THE PERRY COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE PERRY COMPANY RETIREMENT PLAN & TRUST
Measure | Date | Value |
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2023: THE PERRY COMPANY RETIREMENT PLAN & TRUST 2023 401k membership |
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Market value of plan assets | 2023-09-30 | 2,010,999 |
Acturial value of plan assets | 2023-09-30 | 2,010,999 |
Funding target for retired participants and beneficiaries receiving payment | 2023-09-30 | 1,417,097 |
Number of terminated vested participants | 2023-09-30 | 0 |
Fundng target for terminated vested participants | 2023-09-30 | 0 |
Active participant vested funding target | 2023-09-30 | 302,949 |
Number of active participants | 2023-09-30 | 2 |
Total funding liabilities for active participants | 2023-09-30 | 302,949 |
Total participant count | 2023-09-30 | 5 |
Total funding target for all participants | 2023-09-30 | 1,720,046 |
Balance at beginning of prior year after applicable adjustments | 2023-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2023-09-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2023-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2023-09-30 | 0 |
Amount remaining of carryover balance | 2023-09-30 | 0 |
Amount remaining of prefunding balance | 2023-09-30 | 0 |
Present value of excess contributions | 2023-09-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2023-09-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2023-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2023-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2023-09-30 | 0 |
Balance of carryovers at beginning of current year | 2023-09-30 | 0 |
Balance of prefunding at beginning of current year | 2023-09-30 | 0 |
Total employer contributions | 2023-09-30 | 0 |
Total employee contributions | 2023-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2023-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2023-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2023-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2023-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2023-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2023-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2023-09-30 | 119,895 |
Net shortfall amortization installment of oustanding balance | 2023-09-30 | 0 |
Waiver amortization installment | 2023-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2023-09-30 | 0 |
Additional cash requirement | 2023-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2023-09-30 | 0 |
Unpaid minimum required contributions for current year | 2023-09-30 | 0 |
Unpaid minimum required contributions for all years | 2023-09-30 | 0 |
2022: THE PERRY COMPANY RETIREMENT PLAN & TRUST 2022 401k membership |
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Total participants, beginning-of-year | 2022-10-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-10-01 | 2 |
Number of retired or separated participants receiving benefits | 2022-10-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2022-10-01 | 0 |
Total of all active and inactive participants | 2022-10-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-10-01 | 1 |
Total participants | 2022-10-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-10-01 | 0 |
Market value of plan assets | 2022-09-30 | 2,305,490 |
Acturial value of plan assets | 2022-09-30 | 2,305,490 |
Funding target for retired participants and beneficiaries receiving payment | 2022-09-30 | 1,475,135 |
Number of terminated vested participants | 2022-09-30 | 0 |
Fundng target for terminated vested participants | 2022-09-30 | 0 |
Active participant vested funding target | 2022-09-30 | 241,999 |
Number of active participants | 2022-09-30 | 2 |
Total funding liabilities for active participants | 2022-09-30 | 241,999 |
Total participant count | 2022-09-30 | 5 |
Total funding target for all participants | 2022-09-30 | 1,717,134 |
Balance at beginning of prior year after applicable adjustments | 2022-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-09-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-09-30 | 0 |
Amount remaining of carryover balance | 2022-09-30 | 0 |
Amount remaining of prefunding balance | 2022-09-30 | 0 |
Present value of excess contributions | 2022-09-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-09-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-09-30 | 0 |
Balance of carryovers at beginning of current year | 2022-09-30 | 0 |
Balance of prefunding at beginning of current year | 2022-09-30 | 0 |
Total employer contributions | 2022-09-30 | 0 |
Total employee contributions | 2022-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2022-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2022-09-30 | 73,958 |
Net shortfall amortization installment of oustanding balance | 2022-09-30 | 0 |
Waiver amortization installment | 2022-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-09-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-09-30 | 0 |
Additional cash requirement | 2022-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-09-30 | 0 |
Unpaid minimum required contributions for current year | 2022-09-30 | 0 |
Unpaid minimum required contributions for all years | 2022-09-30 | 0 |
2021: THE PERRY COMPANY RETIREMENT PLAN & TRUST 2021 401k membership |
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Total participants, beginning-of-year | 2021-10-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-10-01 | 2 |
Number of retired or separated participants receiving benefits | 2021-10-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2021-10-01 | 0 |
Total of all active and inactive participants | 2021-10-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-10-01 | 0 |
Total participants | 2021-10-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-10-01 | 0 |
Market value of plan assets | 2021-09-30 | 2,222,613 |
Acturial value of plan assets | 2021-09-30 | 2,222,613 |
Funding target for retired participants and beneficiaries receiving payment | 2021-09-30 | 1,531,658 |
Number of terminated vested participants | 2021-09-30 | 0 |
Fundng target for terminated vested participants | 2021-09-30 | 0 |
Active participant vested funding target | 2021-09-30 | 222,246 |
Number of active participants | 2021-09-30 | 2 |
Total funding liabilities for active participants | 2021-09-30 | 222,246 |
Total participant count | 2021-09-30 | 5 |
