PETERS & CHANDLER, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PETERS & CHANDLER, P.C. EMPLOYEES' PROFIT SHARING PLAN
401k plan membership statisitcs for PETERS & CHANDLER, P.C. EMPLOYEES' PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023: PETERS & CHANDLER, P.C. EMPLOYEES' PROFIT SHARING PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-07-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-07-01 | 18 |
| Number of retired or separated participants receiving benefits | 2023-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-07-01 | 7 |
| Total of all active and inactive participants | 2023-07-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-07-01 | 0 |
| Total participants | 2023-07-01 | 25 |
| Number of participants with account balances | 2023-07-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-07-01 | 2 |
| 2022: PETERS & CHANDLER, P.C. EMPLOYEES' PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-07-01 | 45 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 18 |
| Number of retired or separated participants receiving benefits | 2022-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-07-01 | 13 |
| Total of all active and inactive participants | 2022-07-01 | 31 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-07-01 | 0 |
| Total participants | 2022-07-01 | 31 |
| Number of participants with account balances | 2022-07-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-07-01 | 2 |
| Measure | Date | Value |
|---|
| 2024 : PETERS & CHANDLER, P.C. EMPLOYEES' PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total income from all sources | 2024-06-30 | $600,647 |
| Expenses. Total of all expenses incurred | 2024-06-30 | $470,923 |
| Benefits paid (including direct rollovers) | 2024-06-30 | $442,939 |
| Total plan assets at end of year | 2024-06-30 | $3,743,832 |
| Total plan assets at beginning of year | 2024-06-30 | $3,614,108 |
| Value of fidelity bond covering the plan | 2024-06-30 | $500,000 |
| Total contributions received or receivable from participants | 2024-06-30 | $131,608 |
| Contributions received from other sources (not participants or employers) | 2024-06-30 | $175 |
| Other income received | 2024-06-30 | $402,884 |
| Net income (gross income less expenses) | 2024-06-30 | $129,724 |
| Net plan assets at end of year (total assets less liabilities) | 2024-06-30 | $3,743,832 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-06-30 | $3,614,108 |
| Assets. Value of participant loans | 2024-06-30 | $58,622 |
| Total contributions received or receivable from employer(s) | 2024-06-30 | $65,980 |
| Value of corrective distributions | 2024-06-30 | $18,479 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-06-30 | $9,505 |
| 2023 : PETERS & CHANDLER, P.C. EMPLOYEES' PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-06-30 | $728,045 |
| Expenses. Total of all expenses incurred | 2023-06-30 | $3,997,167 |
| Benefits paid (including direct rollovers) | 2023-06-30 | $3,973,063 |
| Total plan assets at end of year | 2023-06-30 | $3,614,108 |
| Total plan assets at beginning of year | 2023-06-30 | $6,883,230 |
| Value of fidelity bond covering the plan | 2023-06-30 | $500,000 |
| Total contributions received or receivable from participants | 2023-06-30 | $153,129 |
| Contributions received from other sources (not participants or employers) | 2023-06-30 | $19,997 |
| Other income received | 2023-06-30 | $449,004 |
| Net income (gross income less expenses) | 2023-06-30 | $-3,269,122 |
| Net plan assets at end of year (total assets less liabilities) | 2023-06-30 | $3,614,108 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-06-30 | $6,883,230 |
| Assets. Value of participant loans | 2023-06-30 | $76,113 |
| Total contributions received or receivable from employer(s) | 2023-06-30 | $105,915 |
| Value of corrective distributions | 2023-06-30 | $13,250 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-06-30 | $10,854 |
| 2023: PETERS & CHANDLER, P.C. EMPLOYEES' PROFIT SHARING PLAN 2023 form 5500 responses |
|---|
| 2023-07-01 | Type of plan entity | Single employer plan |
| 2023-07-01 | Submission has been amended | No |
| 2023-07-01 | This submission is the final filing | No |
| 2023-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-07-01 | Plan is a collectively bargained plan | No |
| 2023-07-01 | Plan funding arrangement – Trust | Yes |
| 2023-07-01 | Plan benefit arrangement - Trust | Yes |
| 2022: PETERS & CHANDLER, P.C. EMPLOYEES' PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-07-01 | Type of plan entity | Single employer plan |
| 2022-07-01 | Submission has been amended | No |
| 2022-07-01 | This submission is the final filing | No |
| 2022-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-07-01 | Plan is a collectively bargained plan | No |
| 2022-07-01 | Plan funding arrangement – Trust | Yes |
| 2022-07-01 | Plan benefit arrangement - Trust | Yes |
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