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P.C. RICHARD & SON 401(K) SAVINGS PLAN 401k Plan overview

Plan NameP.C. RICHARD & SON 401(K) SAVINGS PLAN
Plan identification number 001

P.C. RICHARD & SON 401(K) SAVINGS PLAN 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

P.C. RICHARD & SON LONG ISLAND CORP has sponsored the creation of one or more 401k plans.

Company Name:P.C. RICHARD & SON LONG ISLAND CORP
Employer identification number (EIN):112128677
NAIC Classification:443142
NAIC Description:Electronics Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan P.C. RICHARD & SON 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CATHYANN WINTER
0012016-01-01CATHYANN WINTER
0012015-01-01CATHYANN WINTER
0012014-01-01CATHYANN WINTER
0012013-01-01CATHYANN WINTER
0012012-01-01CATHYANN WINTER
0012011-01-01CATHYANN WINTER CATHYANN WINTER2012-10-15
0012010-01-01CATHYANN WINTER CATHYANN WINTER2011-10-15
0012009-01-01CATHYANN WINTER CATHYANN WINTER2010-10-14

Plan Statistics for P.C. RICHARD & SON 401(K) SAVINGS PLAN

401k plan membership statisitcs for P.C. RICHARD & SON 401(K) SAVINGS PLAN

Measure Date Value
2023: P.C. RICHARD & SON 401(K) SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012,337
Total number of active participants reported on line 7a of the Form 55002023-01-011,984
Number of retired or separated participants receiving benefits2023-01-0134
Number of other retired or separated participants entitled to future benefits2023-01-01243
Total of all active and inactive participants2023-01-012,261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-016
Total participants2023-01-012,267
Number of participants with account balances2023-01-011,554
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: P.C. RICHARD & SON 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,372
Total number of active participants reported on line 7a of the Form 55002022-01-011,901
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01396
Total of all active and inactive participants2022-01-012,297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0120
Total participants2022-01-012,317
Number of participants with account balances2022-01-011,703
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: P.C. RICHARD & SON 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,366
Total number of active participants reported on line 7a of the Form 55002021-01-011,862
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01429
Total of all active and inactive participants2021-01-012,291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0181
Total participants2021-01-012,372
Number of participants with account balances2021-01-011,751
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: P.C. RICHARD & SON 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,395
Total number of active participants reported on line 7a of the Form 55002020-01-011,925
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01354
Total of all active and inactive participants2020-01-012,279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0169
Total participants2020-01-012,348
Number of participants with account balances2020-01-011,804
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: P.C. RICHARD & SON 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,478
Total number of active participants reported on line 7a of the Form 55002019-01-012,063
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01322
Total of all active and inactive participants2019-01-012,385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0110
Total participants2019-01-012,395
Number of participants with account balances2019-01-011,925
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: P.C. RICHARD & SON 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,473
Total number of active participants reported on line 7a of the Form 55002018-01-012,103
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01301
Total of all active and inactive participants2018-01-012,404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-019
Total participants2018-01-012,413
Number of participants with account balances2018-01-011,912
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: P.C. RICHARD & SON 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,366
Total number of active participants reported on line 7a of the Form 55002017-01-012,115
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01287
Total of all active and inactive participants2017-01-012,402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-019
Total participants2017-01-012,411
Number of participants with account balances2017-01-011,869
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: P.C. RICHARD & SON 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,499
Total number of active participants reported on line 7a of the Form 55002016-01-012,097
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01264
Total of all active and inactive participants2016-01-012,361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-012,366
Number of participants with account balances2016-01-011,785
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: P.C. RICHARD & SON 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,453
Total number of active participants reported on line 7a of the Form 55002015-01-012,191
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01245
Total of all active and inactive participants2015-01-012,436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-016
Total participants2015-01-012,442
Number of participants with account balances2015-01-011,772
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: P.C. RICHARD & SON 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,522
Total number of active participants reported on line 7a of the Form 55002014-01-012,171
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01226
Total of all active and inactive participants2014-01-012,397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-017
Total participants2014-01-012,404
Number of participants with account balances2014-01-011,784
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: P.C. RICHARD & SON 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,566
Total number of active participants reported on line 7a of the Form 55002013-01-012,249
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01209
Total of all active and inactive participants2013-01-012,458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-019
Total participants2013-01-012,467
Number of participants with account balances2013-01-011,636
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: P.C. RICHARD & SON 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,519
Total number of active participants reported on line 7a of the Form 55002012-01-012,281