Total funding target for all participants | 2021-09-30 | 1,753,904 |
Balance at beginning of prior year after applicable adjustments | 2021-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-09-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-09-30 | 0 |
Amount remaining of carryover balance | 2021-09-30 | 0 |
Amount remaining of prefunding balance | 2021-09-30 | 0 |
Present value of excess contributions | 2021-09-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-09-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-09-30 | 0 |
Balance of carryovers at beginning of current year | 2021-09-30 | 0 |
Balance of prefunding at beginning of current year | 2021-09-30 | 0 |
Total employer contributions | 2021-09-30 | 0 |
Total employee contributions | 2021-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2021-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2021-09-30 | 70,535 |
Net shortfall amortization installment of oustanding balance | 2021-09-30 | 0 |
Waiver amortization installment | 2021-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-09-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-09-30 | 0 |
Additional cash requirement | 2021-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-09-30 | 0 |
Unpaid minimum required contributions for current year | 2021-09-30 | 0 |
Unpaid minimum required contributions for all years | 2021-09-30 | 0 |
2020: THE PERRY COMPANY RETIREMENT PLAN & TRUST 2020 401k membership |
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Total participants, beginning-of-year | 2020-10-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-10-01 | 2 |
Number of retired or separated participants receiving benefits | 2020-10-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2020-10-01 | 0 |
Total of all active and inactive participants | 2020-10-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-10-01 | 0 |
Total participants | 2020-10-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-10-01 | 0 |
Market value of plan assets | 2020-09-30 | 2,246,121 |
Acturial value of plan assets | 2020-09-30 | 2,246,121 |
Funding target for retired participants and beneficiaries receiving payment | 2020-09-30 | 1,354,702 |
Number of terminated vested participants | 2020-09-30 | 0 |
Fundng target for terminated vested participants | 2020-09-30 | 0 |
Active participant vested funding target | 2020-09-30 | 462,369 |
Number of active participants | 2020-09-30 | 3 |
Total funding liabilities for active participants | 2020-09-30 | 462,369 |
Total participant count | 2020-09-30 | 5 |
Total funding target for all participants | 2020-09-30 | 1,817,071 |
Balance at beginning of prior year after applicable adjustments | 2020-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-09-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-09-30 | 0 |
Amount remaining of carryover balance | 2020-09-30 | 0 |
Amount remaining of prefunding balance | 2020-09-30 | 0 |
Present value of excess contributions | 2020-09-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-09-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-09-30 | 0 |
Balance of carryovers at beginning of current year | 2020-09-30 | 0 |
Balance of prefunding at beginning of current year | 2020-09-30 | 0 |
Total employer contributions | 2020-09-30 | 0 |
Total employee contributions | 2020-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2020-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2020-09-30 | 107,392 |
Net shortfall amortization installment of oustanding balance | 2020-09-30 | 0 |
Waiver amortization installment | 2020-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-09-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-09-30 | 0 |
Additional cash requirement | 2020-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-09-30 | 0 |
Unpaid minimum required contributions for current year | 2020-09-30 | 0 |
Unpaid minimum required contributions for all years | 2020-09-30 | 0 |
2019: THE PERRY COMPANY RETIREMENT PLAN & TRUST 2019 401k membership |
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Total participants, beginning-of-year | 2019-10-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-10-01 | 2 |
Number of retired or separated participants receiving benefits | 2019-10-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2019-10-01 | 0 |
Total of all active and inactive participants | 2019-10-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-10-01 | 1 |
Total participants | 2019-10-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-10-01 | 0 |
Market value of plan assets | 2019-09-30 | 2,286,252 |
Acturial value of plan assets | 2019-09-30 | 2,286,252 |
Funding target for retired participants and beneficiaries receiving payment | 2019-09-30 | 1,408,303 |
Number of terminated vested participants | 2019-09-30 | 0 |
Fundng target for terminated vested participants | 2019-09-30 | 0 |
Active participant vested funding target | 2019-09-30 | 430,180 |
Number of active participants | 2019-09-30 | 3 |
Total funding liabilities for active participants | 2019-09-30 | 430,180 |
Total participant count | 2019-09-30 | 4 |
Total funding target for all participants | 2019-09-30 | 1,838,483 |
Balance at beginning of prior year after applicable adjustments | 2019-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-09-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-09-30 | 0 |
Amount remaining of carryover balance | 2019-09-30 | 0 |
Amount remaining of prefunding balance | 2019-09-30 | 0 |
Present value of excess contributions | 2019-09-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-09-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-09-30 | 0 |
Balance of carryovers at beginning of current year | 2019-09-30 | 0 |
Balance of prefunding at beginning of current year | 2019-09-30 | 0 |
Total employer contributions | 2019-09-30 | 0 |
Total employee contributions | 2019-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2019-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2019-09-30 | 119,752 |
Net shortfall amortization installment of oustanding balance | 2019-09-30 | 0 |
Waiver amortization installment | 2019-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-09-30 | 0 |
Additional cash requirement | 2019-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-09-30 | 0 |
Unpaid minimum required contributions for current year | 2019-09-30 | 0 |
Unpaid minimum required contributions for all years | 2019-09-30 | 0 |
