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PAIGE & CAMPBELL, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NamePAIGE & CAMPBELL, INC. PROFIT SHARING PLAN
Plan identification number 001

PAIGE & CAMPBELL, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

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

Company Name:PAIGE & CAMPBELL, INC.
Employer identification number (EIN):030146730
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about PAIGE & CAMPBELL, INC.

Jurisdiction of Incorporation: Vermont Secretary of State Corporations Division
Incorporation Date: 1931-06-29
Company Identification Number: 46092
Legal Registered Office Address: 297 NO MAIN STREET

BARRE
United States of America (USA)
05641

More information about PAIGE & CAMPBELL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAIGE & CAMPBELL, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01STEVEN SHEA2023-10-16
0012021-01-01STEVEN SHEA2022-07-21
0012020-01-01STEVEN SHEA2021-07-26
0012019-01-01STEVEN SHEA2020-09-01
0012018-01-01STEVEN M. SHEA2019-06-08 STEVEN M. SHEA2019-06-08
0012017-01-01STEVEN M. SHEA STEVEN M. SHEA2018-07-19
0012016-01-01STEVEN M. SHEA STEVEN M. SHEA2017-07-20
0012015-01-01STEVEN M. SHEA STEVEN M. SHEA2016-07-13
0012014-01-01STEVEN M. SHEA STEVEN M. SHEA2015-07-24
0012013-01-01STEVEN M. SHEA STEVEN M. SHEA2014-07-23
0012012-01-01STEVEN M. SHEA STEVEN M. SHEA2013-07-15
0012011-01-01STEVEN M. SHEA STEVEN M. SHEA2012-05-10
0012009-01-01STEVEN M. SHEA STEVEN M. SHEA2010-07-22

Plan Statistics for PAIGE & CAMPBELL, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for PAIGE & CAMPBELL, INC. PROFIT SHARING PLAN

Measure Date Value
2017: PAIGE & CAMPBELL, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0127
Total number of active participants reported on line 7a of the Form 55002017-01-0123
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0127
Number of participants with account balances2017-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PAIGE & CAMPBELL, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0126
Total number of active participants reported on line 7a of the Form 55002016-01-0123
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0127
Number of participants with account balances2016-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PAIGE & CAMPBELL, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0128
Total number of active participants reported on line 7a of the Form 55002015-01-0124
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0129
Number of participants with account balances2015-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: PAIGE & CAMPBELL, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0128
Total number of active participants reported on line 7a of the Form 55002014-01-0124
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0129
Number of participants with account balances2014-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PAIGE & CAMPBELL, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0128
Total number of active participants reported on line 7a of the Form 55002013-01-0124
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0128
Number of participants with account balances2013-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PAIGE & CAMPBELL, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0125
Total number of active participants reported on line 7a of the Form 55002012-01-0125
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0128
Number of participants with account balances2012-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PAIGE & CAMPBELL, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0127
Total number of active participants reported on line 7a of the Form 55002011-01-0122
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0125
Total participants2011-01-0125
Number of participants with account balances2011-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: PAIGE & CAMPBELL, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0124
Total number of active participants reported on line 7a of the Form 55002009-01-0127
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0127
Number of participants with account balances2009-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PAIGE & CAMPBELL, INC. PROFIT SHARING PLAN

