401k Plan data: PEROT EMPLOYEE RETIREMENT SAVINGS PLAN plan

PEROT EMPLOYEE RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	PEROT EMPLOYEE RETIREMENT SAVINGS PLAN
Plan identification number	333

PEROT EMPLOYEE RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

HR PEROT, PEROT ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: HR PEROT, PEROT ASSOCIATES

Employer identification number (EIN): 751138655

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEROT EMPLOYEE RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
333 2019-01-01 J.Y. ROBB III 2020-07-23
333 2018-01-01 J.Y. ROBB III 2019-07-30
333 2017-01-01
333 2016-01-01
333 2015-01-01
333 2014-01-01 J.Y. ROBB III J.Y. ROBB III 2015-07-23
333 2013-01-01 J.Y. ROBB III J.Y. ROBB III 2014-07-30
333 2012-01-01 J.Y. ROBB III J.Y. ROBB III 2013-07-30
333 2011-01-01 J.Y. ROBB III J.Y. ROBB III 2012-07-31
333 2009-01-01 J Y ROBB III J Y ROBB III 2010-10-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
333	2019-01-01	J.Y. ROBB III	2020-07-23
333	2018-01-01	J.Y. ROBB III	2019-07-30
333	2017-01-01
333	2016-01-01
333	2015-01-01
333	2014-01-01	J.Y. ROBB III		J.Y. ROBB III	2015-07-23
333	2013-01-01	J.Y. ROBB III		J.Y. ROBB III	2014-07-30
333	2012-01-01	J.Y. ROBB III		J.Y. ROBB III	2013-07-30
333	2011-01-01	J.Y. ROBB III		J.Y. ROBB III	2012-07-31
333	2009-01-01	J Y ROBB III		J Y ROBB III	2010-10-05

Plan Statistics for PEROT EMPLOYEE RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for PEROT EMPLOYEE RETIREMENT SAVINGS PLAN

Measure Date Value
2019: PEROT EMPLOYEE RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 98
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 99
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 20
Total of all active and inactive participants 2019-01-01 120
Total participants 2019-01-01 120
Number of participants with account balances 2019-01-01 116
2018: PEROT EMPLOYEE RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 98
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 20
Total of all active and inactive participants 2018-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 119
Number of participants with account balances 2018-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PEROT EMPLOYEE RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 96
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 24
Total of all active and inactive participants 2017-01-01 121
Total participants 2017-01-01 121
Number of participants with account balances 2017-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: PEROT EMPLOYEE RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 100
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 18
Total of all active and inactive participants 2016-01-01 119
Total participants 2016-01-01 119
Number of participants with account balances 2016-01-01 117
2015: PEROT EMPLOYEE RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 96
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 19
Total of all active and inactive participants 2015-01-01 116
Total participants 2015-01-01 116
Number of participants with account balances 2015-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: PEROT EMPLOYEE RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 108
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 95
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 16
Total of all active and inactive participants 2014-01-01 112
Total participants 2014-01-01 112
Number of participants with account balances 2014-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: PEROT EMPLOYEE RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 96
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 14
Total of all active and inactive participants 2013-01-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 113
Number of participants with account balances 2013-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: PEROT EMPLOYEE RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 93
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 13
Total of all active and inactive participants 2012-01-01 107
Total participants 2012-01-01 107
Number of participants with account balances 2012-01-01 104
2011: PEROT EMPLOYEE RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 87
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 17
Total of all active and inactive participants 2011-01-01 105
Total participants 2011-01-01 105
Number of participants with account balances 2011-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: PEROT EMPLOYEE RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 73
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 34
Total of all active and inactive participants 2009-01-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 108
Number of participants with account balances 2009-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 12
Number of employers contributing to the scheme 2009-01-01 2

