401k Plan data: PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST plan

PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 401k Plan overview

Plan Name	PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST
Plan identification number	001

PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST Benefits

401k Plan Type

Defined 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
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

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

Company Name: PEASE & SONS, INC.

Employer identification number (EIN): 910730594

NAIC Classification: 237990
NAIC Description: Other Heavy and Civil Engineering Construction

Additional information about PEASE & SONS, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 1962-01-02

Company Identification Number: 278040964

Legal Registered Office Address: 10601 WALLER RD E

TACOMA
United States of America (USA)
984462234

More information about PEASE & SONS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 SCOTT HATCHER 2023-07-17
001 2021-01-01 SCOTT HATCHER 2022-07-20
001 2020-01-01 SCOTT HATCHER 2021-07-27
001 2020-01-01 SCOTT HATCHER 2021-07-27
001 2019-01-01 LISA HURLBURT 2020-07-22
001 2018-01-01
001 2017-01-01
001 2016-01-01 JOHN K. SPEVAK
001 2015-01-01 ANNE WAGNER
001 2014-01-01 ANNE WAGNER
001 2013-01-01 ANNE WAGNER
001 2012-01-01 ANNE WAGNER
001 2011-01-01 ANNE WAGNER
001 2010-01-01 ANNE WAGNER
001 2009-01-01 ANNE WAGNER ANNE WAGNER 2010-07-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	SCOTT HATCHER	2023-07-17
001	2021-01-01	SCOTT HATCHER	2022-07-20
001	2020-01-01	SCOTT HATCHER	2021-07-27
001	2020-01-01	SCOTT HATCHER	2021-07-27
001	2019-01-01	LISA HURLBURT	2020-07-22
001	2018-01-01
001	2017-01-01
001	2016-01-01	JOHN K. SPEVAK
001	2015-01-01	ANNE WAGNER
001	2014-01-01	ANNE WAGNER
001	2013-01-01	ANNE WAGNER
001	2012-01-01	ANNE WAGNER
001	2011-01-01	ANNE WAGNER
001	2010-01-01	ANNE WAGNER
001	2009-01-01	ANNE WAGNER		ANNE WAGNER	2010-07-13

Plan Statistics for PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST

401k plan membership statisitcs for PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST

Measure Date Value
2022: PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 20
Number of retired or separated participants receiving benefits 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 8
Total of all active and inactive participants 2022-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 33
Number of participants with account balances 2022-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 21
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 7
Total of all active and inactive participants 2021-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 2
Total participants 2021-01-01 33
Number of participants with account balances 2021-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 24
Number of retired or separated participants receiving benefits 2020-01-01 4
Number of other retired or separated participants entitled to future benefits 2020-01-01 5
Total of all active and inactive participants 2020-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 35
Number of participants with account balances 2020-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 23
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 8
Total of all active and inactive participants 2019-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 2
Total participants 2019-01-01 35
Number of participants with account balances 2019-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 24
Number of retired or separated participants receiving benefits 2018-01-01 3
Number of other retired or separated participants entitled to future benefits 2018-01-01 8
Total of all active and inactive participants 2018-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 2
Total participants 2018-01-01 37
Number of participants with account balances 2018-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 26
Number of retired or separated participants receiving benefits 2017-01-01 6
Number of other retired or separated participants entitled to future benefits 2017-01-01 4
Total of all active and inactive participants 2017-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 2
Total participants 2017-01-01 38
Number of participants with account balances 2017-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 24
Number of retired or separated participants receiving benefits 2016-01-01 3
Number of other retired or separated participants entitled to future benefits 2016-01-01 3
Total of all active and inactive participants 2016-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 2
Total participants 2016-01-01 32
Number of participants with account balances 2016-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 27
Number of retired or separated participants receiving benefits 2015-01-01 3
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 35
Number of participants with account balances 2015-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 20
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 7
Total of all active and inactive participants 2014-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 2
Total participants 2014-01-01 29
Number of participants with account balances 2014-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 19
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 6
Total of all active and inactive participants 2013-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 3
Total participants 2013-01-01 28
Number of participants with account balances 2013-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 19
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 9
Total of all active and inactive participants 2012-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 2
Total participants 2012-01-01 30
Number of participants with account balances 2012-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 19
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 10
Total of all active and inactive participants 2011-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 31
Number of participants with account balances 2011-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 19
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 14
Total of all active and inactive participants 2010-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 2
Total participants 2010-01-01 35
Number of participants with account balances 2010-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 2
2009: PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 23
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 14
Total of all active and inactive participants 2009-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 38
Number of participants with account balances 2009-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2022: PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	20
Number of retired or separated participants receiving benefits	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	8
Total of all active and inactive participants	2022-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	33
Number of participants with account balances	2022-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	21
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	7
Total of all active and inactive participants	2021-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	2
Total participants	2021-01-01	33
Number of participants with account balances	2021-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	24
Number of retired or separated participants receiving benefits	2020-01-01	4
Number of other retired or separated participants entitled to future benefits	2020-01-01	5
Total of all active and inactive participants	2020-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	35
Number of participants with account balances	2020-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	23
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	8
Total of all active and inactive participants	2019-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	2
Total participants	2019-01-01	35
Number of participants with account balances	2019-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	24
Number of retired or separated participants receiving benefits	2018-01-01	3
Number of other retired or separated participants entitled to future benefits	2018-01-01	8
Total of all active and inactive participants	2018-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	2
Total participants	2018-01-01	37
Number of participants with account balances	2018-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	26
Number of retired or separated participants receiving benefits	2017-01-01	6
Number of other retired or separated participants entitled to future benefits	2017-01-01	4
Total of all active and inactive participants	2017-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	2
Total participants	2017-01-01	38
Number of participants with account balances	2017-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	24
Number of retired or separated participants receiving benefits	2016-01-01	3
Number of other retired or separated participants entitled to future benefits	2016-01-01	3
Total of all active and inactive participants	2016-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	2
Total participants	2016-01-01	32
Number of participants with account balances	2016-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	27
Number of retired or separated participants receiving benefits	2015-01-01	3
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	35
Number of participants with account balances	2015-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	20
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	7
Total of all active and inactive participants	2014-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	2
Total participants	2014-01-01	29
Number of participants with account balances	2014-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	19
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	6
Total of all active and inactive participants	2013-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	3
Total participants	2013-01-01	28
Number of participants with account balances	2013-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	19
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	9
Total of all active and inactive participants	2012-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	30
Number of participants with account balances	2012-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	19
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	10
Total of all active and inactive participants	2011-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	31
Number of participants with account balances	2011-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	19
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	14
Total of all active and inactive participants	2010-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	2
Total participants	2010-01-01	35
Number of participants with account balances	2010-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	2
2009: PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	23
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	14
Total of all active and inactive participants	2009-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	38
Number of participants with account balances	2009-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST

Measure	Date	Value
2023 : PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2023 401k financial data
Total income from all sources	2023-12-31	$1,365,892
Expenses. Total of all expenses incurred	2023-12-31	$544,794
Benefits paid (including direct rollovers)	2023-12-31	$517,237
Total plan assets at end of year	2023-12-31	$8,782,292
Total plan assets at beginning of year	2023-12-31	$7,961,194
Value of fidelity bond covering the plan	2023-12-31	$500,000
Total contributions received or receivable from participants	2023-12-31	$146,170
Expenses. Other expenses not covered elsewhere	2023-12-31	$27,557
Other income received	2023-12-31	$1,219,722
Net income (gross income less expenses)	2023-12-31	$821,098
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$8,782,292
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$7,961,194
Assets. Value of participant loans	2023-12-31	$10,919
2022 : PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$-1,516,186
Expenses. Total of all expenses incurred	2022-12-31	$1,145,469
Benefits paid (including direct rollovers)	2022-12-31	$1,114,571
Total plan assets at end of year	2022-12-31	$7,961,194
Total plan assets at beginning of year	2022-12-31	$10,622,849
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$159,166
Expenses. Other expenses not covered elsewhere	2022-12-31	$30,898
Other income received	2022-12-31	$-1,719,008
Net income (gross income less expenses)	2022-12-31	$-2,661,655
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$7,961,194
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$10,622,849
Assets. Value of participant loans	2022-12-31	$23,374
Total contributions received or receivable from employer(s)	2022-12-31	$43,656
2021 : PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$1,347,322
Expenses. Total of all expenses incurred	2021-12-31	$1,003,918
Benefits paid (including direct rollovers)	2021-12-31	$974,274
Total plan assets at end of year	2021-12-31	$10,622,849
Total plan assets at beginning of year	2021-12-31	$10,279,445
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$153,752
Expenses. Other expenses not covered elsewhere	2021-12-31	$29,644
Contributions received from other sources (not participants or employers)	2021-12-31	$-260
Other income received	2021-12-31	$1,147,056
Net income (gross income less expenses)	2021-12-31	$343,404
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$10,622,849
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$10,279,445
Assets. Value of participant loans	2021-12-31	$6,117
Total contributions received or receivable from employer(s)	2021-12-31	$46,774
2020 : PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$1,633,505
Expenses. Total of all expenses incurred	2020-12-31	$454,963
Benefits paid (including direct rollovers)	2020-12-31	$429,771
Total plan assets at end of year	2020-12-31	$10,279,445
Total plan assets at beginning of year	2020-12-31	$9,100,903
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$143,961
Expenses. Other expenses not covered elsewhere	2020-12-31	$25,192
Other income received	2020-12-31	$1,445,196
Net income (gross income less expenses)	2020-12-31	$1,178,542
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$10,279,445
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$9,100,903
Assets. Value of participant loans	2020-12-31	$22,339
Total contributions received or receivable from employer(s)	2020-12-31	$44,348
2019 : PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$3,042,452
Expenses. Total of all expenses incurred	2019-12-31	$1,741,010
Benefits paid (including direct rollovers)	2019-12-31	$1,720,116
Total plan assets at end of year	2019-12-31	$9,100,903
Total plan assets at beginning of year	2019-12-31	$7,799,461
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$133,959
Expenses. Other expenses not covered elsewhere	2019-12-31	$20,894
Contributions received from other sources (not participants or employers)	2019-12-31	$1,375,568
Noncash contributions received	2019-12-31	$1,491,944
Net income (gross income less expenses)	2019-12-31	$1,301,442
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$9,100,903
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$7,799,461
Assets. Value of participant loans	2019-12-31	$37,573
Total contributions received or receivable from employer(s)	2019-12-31	$40,981
2018 : PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-180,764
Expenses. Total of all expenses incurred	2018-12-31	$1,077,935
Benefits paid (including direct rollovers)	2018-12-31	$1,057,464
Total plan assets at end of year	2018-12-31	$7,799,461
Total plan assets at beginning of year	2018-12-31	$9,058,160
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$118,642
Other income received	2018-12-31	$-329,026
Net income (gross income less expenses)	2018-12-31	$-1,258,699
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$7,799,461
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$9,058,160
Assets. Value of participant loans	2018-12-31	$29,725
Total contributions received or receivable from employer(s)	2018-12-31	$29,620
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$20,471
2017 : PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$1,570,862
Expenses. Total of all expenses incurred	2017-12-31	$1,056,221
Benefits paid (including direct rollovers)	2017-12-31	$1,034,737
Total plan assets at end of year	2017-12-31	$9,058,160
Total plan assets at beginning of year	2017-12-31	$8,543,519
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$150,206
Other income received	2017-12-31	$1,391,692
Net income (gross income less expenses)	2017-12-31	$514,641
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$9,058,160
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$8,543,519
Assets. Value of participant loans	2017-12-31	$43,197
Total contributions received or receivable from employer(s)	2017-12-31	$28,964
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$21,484
2016 : PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$687,675