2018: THE PERRY COMPANY RETIREMENT PLAN & TRUST 2018 401k membership |
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Total participants, beginning-of-year | 2018-10-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-10-01 | 3 |
Number of retired or separated participants receiving benefits | 2018-10-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2018-10-01 | 0 |
Total of all active and inactive participants | 2018-10-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-10-01 | 0 |
Total participants | 2018-10-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-10-01 | 0 |
Market value of plan assets | 2018-09-30 | 2,404,213 |
Acturial value of plan assets | 2018-09-30 | 2,404,213 |
Funding target for retired participants and beneficiaries receiving payment | 2018-09-30 | 1,384,767 |
Number of terminated vested participants | 2018-09-30 | 0 |
Fundng target for terminated vested participants | 2018-09-30 | 0 |
Active participant vested funding target | 2018-09-30 | 375,080 |
Number of active participants | 2018-09-30 | 3 |
Total funding liabilities for active participants | 2018-09-30 | 375,080 |
Total participant count | 2018-09-30 | 4 |
Total funding target for all participants | 2018-09-30 | 1,759,847 |
Balance at beginning of prior year after applicable adjustments | 2018-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-09-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-09-30 | 0 |
Amount remaining of carryover balance | 2018-09-30 | 0 |
Amount remaining of prefunding balance | 2018-09-30 | 0 |
Present value of excess contributions | 2018-09-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-09-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-09-30 | 0 |
Balance of carryovers at beginning of current year | 2018-09-30 | 0 |
Balance of prefunding at beginning of current year | 2018-09-30 | 0 |
Total employer contributions | 2018-09-30 | 0 |
Total employee contributions | 2018-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2018-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2018-09-30 | 113,073 |
Net shortfall amortization installment of oustanding balance | 2018-09-30 | 0 |
Waiver amortization installment | 2018-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-09-30 | 0 |
Additional cash requirement | 2018-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-09-30 | 0 |
Unpaid minimum required contributions for current year | 2018-09-30 | 0 |
Unpaid minimum required contributions for all years | 2018-09-30 | 0 |
2017: THE PERRY COMPANY RETIREMENT PLAN & TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-10-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 3 |
Number of retired or separated participants receiving benefits | 2017-10-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2017-10-01 | 0 |
Total of all active and inactive participants | 2017-10-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-10-01 | 0 |
Total participants | 2017-10-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-10-01 | 0 |
Market value of plan assets | 2017-09-30 | 2,416,304 |
Acturial value of plan assets | 2017-09-30 | 2,416,304 |
Funding target for retired participants and beneficiaries receiving payment | 2017-09-30 | 1,464,360 |
Number of terminated vested participants | 2017-09-30 | 0 |
Fundng target for terminated vested participants | 2017-09-30 | 0 |
Active participant vested funding target | 2017-09-30 | 320,943 |
Number of active participants | 2017-09-30 | 3 |
Total funding liabilities for active participants | 2017-09-30 | 320,943 |
Total participant count | 2017-09-30 | 5 |
Total funding target for all participants | 2017-09-30 | 1,785,303 |
Balance at beginning of prior year after applicable adjustments | 2017-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-09-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-09-30 | 0 |
Amount remaining of carryover balance | 2017-09-30 | 0 |
Amount remaining of prefunding balance | 2017-09-30 | 0 |
Present value of excess contributions | 2017-09-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-09-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-09-30 | 0 |
Balance of carryovers at beginning of current year | 2017-09-30 | 0 |
Balance of prefunding at beginning of current year | 2017-09-30 | 0 |
Total employer contributions | 2017-09-30 | 0 |
Total employee contributions | 2017-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2017-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2017-09-30 | 86,736 |
Net shortfall amortization installment of oustanding balance | 2017-09-30 | 0 |
Waiver amortization installment | 2017-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-09-30 | 0 |
Additional cash requirement | 2017-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-09-30 | 0 |
Unpaid minimum required contributions for current year | 2017-09-30 | 0 |
Unpaid minimum required contributions for all years | 2017-09-30 | 0 |
2016: THE PERRY COMPANY RETIREMENT PLAN & TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-10-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 3 |
Number of retired or separated participants receiving benefits | 2016-10-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-10-01 | 0 |
Total of all active and inactive participants | 2016-10-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-10-01 | 0 |
Total participants | 2016-10-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-10-01 | 0 |
2015: THE PERRY COMPANY RETIREMENT PLAN & TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-10-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 3 |
Number of retired or separated participants receiving benefits | 2015-10-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2015-10-01 | 0 |
Total of all active and inactive participants | 2015-10-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-10-01 | 0 |
Total participants | 2015-10-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-10-01 | 0 |
2014: THE PERRY COMPANY RETIREMENT PLAN & TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-10-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 3 |
Number of retired or separated participants receiving benefits | 2014-10-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2014-10-01 | 0 |
Total of all active and inactive participants | 2014-10-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-10-01 | 0 |
