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401(K) PLAN OF PROCTOR & PROCTOR, INC. 401k Plan overview

Plan Name401(K) PLAN OF PROCTOR & PROCTOR, INC.
Plan identification number 001

401(K) PLAN OF PROCTOR & PROCTOR, INC. Benefits

401k Plan TypeDefined 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.
  • 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.
  • 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

PROCTOR & PROCTOR, INC. has sponsored the creation of one or more 401k plans.

Company Name:PROCTOR & PROCTOR, INC.
Employer identification number (EIN):590411230
NAIC Classification:441110
NAIC Description:New Car Dealers

Additional information about PROCTOR & PROCTOR, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1929-02-09
Company Identification Number: 119171
Legal Registered Office Address: 2373 W TENNESSEE STREET

TALLAHASSEE

32304

More information about PROCTOR & PROCTOR, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401(K) PLAN OF PROCTOR & PROCTOR, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01THEO PROCTOR III
0012016-01-01THEO PROCTOR III
0012015-01-01THEO PROCTOR III THEO PROCTOR III2016-10-13
0012014-01-01THEO PROCTOR III THEO PROCTOR III2015-10-14
0012014-01-01THEO PROCTOR III THEO PROCTOR III2015-10-14
0012014-01-01THEO PROCTOR III THEO PROCTOR III2015-10-14
0012013-01-01THEO PROCTOR III THEO PROCTOR III2014-10-14
0012012-01-01THEO PROCTOR III
0012011-01-01THEO PROCTOR III
0012010-01-01THEO PROCTOR III
0012009-01-01THEO PROCTOR III

Plan Statistics for 401(K) PLAN OF PROCTOR & PROCTOR, INC.

401k plan membership statisitcs for 401(K) PLAN OF PROCTOR & PROCTOR, INC.

Measure Date Value
2022: 401(K) PLAN OF PROCTOR & PROCTOR, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01135
Total number of active participants reported on line 7a of the Form 55002022-01-01115
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0115
Total of all active and inactive participants2022-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01130
Number of participants with account balances2022-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: 401(K) PLAN OF PROCTOR & PROCTOR, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01152
Total number of active participants reported on line 7a of the Form 55002021-01-01118
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0117
Total of all active and inactive participants2021-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01135
Number of participants with account balances2021-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: 401(K) PLAN OF PROCTOR & PROCTOR, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01157
Total number of active participants reported on line 7a of the Form 55002020-01-01121
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0129
Total of all active and inactive participants2020-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01150
Number of participants with account balances2020-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0112
2019: 401(K) PLAN OF PROCTOR & PROCTOR, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01160
Total number of active participants reported on line 7a of the Form 55002019-01-01140
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0115
Total of all active and inactive participants2019-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01155
Number of participants with account balances2019-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: 401(K) PLAN OF PROCTOR & PROCTOR, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01146
Total number of active participants reported on line 7a of the Form 55002018-01-01144
Number of retired or separated participants receiving benefits2018-01-0111
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01155
Number of participants with account balances2018-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: 401(K) PLAN OF PROCTOR & PROCTOR, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01170
Total number of active participants reported on line 7a of the Form 55002017-01-01121
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0113
Total of all active and inactive participants2017-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01135
Number of participants with account balances2017-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: 401(K) PLAN OF PROCTOR & PROCTOR, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01157
Total number of active participants reported on line 7a of the Form 55002016-01-01125
Number of retired or separated participants receiving benefits2016-01-0138
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01163
Number of participants with account balances2016-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: 401(K) PLAN OF PROCTOR & PROCTOR, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01150
Total number of active participants reported on line 7a of the Form 55002015-01-01104
Number of retired or separated participants receiving benefits2015-01-0142
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01146
Number of participants with account balances2015-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: 401(K) PLAN OF PROCTOR & PROCTOR, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01117
Total number of active participants reported on line 7a of the Form 55002014-01-01114
Number of retired or separated participants receiving benefits2014-01-0132
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01146
Number of participants with account balances2014-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: 401(K) PLAN OF PROCTOR & PROCTOR, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01147
Total number of active participants reported on line 7a of the Form 55002013-01-01113
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0125
Total of all active and inactive participants2013-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01138
Number of participants with account balances2013-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: 401(K) PLAN OF PROCTOR & PROCTOR, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01110
Total number of active participants reported on line 7a of the Form 55002012-01-01118
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0129
Total of all active and inactive participants2012-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01147
Number of participants with account balances2012-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: 401(K) PLAN OF PROCTOR & PROCTOR, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01129
Total number of active participants reported on line 7a of the Form 55002011-01-0186
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0124
Total of all active and inactive participants2011-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01110
Number of participants with account balances2011-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: 401(K) PLAN OF PROCTOR & PROCTOR, INC. 2010 401k membership
Total participants, beginning-of-year2010-01-01145
Total number of active participants reported on line 7a of the Form 55002010-01-01108
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0121
Total of all active and inactive participants2010-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01129
Number of participants with account balances2010-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: 401(K) PLAN OF PROCTOR & PROCTOR, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01134
Total number of active participants reported on line 7a of the Form 55002009-01-01119
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0126
Total of all active and inactive participants2009-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01145
Number of participants with account balances2009-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on 401(K) PLAN OF PROCTOR & PROCTOR, INC.