Measure	Date	Value
2019: PEROT EMPLOYEE RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	98
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	99
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	20
Total of all active and inactive participants	2019-01-01	120
Total participants	2019-01-01	120
Number of participants with account balances	2019-01-01	116
2018: PEROT EMPLOYEE RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	98
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	20
Total of all active and inactive participants	2018-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	119
Number of participants with account balances	2018-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PEROT EMPLOYEE RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	96
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	24
Total of all active and inactive participants	2017-01-01	121
Total participants	2017-01-01	121
Number of participants with account balances	2017-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: PEROT EMPLOYEE RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	100
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	18
Total of all active and inactive participants	2016-01-01	119
Total participants	2016-01-01	119
Number of participants with account balances	2016-01-01	117
2015: PEROT EMPLOYEE RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	96
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	19
Total of all active and inactive participants	2015-01-01	116
Total participants	2015-01-01	116
Number of participants with account balances	2015-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: PEROT EMPLOYEE RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	108
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	95
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	16
Total of all active and inactive participants	2014-01-01	112
Total participants	2014-01-01	112
Number of participants with account balances	2014-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: PEROT EMPLOYEE RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	96
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	14
Total of all active and inactive participants	2013-01-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	113
Number of participants with account balances	2013-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: PEROT EMPLOYEE RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	93
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	13
Total of all active and inactive participants	2012-01-01	107
Total participants	2012-01-01	107
Number of participants with account balances	2012-01-01	104
2011: PEROT EMPLOYEE RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	87
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	17
Total of all active and inactive participants	2011-01-01	105
Total participants	2011-01-01	105
Number of participants with account balances	2011-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: PEROT EMPLOYEE RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	73
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	34
Total of all active and inactive participants	2009-01-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	108
Number of participants with account balances	2009-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	12
Number of employers contributing to the scheme	2009-01-01	2

