401k Plan data: PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN plan

PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN
Plan identification number	001

PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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 covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PERRY & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: PERRY & ASSOCIATES

Employer identification number (EIN): 770483015

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01 VICTORIA AGUILAR 2017-07-31
001 2015-01-01
001 2014-01-01
001 2013-01-01 RICHARD AUNE
001 2012-01-01 RICHARD AUNE
001 2011-01-01 RICHARD AUNE
001 2009-01-01 RICHARD AUNE

Plan Statistics for PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN

Measure Date Value
2015: PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 8
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 9
Number of participants with account balances 2015-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 8
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 9
Number of participants with account balances 2014-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 9
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 9
Number of participants with account balances 2011-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
Total of all active and inactive participants 2009-01-01 7
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	8
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	9
Number of participants with account balances	2015-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	8
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	9
Number of participants with account balances	2014-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	9
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	9
Number of participants with account balances	2011-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
Total of all active and inactive participants	2009-01-01	7
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2015 : PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$66,840
Expenses. Total of all expenses incurred	2015-12-31	$21,660
Benefits paid (including direct rollovers)	2015-12-31	$14,925
Total plan assets at end of year	2015-12-31	$1,827,824
Total plan assets at beginning of year	2015-12-31	$1,782,644
Value of fidelity bond covering the plan	2015-12-31	$200,000
Total contributions received or receivable from participants	2015-12-31	$42,015
Other income received	2015-12-31	$-35,175
Net income (gross income less expenses)	2015-12-31	$45,180
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,827,824
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,782,644
Assets. Value of participant loans	2015-12-31	$46,739
Total contributions received or receivable from employer(s)	2015-12-31	$60,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$6,735
2014 : PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$229,187
Expenses. Total of all expenses incurred	2014-12-31	$74,724
Benefits paid (including direct rollovers)	2014-12-31	$69,545
Total plan assets at end of year	2014-12-31	$1,782,644
Total plan assets at beginning of year	2014-12-31	$1,628,181
Value of fidelity bond covering the plan	2014-12-31	$200,000
Total contributions received or receivable from participants	2014-12-31	$38,814
Other income received	2014-12-31	$130,373
Net income (gross income less expenses)	2014-12-31	$154,463
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,782,644
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,628,181
Assets. Value of participant loans	2014-12-31	$57,387
Total contributions received or receivable from employer(s)	2014-12-31	$60,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$5,179
2013 : PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$369,194
Expenses. Total of all expenses incurred	2013-12-31	$23,289
Benefits paid (including direct rollovers)	2013-12-31	$17,841
Total plan assets at end of year	2013-12-31	$1,628,181
Total plan assets at beginning of year	2013-12-31	$1,282,276
Value of fidelity bond covering the plan	2013-12-31	$150,000
Total contributions received or receivable from participants	2013-12-31	$39,428
Expenses. Other expenses not covered elsewhere	2013-12-31	$464
Other income received	2013-12-31	$269,302
Net income (gross income less expenses)	2013-12-31	$345,905
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,628,181
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,282,276
Assets. Value of participant loans	2013-12-31	$105,835
Total contributions received or receivable from employer(s)	2013-12-31	$60,464
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$4,984
2012 : PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$228,117
Expenses. Total of all expenses incurred	2012-12-31	$3,348
Total plan assets at end of year	2012-12-31	$1,282,276
Total plan assets at beginning of year	2012-12-31	$1,057,507
Value of fidelity bond covering the plan	2012-12-31	$150,000
Total contributions received or receivable from participants	2012-12-31	$42,570
Other income received	2012-12-31	$140,547
Net income (gross income less expenses)	2012-12-31	$224,769
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,282,276
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,057,507
Assets. Value of participant loans	2012-12-31	$54,759
Total contributions received or receivable from employer(s)	2012-12-31	$45,000
Value of certain deemed distributions of participant loans	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$3,348
2011 : PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$80,864
Expenses. Total of all expenses incurred	2011-12-31	$3,572
Total plan assets at end of year	2011-12-31	$1,057,507
Total plan assets at beginning of year	2011-12-31	$980,215
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$43,432
Expenses. Other expenses not covered elsewhere	2011-12-31	$3,572
Other income received	2011-12-31	$-22,568
Net income (gross income less expenses)	2011-12-31	$77,292
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,057,507
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$980,215
Assets. Value of participant loans	2011-12-31	$37,643
Total contributions received or receivable from employer(s)	2011-12-31	$60,000
2010 : PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$202,794
Expenses. Total of all expenses incurred	2010-12-31	$3,143
Total plan assets at end of year	2010-12-31	$980,215
Total plan assets at beginning of year	2010-12-31	$780,564
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$45,274
Expenses. Other expenses not covered elsewhere	2010-12-31	$12
Other income received	2010-12-31	$97,520
Net income (gross income less expenses)	2010-12-31	$199,651
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$980,215
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$780,564
Assets. Value of participant loans	2010-12-31	$46,582
Total contributions received or receivable from employer(s)	2010-12-31	$60,000
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$3,131

Form 5500 Responses for PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN

2015: PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PERRY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PERRY & ASSOCIATES
Employer identification number (EIN):	770483015
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01	VICTORIA AGUILAR	2017-07-31
001	2015-01-01
001	2014-01-01
001	2013-01-01	RICHARD AUNE
001	2012-01-01	RICHARD AUNE
001	2011-01-01	RICHARD AUNE
001	2009-01-01	RICHARD AUNE