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01198
Total of all active and inactive participants2012-01-012,479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-018
Total participants2012-01-012,487
Number of participants with account balances2012-01-011,579
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: P.C. RICHARD & SON 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,687
Total number of active participants reported on line 7a of the Form 55002011-01-012,195
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01205
Total of all active and inactive participants2011-01-012,400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-012,403
Number of participants with account balances2011-01-011,422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: P.C. RICHARD & SON 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,477
Total number of active participants reported on line 7a of the Form 55002010-01-012,254
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01288
Total of all active and inactive participants2010-01-012,542
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-013
Total participants2010-01-012,545
Number of participants with account balances2010-01-011,489
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: P.C. RICHARD & SON 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,348
Total number of active participants reported on line 7a of the Form 55002009-01-012,021
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01284
Total of all active and inactive participants2009-01-012,305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-012,308
Number of participants with account balances2009-01-011,556
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on P.C. RICHARD & SON 401(K) SAVINGS PLAN

Measure Date Value
2023 : P.C. RICHARD & SON 401(K) SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$388,970
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$253,640
Total income from all sources (including contributions)2023-12-31$36,457,369
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$19,484,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$19,306,821
Expenses. Certain deemed distributions of participant loans2023-12-31$16,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$10,574,516
Value of total assets at end of year2023-12-31$193,174,464
Value of total assets at beginning of year2023-12-31$176,066,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$160,797
Total interest from all sources2023-12-31$367,635
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$3,893,303
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$3,893,303
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$7,413,866
Participant contributions at end of year2023-12-31$5,418,770
Participant contributions at beginning of year2023-12-31$5,250,570
Participant contributions at end of year2023-12-31$348,274
Participant contributions at beginning of year2023-12-31$308,358
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$56,779
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$388,970
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$253,640
Other income not declared elsewhere2023-12-31$60,176
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$16,973,104
Value of net assets at end of year (total assets less liabilities)2023-12-31$192,785,494
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$175,812,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$80,023
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$73,075,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$127,605,697
Value of interest in pooled separate accounts at end of year2023-12-31$37,400,152
Value of interest in pooled separate accounts at beginning of year2023-12-31$39,709,161
Interest on participant loans2023-12-31$367,635
Value of interest in common/collective trusts at end of year2023-12-31$73,828,126
Value of interest in common/collective trusts at beginning of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$12,619,485
Net investment gain/loss from pooled separate accounts2023-12-31$1,289,529
Net investment gain or loss from common/collective trusts2023-12-31$7,652,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$3,103,871
Employer contributions (assets) at end of year2023-12-31$3,103,871
Employer contributions (assets) at beginning of year2023-12-31$3,192,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$19,306,821
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31GIAMBALVO, STALZER & COMPANY, CPAS
Accountancy firm EIN2023-12-31113425754
2022 : P.C. RICHARD & SON 401(K) SAVINGS PLAN 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$253,640
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$217,628
Total income from all sources (including contributions)2022-12-31$-19,175,774
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$13,041,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$12,884,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$10,904,588
Value of total assets at end of year2022-12-31$176,066,030
Value of total assets at beginning of year2022-12-31$208,247,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$157,178
Total interest from all sources2022-12-31$257,066
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,557,308
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,557,308
Administrative expenses professional fees incurred2022-12-31$14,750
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$7,616,152
Participant contributions at end of year2022-12-31$5,250,570
Participant contributions at beginning of year2022-12-31$5,368,875
Participant contributions at end of year2022-12-31$308,358
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$96,014
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$253,640
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$217,628
Other income not declared elsewhere2022-12-31$111,299
Administrative expenses (other) incurred2022-12-31$6,250
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-32,217,420
Value of net assets at end of year (total assets less liabilities)2022-12-31$175,812,390
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$208,029,810
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
Investment advisory and management fees2022-12-31$82,889
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$127,605,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$159,366,042
Value of interest in pooled separate accounts at end of year2022-12-31$39,709,161
Value of interest in pooled separate accounts at beginning of year2022-12-31$40,203,455
Interest on participant loans2022-12-31$257,066
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-32,975,051
Net investment gain/loss from pooled separate accounts2022-12-31$969,016