Measure Date Value
2017 : PAIGE & CAMPBELL, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$1,540,615
Expenses. Total of all expenses incurred2017-12-31$254,744
Benefits paid (including direct rollovers)2017-12-31$253,724
Total plan assets at end of year2017-12-31$6,357,606
Total plan assets at beginning of year2017-12-31$5,071,735
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$156,679
Contributions received from other sources (not participants or employers)2017-12-31$412,645
Other income received2017-12-31$849,808
Net income (gross income less expenses)2017-12-31$1,285,871
Net plan assets at end of year (total assets less liabilities)2017-12-31$6,357,606
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$5,071,735
Assets. Value of participant loans2017-12-31$119,161
Total contributions received or receivable from employer(s)2017-12-31$121,483
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,020
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : PAIGE & CAMPBELL, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$572,726
Expenses. Total of all expenses incurred2016-12-31$1,069,177
Benefits paid (including direct rollovers)2016-12-31$1,068,292
Total plan assets at end of year2016-12-31$5,071,735
Total plan assets at beginning of year2016-12-31$5,568,186
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$159,756
Contributions received from other sources (not participants or employers)2016-12-31$6,927
Other income received2016-12-31$267,299
Net income (gross income less expenses)2016-12-31$-496,451
Net plan assets at end of year (total assets less liabilities)2016-12-31$5,071,735
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$5,568,186
Assets. Value of participant loans2016-12-31$108,221
Total contributions received or receivable from employer(s)2016-12-31$138,744
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$885
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : PAIGE & CAMPBELL, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$256,378
Expenses. Total of all expenses incurred2015-12-31$177,807
Benefits paid (including direct rollovers)2015-12-31$166,862
Total plan assets at end of year2015-12-31$5,568,186
Total plan assets at beginning of year2015-12-31$5,489,615
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$135,524
Other income received2015-12-31$-24,269
Net income (gross income less expenses)2015-12-31$78,571
Net plan assets at end of year (total assets less liabilities)2015-12-31$5,568,186
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$5,489,615
Assets. Value of participant loans2015-12-31$54,396
Total contributions received or receivable from employer(s)2015-12-31$145,123
Value of corrective distributions2015-12-31$10,022
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$923
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : PAIGE & CAMPBELL, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$473,655
Expenses. Total of all expenses incurred2014-12-31$150,723
Benefits paid (including direct rollovers)2014-12-31$149,615
Total plan assets at end of year2014-12-31$5,489,615
Total plan assets at beginning of year2014-12-31$5,166,683
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$137,536
Other income received2014-12-31$225,072
Net income (gross income less expenses)2014-12-31$322,932
Net plan assets at end of year (total assets less liabilities)2014-12-31$5,489,615
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$5,166,683
Assets. Value of participant loans2014-12-31$105,370
Total contributions received or receivable from employer(s)2014-12-31$111,047
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,108
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : PAIGE & CAMPBELL, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$912,842
Expenses. Total of all expenses incurred2013-12-31$400,892
Benefits paid (including direct rollovers)2013-12-31$399,163
Total plan assets at end of year2013-12-31$5,166,683
Total plan assets at beginning of year2013-12-31$4,654,733
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$101,001
Expenses. Other expenses not covered elsewhere2013-12-31$1,040
Other income received2013-12-31$719,656
Net income (gross income less expenses)2013-12-31$511,950
Net plan assets at end of year (total assets less liabilities)2013-12-31$5,166,683
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,654,733
Assets. Value of participant loans2013-12-31$113,908
Total contributions received or receivable from employer(s)2013-12-31$92,185
Value of corrective distributions2013-12-31$689
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : PAIGE & CAMPBELL, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$766,351
Expenses. Total of all expenses incurred2012-12-31$332,639
Benefits paid (including direct rollovers)2012-12-31$331,686
Total plan assets at end of year2012-12-31$4,654,733
Total plan assets at beginning of year2012-12-31$4,221,021
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$114,725
Expenses. Other expenses not covered elsewhere2012-12-31$953
Contributions received from other sources (not participants or employers)2012-12-31$20,930
Other income received2012-12-31$527,268
Net income (gross income less expenses)2012-12-31$433,712
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,654,733
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,221,021
Assets. Value of participant loans2012-12-31$96,892
Total contributions received or receivable from employer(s)2012-12-31$103,428
2011 : PAIGE & CAMPBELL, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$81,200
Expenses. Total of all expenses incurred2011-12-31$1,059,537
Benefits paid (including direct rollovers)2011-12-31$1,058,539
Total plan assets at end of year2011-12-31$4,221,021
Total plan assets at beginning of year2011-12-31$5,199,358
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$130,836
Expenses. Other expenses not covered elsewhere2011-12-31$998
Other income received2011-12-31$-132,866
Net income (gross income less expenses)2011-12-31$-978,337
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,221,021
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$5,199,358
Total contributions received or receivable from employer(s)2011-12-31$83,230
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : PAIGE & CAMPBELL, INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$758,131
Expenses. Total of all expenses incurred2010-12-31$41,898
Benefits paid (including direct rollovers)2010-12-31$41,043
Total plan assets at end of year2010-12-31$5,199,358
Total plan assets at beginning of year2010-12-31$4,483,125
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$165,133
Other income received2010-12-31$473,502
Net income (gross income less expenses)2010-12-31$716,233
Net plan assets at end of year (total assets less liabilities)2010-12-31$5,199,358
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,483,125
Total contributions received or receivable from employer(s)2010-12-31$119,496
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$855

Form 5500 Responses for PAIGE & CAMPBELL, INC. PROFIT SHARING PLAN

2017: PAIGE & CAMPBELL, INC. PROFIT SHARING PLAN 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: PAIGE & CAMPBELL, INC. PROFIT SHARING PLAN 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: PAIGE & CAMPBELL, INC. PROFIT SHARING PLAN 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: PAIGE & CAMPBELL, INC. PROFIT SHARING PLAN 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: PAIGE & CAMPBELL, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
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: PAIGE & CAMPBELL, INC. PROFIT SHARING PLAN 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: PAIGE & CAMPBELL, INC. PROFIT SHARING PLAN 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
2009: PAIGE & CAMPBELL, INC. PROFIT SHARING PLAN 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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