Total participants | 2014-10-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-10-01 | 0 |
2013: THE PERRY COMPANY RETIREMENT PLAN & TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-10-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 3 |
Number of retired or separated participants receiving benefits | 2013-10-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2013-10-01 | 0 |
Total of all active and inactive participants | 2013-10-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-10-01 | 0 |
Total participants | 2013-10-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-10-01 | 0 |
2012: THE PERRY COMPANY RETIREMENT PLAN & TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-10-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 3 |
Number of retired or separated participants receiving benefits | 2012-10-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2012-10-01 | 0 |
Total of all active and inactive participants | 2012-10-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-10-01 | 0 |
Total participants | 2012-10-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-10-01 | 0 |
2011: THE PERRY COMPANY RETIREMENT PLAN & TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-10-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 3 |
Number of retired or separated participants receiving benefits | 2011-10-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2011-10-01 | 0 |
Total of all active and inactive participants | 2011-10-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-10-01 | 0 |
Total participants | 2011-10-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-10-01 | 0 |
2010: THE PERRY COMPANY RETIREMENT PLAN & TRUST 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-10-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-10-01 | 3 |
Number of retired or separated participants receiving benefits | 2010-10-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2010-10-01 | 0 |
Total of all active and inactive participants | 2010-10-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-10-01 | 0 |
Total participants | 2010-10-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-10-01 | 0 |
2009: THE PERRY COMPANY RETIREMENT PLAN & TRUST 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-10-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 3 |
Number of retired or separated participants receiving benefits | 2009-10-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 0 |
Total of all active and inactive participants | 2009-10-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 0 |
Total participants | 2009-10-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-10-01 | 0 |
Measure | Date | Value |
---|
2023 : THE PERRY COMPANY RETIREMENT PLAN & TRUST 2023 401k financial data |
---|
Transfers to/from the plan | 2023-09-30 | $0 |
Total plan liabilities at end of year | 2023-09-30 | $0 |
Total plan liabilities at beginning of year | 2023-09-30 | $13,381 |
Total income from all sources | 2023-09-30 | $478,433 |
Expenses. Total of all expenses incurred | 2023-09-30 | $265,442 |
Benefits paid (including direct rollovers) | 2023-09-30 | $184,805 |
Total plan assets at end of year | 2023-09-30 | $2,223,990 |
Total plan assets at beginning of year | 2023-09-30 | $2,024,380 |
Value of fidelity bond covering the plan | 2023-09-30 | $1,801,500 |
Total contributions received or receivable from participants | 2023-09-30 | $0 |
Assets. Value of loans (other than to participants) | 2023-09-30 | $63,329 |
Expenses. Other expenses not covered elsewhere | 2023-09-30 | $63,029 |
Contributions received from other sources (not participants or employers) | 2023-09-30 | $0 |
Other income received | 2023-09-30 | $478,433 |
Noncash contributions received | 2023-09-30 | $0 |
Net income (gross income less expenses) | 2023-09-30 | $212,991 |
Net plan assets at end of year (total assets less liabilities) | 2023-09-30 | $2,223,990 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-09-30 | $2,010,999 |
Assets. Value of real-estate (other than employer real property) | 2023-09-30 | $1,740,000 |
Total contributions received or receivable from employer(s) | 2023-09-30 | $0 |
Value of certain deemed distributions of participant loans | 2023-09-30 | $0 |
Value of corrective distributions | 2023-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-09-30 | $17,608 |
2022 : THE PERRY COMPANY RETIREMENT PLAN & TRUST 2022 401k financial data |
---|
Total plan liabilities at end of year | 2022-09-30 | $13,381 |
Total plan liabilities at beginning of year | 2022-09-30 | $10,614 |
Total income from all sources | 2022-09-30 | $-20,296 |
Expenses. Total of all expenses incurred | 2022-09-30 | $274,195 |
Benefits paid (including direct rollovers) | 2022-09-30 | $184,805 |
Total plan assets at end of year | 2022-09-30 | $2,024,380 |
Total plan assets at beginning of year | 2022-09-30 | $2,316,104 |
Value of fidelity bond covering the plan | 2022-09-30 | $1,801,500 |
Total contributions received or receivable from participants | 2022-09-30 | $0 |
Assets. Value of loans (other than to participants) | 2022-09-30 | $21,570 |
Expenses. Other expenses not covered elsewhere | 2022-09-30 | $79,111 |
Contributions received from other sources (not participants or employers) | 2022-09-30 | $0 |
Other income received | 2022-09-30 | $-20,296 |
Noncash contributions received | 2022-09-30 | $0 |
Net income (gross income less expenses) | 2022-09-30 | $-294,491 |
Net plan assets at end of year (total assets less liabilities) | 2022-09-30 | $2,010,999 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-09-30 | $2,305,490 |
Assets. Value of real-estate (other than employer real property) | 2022-09-30 | $1,370,000 |
Total contributions received or receivable from employer(s) | 2022-09-30 | $0 |
Value of certain deemed distributions of participant loans | 2022-09-30 | $0 |
Value of corrective distributions | 2022-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-09-30 | $10,279 |
2021 : THE PERRY COMPANY RETIREMENT PLAN & TRUST 2021 401k financial data |
---|
Total plan liabilities at end of year | 2021-09-30 | $10,614 |
Total plan liabilities at beginning of year | 2021-09-30 | $10,614 |
Total income from all sources | 2021-09-30 | $337,614 |
Expenses. Total of all expenses incurred | 2021-09-30 | $254,737 |
Benefits paid (including direct rollovers) | 2021-09-30 | $184,805 |
Total plan assets at end of year | 2021-09-30 | $2,316,104 |