Financial Data on PEROT EMPLOYEE RETIREMENT SAVINGS PLAN

Measure	Date	Value
2019 : PEROT EMPLOYEE RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$9,891,865
Total of all expenses incurred	2019-12-31	$2,094,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,072,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,194,986
Value of total assets at end of year	2019-12-31	$46,984,222
Value of total assets at beginning of year	2019-12-31	$39,187,022
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$22,033
Total interest from all sources	2019-12-31	$7,993
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,685,645
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,685,645
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,309,176
Participant contributions at end of year	2019-12-31	$140,515
Participant contributions at beginning of year	2019-12-31	$144,582
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$64,665
Other income not declared elsewhere	2019-12-31	$88
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$7,797,200
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$46,984,222
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$39,187,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$42,172,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$34,870,820
Interest on participant loans	2019-12-31	$7,993
Value of interest in common/collective trusts at end of year	2019-12-31	$4,671,501
Value of interest in common/collective trusts at beginning of year	2019-12-31	$4,171,620
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$5,887,835
Net investment gain or loss from common/collective trusts	2019-12-31	$115,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$821,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,072,632
Contract administrator fees	2019-12-31	$22,033
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HUSELTON, MORGAN & MAULTSBY, P.C.
Accountancy firm EIN	2019-12-31	752409112
2018 : PEROT EMPLOYEE RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$314,424
Total of all expenses incurred	2018-12-31	$3,455,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,446,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,164,107
Value of total assets at end of year	2018-12-31	$39,187,022
Value of total assets at beginning of year	2018-12-31	$42,327,777
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$8,606
Total interest from all sources	2018-12-31	$10,078
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,584,703
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,584,703
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,263,533
Participant contributions at end of year	2018-12-31	$144,582
Participant contributions at beginning of year	2018-12-31	$199,892
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$18,486
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-3,140,755
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$39,187,022
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$42,327,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$34,870,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$38,141,653
Interest on participant loans	2018-12-31	$10,078
Value of interest in common/collective trusts at end of year	2018-12-31	$4,171,620
Value of interest in common/collective trusts at beginning of year	2018-12-31	$3,986,232
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-3,536,616
Net investment gain or loss from common/collective trusts	2018-12-31	$92,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$882,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$3,446,573
Contract administrator fees	2018-12-31	$8,606
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	HUSELTON, MORGAN & MAULTSBY, P.C.
Accountancy firm EIN	2018-12-31	752409112
2017 : PEROT EMPLOYEE RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$7,808,896
Total of all expenses incurred	2017-12-31	$1,152,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,152,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,243,016
Value of total assets at end of year	2017-12-31	$42,327,777
Value of total assets at beginning of year	2017-12-31	$35,671,712
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$380
Total interest from all sources	2017-12-31	$11,533
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,340,570
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$1,340,570
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,302,582
Participant contributions at end of year	2017-12-31	$199,892
Participant contributions at beginning of year	2017-12-31	$224,068
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$128,873
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$6,656,065
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$42,327,777
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$35,671,712
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$38,141,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$32,753,658
Interest on participant loans	2017-12-31	$11,533
Value of interest in common/collective trusts at end of year	2017-12-31	$3,986,232
Value of interest in common/collective trusts at beginning of year	2017-12-31	$2,693,986
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$4,213,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$811,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,152,451
Contract administrator fees	2017-12-31	$380
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	HUSELTON, MORGAN & MAULTSBY, P.C.
Accountancy firm EIN	2017-12-31	752409112
2016 : PEROT EMPLOYEE RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$4,581,335
Total of all expenses incurred	2016-12-31	$510,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$507,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,121,886
Value of total assets at end of year	2016-12-31	$35,671,712
Value of total assets at beginning of year	2016-12-31	$31,600,665
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$3,234
Total interest from all sources	2016-12-31	$12,023
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$975,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$975,210
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,251,772
Participant contributions at end of year	2016-12-31	$224,068
Participant contributions at beginning of year	2016-12-31	$251,583
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$52,826
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$4,071,047
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$35,671,712
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$31,600,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$32,753,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$30,014,167
Interest on participant loans	2016-12-31	$12,023
Value of interest in common/collective trusts at end of year	2016-12-31	$2,693,986
Value of interest in common/collective trusts at beginning of year	2016-12-31	$1,334,915
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,472,216
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$817,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$507,054
Contract administrator fees	2016-12-31	$3,234
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	HUSELTON, MORGAN & MAULTSBY, P.C.
Accountancy firm EIN	2016-12-31	752409112
2015 : PEROT EMPLOYEE RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$2,066,681
Total of all expenses incurred	2015-12-31	$3,041,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$3,028,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,109,135
Value of total assets at end of year	2015-12-31	$31,600,665
Value of total assets at beginning of year	2015-12-31	$32,575,586
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$13,358
Total interest from all sources	2015-12-31	$14,715
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,000,139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$1,000,139
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,235,013
Participant contributions at end of year	2015-12-31	$251,583
Participant contributions at beginning of year	2015-12-31	$333,172
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$98,251
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-974,921
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$31,600,665
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$32,575,586
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$30,014,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$32,242,414
Interest on participant loans	2015-12-31	$14,715
Value of interest in common/collective trusts at end of year	2015-12-31	$1,334,915
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,057,308
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$775,871
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$3,028,244
Contract administrator fees	2015-12-31	$13,358
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	HUSELTON, MORGAN & MAULTSBY, P.C
Accountancy firm EIN	2015-12-31	752409112
2014 : PEROT EMPLOYEE RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$4,305,316