Measure Date Value
2022 : 401(K) PLAN OF PROCTOR & PROCTOR, INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$28,098
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,132
Total income from all sources (including contributions)2022-12-31$-1,092,873
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$977,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$892,928
Value of total corrective distributions2022-12-31$28,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$488,241
Value of total assets at end of year2022-12-31$6,650,979
Value of total assets at beginning of year2022-12-31$8,695,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$56,781
Total interest from all sources2022-12-31$6,709
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$375,741
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$375,741
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$437,508
Participant contributions at end of year2022-12-31$99,000
Participant contributions at beginning of year2022-12-31$169,396
Participant contributions at end of year2022-12-31$33,228
Participant contributions at beginning of year2022-12-31$46,554
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$28,098
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$2,132
Administrative expenses (other) incurred2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,070,680
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,622,881
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,693,561
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,514,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,475,082
Interest on participant loans2022-12-31$6,709
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,963,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$50,733
Employer contributions (assets) at end of year2022-12-31$4,437
Employer contributions (assets) at beginning of year2022-12-31$4,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$892,928
Contract administrator fees2022-12-31$56,781
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MASTERS, SMITH & WISBY P.A.
Accountancy firm EIN2022-12-31591466001
2021 : 401(K) PLAN OF PROCTOR & PROCTOR, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,132
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,466
Total income from all sources (including contributions)2021-12-31$1,631,132
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$278,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$230,281
Value of total corrective distributions2021-12-31$2,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$585,966
Value of total assets at end of year2021-12-31$8,695,693
Value of total assets at beginning of year2021-12-31$7,344,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$46,203
Total interest from all sources2021-12-31$10,720
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$455,846
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$455,846
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$483,224
Participant contributions at end of year2021-12-31$169,396
Participant contributions at beginning of year2021-12-31$215,593
Participant contributions at end of year2021-12-31$46,554
Participant contributions at beginning of year2021-12-31$18,305
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$42,508
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$2,132
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$3,466
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,352,516
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,693,561
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,341,045
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,475,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,107,870
Interest on participant loans2021-12-31$10,720
Income. Interest from loans (other than to participants)2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$578,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$60,234
Employer contributions (assets) at end of year2021-12-31$4,661
Employer contributions (assets) at beginning of year2021-12-31$2,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$230,281
Contract administrator fees2021-12-31$46,203
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MASTERS, SMITH & WISBY P.A.
Accountancy firm EIN2021-12-31591466001
2020 : 401(K) PLAN OF PROCTOR & PROCTOR, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,466
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$22,787
Total income from all sources (including contributions)2020-12-31$1,489,869
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$567,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$522,810
Value of total corrective distributions2020-12-31$3,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$476,003
Value of total assets at end of year2020-12-31$7,344,511
Value of total assets at beginning of year2020-12-31$6,441,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$41,533
Total interest from all sources2020-12-31$7,089
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$240,416
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$240,416
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$338,827
Participant contributions at end of year2020-12-31$215,593
Participant contributions at beginning of year2020-12-31$189,955
Participant contributions at end of year2020-12-31$18,305
Participant contributions at beginning of year2020-12-31$16,540
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$92,207
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$3,466
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$22,787
Administrative expenses (other) incurred2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$922,060
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,341,045
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,418,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,107,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,233,002
Interest on participant loans2020-12-31$7,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$766,361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$44,969
Employer contributions (assets) at end of year2020-12-31$2,743
Employer contributions (assets) at beginning of year2020-12-31$2,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$522,810
Contract administrator fees2020-12-31$41,533
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MASTERS, SMITH & WISBY P.A.
Accountancy firm EIN2020-12-31591466001
2019 : 401(K) PLAN OF PROCTOR & PROCTOR, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$22,787
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$24,142
Total income from all sources (including contributions)2019-12-31$1,486,766
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$176,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$109,142
Value of total corrective distributions2019-12-31$24,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$437,190
Value of total assets at end of year2019-12-31$6,441,772
Value of total assets at beginning of year2019-12-31$5,132,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$42,567
Total interest from all sources2019-12-31$9,359
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$140,910
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$140,910
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$386,191
Participant contributions at end of year2019-12-31$189,955
Participant contributions at beginning of year2019-12-31$83,668
Participant contributions at end of year2019-12-31$16,540
Participant contributions at beginning of year2019-12-31$21,744
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$22,787
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$24,142
Administrative expenses (other) incurred2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,310,450
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,418,985
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,108,535
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,233,002
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,024,413
Interest on participant loans2019-12-31$9,359
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$899,307
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$50,999
Employer contributions (assets) at end of year2019-12-31$2,275
Employer contributions (assets) at beginning of year2019-12-31$2,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$109,142
Contract administrator fees2019-12-31$42,567
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MASTERS, SMITH & WISBY P.A.
Accountancy firm EIN2019-12-31591466001
2018 : 401(K) PLAN OF PROCTOR & PROCTOR, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$24,142
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$16,408
Total income from all sources (including contributions)2018-12-31$27,121
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$197,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$141,315