Total plan assets at beginning of year | 2021-09-30 | $2,233,227 |
Value of fidelity bond covering the plan | 2021-09-30 | $1,801,500 |
Total contributions received or receivable from participants | 2021-09-30 | $0 |
Assets. Value of loans (other than to participants) | 2021-09-30 | $130,525 |
Expenses. Other expenses not covered elsewhere | 2021-09-30 | $59,180 |
Contributions received from other sources (not participants or employers) | 2021-09-30 | $0 |
Other income received | 2021-09-30 | $337,614 |
Noncash contributions received | 2021-09-30 | $0 |
Net income (gross income less expenses) | 2021-09-30 | $82,877 |
Net plan assets at end of year (total assets less liabilities) | 2021-09-30 | $2,305,490 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-09-30 | $2,222,613 |
Assets. Value of real-estate (other than employer real property) | 2021-09-30 | $1,320,000 |
Total contributions received or receivable from employer(s) | 2021-09-30 | $0 |
Value of certain deemed distributions of participant loans | 2021-09-30 | $0 |
Value of corrective distributions | 2021-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-09-30 | $10,752 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-09-30 | $0 |
2020 : THE PERRY COMPANY RETIREMENT PLAN & TRUST 2020 401k financial data |
---|
Transfers to/from the plan | 2020-09-30 | $0 |
Total plan liabilities at end of year | 2020-09-30 | $10,614 |
Total plan liabilities at beginning of year | 2020-09-30 | $10,614 |
Total income from all sources | 2020-09-30 | $217,581 |
Expenses. Total of all expenses incurred | 2020-09-30 | $241,089 |
Benefits paid (including direct rollovers) | 2020-09-30 | $176,407 |
Total plan assets at end of year | 2020-09-30 | $2,233,227 |
Total plan assets at beginning of year | 2020-09-30 | $2,256,735 |
Value of fidelity bond covering the plan | 2020-09-30 | $1,801,500 |
Total contributions received or receivable from participants | 2020-09-30 | $0 |
Assets. Value of loans (other than to participants) | 2020-09-30 | $147,705 |
Expenses. Other expenses not covered elsewhere | 2020-09-30 | $57,589 |
Contributions received from other sources (not participants or employers) | 2020-09-30 | $0 |
Other income received | 2020-09-30 | $217,581 |
Noncash contributions received | 2020-09-30 | $0 |
Net income (gross income less expenses) | 2020-09-30 | $-23,508 |
Net plan assets at end of year (total assets less liabilities) | 2020-09-30 | $2,222,613 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-09-30 | $2,246,121 |
Assets. Value of real-estate (other than employer real property) | 2020-09-30 | $1,206,139 |
Total contributions received or receivable from employer(s) | 2020-09-30 | $0 |
Value of certain deemed distributions of participant loans | 2020-09-30 | $0 |
Value of corrective distributions | 2020-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-09-30 | $7,093 |
2019 : THE PERRY COMPANY RETIREMENT PLAN & TRUST 2019 401k financial data |
---|
Total plan liabilities at end of year | 2019-09-30 | $10,614 |
Total plan liabilities at beginning of year | 2019-09-30 | $6,914 |
Total income from all sources | 2019-09-30 | $231,911 |
Expenses. Total of all expenses incurred | 2019-09-30 | $272,042 |
Benefits paid (including direct rollovers) | 2019-09-30 | $164,650 |
Total plan assets at end of year | 2019-09-30 | $2,256,735 |
Total plan assets at beginning of year | 2019-09-30 | $2,293,166 |
Value of fidelity bond covering the plan | 2019-09-30 | $2,100,000 |
Total contributions received or receivable from participants | 2019-09-30 | $0 |
Assets. Value of loans (other than to participants) | 2019-09-30 | $69,232 |
Expenses. Other expenses not covered elsewhere | 2019-09-30 | $91,423 |
Contributions received from other sources (not participants or employers) | 2019-09-30 | $0 |
Other income received | 2019-09-30 | $231,911 |
Noncash contributions received | 2019-09-30 | $0 |
Net income (gross income less expenses) | 2019-09-30 | $-40,131 |
Net plan assets at end of year (total assets less liabilities) | 2019-09-30 | $2,246,121 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-09-30 | $2,286,252 |
Assets. Value of real-estate (other than employer real property) | 2019-09-30 | $1,745,876 |
Total contributions received or receivable from employer(s) | 2019-09-30 | $0 |
Value of certain deemed distributions of participant loans | 2019-09-30 | $0 |
Value of corrective distributions | 2019-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-09-30 | $15,969 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-09-30 | $0 |
2018 : THE PERRY COMPANY RETIREMENT PLAN & TRUST 2018 401k financial data |
---|
Total plan liabilities at end of year | 2018-09-30 | $6,914 |
Total plan liabilities at beginning of year | 2018-09-30 | $5,805 |
Total income from all sources | 2018-09-30 | $154,765 |
Expenses. Total of all expenses incurred | 2018-09-30 | $272,726 |
Benefits paid (including direct rollovers) | 2018-09-30 | $164,650 |
Total plan assets at end of year | 2018-09-30 | $2,293,166 |
Total plan assets at beginning of year | 2018-09-30 | $2,410,018 |
Value of fidelity bond covering the plan | 2018-09-30 | $2,100,000 |
Total contributions received or receivable from participants | 2018-09-30 | $0 |
Assets. Value of loans (other than to participants) | 2018-09-30 | $37,500 |
Expenses. Other expenses not covered elsewhere | 2018-09-30 | $88,761 |
Contributions received from other sources (not participants or employers) | 2018-09-30 | $0 |
Other income received | 2018-09-30 | $154,765 |
Noncash contributions received | 2018-09-30 | $0 |
Net income (gross income less expenses) | 2018-09-30 | $-117,961 |
Net plan assets at end of year (total assets less liabilities) | 2018-09-30 | $2,286,252 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-09-30 | $2,404,213 |
Assets. Value of assets in partnership/joint-venture interests | 2018-09-30 | $487,500 |
Assets. Value of real-estate (other than employer real property) | 2018-09-30 | $1,444,715 |
Total contributions received or receivable from employer(s) | 2018-09-30 | $0 |
Value of certain deemed distributions of participant loans | 2018-09-30 | $0 |
Value of corrective distributions | 2018-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-09-30 | $19,315 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-09-30 | $0 |
2017 : THE PERRY COMPANY RETIREMENT PLAN & TRUST 2017 401k financial data |
---|
Total plan liabilities at end of year | 2017-09-30 | $5,805 |
