S. PERRY PENLAND, JR. P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan S. PERRY PENLAND, JR. PA PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for S. PERRY PENLAND, JR. PA PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2018: S. PERRY PENLAND, JR. PA PROFIT SHARING PLAN & TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2015: S. PERRY PENLAND, JR. PA PROFIT SHARING PLAN & TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
| 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 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 3 |
| Number of participants with account balances | 2015-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: S. PERRY PENLAND, JR. PA PROFIT SHARING PLAN & TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1 |
| 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 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 2 |
| Number of participants with account balances | 2014-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2012: S. PERRY PENLAND, JR. PA PROFIT SHARING PLAN & TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
| Total of all active and inactive participants | 2012-01-01 | 2 |
| Total participants | 2012-01-01 | 2 |
| 2011: S. PERRY PENLAND, JR. PA PROFIT SHARING PLAN & TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 2 |
| Total participants | 2011-01-01 | 2 |
| 2010: S. PERRY PENLAND, JR. PA PROFIT SHARING PLAN & TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 2 |
| Total of all active and inactive participants | 2010-01-01 | 2 |
| Total participants | 2010-01-01 | 2 |
| Number of participants with account balances | 2010-01-01 | 2 |
| 2009: S. PERRY PENLAND, JR. PA PROFIT SHARING PLAN & TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 2 |
| Total participants | 2009-01-01 | 2 |
| Number of participants with account balances | 2009-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2018 : S. PERRY PENLAND, JR. PA PROFIT SHARING PLAN & TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $50,778 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $42,335 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $36,100 |
| Total plan assets at end of year | 2018-12-31 | $706,116 |
| Total plan assets at beginning of year | 2018-12-31 | $697,673 |
| Assets. Value of loans (other than to participants) | 2018-12-31 | $5,800 |
| Other income received | 2018-12-31 | $50,778 |
| Net income (gross income less expenses) | 2018-12-31 | $8,443 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $706,116 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $697,673 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $152,350 |
| Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $96,284 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $6,235 |
| 2015 : S. PERRY PENLAND, JR. PA PROFIT SHARING PLAN & TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-104,239 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $40,400 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $35,125 |
| Total plan assets at end of year | 2015-12-31 | $729,899 |
| Total plan assets at beginning of year | 2015-12-31 | $874,538 |
| Assets. Value of loans (other than to participants) | 2015-12-31 | $5,800 |
| Other income received | 2015-12-31 | $-104,239 |
| Net income (gross income less expenses) | 2015-12-31 | $-144,639 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $729,899 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $874,538 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $148,385 |
| Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $96,284 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $5,275 |
| 2014 : S. PERRY PENLAND, JR. PA PROFIT SHARING PLAN & TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $450,672 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $22,553 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $20,306 |
| Total plan assets at end of year | 2014-12-31 | $869,933 |
| Total plan assets at beginning of year | 2014-12-31 | $441,814 |
| Assets. Value of loans (other than to participants) | 2014-12-31 | $5,800 |
| Other income received | 2014-12-31 | $450,672 |
| Net income (gross income less expenses) | 2014-12-31 | $428,119 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $869,933 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $441,814 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $138,058 |
| Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $96,284 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $2,247 |
| 2012 : S. PERRY PENLAND, JR. PA PROFIT SHARING PLAN & TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $9,852 |
| Total plan assets at end of year | 2012-12-31 | $339,410 |
| Total plan assets at beginning of year | 2012-12-31 | $329,558 |
| Other income received | 2012-12-31 | $9,852 |
| Net income (gross income less expenses) | 2012-12-31 | $9,852 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $339,410 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $329,558 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $61,049 |
| Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $96,284 |
| 2011 : S. PERRY PENLAND, JR. PA PROFIT SHARING PLAN & TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $16,463 |
| Total plan assets at end of year | 2011-12-31 | $329,558 |
| Total plan assets at beginning of year | 2011-12-31 | $313,095 |
| Other income received | 2011-12-31 | $16,463 |
| Net income (gross income less expenses) | 2011-12-31 | $16,463 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $329,558 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $313,095 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $61,743 |
| Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $96,284 |
| 2010 : S. PERRY PENLAND, JR. PA PROFIT SHARING PLAN & TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $-4,473 |
| Total plan assets at end of year | 2010-12-31 | $313,095 |
| Total plan assets at beginning of year | 2010-12-31 | $317,568 |
| Other income received | 2010-12-31 | $-4,473 |
| Net income (gross income less expenses) | 2010-12-31 | $-4,473 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $313,095 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $317,568 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $59,670 |
| Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $96,284 |
| 2018: S. PERRY PENLAND, JR. PA PROFIT SHARING PLAN & TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: S. PERRY PENLAND, JR. PA PROFIT SHARING PLAN & TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: S. PERRY PENLAND, JR. PA PROFIT SHARING PLAN & TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: S. PERRY PENLAND, JR. PA PROFIT SHARING PLAN & TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: S. PERRY PENLAND, JR. PA PROFIT SHARING PLAN & TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: S. PERRY PENLAND, JR. PA PROFIT SHARING PLAN & TRUST 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: S. PERRY PENLAND, JR. PA PROFIT SHARING PLAN & TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
