401k Plan data: PRECISION MANAGEMENT ADVISORS, INC. plan

PRECISION MANAGEMENT ADVISORS, INC. 401k Plan overview

Plan Name	PRECISION MANAGEMENT ADVISORS, INC.
Plan identification number	001

PRECISION MANAGEMENT ADVISORS, INC. 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

PRECISION MANAGEMENT ADVISORS, INC. has sponsored the creation of one or more 401k plans.

Company Name: PRECISION MANAGEMENT ADVISORS, INC.

Employer identification number (EIN): 464928542

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRECISION MANAGEMENT ADVISORS, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 LEONARD FALCONE, JR.
001 2017-01-01 LEONARD FALCONE, JR.
001 2016-01-01 LEONARD FALCONE, JR.
001 2015-01-01 LEONARD FALCONE, JR.
001 2014-02-25 LEONARD FALCONE, JR.

Plan id#	Filing Submission Date	Name of Administrator
001	2018-01-01	LEONARD FALCONE, JR.
001	2017-01-01	LEONARD FALCONE, JR.
001	2016-01-01	LEONARD FALCONE, JR.
001	2015-01-01	LEONARD FALCONE, JR.
001	2014-02-25	LEONARD FALCONE, JR.

Plan Statistics for PRECISION MANAGEMENT ADVISORS, INC.

401k plan membership statisitcs for PRECISION MANAGEMENT ADVISORS, INC.

Measure Date Value
2018: PRECISION MANAGEMENT ADVISORS, INC. 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 0
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PRECISION MANAGEMENT ADVISORS, INC. 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1
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 0
Total of all active and inactive participants 2017-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1
Number of participants with account balances 2017-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PRECISION MANAGEMENT ADVISORS, INC. 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1
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 0
Total of all active and inactive participants 2016-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1
Number of participants with account balances 2016-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PRECISION MANAGEMENT ADVISORS, INC. 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
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 0
Total of all active and inactive participants 2015-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1
Number of participants with account balances 2015-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PRECISION MANAGEMENT ADVISORS, INC. 2014 401k membership
Total participants, beginning-of-year 2014-02-25 1
Total number of active participants reported on line 7a of the Form 5500 2014-02-25 1
Number of retired or separated participants receiving benefits 2014-02-25 0
Number of other retired or separated participants entitled to future benefits 2014-02-25 0
Total of all active and inactive participants 2014-02-25 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-02-25 0
Total participants 2014-02-25 1
Number of participants with account balances 2014-02-25 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-02-25 0

Measure	Date	Value
2018: PRECISION MANAGEMENT ADVISORS, INC. 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	0
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PRECISION MANAGEMENT ADVISORS, INC. 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1
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	0
Total of all active and inactive participants	2017-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1
Number of participants with account balances	2017-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PRECISION MANAGEMENT ADVISORS, INC. 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1
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	0
Total of all active and inactive participants	2016-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1
Number of participants with account balances	2016-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PRECISION MANAGEMENT ADVISORS, INC. 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
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	0
Total of all active and inactive participants	2015-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1
Number of participants with account balances	2015-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PRECISION MANAGEMENT ADVISORS, INC. 2014 401k membership
Total participants, beginning-of-year	2014-02-25	1
Total number of active participants reported on line 7a of the Form 5500	2014-02-25	1
Number of retired or separated participants receiving benefits	2014-02-25	0
Number of other retired or separated participants entitled to future benefits	2014-02-25	0
Total of all active and inactive participants	2014-02-25	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-02-25	0
Total participants	2014-02-25	1
Number of participants with account balances	2014-02-25	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-02-25	0

Financial Data on PRECISION MANAGEMENT ADVISORS, INC.

Measure	Date	Value
2018 : PRECISION MANAGEMENT ADVISORS, INC. 2018 401k financial data
Total income from all sources	2018-05-31	$-700,000
Expenses. Total of all expenses incurred	2018-05-31	$0
Benefits paid (including direct rollovers)	2018-05-31	$0
Total plan assets at end of year	2018-05-31	$0
Total plan assets at beginning of year	2018-05-31	$700,000
Total contributions received or receivable from participants	2018-05-31	$0
Contributions received from other sources (not participants or employers)	2018-05-31	$0
Other income received	2018-05-31	$-700,000
Net income (gross income less expenses)	2018-05-31	$-700,000
Net plan assets at end of year (total assets less liabilities)	2018-05-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2018-05-31	$700,000
Assets. Value of employer securities	2018-05-31	$0
Total contributions received or receivable from employer(s)	2018-05-31	$0
Value of certain deemed distributions of participant loans	2018-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-05-31	$0
2017 : PRECISION MANAGEMENT ADVISORS, INC. 2017 401k financial data
Total income from all sources	2017-12-31	$100,000
Expenses. Total of all expenses incurred	2017-12-31	$92
Benefits paid (including direct rollovers)	2017-12-31	$92
Total plan assets at end of year	2017-12-31	$700,000
Total plan assets at beginning of year	2017-12-31	$600,092
Total contributions received or receivable from participants	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$100,000
Net income (gross income less expenses)	2017-12-31	$99,908
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$700,000
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$600,092
Assets. Value of employer securities	2017-12-31	$700,000
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
2016 : PRECISION MANAGEMENT ADVISORS, INC. 2016 401k financial data
Total income from all sources	2016-12-31	$0
Expenses. Total of all expenses incurred	2016-12-31	$0
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$600,092
Total plan assets at beginning of year	2016-12-31	$600,092
Total contributions received or receivable from participants	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$0
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$600,092
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$600,092
Assets. Value of employer securities	2016-12-31	$600,000
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : PRECISION MANAGEMENT ADVISORS, INC. 2015 401k financial data
Total income from all sources	2015-12-31	$599,999
Expenses. Total of all expenses incurred	2015-12-31	$0
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$600,000
Total plan assets at beginning of year	2015-12-31	$1
Total contributions received or receivable from participants	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$649,644
Other income received	2015-12-31	$-49,645
Net income (gross income less expenses)	2015-12-31	$599,999
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$600,000
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1
Assets. Value of employer securities	2015-12-31	$600,000
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : PRECISION MANAGEMENT ADVISORS, INC. 2014 401k financial data
Total income from all sources	2014-12-31	$1
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$1
Total plan assets at beginning of year	2014-12-31	$0
Total contributions received or receivable from participants	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$132,006
Other income received	2014-12-31	$-132,005
Net income (gross income less expenses)	2014-12-31	$1
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Assets. Value of employer securities	2014-12-31	$1
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0

Form 5500 Responses for PRECISION MANAGEMENT ADVISORS, INC.

2018: PRECISION MANAGEMENT ADVISORS, INC. 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	This submission is the final filing	Yes
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PRECISION MANAGEMENT ADVISORS, INC. 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: PRECISION MANAGEMENT ADVISORS, INC. 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: PRECISION MANAGEMENT ADVISORS, INC. 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: PRECISION MANAGEMENT ADVISORS, INC. 2014 form 5500 responses
2014-02-25	Type of plan entity	Single employer plan
2014-02-25	First time form 5500 has been submitted	Yes
2014-02-25	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-02-25	Plan funding arrangement – Trust	Yes
2014-02-25	Plan benefit arrangement - Trust	Yes

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Company Name:	PRECISION MANAGEMENT ADVISORS, INC.
Employer identification number (EIN):	464928542
NAIC Classification:	812990
NAIC Description:	All Other Personal Services