Total plan liabilities at beginning of year | 2017-09-30 | $4,960 |
Total income from all sources | 2017-09-30 | $246,345 |
Expenses. Total of all expenses incurred | 2017-09-30 | $258,436 |
Benefits paid (including direct rollovers) | 2017-09-30 | $164,650 |
Total plan assets at end of year | 2017-09-30 | $2,410,018 |
Total plan assets at beginning of year | 2017-09-30 | $2,421,264 |
Value of fidelity bond covering the plan | 2017-09-30 | $2,100,000 |
Total contributions received or receivable from participants | 2017-09-30 | $0 |
Assets. Value of loans (other than to participants) | 2017-09-30 | $100,000 |
Expenses. Other expenses not covered elsewhere | 2017-09-30 | $86,879 |
Contributions received from other sources (not participants or employers) | 2017-09-30 | $0 |
Other income received | 2017-09-30 | $246,345 |
Noncash contributions received | 2017-09-30 | $0 |
Net income (gross income less expenses) | 2017-09-30 | $-12,091 |
Net plan assets at end of year (total assets less liabilities) | 2017-09-30 | $2,404,213 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-09-30 | $2,416,304 |
Assets. Value of real-estate (other than employer real property) | 2017-09-30 | $1,427,000 |
Total contributions received or receivable from employer(s) | 2017-09-30 | $0 |
Value of certain deemed distributions of participant loans | 2017-09-30 | $0 |
Value of corrective distributions | 2017-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-09-30 | $6,907 |
2016 : THE PERRY COMPANY RETIREMENT PLAN & TRUST 2016 401k financial data |
---|
Transfers to/from the plan | 2016-09-30 | $0 |
Total plan liabilities at end of year | 2016-09-30 | $4,960 |
Total plan liabilities at beginning of year | 2016-09-30 | $4,960 |
Total income from all sources | 2016-09-30 | $441,269 |
Expenses. Total of all expenses incurred | 2016-09-30 | $241,642 |
Benefits paid (including direct rollovers) | 2016-09-30 | $170,792 |
Total plan assets at end of year | 2016-09-30 | $2,421,264 |
Total plan assets at beginning of year | 2016-09-30 | $2,221,637 |
Value of fidelity bond covering the plan | 2016-09-30 | $2,100,000 |
Total contributions received or receivable from participants | 2016-09-30 | $0 |
Assets. Value of loans (other than to participants) | 2016-09-30 | $117,000 |
Expenses. Other expenses not covered elsewhere | 2016-09-30 | $61,184 |
Contributions received from other sources (not participants or employers) | 2016-09-30 | $0 |
Other income received | 2016-09-30 | $441,269 |
Noncash contributions received | 2016-09-30 | $0 |
Net income (gross income less expenses) | 2016-09-30 | $199,627 |
Net plan assets at end of year (total assets less liabilities) | 2016-09-30 | $2,416,304 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-09-30 | $2,216,677 |
Assets. Value of assets in partnership/joint-venture interests | 2016-09-30 | $800,000 |
Assets. Value of real-estate (other than employer real property) | 2016-09-30 | $1,314,000 |
Total contributions received or receivable from employer(s) | 2016-09-30 | $0 |
Value of certain deemed distributions of participant loans | 2016-09-30 | $0 |
Value of corrective distributions | 2016-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-09-30 | $9,666 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-09-30 | $0 |
2015 : THE PERRY COMPANY RETIREMENT PLAN & TRUST 2015 401k financial data |
---|
Total plan liabilities at end of year | 2015-09-30 | $4,960 |
Total plan liabilities at beginning of year | 2015-09-30 | $4,688 |
Total income from all sources | 2015-09-30 | $102,739 |
Expenses. Total of all expenses incurred | 2015-09-30 | $255,260 |
Benefits paid (including direct rollovers) | 2015-09-30 | $170,792 |
Total plan assets at end of year | 2015-09-30 | $2,221,637 |
Total plan assets at beginning of year | 2015-09-30 | $2,373,886 |
Value of fidelity bond covering the plan | 2015-09-30 | $2,100,000 |
Total contributions received or receivable from participants | 2015-09-30 | $0 |
Assets. Value of loans (other than to participants) | 2015-09-30 | $110,000 |
Expenses. Other expenses not covered elsewhere | 2015-09-30 | $76,393 |
Contributions received from other sources (not participants or employers) | 2015-09-30 | $0 |
Other income received | 2015-09-30 | $102,739 |
Noncash contributions received | 2015-09-30 | $0 |
Net income (gross income less expenses) | 2015-09-30 | $-152,521 |
Net plan assets at end of year (total assets less liabilities) | 2015-09-30 | $2,216,677 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-09-30 | $2,369,198 |
Assets. Value of assets in partnership/joint-venture interests | 2015-09-30 | $576,879 |
Assets. Value of real-estate (other than employer real property) | 2015-09-30 | $1,278,000 |
Total contributions received or receivable from employer(s) | 2015-09-30 | $0 |
Value of certain deemed distributions of participant loans | 2015-09-30 | $0 |
Value of corrective distributions | 2015-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-09-30 | $8,075 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-09-30 | $0 |
2014 : THE PERRY COMPANY RETIREMENT PLAN & TRUST 2014 401k financial data |
---|
Total plan liabilities at end of year | 2014-09-30 | $4,688 |
Total plan liabilities at beginning of year | 2014-09-30 | $1,960 |
Total income from all sources | 2014-09-30 | $546,398 |
Expenses. Total of all expenses incurred | 2014-09-30 | $249,044 |
Benefits paid (including direct rollovers) | 2014-09-30 | $170,792 |
Total plan assets at end of year | 2014-09-30 | $2,373,886 |
Total plan assets at beginning of year | 2014-09-30 | $2,073,804 |
Value of fidelity bond covering the plan | 2014-09-30 | $2,100,000 |
Total contributions received or receivable from participants | 2014-09-30 | $0 |
Assets. Value of loans (other than to participants) | 2014-09-30 | $60,000 |
Expenses. Other expenses not covered elsewhere | 2014-09-30 | $68,443 |
Contributions received from other sources (not participants or employers) | 2014-09-30 | $0 |
Other income received | 2014-09-30 | $546,398 |
Noncash contributions received | 2014-09-30 | $0 |
Net income (gross income less expenses) | 2014-09-30 | $297,354 |
Net plan assets at end of year (total assets less liabilities) | 2014-09-30 | $2,369,198 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-09-30 | $2,071,844 |
Assets. Value of assets in partnership/joint-venture interests | 2014-09-30 | $576,879 |
