401k Plan data: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN plan

CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 401k Plan overview

Plan Name	CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN
Plan identification number	002

CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CONGRESS ASSET MANAGEMENT CO. has sponsored the creation of one or more 401k plans.

Company Name: CONGRESS ASSET MANAGEMENT CO.

Employer identification number (EIN): 042848965

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2017-01-01 MARY ELLEN BRENNAN
002 2016-01-01 MARY ELLEN BRENNAN
002 2015-01-01 MARY ELLEN BRENNAN
002 2014-01-01 MARY ELLEN BRENNAN
002 2013-01-01 MARY ELLEN BRENNAN
002 2012-01-01 MARY ELLEN BRENNAN
002 2011-01-01 MARY ELLEN BRENNAN
002 2010-01-01 MARY ELLEN BRENNAN
002 2009-01-01 MARY ELLEN BRENNAN

Plan Statistics for CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN

401k plan membership statisitcs for CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN

Measure Date Value
2022: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 73
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 63
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 12
Total of all active and inactive participants 2022-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 75
Number of participants with account balances 2022-01-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 4
2021: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 61
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 12
Total of all active and inactive participants 2021-01-01 73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 73
Number of participants with account balances 2021-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 57
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 10
Total of all active and inactive participants 2020-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 67
Number of participants with account balances 2020-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 57
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 9
Total of all active and inactive participants 2019-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 66
Number of participants with account balances 2019-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2017: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 52
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 11
Total of all active and inactive participants 2017-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 63
Number of participants with account balances 2017-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 50
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 10
Total of all active and inactive participants 2016-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 60
Number of participants with account balances 2016-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 56
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 10
Total of all active and inactive participants 2015-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 66
Number of participants with account balances 2015-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 4
2014: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 55
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 8
Total of all active and inactive participants 2014-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 63
Number of participants with account balances 2014-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 50
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 4
Total of all active and inactive participants 2013-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 54
Number of participants with account balances 2013-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 48
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 7
Total of all active and inactive participants 2012-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 3
Total participants 2012-01-01 58
Number of participants with account balances 2012-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 52
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 8
Total of all active and inactive participants 2011-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 3
Total participants 2011-01-01 63
Number of participants with account balances 2011-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3
2010: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 51
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 10
Total of all active and inactive participants 2010-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 3
Total participants 2010-01-01 64
Number of participants with account balances 2010-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 50
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 11
Total of all active and inactive participants 2009-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 62
Number of participants with account balances 2009-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	73
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	63
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	12
Total of all active and inactive participants	2022-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	75
Number of participants with account balances	2022-01-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	4
2021: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	61
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	12
Total of all active and inactive participants	2021-01-01	73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	73
Number of participants with account balances	2021-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	57
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	10
Total of all active and inactive participants	2020-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	67
Number of participants with account balances	2020-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	57
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	9
Total of all active and inactive participants	2019-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	66
Number of participants with account balances	2019-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2017: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	52
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	11
Total of all active and inactive participants	2017-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	63
Number of participants with account balances	2017-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	50
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	10
Total of all active and inactive participants	2016-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	60
Number of participants with account balances	2016-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	56
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	10
Total of all active and inactive participants	2015-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	66
Number of participants with account balances	2015-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	4
2014: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	55
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	8
Total of all active and inactive participants	2014-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	63
Number of participants with account balances	2014-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	50
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	4
Total of all active and inactive participants	2013-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	54
Number of participants with account balances	2013-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	48
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	7
Total of all active and inactive participants	2012-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	3
Total participants	2012-01-01	58
Number of participants with account balances	2012-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	52
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	8
Total of all active and inactive participants	2011-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	3
Total participants	2011-01-01	63
Number of participants with account balances	2011-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3
2010: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	51
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	10
Total of all active and inactive participants	2010-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	3
Total participants	2010-01-01	64
Number of participants with account balances	2010-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	50
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	11
Total of all active and inactive participants	2009-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	62
Number of participants with account balances	2009-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN

Measure	Date	Value
2022 : CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-9,364,587
Expenses. Total of all expenses incurred	2022-12-31	$711,596
Benefits paid (including direct rollovers)	2022-12-31	$711,571
Total plan assets at end of year	2022-12-31	$38,752,125
Total plan assets at beginning of year	2022-12-31	$48,828,308
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$980,614
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$5,301
Other income received	2022-12-31	$-11,634,155
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-10,076,183
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$38,752,125
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$48,828,308
Assets. Value of participant loans	2022-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$1,283,653
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$25
2021 : CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$11,617,396
Expenses. Total of all expenses incurred	2021-12-31	$197,344
Benefits paid (including direct rollovers)	2021-12-31	$197,344
Total plan assets at end of year	2021-12-31	$48,828,308
Total plan assets at beginning of year	2021-12-31	$37,408,256
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$937,727
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$9,781,013
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$11,420,052
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$48,828,308
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$37,408,256
Assets. Value of participant loans	2021-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$898,656
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
2020 : CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$10,521,623
Expenses. Total of all expenses incurred	2020-12-31	$121,742
Benefits paid (including direct rollovers)	2020-12-31	$121,742
Total plan assets at end of year	2020-12-31	$37,408,256
Total plan assets at beginning of year	2020-12-31	$27,008,375
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$804,450
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$193,689
Other income received	2020-12-31	$8,668,684
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$10,399,881
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$37,408,256
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$27,008,375
Assets. Value of participant loans	2020-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$854,800
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
2019 : CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$7,632,930
Expenses. Total of all expenses incurred	2019-12-31	$406,812
Benefits paid (including direct rollovers)	2019-12-31	$406,787
Total plan assets at end of year	2019-12-31	$27,008,375
Total plan assets at beginning of year	2019-12-31	$19,782,257
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Total contributions received or receivable from participants	2019-12-31	$723,236
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$6,110,869
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$7,226,118
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$27,008,375
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$19,782,257
Total contributions received or receivable from employer(s)	2019-12-31	$798,825
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$25
2018 : CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$116,472
Expenses. Total of all expenses incurred	2018-12-31	$317,522
Benefits paid (including direct rollovers)	2018-12-31	$317,522
Total plan assets at end of year	2018-12-31	$19,782,257
Total plan assets at beginning of year	2018-12-31	$19,983,307
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$676,598
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$11,621
Other income received	2018-12-31	$-1,205,980
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-201,050
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$19,782,257
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$19,983,307
Total contributions received or receivable from employer(s)	2018-12-31	$634,233
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
2017 : CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$4,334,883
Expenses. Total of all expenses incurred	2017-12-31	$76,465
Benefits paid (including direct rollovers)	2017-12-31	$76,465
Total plan assets at end of year	2017-12-31	$19,983,307
Total plan assets at beginning of year	2017-12-31	$15,724,889
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$596,563
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$3,434,441
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$4,258,418
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$19,983,307
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$15,724,889
Assets. Value of participant loans	2017-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$303,879
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
2016 : CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$2,350,116
Expenses. Total of all expenses incurred	2016-12-31	$333,035
Benefits paid (including direct rollovers)	2016-12-31	$333,000
Total plan assets at end of year	2016-12-31	$15,724,889
Total plan assets at beginning of year	2016-12-31	$13,707,808
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$551,061
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$256,915
Other income received	2016-12-31	$1,238,041
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$2,017,081
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$15,724,889
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$13,707,808
Total contributions received or receivable from employer(s)	2016-12-31	$304,099
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$35
2015 : CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$849,784
Expenses. Total of all expenses incurred	2015-12-31	$1,508,942
Benefits paid (including direct rollovers)	2015-12-31	$1,508,942
Total plan assets at end of year	2015-12-31	$13,707,808
Total plan assets at beginning of year	2015-12-31	$14,366,966
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$406,641
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$531
Other income received	2015-12-31	$127,370
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-659,158
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$13,707,808
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$14,366,966
Total contributions received or receivable from employer(s)	2015-12-31	$315,242
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$1,813,342
Expenses. Total of all expenses incurred	2014-12-31	$8,881
Benefits paid (including direct rollovers)	2014-12-31	$3,937
Total plan assets at end of year	2014-12-31	$14,366,966
Total plan assets at beginning of year	2014-12-31	$12,562,505
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$349,822
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$1,170,466
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$1,804,461
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$14,366,966
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$12,562,505
Total contributions received or receivable from employer(s)	2014-12-31	$293,054
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$4,944
2013 : CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$3,631,230
Expenses. Total of all expenses incurred	2013-12-31	$846,683
Benefits paid (including direct rollovers)	2013-12-31	$846,552
Total plan assets at end of year	2013-12-31	$12,562,505
Total plan assets at beginning of year	2013-12-31	$9,777,958
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$324,589
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$118,726
Other income received	2013-12-31	$2,896,206
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$2,784,547
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$12,562,505
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$9,777,958
Total contributions received or receivable from employer(s)	2013-12-31	$291,709
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$131
2012 : CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,885,900
Expenses. Total of all expenses incurred	2012-12-31	$601,808
Benefits paid (including direct rollovers)	2012-12-31	$601,778
Total plan assets at end of year	2012-12-31	$9,777,958
Total plan assets at beginning of year	2012-12-31	$8,493,866
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$310,332
Contributions received from other sources (not participants or employers)	2012-12-31	$95
Other income received	2012-12-31	$1,302,549
Net income (gross income less expenses)	2012-12-31	$1,284,092
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$9,777,958
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$8,493,866
Total contributions received or receivable from employer(s)	2012-12-31	$272,924
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$30
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$364,650
Expenses. Total of all expenses incurred	2011-12-31	$209,746
Benefits paid (including direct rollovers)	2011-12-31	$204,021
Total plan assets at end of year	2011-12-31	$8,493,866
Total plan assets at beginning of year	2011-12-31	$8,338,962
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$309,281
Other income received	2011-12-31	$-100,342
Net income (gross income less expenses)	2011-12-31	$154,904
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$8,493,866
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$8,338,962
Total contributions received or receivable from employer(s)	2011-12-31	$155,711
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$5,725
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$5,090,305
Total income from all sources	2010-12-31	$1,701,201
Expenses. Total of all expenses incurred	2010-12-31	$797,920
Benefits paid (including direct rollovers)	2010-12-31	$796,590
Total plan assets at end of year	2010-12-31	$8,338,962
Total plan assets at beginning of year	2010-12-31	$2,345,376
Total contributions received or receivable from participants	2010-12-31	$315,586
Contributions received from other sources (not participants or employers)	2010-12-31	$19,746
Other income received	2010-12-31	$1,365,869
Net income (gross income less expenses)	2010-12-31	$903,281
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$8,338,962
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,345,376
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,330
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN

2022: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2017: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CONGRESS ASSET MANAGEMENT CO. 401(K) 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: CONGRESS ASSET MANAGEMENT CO. 401(K) 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: CONGRESS ASSET MANAGEMENT CO. 401(K) 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: CONGRESS ASSET MANAGEMENT CO. 401(K) 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 funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CONGRESS ASSET MANAGEMENT CO. 401(K) 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 funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CONGRESS ASSET MANAGEMENT CO. 401(K) 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 funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

CONGRESS ASSET MANAGEMENT COLLECTIVE INVESTMENT TRUST [EIN = 872853207]

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Company Name:	CONGRESS ASSET MANAGEMENT CO.
Employer identification number (EIN):	042848965
NAIC Classification:	523900