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PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePERRY HOMES, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PERRY HOMES LLC has sponsored the creation of one or more 401k plans.

Company Name:PERRY HOMES LLC
Employer identification number (EIN):760276305
NAIC Classification:236110

Additional information about PERRY HOMES LLC

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 2016-01-28
Company Identification Number: 603581622
Legal Registered Office Address: 1620 GRANT ST

BELLINGHAM
United States of America (USA)
982250000

More information about PERRY HOMES LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01DEB NANDI
0012013-01-01DEB NANDI
0012012-01-01DEB NANDI
0012011-01-01JERRY L. ZAMZOW
0012009-01-01JERRY L. ZAMZOW

Plan Statistics for PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,603
Total number of active participants reported on line 7a of the Form 55002023-01-011,410
Number of retired or separated participants receiving benefits2023-01-01167
Number of other retired or separated participants entitled to future benefits2023-01-01323
Total of all active and inactive participants2023-01-011,900
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-011,900
Number of participants with account balances2023-01-011,842
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-01224
2022: PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,481
Total number of active participants reported on line 7a of the Form 55002022-01-011,278
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-01303
Total of all active and inactive participants2022-01-011,587
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-011,588
Number of participants with account balances2022-01-011,529
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01330
2021: PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,162
Total number of active participants reported on line 7a of the Form 55002021-01-011,241
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-01231
Total of all active and inactive participants2021-01-011,476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,476
Number of participants with account balances2021-01-011,424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01198
2020: PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,122
Total number of active participants reported on line 7a of the Form 55002020-01-01997
Number of retired or separated participants receiving benefits2020-01-019
Number of other retired or separated participants entitled to future benefits2020-01-01156
Total of all active and inactive participants2020-01-011,162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,162
Number of participants with account balances2020-01-011,083
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01151
2019: PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,177
Total number of active participants reported on line 7a of the Form 55002019-01-01954
Number of retired or separated participants receiving benefits2019-01-0138
Number of other retired or separated participants entitled to future benefits2019-01-01130
Total of all active and inactive participants2019-01-011,122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,122
Number of participants with account balances2019-01-011,042
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0176
2018: PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01937
Total number of active participants reported on line 7a of the Form 55002018-01-01946
Number of retired or separated participants receiving benefits2018-01-0185
Number of other retired or separated participants entitled to future benefits2018-01-01146
Total of all active and inactive participants2018-01-011,177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,177
Number of participants with account balances2018-01-011,096
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0151
2017: PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01895
Total number of active participants reported on line 7a of the Form 55002017-01-01806
Number of retired or separated participants receiving benefits2017-01-0115
Number of other retired or separated participants entitled to future benefits2017-01-01115
Total of all active and inactive participants2017-01-01936
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01936
Number of participants with account balances2017-01-01857
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0134
2016: PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01750
Total number of active participants reported on line 7a of the Form 55002016-01-01664
Number of retired or separated participants receiving benefits2016-01-0110
Number of other retired or separated participants entitled to future benefits2016-01-01225
Total of all active and inactive participants2016-01-01899
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01899
Number of participants with account balances2016-01-01704
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0131
2015: PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01702
Total number of active participants reported on line 7a of the Form 55002015-01-01590
Number of retired or separated participants receiving benefits2015-01-0110
Number of other retired or separated participants entitled to future benefits2015-01-01151
Total of all active and inactive participants2015-01-01751
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01751
Number of participants with account balances2015-01-01559
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0130
2014: PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01638
Total number of active participants reported on line 7a of the Form 55002014-01-01542
Number of retired or separated participants receiving benefits2014-01-0111
Number of other retired or separated participants entitled to future benefits2014-01-01149
Total of all active and inactive participants2014-01-01702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01702
Number of participants with account balances2014-01-01522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0127
2013: PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01584
Total number of active participants reported on line 7a of the Form 55002013-01-01491
Number of retired or separated participants receiving benefits2013-01-0114
Number of other retired or separated participants entitled to future benefits2013-01-01133
Total of all active and inactive participants2013-01-01638
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01638
Number of participants with account balances2013-01-01471
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0114
2012: PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01519