Value of total corrective distributions2018-12-31$24,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$411,078
Value of total assets at end of year2018-12-31$5,132,677
Value of total assets at beginning of year2018-12-31$5,295,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$32,330
Total interest from all sources2018-12-31$2,046
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$121,263
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$121,263
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$47,255
Participant contributions at end of year2018-12-31$83,668
Participant contributions at beginning of year2018-12-31$36,647
Participant contributions at end of year2018-12-31$21,744
Participant contributions at beginning of year2018-12-31$17,028
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$505
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$24,142
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$16,408
Other income not declared elsewhere2018-12-31$310
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-170,666
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,108,535
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,279,201
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,024,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,239,413
Interest on participant loans2018-12-31$2,046
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-507,576
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$363,318
Employer contributions (assets) at end of year2018-12-31$2,852
Employer contributions (assets) at beginning of year2018-12-31$2,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$141,315
Contract administrator fees2018-12-31$32,330
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MASTERS, SMITH & WISBY P.A.
Accountancy firm EIN2018-12-31591466001
2017 : 401(K) PLAN OF PROCTOR & PROCTOR, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$16,408
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,134,649
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$337,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$294,633
Expenses. Certain deemed distributions of participant loans2017-12-31$4,669
Value of total corrective distributions2017-12-31$16,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$368,859
Value of total assets at end of year2017-12-31$5,295,609
Value of total assets at beginning of year2017-12-31$4,482,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$22,187
Total interest from all sources2017-12-31$8,385
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$324,701
Participant contributions at end of year2017-12-31$36,647
Participant contributions at beginning of year2017-12-31$89,292
Participant contributions at end of year2017-12-31$17,028
Participant contributions at beginning of year2017-12-31$6,237
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$16,408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$796,751
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,279,201
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,482,450
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,239,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,386,200
Interest on participant loans2017-12-31$8,385
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$757,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$44,158
Employer contributions (assets) at end of year2017-12-31$2,521
Employer contributions (assets) at beginning of year2017-12-31$721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$294,633
Contract administrator fees2017-12-31$22,187
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MASTERS, SMITH & WISBY PA
Accountancy firm EIN2017-12-31591466001
2016 : 401(K) PLAN OF PROCTOR & PROCTOR, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$682,187
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$139,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$97,590
Expenses. Certain deemed distributions of participant loans2016-12-31$459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$378,431
Value of total assets at end of year2016-12-31$4,482,450
Value of total assets at beginning of year2016-12-31$3,939,652
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$41,340
Total interest from all sources2016-12-31$6,749
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$54,970
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$54,970
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$401,356
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$335,247
Participant contributions at end of year2016-12-31$89,292
Participant contributions at beginning of year2016-12-31$54,007
Participant contributions at end of year2016-12-31$6,237
Participant contributions at beginning of year2016-12-31$4,869
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$542,798
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,482,450
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,939,652
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$41,340
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,386,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$818,215
Interest on participant loans2016-12-31$6,749
Value of interest in common/collective trusts at beginning of year2016-12-31$3,061,940
Net investment gain or loss from common/collective trusts2016-12-31$242,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$43,184
Employer contributions (assets) at end of year2016-12-31$721
Employer contributions (assets) at beginning of year2016-12-31$621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$97,590
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MASTERS, SMITH & WISBY P.A.
Accountancy firm EIN2016-12-31591466001
2015 : 401(K) PLAN OF PROCTOR & PROCTOR, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$15,526
Total income from all sources (including contributions)2015-12-31$400,073
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$150,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$100,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$404,096
Value of total assets at end of year2015-12-31$3,939,652
Value of total assets at beginning of year2015-12-31$3,705,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$49,823
Total interest from all sources2015-12-31$3,078
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$18,385
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$18,385
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$372,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$356,829
Participant contributions at end of year2015-12-31$54,007
Participant contributions at beginning of year2015-12-31$51,125
Participant contributions at end of year2015-12-31$4,869
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$556,377
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$15,526
Other income not declared elsewhere2015-12-31$10,076
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$249,923
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,939,652
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,689,729
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$29,669
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$818,215
Interest on participant loans2015-12-31$3,078
Value of interest in common/collective trusts at end of year2015-12-31$3,061,940
Value of interest in common/collective trusts at beginning of year2015-12-31$3,097,753
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-5,701
Net investment gain or loss from common/collective trusts2015-12-31$-29,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$47,267
Employer contributions (assets) at end of year2015-12-31$621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$100,327
Contract administrator fees2015-12-31$20,154
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MASTERS, SMITH & WISBY P.A.
Accountancy firm EIN2015-12-31591466001
2014 : 401(K) PLAN OF PROCTOR & PROCTOR, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$15,526
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$594,780
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$176,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$136,582
Value of total corrective distributions2014-12-31$39,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$308,349
Value of total assets at end of year2014-12-31$3,705,255
Value of total assets at beginning of year2014-12-31$3,271,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$779
Total interest from all sources2014-12-31$2,313
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$372,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$275,296
Participant contributions at end of year2014-12-31$51,125
Participant contributions at beginning of year2014-12-31$45,778
Assets. Other investments not covered elsewhere at end of year2014-12-31$556,377
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$43
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$15,526
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$418,133