Expenses. Total of all expenses incurred	2016-12-31	$331,180
Benefits paid (including direct rollovers)	2016-12-31	$311,640
Total plan assets at end of year	2016-12-31	$8,543,519
Total plan assets at beginning of year	2016-12-31	$8,187,024
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$133,368
Contributions received from other sources (not participants or employers)	2016-12-31	$19,477
Other income received	2016-12-31	$510,293
Net income (gross income less expenses)	2016-12-31	$356,495
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$8,543,519
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$8,187,024
Assets. Value of participant loans	2016-12-31	$55,372
Total contributions received or receivable from employer(s)	2016-12-31	$24,537
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$19,540
2015 : PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$83,067
Expenses. Total of all expenses incurred	2015-12-31	$565,500
Benefits paid (including direct rollovers)	2015-12-31	$545,587
Total plan assets at end of year	2015-12-31	$8,187,024
Total plan assets at beginning of year	2015-12-31	$8,669,457
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$88,907
Other income received	2015-12-31	$-32,503
Net income (gross income less expenses)	2015-12-31	$-482,433
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$8,187,024
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$8,669,457
Assets. Value of participant loans	2015-12-31	$14,746
Total contributions received or receivable from employer(s)	2015-12-31	$26,663
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$19,913
2014 : PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$564,509
Expenses. Total of all expenses incurred	2014-12-31	$560,264
Benefits paid (including direct rollovers)	2014-12-31	$540,088
Total plan assets at end of year	2014-12-31	$8,669,457
Total plan assets at beginning of year	2014-12-31	$8,665,212
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$82,411
Other income received	2014-12-31	$482,098
Net income (gross income less expenses)	2014-12-31	$4,245
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$8,669,457
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$8,665,212
Assets. Value of participant loans	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$20,176
2013 : PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$1,189,669
Expenses. Total of all expenses incurred	2013-12-31	$397,181
Benefits paid (including direct rollovers)	2013-12-31	$380,572
Total plan assets at end of year	2013-12-31	$8,665,212
Total plan assets at beginning of year	2013-12-31	$7,872,724
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$87,712
Other income received	2013-12-31	$1,101,957
Net income (gross income less expenses)	2013-12-31	$792,488
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$8,665,212
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$7,872,724
Assets. Value of participant loans	2013-12-31	$25,071
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$16,609
2012 : PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$970,185
Expenses. Total of all expenses incurred	2012-12-31	$304,915
Benefits paid (including direct rollovers)	2012-12-31	$284,392
Total plan assets at end of year	2012-12-31	$7,872,724
Total plan assets at beginning of year	2012-12-31	$7,207,454
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$85,838
Other income received	2012-12-31	$884,347
Net income (gross income less expenses)	2012-12-31	$665,270
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$7,872,724
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$7,207,454
Assets. Value of participant loans	2012-12-31	$33,142
Value of corrective distributions	2012-12-31	$4,964
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$15,559
2011 : PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$-69,447
Expenses. Total of all expenses incurred	2011-12-31	$419,851
Benefits paid (including direct rollovers)	2011-12-31	$398,482
Total plan assets at end of year	2011-12-31	$7,207,454
Total plan assets at beginning of year	2011-12-31	$7,696,752
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$89,497
Other income received	2011-12-31	$-158,944
Net income (gross income less expenses)	2011-12-31	$-489,298
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$7,207,454
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$7,696,752
Assets. Value of participant loans	2011-12-31	$39,765
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$21,369
2010 : PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$1,167,644
Expenses. Total of all expenses incurred	2010-12-31	$562,684
Benefits paid (including direct rollovers)	2010-12-31	$535,213
Total plan assets at end of year	2010-12-31	$8,655,583
Total plan assets at beginning of year	2010-12-31	$8,050,623
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$87,766
Other income received	2010-12-31	$1,054,818
Net income (gross income less expenses)	2010-12-31	$604,960
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$8,655,583
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$8,050,623
Assets. Value of participant loans	2010-12-31	$109,030
Total contributions received or receivable from employer(s)	2010-12-31	$25,060
Value of certain deemed distributions of participant loans	2010-12-31	$10,415
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$17,056

Form 5500 Responses for PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST

2022: PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PEASE & SONS, INC. CAPITAL ACCUMULATION PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PEASE & SONS, INC.
Employer identification number (EIN):	910730594
NAIC Classification:	237990
NAIC Description:	Other Heavy and Civil Engineering Construction

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	1962-01-02
Company Identification Number:	278040964
Legal Registered Office Address:	10601 WALLER RD E TACOMA United States of America (USA) 984462234