Total number of active participants reported on line 7a of the Form 55002012-01-01428
Number of retired or separated participants receiving benefits2012-01-0116
Number of other retired or separated participants entitled to future benefits2012-01-01140
Total of all active and inactive participants2012-01-01584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01584
Number of participants with account balances2012-01-01444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01483
Total number of active participants reported on line 7a of the Form 55002011-01-01367
Number of retired or separated participants receiving benefits2011-01-016
Number of other retired or separated participants entitled to future benefits2011-01-01135
Total of all active and inactive participants2011-01-01508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01508
Number of participants with account balances2011-01-01410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0113
2009: PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01780
Total number of active participants reported on line 7a of the Form 55002009-01-01360
Number of retired or separated participants receiving benefits2009-01-016
Number of other retired or separated participants entitled to future benefits2009-01-01198
Total of all active and inactive participants2009-01-01564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01564
Number of participants with account balances2009-01-01492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0161

Financial Data on PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$0
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$29,639
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$24,882
Expenses. Interest paid2023-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-12-31$0
Total income from all sources (including contributions)2023-12-31$27,143,279
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$8,168,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$7,954,673
Expenses. Certain deemed distributions of participant loans2023-12-31$92,325
Value of total corrective distributions2023-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$14,663,884
Value of total assets at end of year2023-12-31$90,323,222
Value of total assets at beginning of year2023-12-31$71,344,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$121,816
Total income from rents2023-12-31$0
Total interest from all sources2023-12-31$118,202
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$597,319
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$597,319
Assets. Real estate other than employer real property at end of year2023-12-31$0
Assets. Real estate other than employer real property at beginning of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$5,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$10,168,833
Participant contributions at end of year2023-12-31$2,067,410
Participant contributions at beginning of year2023-12-31$1,496,262
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Assets. Other investments not covered elsewhere at end of year2023-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$971,944
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Assets. Loans (other than to participants) at end of year2023-12-31$0
Assets. Loans (other than to participants) at beginning of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Other income not declared elsewhere2023-12-31$0
Administrative expenses (other) incurred2023-12-31$0
Liabilities. Value of operating payables at end of year2023-12-31$27,440
Liabilities. Value of operating payables at beginning of year2023-12-31$22,683
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Income. Non cash contributions2023-12-31$0
Value of net income/loss2023-12-31$18,974,465
Value of net assets at end of year (total assets less liabilities)2023-12-31$90,293,583
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$71,319,118
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at end of year2023-12-31$0
Assets. partnership/joint venture interests at beginning of year2023-12-31$0
Investment advisory and management fees2023-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$22,639,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$16,733,369
Interest on participant loans2023-12-31$118,202
Income. Interest from loans (other than to participants)2023-12-31$0
Interest earned on other investments2023-12-31$0
Income. Interest from US Government securities2023-12-31$0
Income. Interest from corporate debt instruments2023-12-31$0
Value of interest in master investment trust accounts at end of year2023-12-31$0
Value of interest in master investment trust accounts at beginning of year2023-12-31$0
Value of interest in common/collective trusts at end of year2023-12-31$54,550,243
Value of interest in common/collective trusts at beginning of year2023-12-31$42,084,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2023-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$7,542,495
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$7,637,268
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Asset value of US Government securities at end of year2023-12-31$0
Asset value of US Government securities at beginning of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,733,510
Net investment gain/loss from pooled separate accounts2023-12-31$0
Net investment gain or loss from common/collective trusts2023-12-31$9,030,364
Net gain/loss from 103.12 investment entities2023-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$0
Assets. Invements in employer securities at beginning of year2023-12-31$0
Assets. Value of employer real property at end of year2023-12-31$0
Assets. Value of employer real property at beginning of year2023-12-31$0
Contributions received in cash from employer2023-12-31$3,523,107
Employer contributions (assets) at end of year2023-12-31$3,523,107
Employer contributions (assets) at beginning of year2023-12-31$3,392,171
Income. Dividends from preferred stock2023-12-31$0
Income. Dividends from common stock2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$7,954,673
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$0
Contract administrator fees2023-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$0
Liabilities. Value of benefit claims payable at end of year2023-12-31$2,199
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$2,199
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$0
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$0
Aggregate carrying amount (costs) on sale of assets2023-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2023-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-12-31$0
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31WEAVER AND TIDWELL, L.L.P.