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,689,729
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,271,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,435,702
Interest on participant loans2014-12-31$2,313
Value of interest in common/collective trusts at end of year2014-12-31$3,097,753
Value of interest in common/collective trusts at beginning of year2014-12-31$731,464
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$58,652
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$58,652
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$152,285
Net investment gain or loss from common/collective trusts2014-12-31$131,833
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$33,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$136,582
Contract administrator fees2014-12-31$779
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MASTERS, SMITH & WISBY P.A.
Accountancy firm EIN2014-12-31591466001
2013 : 401(K) PLAN OF PROCTOR & PROCTOR, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$710,720
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$226,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$223,539
Expenses. Certain deemed distributions of participant loans2013-12-31$2,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$284,843
Value of total assets at end of year2013-12-31$3,271,596
Value of total assets at beginning of year2013-12-31$2,787,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$900
Total interest from all sources2013-12-31$2,294
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$165,471
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$165,471
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$279,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$266,138
Participant contributions at end of year2013-12-31$45,778
Participant contributions at beginning of year2013-12-31$41,691
Administrative expenses (other) incurred2013-12-31$900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$484,039
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,271,596
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,787,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,435,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,074,279
Interest on participant loans2013-12-31$2,294
Value of interest in common/collective trusts at end of year2013-12-31$731,464
Value of interest in common/collective trusts at beginning of year2013-12-31$544,862
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$58,652
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$126,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$126,725
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$91,941
Net investment gain or loss from common/collective trusts2013-12-31$166,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$18,705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$223,539
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MASTERS SMITH WISBY
Accountancy firm EIN2013-12-31591466001
2012 : 401(K) PLAN OF PROCTOR & PROCTOR, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$516,974
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$36,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$35,890
Expenses. Certain deemed distributions of participant loans2012-12-31$236
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$213,743
Value of total assets at end of year2012-12-31$2,787,557
Value of total assets at beginning of year2012-12-31$2,307,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$575
Total interest from all sources2012-12-31$2,415
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$94,133
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$94,133
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$231,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$205,090
Participant contributions at end of year2012-12-31$41,691
Participant contributions at beginning of year2012-12-31$59,565
Administrative expenses (other) incurred2012-12-31$575
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$480,273
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,787,557
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,307,284
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,074,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,702,270
Interest on participant loans2012-12-31$2,415
Value of interest in common/collective trusts at end of year2012-12-31$544,862
Value of interest in common/collective trusts at beginning of year2012-12-31$412,864
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$126,725
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$132,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$132,585
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$138,763
Net investment gain or loss from common/collective trusts2012-12-31$67,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$8,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$35,890
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MASTERS SMITH WISBY
Accountancy firm EIN2012-12-31591466001
2011 : 401(K) PLAN OF PROCTOR & PROCTOR, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$149,688
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$143,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$138,678
Expenses. Certain deemed distributions of participant loans2011-12-31$3,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$187,712
Value of total assets at end of year2011-12-31$2,307,284
Value of total assets at beginning of year2011-12-31$2,301,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$975
Total interest from all sources2011-12-31$3,088
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$48,015
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$48,015
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$231,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$187,712
Participant contributions at end of year2011-12-31$59,565
Participant contributions at beginning of year2011-12-31$75,822
Other income not declared elsewhere2011-12-31$694
Administrative expenses (other) incurred2011-12-31$975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$6,267
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,307,284
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,301,017
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,702,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,609,983
Interest on participant loans2011-12-31$3,088
Value of interest in common/collective trusts at end of year2011-12-31$412,864
Value of interest in common/collective trusts at beginning of year2011-12-31$405,834
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$132,585
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$209,378
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$209,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-78,768
Net investment gain or loss from common/collective trusts2011-12-31$-11,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$138,678
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MASTERS SMITH WISBY
Accountancy firm EIN2011-12-31591466001
2010 : 401(K) PLAN OF PROCTOR & PROCTOR, INC. 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$443,777
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$503,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$501,007
Expenses. Certain deemed distributions of participant loans2010-12-31$901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$145,470
Value of total assets at end of year2010-12-31$2,301,017
Value of total assets at beginning of year2010-12-31$2,360,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,100
Total interest from all sources2010-12-31$1,122
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$28,121
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$28,121
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$237,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$145,470
Participant contributions at end of year2010-12-31$75,822
Participant contributions at beginning of year2010-12-31$81,137
Administrative expenses (other) incurred2010-12-31$1,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-59,231
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,301,017
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,360,248
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,609,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,035,590
Interest on participant loans2010-12-31$1,122
Value of interest in common/collective trusts at end of year2010-12-31$405,834
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$209,378
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$243,521
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$215,249
Net investment gain or loss from common/collective trusts2010-12-31$53,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$501,007
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MASTERS SMITH WISBY
Accountancy firm EIN2010-12-31591466001