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$3,192,422
Employer contributions (assets) at end of year2022-12-31$3,192,244
Employer contributions (assets) at beginning of year2022-12-31$3,309,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$12,884,468
Contract administrator fees2022-12-31$53,289
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 name2022-12-31GIAMBALVO, STALZER & COMPANY, CPAS
Accountancy firm EIN2022-12-31113425754
2021 : P.C. RICHARD & SON 401(K) SAVINGS PLAN 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$217,628
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$221,897
Total income from all sources (including contributions)2021-12-31$35,934,305
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$10,267,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$10,119,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$11,425,105
Value of total assets at end of year2021-12-31$208,247,438
Value of total assets at beginning of year2021-12-31$182,585,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$148,082
Total interest from all sources2021-12-31$300,425
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,260,176
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$1,260,176
Administrative expenses professional fees incurred2021-12-31$14,000
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$7,844,679
Participant contributions at end of year2021-12-31$5,368,875
Participant contributions at beginning of year2021-12-31$5,303,419
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$338,554
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$270,034
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$77,096
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$217,628
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$221,897
Other income not declared elsewhere2021-12-31$94,878
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$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$25,666,669
Value of net assets at end of year (total assets less liabilities)2021-12-31$208,029,810
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$182,363,141
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
Investment advisory and management fees2021-12-31$83,626
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$159,366,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$138,728,192
Value of interest in pooled separate accounts at end of year2021-12-31$40,203,455
Value of interest in pooled separate accounts at beginning of year2021-12-31$35,083,746
Interest on participant loans2021-12-31$300,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$22,098,125
Net investment gain/loss from pooled separate accounts2021-12-31$755,596
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$3,310,392
Employer contributions (assets) at end of year2021-12-31$3,309,066
Employer contributions (assets) at beginning of year2021-12-31$3,054,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,119,554
Contract administrator fees2021-12-31$50,456
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 name2021-12-31GIAMBALVO, STALZER & COMPANY, CPAS
Accountancy firm EIN2021-12-31113425754
2020 : P.C. RICHARD & SON 401(K) SAVINGS PLAN 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$221,897
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$199,120
Total income from all sources (including contributions)2020-12-31$32,823,037
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$16,630,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$16,532,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$10,510,153
Value of total assets at end of year2020-12-31$182,585,038
Value of total assets at beginning of year2020-12-31$166,369,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$98,208
Total interest from all sources2020-12-31$317,416
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,145,379
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$1,145,379
Administrative expenses professional fees incurred2020-12-31$13,500
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$7,024,180
Participant contributions at end of year2020-12-31$5,303,419
Participant contributions at beginning of year2020-12-31$6,153,292
Participant contributions at end of year2020-12-31$338,554
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$427,091
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$77,096
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$221,897
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$199,120
Other income not declared elsewhere2020-12-31$63,382
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$868
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$16,192,799
Value of net assets at end of year (total assets less liabilities)2020-12-31$182,363,141
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$166,170,342
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
Investment advisory and management fees2020-12-31$13,263
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$138,728,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$133,798,343
Value of interest in pooled separate accounts at end of year2020-12-31$35,083,746
Value of interest in pooled separate accounts at beginning of year2020-12-31$26,416,959
Interest on participant loans2020-12-31$317,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$20,102,514
Net investment gain/loss from pooled separate accounts2020-12-31$684,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$3,058,882
Employer contributions (assets) at end of year2020-12-31$3,054,031
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$16,532,030
Contract administrator fees2020-12-31$71,445
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 name2020-12-31GIAMBALVO, STALZER & COMPANY
Accountancy firm EIN2020-12-31113425754
2019 : P.C. RICHARD & SON 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$199,120
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$199,120
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$75,378
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$75,378
Total income from all sources (including contributions)2019-12-31$36,065,212
Total income from all sources (including contributions)2019-12-31$36,065,212
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,528,673
Total of all expenses incurred2019-12-31$5,528,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,416,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,416,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,450,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,450,133
Value of total assets at end of year2019-12-31$166,369,462
Value of total assets at end of year2019-12-31$166,369,462
Value of total assets at beginning of year2019-12-31$135,709,181
Value of total assets at beginning of year2019-12-31$135,709,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$112,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$112,142
Total interest from all sources2019-12-31$322,158
Total interest from all sources2019-12-31$322,158
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,756,443
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,756,443
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$1,756,443
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,756,443
Administrative expenses professional fees incurred2019-12-31$13,150
Administrative expenses professional fees incurred2019-12-31$13,150
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$7,209,484
Contributions received from participants2019-12-31$7,209,484
Participant contributions at end of year2019-12-31$6,153,292
Participant contributions at end of year2019-12-31$6,153,292
Participant contributions at beginning of year2019-12-31$5,250,201
Participant contributions at beginning of year2019-12-31$5,250,201
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$230,375
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$230,375
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$20
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$20
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$199,120
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$199,120
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$75,378
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$75,378
Other income not declared elsewhere2019-12-31$87,965
Administrative expenses (other) incurred2019-12-31$10,847
Administrative expenses (other) incurred2019-12-31$10,847
Total non interest bearing cash at end of year2019-12-31$868
Total non interest bearing cash at end of year2019-12-31$868
Total non interest bearing cash at beginning of year2019-12-31$848
Total non interest bearing cash at beginning of year2019-12-31$848
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
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$30,536,539
Value of net income/loss2019-12-31$30,536,539
Value of net assets at end of year (total assets less liabilities)2019-12-31$166,170,342
Value of net assets at end of year (total assets less liabilities)2019-12-31$166,170,342
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$135,633,803
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$135,633,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$133,798,343
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$133,798,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$105,286,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$105,286,117
Value of interest in pooled separate accounts at end of year2019-12-31$26,416,959
Value of interest in pooled separate accounts at end of year2019-12-31$26,416,959
Value of interest in pooled separate accounts at beginning of year2019-12-31$22,021,001
Value of interest in pooled separate accounts at beginning of year2019-12-31$22,021,001
Interest on participant loans2019-12-31$322,158
Interest on participant loans2019-12-31$322,158
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$25,854,482
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$25,854,482
Net investment gain/loss from pooled separate accounts2019-12-31$594,031
Net investment gain/loss from pooled separate accounts2019-12-31$594,031
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$10,274
Contributions received in cash from employer2019-12-31$10,274
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$3,150,994
Employer contributions (assets) at beginning of year2019-12-31$3,150,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,416,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,416,531
Contract administrator fees2019-12-31$88,145
Contract administrator fees2019-12-31$88,145
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GIAMBALVO,GIAMMARESE & STALZER,CPAS
Accountancy firm name2019-12-31GIAMBALVO,GIAMMARESE & STALZER,CPAS
Accountancy firm EIN2019-12-31113425754
Accountancy firm EIN2019-12-31113425754
2018 : P.C. RICHARD & SON 401(K) SAVINGS PLAN 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$75,378
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$96,534
Total income from all sources (including contributions)2018-12-31$5,012,543
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$7,419,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,333,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$10,515,440
Value of total assets at end of year2018-12-31$135,709,181
Value of total assets at beginning of year2018-12-31$138,137,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$86,032
Total interest from all sources2018-12-31$258,304
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,459,069
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$1,459,069
Administrative expenses professional fees incurred2018-12-31$12,500
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$6,991,738
Participant contributions at end of year2018-12-31$5,250,201
Participant contributions at beginning of year2018-12-31$5,248,776
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$372,708
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$20
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$20
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$75,378
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$96,534
Other income not declared elsewhere2018-12-31$68,077
Administrative expenses (other) incurred2018-12-31$9,667
Total non interest bearing cash at end of year2018-12-31$848
Total non interest bearing cash at beginning of year2018-12-31$848
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,407,076
Value of net assets at end of year (total assets less liabilities)2018-12-31$135,633,803
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$138,040,879
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$105,286,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$107,694,457
Value of interest in pooled separate accounts at end of year2018-12-31$22,021,001
Value of interest in pooled separate accounts at beginning of year2018-12-31$22,187,041
Interest on participant loans2018-12-31$258,304
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,733,331
Net investment gain/loss from pooled separate accounts2018-12-31$444,984
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$3,150,994
Employer contributions (assets) at end of year2018-12-31$3,150,994
Employer contributions (assets) at beginning of year2018-12-31$3,006,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,333,587
Contract administrator fees2018-12-31$63,865
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GIAMBALVO,STALZER&COMPANY,CPAS,P.C.
Accountancy firm EIN2018-12-31113425754
2017 : P.C. RICHARD & SON 401(K) SAVINGS PLAN 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$96,534
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$96,786
Total income from all sources (including contributions)2017-12-31$28,294,115
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$8,404,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,331,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$10,026,499
Value of total assets at end of year2017-12-31$138,137,413
Value of total assets at beginning of year2017-12-31$118,248,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$73,033
Total interest from all sources2017-12-31$257,854
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,127,283
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,127,283
Administrative expenses professional fees incurred2017-12-31$12,360
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$6,611,449
Participant contributions at end of year2017-12-31$5,248,776
Participant contributions at beginning of year2017-12-31$6,300,541
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$406,162
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$20
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$20
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$96,534
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$96,786
Other income not declared elsewhere2017-12-31$55,446
Administrative expenses (other) incurred2017-12-31$4,130
Total non interest bearing cash at end of year2017-12-31$848
Total non interest bearing cash at beginning of year2017-12-31$848
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$19,889,320
Value of net assets at end of year (total assets less liabilities)2017-12-31$138,040,879
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$118,151,559
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
Investment advisory and management fees2017-12-31$107
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$107,694,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$85,968,175
Value of interest in pooled separate accounts at end of year2017-12-31$22,187,041
Value of interest in pooled separate accounts at beginning of year2017-12-31$23,063,716
Interest on participant loans2017-12-31$257,854
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$16,431,129
Net investment gain/loss from pooled separate accounts2017-12-31$395,904
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$3,008,888
Employer contributions (assets) at end of year2017-12-31$3,006,271
Employer contributions (assets) at beginning of year2017-12-31$2,915,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,331,762
Contract administrator fees2017-12-31$56,436
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GIAMBALVO,STALZER&COMPANY,CPAS,P.C.
Accountancy firm EIN2017-12-31113425754
2016 : P.C. RICHARD & SON 401(K) SAVINGS PLAN 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$96,786
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$84,079
Total income from all sources (including contributions)2016-12-31$15,362,167
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$7,243,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,187,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$9,387,072
Value of total assets at end of year2016-12-31$118,248,345
Value of total assets at beginning of year2016-12-31$110,116,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$56,222
Total interest from all sources2016-12-31$272,613
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,107,165
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$1,107,165
Administrative expenses professional fees incurred2016-12-31$12,000
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$6,280,873
Participant contributions at end of year2016-12-31$6,300,541
Participant contributions at beginning of year2016-12-31$6,530,709
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$192,040
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$20
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$20
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$96,786
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$84,079
Other income not declared elsewhere2016-12-31$50,140
Administrative expenses (other) incurred2016-12-31$6,250
Total non interest bearing cash at end of year2016-12-31$848
Total non interest bearing cash at beginning of year2016-12-31$848
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$8,118,751
Value of net assets at end of year (total assets less liabilities)2016-12-31$118,151,559
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$110,032,808
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$85,968,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$79,504,016
Value of interest in pooled separate accounts at end of year2016-12-31$23,063,716
Value of interest in pooled separate accounts at beginning of year2016-12-31$21,291,970
Interest on participant loans2016-12-31$272,613
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$884
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$884
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,183,177
Net investment gain/loss from pooled separate accounts2016-12-31$362,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$2,914,159
Employer contributions (assets) at end of year2016-12-31$2,915,045
Employer contributions (assets) at beginning of year2016-12-31$2,788,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,187,194
Contract administrator fees2016-12-31$37,972
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GIAMBALVO,STALZER&COMPANY,CPAS,P.C.
Accountancy firm EIN2016-12-31113425754
2015 : P.C. RICHARD & SON 401(K) SAVINGS PLAN 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$84,079
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$140,946
Total income from all sources (including contributions)2015-12-31$8,928,770
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,601,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,536,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,938,301
Value of total assets at end of year2015-12-31$110,116,887
Value of total assets at beginning of year2015-12-31$106,846,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$64,937
Total interest from all sources2015-12-31$244,505
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$899,698
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$899,698
Administrative expenses professional fees incurred2015-12-31$12,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$6,097,759
Participant contributions at end of year2015-12-31$6,530,709
Participant contributions at beginning of year2015-12-31$6,064,032
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$52,102
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$20
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$84,079
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$140,946
Other income not declared elsewhere2015-12-31$60,082
Administrative expenses (other) incurred2015-12-31$3,421
Total non interest bearing cash at end of year2015-12-31$848
Total non interest bearing cash at beginning of year2015-12-31$1,892
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$3,327,285
Value of net assets at end of year (total assets less liabilities)2015-12-31$110,032,808
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$106,705,523
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$79,504,016
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$75,871,411
Value of interest in pooled separate accounts at end of year2015-12-31$21,291,970
Value of interest in pooled separate accounts at beginning of year2015-12-31$22,270,340
Interest on participant loans2015-12-31$244,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$884
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,565,322
Net investment gain/loss from pooled separate accounts2015-12-31$351,506
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$2,788,440
Employer contributions (assets) at end of year2015-12-31$2,788,440
Employer contributions (assets) at beginning of year2015-12-31$2,638,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,536,548
Contract administrator fees2015-12-31$49,516
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 name2015-12-31GIAMBALVO,STALZER&COMPANY,CPAS,P.C.
Accountancy firm EIN2015-12-31113425754
2014 : P.C. RICHARD & SON 401(K) SAVINGS PLAN 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$140,946
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$169,215
Total income from all sources (including contributions)2014-12-31$14,134,913
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,530,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,484,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,399,952
Value of total assets at end of year2014-12-31$106,846,469
Value of total assets at beginning of year2014-12-31$97,270,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$45,965
Total interest from all sources2014-12-31$250,362
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$878,303
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$878,303
Administrative expenses professional fees incurred2014-12-31$11,500
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$5,698,674
Participant contributions at end of year2014-12-31$6,064,032
Participant contributions at beginning of year2014-12-31$5,418,829
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$62,484
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$140,946
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$169,215
Other income not declared elsewhere2014-12-31$64,367
Administrative expenses (other) incurred2014-12-31$11,765
Total non interest bearing cash at end of year2014-12-31$1,892
Total non interest bearing cash at beginning of year2014-12-31$1,892
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$9,604,547
Value of net assets at end of year (total assets less liabilities)2014-12-31$106,705,523
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$97,100,976
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 end of year2014-12-31$75,871,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$69,093,662
Value of interest in pooled separate accounts at end of year2014-12-31$22,270,340
Value of interest in pooled separate accounts at beginning of year2014-12-31$20,261,188
Interest on participant loans2014-12-31$250,362
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,177,723
Net investment gain/loss from pooled separate accounts2014-12-31$364,206
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$2,638,794
Employer contributions (assets) at end of year2014-12-31$2,638,794
Employer contributions (assets) at beginning of year2014-12-31$2,494,620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,484,401
Contract administrator fees2014-12-31$22,700
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 name2014-12-31GIAMBALVO,STALZER&COMPANY,CPAS,P.C.
Accountancy firm EIN2014-12-31113425754
2013 : P.C. RICHARD & SON 401(K) SAVINGS PLAN 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$169,215
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$101,416
Total income from all sources (including contributions)2013-12-31$22,624,246
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,216,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,121,022
Value of total corrective distributions2013-12-31$88,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,090,418
Value of total assets at end of year2013-12-31$97,270,191
Value of total assets at beginning of year2013-12-31$79,794,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,883
Total interest from all sources2013-12-31$234,826
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$674,325
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$674,325
Administrative expenses professional fees incurred2013-12-31$17,250
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$5,327,064
Participant contributions at end of year2013-12-31$5,418,829
Participant contributions at beginning of year2013-12-31$5,032,347
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$268,734
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$169,215
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$101,416
Administrative expenses (other) incurred2013-12-31$-42,072
Total non interest bearing cash at end of year2013-12-31$1,892
Total non interest bearing cash at beginning of year2013-12-31$208,895
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$17,407,933
Value of net assets at end of year (total assets less liabilities)2013-12-31$97,100,976
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$79,693,043
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
Investment advisory and management fees2013-12-31$24
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$69,093,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$52,465,626
Value of interest in pooled separate accounts at end of year2013-12-31$20,261,188
Value of interest in pooled separate accounts at beginning of year2013-12-31$19,801,698
Interest on participant loans2013-12-31$234,826
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$13,301,859
Net investment gain/loss from pooled separate accounts2013-12-31$322,818
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$2,494,620
Employer contributions (assets) at end of year2013-12-31$2,494,620
Employer contributions (assets) at beginning of year2013-12-31$2,285,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,121,022
Contract administrator fees2013-12-31$31,681
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 name2013-12-31GIAMBALVO,STALZER&COMPANY,CPAS,P.C.
Accountancy firm EIN2013-12-31113425754
2012 : P.C. RICHARD & SON 401(K) SAVINGS PLAN 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$101,416
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$118,283
Total income from all sources (including contributions)2012-12-31$14,205,740
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,085,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,943,656
Value of total corrective distributions2012-12-31$115,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,264,612
Value of total assets at end of year2012-12-31$79,794,459
Value of total assets at beginning of year2012-12-31$69,690,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$26,096
Total interest from all sources2012-12-31$227,359
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$734,630
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$734,630
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$4,914,015
Participant contributions at end of year2012-12-31$5,032,347
Participant contributions at beginning of year2012-12-31$4,776,875
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$122,531
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$64,704
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$101,416
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$118,283
Total non interest bearing cash at end of year2012-12-31$208,895
Total non interest bearing cash at beginning of year2012-12-31$7,026
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$10,120,445
Value of net assets at end of year (total assets less liabilities)2012-12-31$79,693,043
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$69,572,598
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
Investment advisory and management fees2012-12-31$134
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$52,465,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$44,366,544
Value of interest in pooled separate accounts at end of year2012-12-31$19,801,698
Value of interest in pooled separate accounts at beginning of year2012-12-31$18,375,218
Interest on participant loans2012-12-31$227,359
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,613,159
Net investment gain/loss from pooled separate accounts2012-12-31$365,980
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$2,285,893
Employer contributions (assets) at end of year2012-12-31$2,285,893
Employer contributions (assets) at beginning of year2012-12-31$2,042,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,943,656
Contract administrator fees2012-12-31$25,962
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 name2012-12-31GIAMBALVO,STALZER&COMPANY,CPAS,P.C.
Accountancy firm EIN2012-12-31113425754
2011 : P.C. RICHARD & SON 401(K) SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$118,283
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$157
Total income from all sources (including contributions)2011-12-31$5,368,301
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,063,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,921,807
Value of total corrective distributions2011-12-31$96,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,463,088
Value of total assets at end of year2011-12-31$69,690,881
Value of total assets at beginning of year2011-12-31$68,268,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$45,230
Total interest from all sources2011-12-31$237,121
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$547,488
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$547,488
Administrative expenses professional fees incurred2011-12-31$10,570
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$4,372,582
Participant contributions at end of year2011-12-31$4,776,875
Participant contributions at beginning of year2011-12-31$4,980,171
Participant contributions at end of year2011-12-31$122,531
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$47,819
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$118,283
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$157
Total non interest bearing cash at end of year2011-12-31$7,026
Total non interest bearing cash at beginning of year2011-12-31$30,882
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$1,304,497
Value of net assets at end of year (total assets less liabilities)2011-12-31$69,572,598
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$68,268,101
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
Investment advisory and management fees2011-12-31$16,760
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$44,366,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$45,796,417
Value of interest in pooled separate accounts at end of year2011-12-31$18,375,218
Value of interest in pooled separate accounts at beginning of year2011-12-31$17,356,862
Interest on participant loans2011-12-31$237,121
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,250,748
Net investment gain/loss from pooled separate accounts2011-12-31$371,352
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
Contributions received in cash from employer2011-12-31$2,042,687
Employer contributions (assets) at end of year2011-12-31$2,042,687
Employer contributions (assets) at beginning of year2011-12-31$103,926
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,921,807
Contract administrator fees2011-12-31$17,900
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
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
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 name2011-12-31GIAMBALVO,STALZER&COMPANY,CPAS,P.C.
Accountancy firm EIN2011-12-31113425754
2010 : P.C. RICHARD & SON 401(K) SAVINGS PLAN 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$157
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$15,715
Total income from all sources (including contributions)2010-12-31$11,631,839
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$5,402,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,139,420
Expenses. Certain deemed distributions of participant loans2010-12-31$109,549
Value of total corrective distributions2010-12-31$121,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,981,196
Value of total assets at end of year2010-12-31$68,268,258
Value of total assets at beginning of year2010-12-31$62,053,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$31,089
Total interest from all sources2010-12-31$242,596
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$440,240
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$440,240
Administrative expenses professional fees incurred2010-12-31$11,184
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
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$4,587,911
Participant contributions at end of year2010-12-31$4,980,171
Participant contributions at beginning of year2010-12-31$4,511,079
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$393,285
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$157
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$15,715
Total non interest bearing cash at end of year2010-12-31$30,882
Total non interest bearing cash at beginning of year2010-12-31$14,491
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$6,229,827
Value of net assets at end of year (total assets less liabilities)2010-12-31$68,268,101
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$62,038,274
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
Investment advisory and management fees2010-12-31$255
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$45,796,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$39,274,045
Value of interest in pooled separate accounts at end of year2010-12-31$17,356,862
Value of interest in pooled separate accounts at beginning of year2010-12-31$18,041,576
Interest on participant loans2010-12-31$242,596
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$30,243
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$30,243
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,594,393
Net investment gain/loss from pooled separate accounts2010-12-31$373,414
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
Employer contributions (assets) at end of year2010-12-31$103,926
Employer contributions (assets) at beginning of year2010-12-31$182,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,139,420
Contract administrator fees2010-12-31$19,650
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 name2010-12-31GIAMBALVE, GIAMMARESE & STALZER CPA
Accountancy firm EIN2010-12-31113425754
2009 : P.C. RICHARD & SON 401(K) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for P.C. RICHARD & SON 401(K) SAVINGS PLAN

2023: P.C. RICHARD & SON 401(K) SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: P.C. RICHARD & SON 401(K) SAVINGS PLAN 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: P.C. RICHARD & SON 401(K) SAVINGS PLAN 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: P.C. RICHARD & SON 401(K) SAVINGS PLAN 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: P.C. RICHARD & SON 401(K) SAVINGS PLAN 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: P.C. RICHARD & SON 401(K) SAVINGS PLAN 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: P.C. RICHARD & SON 401(K) SAVINGS 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: P.C. RICHARD & SON 401(K) SAVINGS 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: P.C. RICHARD & SON 401(K) SAVINGS 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: P.C. RICHARD & SON 401(K) SAVINGS 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: P.C. RICHARD & SON 401(K) SAVINGS 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: P.C. RICHARD & SON 401(K) SAVINGS 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: P.C. RICHARD & SON 401(K) SAVINGS 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: P.C. RICHARD & SON 401(K) SAVINGS PLAN 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: P.C. RICHARD & SON 401(K) SAVINGS 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA32254
Policy instance 1
Insurance contract or identification numberGA32254
Number of Individuals Covered1554
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31507
Policy instance 1
Insurance contract or identification number31507
Number of Individuals Covered1703
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31507
Policy instance 1
Insurance contract or identification number31507
Number of Individuals Covered1751
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31507
Policy instance 1
Insurance contract or identification number31507
Number of Individuals Covered1804
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31507
Policy instance 2
Insurance contract or identification number31507
Number of Individuals Covered1925
Insurance policy start date2019-03-13
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-03-15
Are there contracts with allocated funds for individual policies?0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31501
Policy instance 1
Insurance contract or identification number31501
Number of Individuals Covered1912
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31501
Policy instance 1
Insurance contract or identification number31501
Number of Individuals Covered1869
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31501
Policy instance 1
Insurance contract or identification number31501
Number of Individuals Covered1772
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31501
Policy instance 1
Insurance contract or identification number31501
Number of Individuals Covered1784
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31501
Policy instance 1
Insurance contract or identification number31501
Number of Individuals Covered1636
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31501
Policy instance 1
Insurance contract or identification number31501
Number of Individuals Covered1579
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31501
Policy instance 1
Insurance contract or identification number31501
Number of Individuals Covered1422
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31501
Policy instance 1
Insurance contract or identification number31501
Number of Individuals Covered1489
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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