Accountancy firm EIN2023-12-31750786316
2022 : PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$24,882
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$22,640
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$1,318,956
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,797,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,685,118
Expenses. Certain deemed distributions of participant loans2022-12-31$16,911
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$13,903,423
Value of total assets at end of year2022-12-31$71,344,000
Value of total assets at beginning of year2022-12-31$76,820,544
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$95,713
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$64,184
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$448,971
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$448,971
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$95,713
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$9,923,682
Participant contributions at end of year2022-12-31$1,496,262
Participant contributions at beginning of year2022-12-31$1,298,189
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$587,570
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$0
Liabilities. Value of operating payables at end of year2022-12-31$22,683
Liabilities. Value of operating payables at beginning of year2022-12-31$20,463
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-5,478,786
Value of net assets at end of year (total assets less liabilities)2022-12-31$71,319,118
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$76,797,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$16,733,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,798,248
Interest on participant loans2022-12-31$64,184
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$42,084,930
Value of interest in common/collective trusts at beginning of year2022-12-31$48,845,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$7,637,268
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$7,900,427
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,495,051
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$-9,602,571
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$3,392,171
Employer contributions (assets) at end of year2022-12-31$3,392,171
Employer contributions (assets) at beginning of year2022-12-31$2,978,110
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,685,118
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$2,199
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$2,177
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WEAVER & TIDWELL, LLP
Accountancy firm EIN2022-12-31750786316
2021 : PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$22,640
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$26,743
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$20,446,315
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,739,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,635,633
Expenses. Certain deemed distributions of participant loans2021-12-31$14,958
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$11,103,430
Value of total assets at end of year2021-12-31$76,820,544
Value of total assets at beginning of year2021-12-31$60,117,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$88,618
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$56,949
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$528,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$528,312
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$88,618
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$7,831,127
Participant contributions at end of year2021-12-31$1,298,189
Participant contributions at beginning of year2021-12-31$1,045,846
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$294,193
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$0
Liabilities. Value of operating payables at end of year2021-12-31$20,463
Liabilities. Value of operating payables at beginning of year2021-12-31$24,586
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$16,707,106
Value of net assets at end of year (total assets less liabilities)2021-12-31$76,797,904
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$60,090,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$15,798,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$50,107,215
Interest on participant loans2021-12-31$56,949
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$48,845,570
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$7,900,427
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$7,065,441
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,757,624
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$0
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$2,978,110
Employer contributions (assets) at end of year2021-12-31$2,978,110
Employer contributions (assets) at beginning of year2021-12-31$1,899,039
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,635,633
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$2,177
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$2,157
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WEAVER & TIDWELL, LLP
Accountancy firm EIN2021-12-31750786316
2020 : PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$26,743
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$21,527
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$16,296,896
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,016,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,880,307
Expenses. Certain deemed distributions of participant loans2020-12-31$40,898
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,337,444
Value of total assets at end of year2020-12-31$60,117,541
Value of total assets at beginning of year2020-12-31$49,832,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$95,539
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$63,589
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,602,519
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,602,519
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$95,539
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,638,281
Participant contributions at end of year2020-12-31$1,045,846
Participant contributions at beginning of year2020-12-31$1,092,358
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$800,124
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at end of year2020-12-31$24,586
Liabilities. Value of operating payables at beginning of year2020-12-31$19,393
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$10,280,152
Value of net assets at end of year (total assets less liabilities)2020-12-31$60,090,798