Total of all expenses incurred	2014-12-31	$1,809,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,805,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,983,420
Value of total assets at end of year	2014-12-31	$32,575,586
Value of total assets at beginning of year	2014-12-31	$30,079,454
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$4,133
Total interest from all sources	2014-12-31	$14,665
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,116,964
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$1,116,964
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,188,879
Participant contributions at end of year	2014-12-31	$333,172
Participant contributions at beginning of year	2014-12-31	$301,383
Other income not declared elsewhere	2014-12-31	$65
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$2,496,132
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$32,575,586
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$30,079,454
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$32,242,414
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$29,778,071
Interest on participant loans	2014-12-31	$14,665
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,190,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$794,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,805,051
Contract administrator fees	2014-12-31	$4,133
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	HUSELTON, MORGAN & MAULTSBY, P.C.
Accountancy firm EIN	2014-12-31	752409112
2013 : PEROT EMPLOYEE RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$7,011,788
Total of all expenses incurred	2013-12-31	$1,902,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,901,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,213,911
Value of total assets at end of year	2013-12-31	$30,079,454
Value of total assets at beginning of year	2013-12-31	$24,969,756
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$380
Total interest from all sources	2013-12-31	$14,671
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$717,365
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$717,365
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,140,165
Participant contributions at end of year	2013-12-31	$301,383
Participant contributions at beginning of year	2013-12-31	$272,498
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$344,816
Other income not declared elsewhere	2013-12-31	$92
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$5,109,698
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$30,079,454
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$24,969,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$29,778,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$24,697,258
Interest on participant loans	2013-12-31	$14,671
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$4,065,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$728,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,901,710
Contract administrator fees	2013-12-31	$380
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	HUSELTON, MORGAN & MAULTSBY, P.C.
Accountancy firm EIN	2013-12-31	752409112
2012 : PEROT EMPLOYEE RETIREMENT SAVINGS PLAN 2012 401k financial data
Total transfer of assets to this plan	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$4,205,934
Total of all expenses incurred	2012-12-31	$1,713,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,710,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,817,147
Value of total assets at end of year	2012-12-31	$24,969,756
Value of total assets at beginning of year	2012-12-31	$22,476,920
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$2,266
Total interest from all sources	2012-12-31	$13,344
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$460,092
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$460,092
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,046,340
Participant contributions at end of year	2012-12-31	$272,498
Participant contributions at beginning of year	2012-12-31	$276,659
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$54,275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$2,492,836
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$24,969,756
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$22,476,920
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$24,697,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$22,200,261
Interest on participant loans	2012-12-31	$13,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,915,351
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$716,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,710,832
Contract administrator fees	2012-12-31	$2,266
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	HUSELTON, MORGAN AND MAULTSBY, P.C.
Accountancy firm EIN	2012-12-31	752409112
2011 : PEROT EMPLOYEE RETIREMENT SAVINGS PLAN 2011 401k financial data
Total transfer of assets to this plan	2011-12-31	$310,522
Total income from all sources (including contributions)	2011-12-31	$1,648,661
Total of all expenses incurred	2011-12-31	$436,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$428,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,716,895
Value of total assets at end of year	2011-12-31	$22,476,920
Value of total assets at beginning of year	2011-12-31	$20,954,714
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$8,040
Total interest from all sources	2011-12-31	$16,234
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$415,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$415,679
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$960,278
Participant contributions at end of year	2011-12-31	$276,659
Participant contributions at beginning of year	2011-12-31	$274,123
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$89,493
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$1,211,684
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$22,476,920
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$20,954,714
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$22,200,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$20,680,591
Interest on participant loans	2011-12-31	$16,234
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-500,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$667,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$428,937
Contract administrator fees	2011-12-31	$8,040
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	HUSELTON, MORGAN AND MAULTSBY P.C.
Accountancy firm EIN	2011-12-31	752409112
2010 : PEROT EMPLOYEE RETIREMENT SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$3,217,503
Total of all expenses incurred	2010-12-31	$868,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$845,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,328,367
Value of total assets at end of year	2010-12-31	$20,954,714
Value of total assets at beginning of year	2010-12-31	$18,605,392
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$23,063
Total interest from all sources	2010-12-31	$17,359
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$338,765
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$338,765
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$851,048
Participant contributions at end of year	2010-12-31	$274,123
Participant contributions at beginning of year	2010-12-31	$298,979
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$2,349,322
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$20,954,714
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$18,605,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$20,680,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$18,306,413
Interest on participant loans	2010-12-31	$17,359
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,533,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$477,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$845,118
Contract administrator fees	2010-12-31	$23,063
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	HUSELTON, MORGAN AND MAULTSBY P.C.
Accountancy firm EIN	2010-12-31	752409112

Form 5500 Responses for PEROT EMPLOYEE RETIREMENT SAVINGS PLAN

2019: PEROT EMPLOYEE RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PEROT EMPLOYEE RETIREMENT SAVINGS PLAN 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
2017: PEROT EMPLOYEE RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PEROT EMPLOYEE RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PEROT EMPLOYEE RETIREMENT SAVINGS PLAN 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: PEROT EMPLOYEE RETIREMENT SAVINGS PLAN 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
2013: PEROT EMPLOYEE RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PEROT EMPLOYEE RETIREMENT SAVINGS PLAN 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: PEROT EMPLOYEE RETIREMENT SAVINGS PLAN 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
2009: PEROT EMPLOYEE RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Multi-employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

PEROT EMPLOYEE RETIREMENT SAVINGS PLAN [EIN = 800168836]

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Company Name:	HR PEROT, PEROT ASSOCIATES
Employer identification number (EIN):	751138655
NAIC Classification:	523900