurred	2015-12-31	$51,479
Benefits paid (including direct rollovers)	2015-12-31	$28,482
Total plan assets at end of year	2015-12-31	$2,705,877
Total plan assets at beginning of year	2015-12-31	$2,394,226
Value of fidelity bond covering the plan	2015-12-31	$2,800,000
Other income received	2015-12-31	$261,584
Net income (gross income less expenses)	2015-12-31	$311,651
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,705,877
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,394,226
Assets. Value of employer securities	2015-12-31	$2,304,231
Total contributions received or receivable from employer(s)	2015-12-31	$101,546
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$22,997
2014 : EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. 2014 401k financial data
Total income from all sources	2014-12-31	$576,207
Expenses. Total of all expenses incurred	2014-12-31	$20,600
Benefits paid (including direct rollovers)	2014-12-31	$20,600
Total plan assets at end of year	2014-12-31	$2,394,226
Total plan assets at beginning of year	2014-12-31	$1,838,619
Value of fidelity bond covering the plan	2014-12-31	$2,800,000
Other income received	2014-12-31	$484,208
Net income (gross income less expenses)	2014-12-31	$555,607
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,394,226
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,838,619
Assets. Value of employer securities	2014-12-31	$2,132,328
Total contributions received or receivable from employer(s)	2014-12-31	$91,999
2013 : EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. 2013 401k financial data
Total income from all sources	2013-12-31	$303,154
Expenses. Total of all expenses incurred	2013-12-31	$133,039
Benefits paid (including direct rollovers)	2013-12-31	$133,039
Total plan assets at end of year	2013-12-31	$1,838,619
Total plan assets at beginning of year	2013-12-31	$1,668,504
Value of fidelity bond covering the plan	2013-12-31	$2,800,000
Other income received	2013-12-31	$216,112
Net income (gross income less expenses)	2013-12-31	$170,115
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,838,619
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,668,504
Assets. Value of employer securities	2013-12-31	$1,688,191
Total contributions received or receivable from employer(s)	2013-12-31	$87,042

Form 5500 Responses for EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC.

2023: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. 2023 form 5500 responses
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	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. 2022 form 5500 responses
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: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. 2021 form 5500 responses
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: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. 2020 form 5500 responses
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: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. 2019 form 5500 responses
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: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. 2018 form 5500 responses
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: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. 2017 form 5500 responses
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: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. 2016 form 5500 responses
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: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. 2015 form 5500 responses
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: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. 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: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. 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

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Company Name:	PERRY BANCSHARES, INC.
Employer identification number (EIN):	731153553
NAIC Classification:	522110
NAIC Description:	Commercial Banking