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$49,810,646
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$50,107,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$40,748,241
Interest on participant loans2020-12-31$62,457
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,132
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$7,065,441
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,130,182
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,293,344
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$1,899,039
Employer contributions (assets) at end of year2020-12-31$1,899,039
Employer contributions (assets) at beginning of year2020-12-31$1,861,392
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,880,307
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$2,157
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$2,134
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WEAVER & TIDWELL, LLP
Accountancy firm EIN2020-12-31750786316
2019 : PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$21,527
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$23,605
Total income from all sources (including contributions)2019-12-31$15,731,118
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,845,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,714,539
Expenses. Certain deemed distributions of participant loans2019-12-31$39,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,216,832
Value of total assets at end of year2019-12-31$49,832,173
Value of total assets at beginning of year2019-12-31$36,948,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$91,848
Total interest from all sources2019-12-31$56,536
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,317,342
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,317,342
Administrative expenses professional fees incurred2019-12-31$91,848
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$5,150,656
Participant contributions at end of year2019-12-31$1,092,358
Participant contributions at beginning of year2019-12-31$996,861
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$204,784
Liabilities. Value of operating payables at end of year2019-12-31$19,393
Liabilities. Value of operating payables at beginning of year2019-12-31$21,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$12,885,381
Value of net assets at end of year (total assets less liabilities)2019-12-31$49,810,646
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$36,925,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$40,748,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$29,052,861
Interest on participant loans2019-12-31$55,644
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$892
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,130,182
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,319,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,140,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,861,392
Employer contributions (assets) at end of year2019-12-31$1,861,392
Employer contributions (assets) at beginning of year2019-12-31$1,580,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,714,539
Liabilities. Value of benefit claims payable at end of year2019-12-31$2,134
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$2,107
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WEAVER & TIDWLL, LLP
Accountancy firm EIN2019-12-31750786316
2018 : PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$23,605
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$20,664
Total income from all sources (including contributions)2018-12-31$4,481,967
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,967,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,800,010
Expenses. Certain deemed distributions of participant loans2018-12-31$67,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,268,651
Value of total assets at end of year2018-12-31$36,948,870
Value of total assets at beginning of year2018-12-31$34,431,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$99,803
Total interest from all sources2018-12-31$39,389
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,458,746
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,458,746
Administrative expenses professional fees incurred2018-12-31$99,803
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,380,900
Participant contributions at end of year2018-12-31$996,861
Participant contributions at beginning of year2018-12-31$744,230
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$307,706
Liabilities. Value of operating payables at end of year2018-12-31$21,498
Liabilities. Value of operating payables at beginning of year2018-12-31$18,581
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$2,514,716
Value of net assets at end of year (total assets less liabilities)2018-12-31$36,925,265
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$34,410,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$29,052,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$28,700,295
Interest on participant loans2018-12-31$39,389
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,319,103
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,728,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,284,819
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,580,045
Employer contributions (assets) at end of year2018-12-31$1,580,045
Employer contributions (assets) at beginning of year2018-12-31$1,258,620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,800,010
Liabilities. Value of benefit claims payable at end of year2018-12-31$2,107
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$2,083
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WEAVER & TIDWELL, LLP
Accountancy firm EIN2018-12-31750786316
2017 : PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$20,664
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$15,154
Total income from all sources (including contributions)2017-12-31$10,172,964
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$957,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$842,512
Expenses. Certain deemed distributions of participant loans2017-12-31$39,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,563,252
Value of total assets at end of year2017-12-31$34,431,213
Value of total assets at beginning of year2017-12-31$25,210,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$75,552
Total interest from all sources2017-12-31$22,404
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,171,290
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,171,290
Administrative expenses professional fees incurred2017-12-31$75,552
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,406,675