Form 5500 Responses for 401(K) PLAN OF PROCTOR & PROCTOR, INC.

2022: 401(K) PLAN OF PROCTOR & PROCTOR, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: 401(K) PLAN OF PROCTOR & PROCTOR, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: 401(K) PLAN OF PROCTOR & PROCTOR, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: 401(K) PLAN OF PROCTOR & PROCTOR, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: 401(K) PLAN OF PROCTOR & PROCTOR, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: 401(K) PLAN OF PROCTOR & PROCTOR, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: 401(K) PLAN OF PROCTOR & PROCTOR, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: 401(K) PLAN OF PROCTOR & PROCTOR, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: 401(K) PLAN OF PROCTOR & PROCTOR, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: 401(K) PLAN OF PROCTOR & PROCTOR, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: 401(K) PLAN OF PROCTOR & PROCTOR, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: 401(K) PLAN OF PROCTOR & PROCTOR, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: 401(K) PLAN OF PROCTOR & PROCTOR, INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: 401(K) PLAN OF PROCTOR & PROCTOR, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9342
Policy instance 1
Insurance contract or identification numberZH9342
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-08-13
Total amount of commissions paid to insurance brokerUSD $11,461
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $11,461
Insurance broker organization code?3
Insurance broker nameTOWER SQUARE SECURITIES INC

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