Assets. Value of real-estate (other than employer real property) | 2014-09-30 | $1,265,000 |
Total contributions received or receivable from employer(s) | 2014-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-09-30 | $9,809 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-09-30 | $0 |
2013 : THE PERRY COMPANY RETIREMENT PLAN & TRUST 2013 401k financial data |
---|
Total plan liabilities at end of year | 2013-09-30 | $1,960 |
Total plan liabilities at beginning of year | 2013-09-30 | $2,934 |
Total income from all sources | 2013-09-30 | $195,304 |
Expenses. Total of all expenses incurred | 2013-09-30 | $258,446 |
Benefits paid (including direct rollovers) | 2013-09-30 | $170,792 |
Total plan assets at end of year | 2013-09-30 | $2,073,804 |
Total plan assets at beginning of year | 2013-09-30 | $2,137,920 |
Value of fidelity bond covering the plan | 2013-09-30 | $2,100,000 |
Total contributions received or receivable from participants | 2013-09-30 | $0 |
Assets. Value of loans (other than to participants) | 2013-09-30 | $110,801 |
Expenses. Other expenses not covered elsewhere | 2013-09-30 | $72,258 |
Contributions received from other sources (not participants or employers) | 2013-09-30 | $0 |
Other income received | 2013-09-30 | $195,304 |
Noncash contributions received | 2013-09-30 | $0 |
Net income (gross income less expenses) | 2013-09-30 | $-63,142 |
Net plan assets at end of year (total assets less liabilities) | 2013-09-30 | $2,071,844 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-09-30 | $2,134,986 |
Assets. Value of real-estate (other than employer real property) | 2013-09-30 | $1,515,353 |
Total contributions received or receivable from employer(s) | 2013-09-30 | $0 |
Value of certain deemed distributions of participant loans | 2013-09-30 | $0 |
Value of corrective distributions | 2013-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-09-30 | $15,396 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-09-30 | $0 |
2012 : THE PERRY COMPANY RETIREMENT PLAN & TRUST 2012 401k financial data |
---|
Total plan liabilities at end of year | 2012-09-30 | $2,934 |
Total plan liabilities at beginning of year | 2012-09-30 | $2,934 |
Total income from all sources | 2012-09-30 | $154,350 |
Expenses. Total of all expenses incurred | 2012-09-30 | $257,817 |
Benefits paid (including direct rollovers) | 2012-09-30 | $170,792 |
Total plan assets at end of year | 2012-09-30 | $2,137,920 |
Total plan assets at beginning of year | 2012-09-30 | $2,241,387 |
Value of fidelity bond covering the plan | 2012-09-30 | $2,100,000 |
Total contributions received or receivable from participants | 2012-09-30 | $0 |
Assets. Value of loans (other than to participants) | 2012-09-30 | $65,793 |
Expenses. Other expenses not covered elsewhere | 2012-09-30 | $83,499 |
Contributions received from other sources (not participants or employers) | 2012-09-30 | $0 |
Other income received | 2012-09-30 | $154,350 |
Noncash contributions received | 2012-09-30 | $0 |
Net income (gross income less expenses) | 2012-09-30 | $-103,467 |
Net plan assets at end of year (total assets less liabilities) | 2012-09-30 | $2,134,986 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-09-30 | $2,238,453 |
Assets. Value of real-estate (other than employer real property) | 2012-09-30 | $1,159,806 |
Total contributions received or receivable from employer(s) | 2012-09-30 | $0 |
Value of certain deemed distributions of participant loans | 2012-09-30 | $0 |
Value of corrective distributions | 2012-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-09-30 | $3,526 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-09-30 | $0 |
2011 : THE PERRY COMPANY RETIREMENT PLAN & TRUST 2011 401k financial data |
---|
Total plan liabilities at end of year | 2011-09-30 | $2,934 |
Total plan liabilities at beginning of year | 2011-09-30 | $2,934 |
Total income from all sources | 2011-09-30 | $248,361 |
Expenses. Total of all expenses incurred | 2011-09-30 | $263,155 |
Benefits paid (including direct rollovers) | 2011-09-30 | $170,716 |
Total plan assets at end of year | 2011-09-30 | $2,241,387 |
Total plan assets at beginning of year | 2011-09-30 | $2,256,181 |
Value of fidelity bond covering the plan | 2011-09-30 | $2,000,000 |
Total contributions received or receivable from participants | 2011-09-30 | $0 |
Assets. Value of loans (other than to participants) | 2011-09-30 | $332,475 |
Expenses. Other expenses not covered elsewhere | 2011-09-30 | $92,228 |
Contributions received from other sources (not participants or employers) | 2011-09-30 | $0 |
Other income received | 2011-09-30 | $248,361 |
Noncash contributions received | 2011-09-30 | $0 |
Net income (gross income less expenses) | 2011-09-30 | $-14,794 |
Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $2,238,453 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $2,253,247 |
Assets. Value of real-estate (other than employer real property) | 2011-09-30 | $1,748,380 |
Total contributions received or receivable from employer(s) | 2011-09-30 | $0 |
Value of certain deemed distributions of participant loans | 2011-09-30 | $0 |
Value of corrective distributions | 2011-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-09-30 | $211 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-09-30 | $0 |
2010 : THE PERRY COMPANY RETIREMENT PLAN & TRUST 2010 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-09-30 | $0 |
2022: THE PERRY COMPANY RETIREMENT PLAN & TRUST 2022 form 5500 responses |
---|
2022-10-01 | Type of plan entity | Single employer plan |
2022-10-01 | Submission has been amended | No |
2022-10-01 | This submission is the final filing | No |
2022-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-10-01 | Plan is a collectively bargained plan | No |
2022-10-01 | Plan funding arrangement – Trust | Yes |
2022-10-01 | Plan benefit arrangement - Trust | Yes |
2021: THE PERRY COMPANY RETIREMENT PLAN & TRUST 2021 form 5500 responses |
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2021-10-01 | Type of plan entity | Single employer plan |
2021-10-01 | Submission has been amended | No |
2021-10-01 | This submission is the final filing | No |
2021-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-10-01 | Plan is a collectively bargained plan | No |
2021-10-01 | Plan funding arrangement – Trust | Yes |
2021-10-01 | Plan benefit arrangement - Trust | Yes |
2020: THE PERRY COMPANY RETIREMENT PLAN & TRUST 2020 form 5500 responses |
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2020-10-01 | Type of plan entity | Single employer plan |
2020-10-01 | Submission has been amended | No |
2020-10-01 | This submission is the final filing | No |
2020-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-10-01 | Plan is a collectively bargained plan | No |
2020-10-01 | Plan funding arrangement – Trust | Yes |
2020-10-01 | Plan benefit arrangement - Trust | Yes |
2019: THE PERRY COMPANY RETIREMENT PLAN & TRUST 2019 form 5500 responses |
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2019-10-01 | Type of plan entity | Single employer plan |
2019-10-01 | Submission has been amended | No |
2019-10-01 | This submission is the final filing | No |
2019-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-10-01 | Plan is a collectively bargained plan | No |
2019-10-01 | Plan funding arrangement – Trust | Yes |
2019-10-01 | Plan benefit arrangement - Trust | Yes |
2018: THE PERRY COMPANY RETIREMENT PLAN & TRUST 2018 form 5500 responses |
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2018-10-01 | Type of plan entity | Single employer plan |
2018-10-01 | Submission has been amended | No |
2018-10-01 | This submission is the final filing | No |
2018-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-10-01 | Plan is a collectively bargained plan | No |
2018-10-01 | Plan funding arrangement – Trust | Yes |
2018-10-01 | Plan benefit arrangement - Trust | Yes |
2017: THE PERRY COMPANY RETIREMENT PLAN & TRUST 2017 form 5500 responses |
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2017-10-01 | Type of plan entity | Single employer plan |
2017-10-01 | Submission has been amended | No |
2017-10-01 | This submission is the final filing | No |
2017-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-10-01 | Plan is a collectively bargained plan | No |
2017-10-01 | Plan funding arrangement – Trust | Yes |
2017-10-01 | Plan benefit arrangement - Trust | Yes |
2016: THE PERRY COMPANY RETIREMENT PLAN & TRUST 2016 form 5500 responses |
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2016-10-01 | Type of plan entity | Single employer plan |
2016-10-01 | Submission has been amended | No |
2016-10-01 | This submission is the final filing | No |
2016-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-10-01 | Plan is a collectively bargained plan | No |
2016-10-01 | Plan funding arrangement – Trust | Yes |
2016-10-01 | Plan benefit arrangement - Trust | Yes |
2015: THE PERRY COMPANY RETIREMENT PLAN & TRUST 2015 form 5500 responses |
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2015-10-01 | Type of plan entity | Single employer plan |
2015-10-01 | Submission has been amended | No |
2015-10-01 | This submission is the final filing | No |
2015-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-10-01 | Plan is a collectively bargained plan | No |
2015-10-01 | Plan funding arrangement – Trust | Yes |
2015-10-01 | Plan benefit arrangement - Trust | Yes |
2014: THE PERRY COMPANY RETIREMENT PLAN & TRUST 2014 form 5500 responses |
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2014-10-01 | Type of plan entity | Single employer plan |
2014-10-01 | Submission has been amended | No |
2014-10-01 | This submission is the final filing | No |
2014-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-10-01 | Plan is a collectively bargained plan | No |
2014-10-01 | Plan funding arrangement – Trust | Yes |
2014-10-01 | Plan benefit arrangement - Trust | Yes |
2013: THE PERRY COMPANY RETIREMENT PLAN & TRUST 2013 form 5500 responses |
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2013-10-01 | Type of plan entity | Single employer plan |
2013-10-01 | Submission has been amended | No |
2013-10-01 | This submission is the final filing | No |
2013-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-10-01 | Plan is a collectively bargained plan | No |
2013-10-01 | Plan funding arrangement – Trust | Yes |
2013-10-01 | Plan benefit arrangement - Trust | Yes |
2012: THE PERRY COMPANY RETIREMENT PLAN & TRUST 2012 form 5500 responses |
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2012-10-01 | Type of plan entity | Single employer plan |
2012-10-01 | Submission has been amended | No |
2012-10-01 | This submission is the final filing | No |
2012-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-10-01 | Plan is a collectively bargained plan | No |
2012-10-01 | Plan funding arrangement – Trust | Yes |
2012-10-01 | Plan benefit arrangement - Trust | Yes |
2011: THE PERRY COMPANY RETIREMENT PLAN & TRUST 2011 form 5500 responses |
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2011-10-01 | Type of plan entity | Single employer plan |
2011-10-01 | Submission has been amended | No |
2011-10-01 | This submission is the final filing | No |
2011-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-10-01 | Plan is a collectively bargained plan | No |
2011-10-01 | Plan funding arrangement – Trust | Yes |
2011-10-01 | Plan benefit arrangement - Trust | Yes |
2010: THE PERRY COMPANY RETIREMENT PLAN & TRUST 2010 form 5500 responses |
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2010-10-01 | Type of plan entity | Single employer plan |
2010-10-01 | Submission has been amended | No |
2010-10-01 | This submission is the final filing | No |
2010-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-10-01 | Plan is a collectively bargained plan | No |
2010-10-01 | Plan funding arrangement – Trust | Yes |
2010-10-01 | Plan benefit arrangement - Trust | Yes |
2009: THE PERRY COMPANY RETIREMENT PLAN & TRUST 2009 form 5500 responses |
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2009-10-01 | Type of plan entity | Single employer plan |
2009-10-01 | Submission has been amended | No |
2009-10-01 | This submission is the final filing | No |
2009-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-10-01 | Plan is a collectively bargained plan | No |
2009-10-01 | Plan funding arrangement – Trust | Yes |
2009-10-01 | Plan benefit arrangement - Trust | Yes |
2008: THE PERRY COMPANY RETIREMENT PLAN & TRUST 2008 form 5500 responses |
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2008-10-01 | Type of plan entity | Single employer plan |
2008-10-01 | Submission has been amended | No |
2008-10-01 | This submission is the final filing | No |
2008-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-10-01 | Plan is a collectively bargained plan | No |