Participant contributions at end of year2017-12-31$744,230
Participant contributions at beginning of year2017-12-31$461,884
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$897,957
Liabilities. Value of operating payables at end of year2017-12-31$18,581
Liabilities. Value of operating payables at beginning of year2017-12-31$13,094
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$9,215,311
Value of net assets at end of year (total assets less liabilities)2017-12-31$34,410,549
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$25,195,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$28,700,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$21,107,156
Interest on participant loans2017-12-31$22,404
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,728,068
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,734,079
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,416,018
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,258,620
Employer contributions (assets) at end of year2017-12-31$1,258,620
Employer contributions (assets) at beginning of year2017-12-31$907,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$842,512
Liabilities. Value of benefit claims payable at end of year2017-12-31$2,083
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$2,060
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WEAVER & TIDWELL, LLP
Accountancy firm EIN2017-12-31750786316
2016 : PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$15,154
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$5,480,008
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,690,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,606,265
Expenses. Certain deemed distributions of participant loans2016-12-31$22,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,639,450
Value of total assets at end of year2016-12-31$25,210,392
Value of total assets at beginning of year2016-12-31$21,405,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$62,305
Total interest from all sources2016-12-31$16,171
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$675,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$675,687
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,618,309
Participant contributions at end of year2016-12-31$461,884
Participant contributions at beginning of year2016-12-31$338,133
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$63,767
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$113,868
Liabilities. Value of operating payables at end of year2016-12-31$13,094
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,789,425
Value of net assets at end of year (total assets less liabilities)2016-12-31$25,195,238
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$21,405,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$21,107,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$424,350
Interest on participant loans2016-12-31$16,171
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$20,338,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,734,079
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,148,700
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$907,273
Employer contributions (assets) at end of year2016-12-31$907,273
Employer contributions (assets) at beginning of year2016-12-31$241,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,606,265
Contract administrator fees2016-12-31$62,305
Liabilities. Value of benefit claims payable at end of year2016-12-31$2,060
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WEAVER & TIDWELL, LLP
Accountancy firm EIN2016-12-31750786316
2015 : PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$29,777
Total income from all sources (including contributions)2015-12-31$2,597,742
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,584,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,443,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,460,980
Value of total assets at end of year2015-12-31$21,405,813
Value of total assets at beginning of year2015-12-31$20,421,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$140,389
Total interest from all sources2015-12-31$13,316
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$7,808
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$7,808
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,205,262
Participant contributions at end of year2015-12-31$338,133
Participant contributions at beginning of year2015-12-31$337,782
Participant contributions at end of year2015-12-31$63,767
Participant contributions at beginning of year2015-12-31$39,701
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$14,572
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,013,623
Value of net assets at end of year (total assets less liabilities)2015-12-31$21,405,813
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,392,190
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$128,076
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$424,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$419,369
Interest on participant loans2015-12-31$13,316
Value of interest in common/collective trusts at end of year2015-12-31$20,338,414
Value of interest in common/collective trusts at beginning of year2015-12-31$19,366,786
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$23,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$23,955
Net investment gain or loss from common/collective trusts2015-12-31$115,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$241,146
Employer contributions (assets) at end of year2015-12-31$241,146
Employer contributions (assets) at beginning of year2015-12-31$234,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,443,730
Contract administrator fees2015-12-31$12,313
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$29,777
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WEAVER & TIDWELL, LLP
Accountancy firm EIN2015-12-31750786316
2014 : PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$29,777
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$7,358
Total income from all sources (including contributions)2014-12-31$3,702,837
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,728,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,532,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,357,933
Value of total assets at end of year2014-12-31$20,421,967
Value of total assets at beginning of year2014-12-31$18,425,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$196,081
Total interest from all sources2014-12-31$15,279
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$8,742
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$8,742
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,945,714
Participant contributions at end of year2014-12-31$337,782
Participant contributions at beginning of year2014-12-31$326,574
Participant contributions at end of year2014-12-31$39,701
Participant contributions at beginning of year2014-12-31$32,050
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$177,845
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$7,358
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,974,160
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,392,190
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,418,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$183,985
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$419,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$125,284
Interest on participant loans2014-12-31$15,230
Value of interest in common/collective trusts at end of year2014-12-31$19,366,786
Value of interest in common/collective trusts at beginning of year2014-12-31$17,739,894
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$23,955
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,096
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,096
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$49
Net investment gain or loss from common/collective trusts2014-12-31$1,320,883
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$234,374
Employer contributions (assets) at end of year2014-12-31$234,374
Employer contributions (assets) at beginning of year2014-12-31$199,490
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,532,596
Contract administrator fees2014-12-31$12,096
Liabilities. Value of benefit claims payable at end of year2014-12-31$29,777
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WEAVER & TIDWELL, LLP
Accountancy firm EIN2014-12-31750786316
2013 : PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7,358
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$172,997
Total income from all sources (including contributions)2013-12-31$5,890,364
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,100,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,848,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,272,978
Value of total assets at end of year2013-12-31$18,425,388
Value of total assets at beginning of year2013-12-31$16,801,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$252,188
Total interest from all sources2013-12-31$15,354
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,318
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$4,318
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,703,307
Participant contributions at end of year2013-12-31$326,574
Participant contributions at beginning of year2013-12-31$390,728
Participant contributions at end of year2013-12-31$32,050
Participant contributions at beginning of year2013-12-31$35,601
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$370,181
Liabilities. Value of operating payables at end of year2013-12-31$7,358
Liabilities. Value of operating payables at beginning of year2013-12-31$7,017
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,789,668
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,418,030
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$16,628,362
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$187,773
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$125,284
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,305,093
Interest on participant loans2013-12-31$15,303
Value of interest in common/collective trusts at end of year2013-12-31$17,739,894
Value of interest in common/collective trusts at beginning of year2013-12-31$12,723,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,096
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$168,144
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$168,144
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$51
Net investment gain or loss from common/collective trusts2013-12-31$3,597,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$199,490
Employer contributions (assets) at end of year2013-12-31$199,490
Employer contributions (assets) at beginning of year2013-12-31$178,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,848,508
Contract administrator fees2013-12-31$64,415
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$165,980
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WEAVER & TIDWELL, LLP
Accountancy firm EIN2013-12-31750786316
2012 : PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$172,997
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,577
Total income from all sources (including contributions)2012-12-31$3,487,531
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,843,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,600,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,771,181
Value of total assets at end of year2012-12-31$16,801,359
Value of total assets at beginning of year2012-12-31$14,991,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$242,820
Total interest from all sources2012-12-31$14,304
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,603
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$3,603
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,534,933
Participant contributions at end of year2012-12-31$390,728
Participant contributions at beginning of year2012-12-31$387,262
Participant contributions at end of year2012-12-31$35,601
Participant contributions at beginning of year2012-12-31$39,689
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$57,960
Liabilities. Value of operating payables at end of year2012-12-31$7,017
Liabilities. Value of operating payables at beginning of year2012-12-31$6,577
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,643,790
Value of net assets at end of year (total assets less liabilities)2012-12-31$16,628,362
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,984,572
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$185,576
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,305,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,405
Interest on participant loans2012-12-31$14,272
Value of interest in common/collective trusts at end of year2012-12-31$12,723,505
Value of interest in common/collective trusts at beginning of year2012-12-31$14,538,994
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$168,144
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$10,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$10,799
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$32
Net investment gain or loss from common/collective trusts2012-12-31$1,698,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$178,288
