401k Plan data: PETERS & COMPANY P C 401K PLAN plan

PETERS & COMPANY P C 401K PLAN 401k Plan overview

Plan Name	PETERS & COMPANY P C 401K PLAN
Plan identification number	003

PETERS & COMPANY P C 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

PETERS & COMPANY P C has sponsored the creation of one or more 401k plans.

Company Name: PETERS & COMPANY P C

Employer identification number (EIN): 273034102

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PETERS & COMPANY P C 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2019-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 CRAIG M BUSH
003 2016-01-01 JAMES H PETERS
003 2015-01-01 JAMES H PETERS
003 2014-01-01 JAMES H PETERS
003 2013-01-01 JAMES H PETERS
003 2012-01-01 JAMES H PETERS
003 2011-01-01 JAMES H PETERS
003 2010-01-01 JAMES H PETERS
003 2009-01-01 A1455786
003 2009-01-01 JAMES H PETERS

Plan Statistics for PETERS & COMPANY P C 401K PLAN

401k plan membership statisitcs for PETERS & COMPANY P C 401K PLAN

Measure Date Value
2019: PETERS & COMPANY P C 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 10
Total of all active and inactive participants 2019-01-01 10
Total participants 2019-01-01 10
Number of participants with account balances 2019-01-01 10
2018: PETERS & COMPANY P C 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 11
Total of all active and inactive participants 2018-01-01 11
Total participants 2018-01-01 11
Number of participants with account balances 2018-01-01 11
2017: PETERS & COMPANY P C 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 10
Total of all active and inactive participants 2017-01-01 10
Total participants 2017-01-01 10
Number of participants with account balances 2017-01-01 10
2016: PETERS & COMPANY P C 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
Number of retired or separated participants receiving benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 7
Total participants 2016-01-01 7
Number of participants with account balances 2016-01-01 7
2015: PETERS & COMPANY P C 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Total of all active and inactive participants 2015-01-01 6
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 6
2014: PETERS & COMPANY P C 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
Total of all active and inactive participants 2014-01-01 7
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
2013: PETERS & COMPANY P C 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Total of all active and inactive participants 2013-01-01 6
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 6
2012: PETERS & COMPANY P C 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 8
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 8
2011: PETERS & COMPANY P C 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
Total of all active and inactive participants 2011-01-01 8
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
2010: PETERS & COMPANY P C 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 11
Total of all active and inactive participants 2010-01-01 11
Total participants 2010-01-01 11
Number of participants with account balances 2010-01-01 11
2009: PETERS & COMPANY P C 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 9
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 9

Measure	Date	Value
2019: PETERS & COMPANY P C 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	10
Total of all active and inactive participants	2019-01-01	10
Total participants	2019-01-01	10
Number of participants with account balances	2019-01-01	10
2018: PETERS & COMPANY P C 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	11
Total of all active and inactive participants	2018-01-01	11
Total participants	2018-01-01	11
Number of participants with account balances	2018-01-01	11
2017: PETERS & COMPANY P C 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	10
Total of all active and inactive participants	2017-01-01	10
Total participants	2017-01-01	10
Number of participants with account balances	2017-01-01	10
2016: PETERS & COMPANY P C 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
Number of retired or separated participants receiving benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	7
Total participants	2016-01-01	7
Number of participants with account balances	2016-01-01	7
2015: PETERS & COMPANY P C 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Total of all active and inactive participants	2015-01-01	6
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	6
2014: PETERS & COMPANY P C 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
Total of all active and inactive participants	2014-01-01	7
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
2013: PETERS & COMPANY P C 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Total of all active and inactive participants	2013-01-01	6
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	6
2012: PETERS & COMPANY P C 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	8
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	8
2011: PETERS & COMPANY P C 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
Total of all active and inactive participants	2011-01-01	8
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
2010: PETERS & COMPANY P C 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	11
Total of all active and inactive participants	2010-01-01	11
Total participants	2010-01-01	11
Number of participants with account balances	2010-01-01	11
2009: PETERS & COMPANY P C 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	9
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	9

Financial Data on PETERS & COMPANY P C 401K PLAN

Measure	Date	Value
2019 : PETERS & COMPANY P C 401K PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$-138,894
Expenses. Total of all expenses incurred	2019-12-31	$994,790
Benefits paid (including direct rollovers)	2019-12-31	$994,790
Total plan assets at end of year	2019-12-31	$823,705
Total plan assets at beginning of year	2019-12-31	$1,957,389
Total contributions received or receivable from participants	2019-12-31	$96,636
Other income received	2019-12-31	$-252,916
Net income (gross income less expenses)	2019-12-31	$-1,133,684
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$823,705
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,957,389
Total contributions received or receivable from employer(s)	2019-12-31	$17,386
2018 : PETERS & COMPANY P C 401K PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$432,548
Expenses. Total of all expenses incurred	2018-12-31	$7,265
Benefits paid (including direct rollovers)	2018-12-31	$7,265
Total plan assets at end of year	2018-12-31	$1,957,389
Total plan assets at beginning of year	2018-12-31	$1,532,106
Total contributions received or receivable from participants	2018-12-31	$93,865
Other income received	2018-12-31	$323,909
Net income (gross income less expenses)	2018-12-31	$425,283
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,957,389
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,532,106
Total contributions received or receivable from employer(s)	2018-12-31	$14,774
2017 : PETERS & COMPANY P C 401K PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$255,241
Expenses. Total of all expenses incurred	2017-12-31	$27,000
Benefits paid (including direct rollovers)	2017-12-31	$27,000
Total plan assets at end of year	2017-12-31	$1,532,106
Total plan assets at beginning of year	2017-12-31	$1,303,865
Total contributions received or receivable from participants	2017-12-31	$65,678
Other income received	2017-12-31	$177,258
Net income (gross income less expenses)	2017-12-31	$228,241
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,532,106
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,303,865
Total contributions received or receivable from employer(s)	2017-12-31	$12,305
2016 : PETERS & COMPANY P C 401K PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$45,376
Total income from all sources	2016-12-31	$136,645
Expenses. Total of all expenses incurred	2016-12-31	$27,100
Benefits paid (including direct rollovers)	2016-12-31	$27,000
Total plan assets at end of year	2016-12-31	$1,303,865
Total plan assets at beginning of year	2016-12-31	$1,148,944
Total contributions received or receivable from participants	2016-12-31	$42,137
Expenses. Other expenses not covered elsewhere	2016-12-31	$100
Other income received	2016-12-31	$85,450
Net income (gross income less expenses)	2016-12-31	$109,545
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,303,865
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,148,944
Total contributions received or receivable from employer(s)	2016-12-31	$9,058
2015 : PETERS & COMPANY P C 401K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$48,512
Expenses. Total of all expenses incurred	2015-12-31	$58,687
Benefits paid (including direct rollovers)	2015-12-31	$58,687
Total plan assets at end of year	2015-12-31	$1,148,944
Total plan assets at beginning of year	2015-12-31	$1,159,119
Other income received	2015-12-31	$48,512
Net income (gross income less expenses)	2015-12-31	$-10,175
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,148,944
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,159,119
2014 : PETERS & COMPANY P C 401K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$143,194
Expenses. Total of all expenses incurred	2014-12-31	$50
Total plan assets at end of year	2014-12-31	$1,159,119
Total plan assets at beginning of year	2014-12-31	$1,015,975
Total contributions received or receivable from participants	2014-12-31	$47,466
Expenses. Other expenses not covered elsewhere	2014-12-31	$50
Other income received	2014-12-31	$84,983
Net income (gross income less expenses)	2014-12-31	$143,144
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,159,119
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,015,975
Total contributions received or receivable from employer(s)	2014-12-31	$10,745
2013 : PETERS & COMPANY P C 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$247,909
Expenses. Total of all expenses incurred	2013-12-31	$9,365
Benefits paid (including direct rollovers)	2013-12-31	$9,365
Total plan assets at end of year	2013-12-31	$1,015,975
Total plan assets at beginning of year	2013-12-31	$777,431
Total contributions received or receivable from participants	2013-12-31	$45,136
Other income received	2013-12-31	$192,589
Net income (gross income less expenses)	2013-12-31	$238,544
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,015,975
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$777,431
Total contributions received or receivable from employer(s)	2013-12-31	$10,184
2012 : PETERS & COMPANY P C 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$145,228
Expenses. Total of all expenses incurred	2012-12-31	$1,275
Benefits paid (including direct rollovers)	2012-12-31	$425
Total plan assets at end of year	2012-12-31	$777,431
Total plan assets at beginning of year	2012-12-31	$633,478
Total contributions received or receivable from participants	2012-12-31	$44,836
Expenses. Other expenses not covered elsewhere	2012-12-31	$850
Other income received	2012-12-31	$90,390
Net income (gross income less expenses)	2012-12-31	$143,953
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$777,431
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$633,478
Total contributions received or receivable from employer(s)	2012-12-31	$10,002
2011 : PETERS & COMPANY P C 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$90,013
Total plan assets at end of year	2011-12-31	$633,478
Total plan assets at beginning of year	2011-12-31	$543,465
Total contributions received or receivable from participants	2011-12-31	$42,782
Other income received	2011-12-31	$37,180
Net income (gross income less expenses)	2011-12-31	$90,013
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$633,478
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$543,465
Total contributions received or receivable from employer(s)	2011-12-31	$10,051
2010 : PETERS & COMPANY P C 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$115,229
Total plan assets at end of year	2010-12-31	$543,465
Total plan assets at beginning of year	2010-12-31	$428,236
Total contributions received or receivable from participants	2010-12-31	$41,166
Other income received	2010-12-31	$63,819
Net income (gross income less expenses)	2010-12-31	$115,229
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$543,465
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$428,236
Total contributions received or receivable from employer(s)	2010-12-31	$10,244

Form 5500 Responses for PETERS & COMPANY P C 401K PLAN

2019: PETERS & COMPANY P C 401K 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: PETERS & COMPANY P C 401K 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: PETERS & COMPANY P C 401K 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: PETERS & COMPANY P C 401K 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: PETERS & COMPANY P C 401K 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: PETERS & COMPANY P C 401K 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: PETERS & COMPANY P C 401K 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: PETERS & COMPANY P C 401K 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: PETERS & COMPANY P C 401K 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
2010: PETERS & COMPANY P C 401K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PETERS & COMPANY P C 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	PETERS & COMPANY P C
Employer identification number (EIN):	273034102
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants