401k Plan data: PETERS & LYONS LTD 401K PROFIT SHARING PLAN plan

PETERS & LYONS LTD 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	PETERS & LYONS LTD 401K PROFIT SHARING PLAN
Plan identification number	001

PETERS & LYONS LTD 401K PROFIT SHARING 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.

401k Sponsoring company profile

PETERS & LYONS LTD. has sponsored the creation of one or more 401k plans.

Company Name: PETERS & LYONS LTD.

Employer identification number (EIN): 364256862

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PETERS & LYONS LTD 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 DONALD F. PETERS JR.
001 2016-01-01 DONALD F. PETERS JR.
001 2015-01-01 DONALD F. PETERS JR.
001 2014-01-01 DONALD F. PETERS JR.
001 2013-01-01 DONALD F. PETERS JR.
001 2012-01-01 DONALD F. PETERS JR.
001 2011-01-01 DONALD F PETERS JR
001 2010-01-01 DONALD F PETERS JR
001 2009-01-01 DONALD F PETERS JR

Plan id#	Filing Submission Date	Name of Administrator
001	2017-01-01	DONALD F. PETERS JR.
001	2016-01-01	DONALD F. PETERS JR.
001	2015-01-01	DONALD F. PETERS JR.
001	2014-01-01	DONALD F. PETERS JR.
001	2013-01-01	DONALD F. PETERS JR.
001	2012-01-01	DONALD F. PETERS JR.
001	2011-01-01	DONALD F PETERS JR
001	2010-01-01	DONALD F PETERS JR
001	2009-01-01	DONALD F PETERS JR

Plan Statistics for PETERS & LYONS LTD 401K PROFIT SHARING PLAN

401k plan membership statisitcs for PETERS & LYONS LTD 401K PROFIT SHARING PLAN

Measure Date Value
2017: PETERS & LYONS LTD 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total of all active and inactive participants 2017-01-01 0
Total participants 2017-01-01 0
2016: PETERS & LYONS LTD 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Total of all active and inactive participants 2016-01-01 2
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
2015: PETERS & LYONS LTD 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Total of all active and inactive participants 2015-01-01 3
Total participants 2015-01-01 3
2014: PETERS & LYONS LTD 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Total of all active and inactive participants 2014-01-01 3
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 3
2013: PETERS & LYONS LTD 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Total of all active and inactive participants 2013-01-01 3
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
2012: PETERS & LYONS LTD 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Total of all active and inactive participants 2012-01-01 3
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
2011: PETERS & LYONS LTD 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Total of all active and inactive participants 2011-01-01 3
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
2010: PETERS & LYONS LTD 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 3
Total of all active and inactive participants 2010-01-01 3
Total participants 2010-01-01 3
Number of participants with account balances 2010-01-01 3
2009: PETERS & LYONS LTD 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Total of all active and inactive participants 2009-01-01 3
Total participants 2009-01-01 3

Measure	Date	Value
2017: PETERS & LYONS LTD 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total of all active and inactive participants	2017-01-01	0
Total participants	2017-01-01	0
2016: PETERS & LYONS LTD 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Total of all active and inactive participants	2016-01-01	2
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
2015: PETERS & LYONS LTD 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Total of all active and inactive participants	2015-01-01	3
Total participants	2015-01-01	3
2014: PETERS & LYONS LTD 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Total of all active and inactive participants	2014-01-01	3
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	3
2013: PETERS & LYONS LTD 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Total of all active and inactive participants	2013-01-01	3
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
2012: PETERS & LYONS LTD 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Total of all active and inactive participants	2012-01-01	3
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
2011: PETERS & LYONS LTD 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Total of all active and inactive participants	2011-01-01	3
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
2010: PETERS & LYONS LTD 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3
Total of all active and inactive participants	2010-01-01	3
Total participants	2010-01-01	3
Number of participants with account balances	2010-01-01	3
2009: PETERS & LYONS LTD 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Total of all active and inactive participants	2009-01-01	3
Total participants	2009-01-01	3