Employer contributions (assets) at end of year2012-12-31$178,288
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,600,921
Contract administrator fees2012-12-31$57,244
Liabilities. Value of benefit claims payable at end of year2012-12-31$165,980
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WEAVER & TIDWELL, LLP
Accountancy firm EIN2012-12-31750786316
2011 : PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,577
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,113
Total income from all sources (including contributions)2011-12-31$1,181,251
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,528,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,300,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,565,530
Value of total assets at end of year2011-12-31$14,991,149
Value of total assets at beginning of year2011-12-31$15,339,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$228,874
Total interest from all sources2011-12-31$19,914
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,430,837
Participant contributions at end of year2011-12-31$387,262
Participant contributions at beginning of year2011-12-31$429,398
Participant contributions at end of year2011-12-31$39,689
Participant contributions at beginning of year2011-12-31$38,251
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$134,693
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,836
Liabilities. Value of operating payables at end of year2011-12-31$6,577
Liabilities. Value of operating payables at beginning of year2011-12-31$7,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-347,728
Value of net assets at end of year (total assets less liabilities)2011-12-31$14,984,572
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$15,332,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$174,793
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$14,405
Interest on participant loans2011-12-31$19,759
Value of interest in common/collective trusts at end of year2011-12-31$14,538,994
Value of interest in common/collective trusts at beginning of year2011-12-31$14,863,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$10,799
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$4,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$4,950
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$155
Net investment gain or loss from common/collective trusts2011-12-31$-404,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,300,105
Contract administrator fees2011-12-31$54,081
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WEAVER & TIDWELL, LLP
Accountancy firm EIN2011-12-31750786316
2010 : PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,113
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$34,742
Total income from all sources (including contributions)2010-12-31$3,049,093
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,773,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,557,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,465,799
Value of total assets at end of year2010-12-31$15,339,413
Value of total assets at beginning of year2010-12-31$14,091,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$216,659
Total interest from all sources2010-12-31$20,923
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,423,913
Participant contributions at end of year2010-12-31$429,398
Participant contributions at beginning of year2010-12-31$443,061
Participant contributions at end of year2010-12-31$38,251
Participant contributions at beginning of year2010-12-31$47,514
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$41,886
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2,836
Liabilities. Value of operating payables at end of year2010-12-31$7,113
Liabilities. Value of operating payables at beginning of year2010-12-31$34,742
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,275,163
Value of net assets at end of year (total assets less liabilities)2010-12-31$15,332,300
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$14,057,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$154,842
Interest on participant loans2010-12-31$20,923
Value of interest in common/collective trusts at end of year2010-12-31$14,863,978
Value of interest in common/collective trusts at beginning of year2010-12-31$13,593,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$4,950
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$7,862
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$7,862
Net investment gain or loss from common/collective trusts2010-12-31$1,562,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,557,271
Contract administrator fees2010-12-31$61,817
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WEAVER & TIDWELL, LLP
Accountancy firm EIN2010-12-31750786316

Form 5500 Responses for PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN

2023: PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedYes
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374633-01
Policy instance 1
Insurance contract or identification number374633-01
Number of Individuals Covered343
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374633-01
Policy instance 1
Insurance contract or identification number374633-01
Number of Individuals Covered336
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374633-01
Policy instance 1
Insurance contract or identification number374633-01
Number of Individuals Covered361
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374633-01
Policy instance 1
Insurance contract or identification number374633-01
Number of Individuals Covered406
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $7,383
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,383
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374633-01
Policy instance 1
Insurance contract or identification number374633-01
Number of Individuals Covered362
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $8,673
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,673
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374633-01
Policy instance 1
Insurance contract or identification number374633-01
Number of Individuals Covered358
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $12,501
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,501
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374633-01
Policy instance 1
Insurance contract or identification number374633-01
Number of Individuals Covered284
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $7,975
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,975
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameSAGEPOINT FINANCIAL GUZZETTA

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