Financial Data on PETERS & LYONS LTD 401K PROFIT SHARING PLAN

Measure	Date	Value
2017 : PETERS & LYONS LTD 401K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$212,882
Expenses. Total of all expenses incurred	2017-12-31	$2,303,172
Benefits paid (including direct rollovers)	2017-12-31	$2,296,497
Total plan assets at end of year	2017-12-31	$0
Total plan assets at beginning of year	2017-12-31	$2,090,290
Value of fidelity bond covering the plan	2017-12-31	$25,000
Total contributions received or receivable from participants	2017-12-31	$25,417
Expenses. Other expenses not covered elsewhere	2017-12-31	$6,675
Other income received	2017-12-31	$183,702
Net income (gross income less expenses)	2017-12-31	$-2,090,290
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,090,290
Total contributions received or receivable from employer(s)	2017-12-31	$3,763
2016 : PETERS & LYONS LTD 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$188,794
Expenses. Total of all expenses incurred	2016-12-31	$504,830
Benefits paid (including direct rollovers)	2016-12-31	$494,443
Total plan assets at end of year	2016-12-31	$2,090,290
Total plan assets at beginning of year	2016-12-31	$2,406,326
Value of fidelity bond covering the plan	2016-12-31	$25,000
Total contributions received or receivable from participants	2016-12-31	$21,353
Expenses. Other expenses not covered elsewhere	2016-12-31	$10,387
Other income received	2016-12-31	$158,688
Net income (gross income less expenses)	2016-12-31	$-316,036
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,090,290
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,406,326
Total contributions received or receivable from employer(s)	2016-12-31	$8,753
2015 : PETERS & LYONS LTD 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$27,596
Expenses. Total of all expenses incurred	2015-12-31	$12,766
Total plan assets at end of year	2015-12-31	$2,406,326
Total plan assets at beginning of year	2015-12-31	$2,391,496
Value of fidelity bond covering the plan	2015-12-31	$25,000
Total contributions received or receivable from participants	2015-12-31	$28,774
Expenses. Other expenses not covered elsewhere	2015-12-31	$12,766
Other income received	2015-12-31	$-12,604
Net income (gross income less expenses)	2015-12-31	$14,830
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,406,326
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,391,496
Total contributions received or receivable from employer(s)	2015-12-31	$11,426
2014 : PETERS & LYONS LTD 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$144,461
Expenses. Total of all expenses incurred	2014-12-31	$223,707
Benefits paid (including direct rollovers)	2014-12-31	$215,947
Total plan assets at end of year	2014-12-31	$2,391,496
Total plan assets at beginning of year	2014-12-31	$2,470,742
Value of fidelity bond covering the plan	2014-12-31	$25,000
Total contributions received or receivable from participants	2014-12-31	$26,441
Expenses. Other expenses not covered elsewhere	2014-12-31	$7,760
Other income received	2014-12-31	$108,104
Net income (gross income less expenses)	2014-12-31	$-79,246
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,391,496
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,470,742
Total contributions received or receivable from employer(s)	2014-12-31	$9,916
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$215,947
2013 : PETERS & LYONS LTD 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$344,268
Expenses. Total of all expenses incurred	2013-12-31	$9,785
Total plan assets at end of year	2013-12-31	$2,470,742
Total plan assets at beginning of year	2013-12-31	$2,136,259
Value of fidelity bond covering the plan	2013-12-31	$25,000
Total contributions received or receivable from participants	2013-12-31	$30,519
Expenses. Other expenses not covered elsewhere	2013-12-31	$9,785
Other income received	2013-12-31	$298,373
Net income (gross income less expenses)	2013-12-31	$334,483
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,470,742
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,136,259
Total contributions received or receivable from employer(s)	2013-12-31	$15,376
2012 : PETERS & LYONS LTD 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$276,691
Expenses. Total of all expenses incurred	2012-12-31	$8,910
Total plan assets at end of year	2012-12-31	$2,136,259
Total plan assets at beginning of year	2012-12-31	$1,868,478
Value of fidelity bond covering the plan	2012-12-31	$25,000
Total contributions received or receivable from participants	2012-12-31	$34,436
Expenses. Other expenses not covered elsewhere	2012-12-31	$8,910
Other income received	2012-12-31	$225,074
Net income (gross income less expenses)	2012-12-31	$267,781
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,136,259
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,868,478
Total contributions received or receivable from employer(s)	2012-12-31	$17,181
2011 : PETERS & LYONS LTD 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$66,461
Expenses. Total of all expenses incurred	2011-12-31	$8,324
Total plan assets at end of year	2011-12-31	$1,868,478
Total plan assets at beginning of year	2011-12-31	$1,810,341
Value of fidelity bond covering the plan	2011-12-31	$25,000
Total contributions received or receivable from participants	2011-12-31	$37,708
Expenses. Other expenses not covered elsewhere	2011-12-31	$8,324
Other income received	2011-12-31	$12,134
Net income (gross income less expenses)	2011-12-31	$58,137
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,868,478
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,810,341
Total contributions received or receivable from employer(s)	2011-12-31	$16,619
2010 : PETERS & LYONS LTD 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$253,180
Expenses. Total of all expenses incurred	2010-12-31	$8,013
Total plan assets at end of year	2010-12-31	$1,810,341
Total plan assets at beginning of year	2010-12-31	$1,565,174
Value of fidelity bond covering the plan	2010-12-31	$25,000
Total contributions received or receivable from participants	2010-12-31	$37,277
Expenses. Other expenses not covered elsewhere	2010-12-31	$8,013
Other income received	2010-12-31	$199,048
Net income (gross income less expenses)	2010-12-31	$245,167
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,810,341
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,565,174
Total contributions received or receivable from employer(s)	2010-12-31	$16,855

Form 5500 Responses for PETERS & LYONS LTD 401K PROFIT SHARING PLAN

2017: PETERS & LYONS LTD 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	This submission is the final filing	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PETERS & LYONS LTD 401K PROFIT SHARING 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 & LYONS LTD 401K PROFIT SHARING 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 & LYONS LTD 401K PROFIT SHARING 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 & LYONS LTD 401K PROFIT SHARING 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 & LYONS LTD 401K PROFIT SHARING 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 & LYONS LTD 401K PROFIT SHARING 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 & LYONS LTD 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PETERS & LYONS LTD 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PETERS & LYONS LTD.
Employer identification number (EIN):	364256862
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers