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PAYROLLING PARTNERS, INC. 401(K) PLAN 401k Plan overview

Plan NamePAYROLLING PARTNERS, INC. 401(K) PLAN
Plan identification number 001

PAYROLLING PARTNERS, INC. 401(K) 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PAYROLLING PARTNERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:PAYROLLING PARTNERS, INC.
Employer identification number (EIN):222364706
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAYROLLING PARTNERS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01TIMOTHY B GRAHAM2022-10-12 TIMOTHY B GRAHAM2022-10-12
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TIMOTHY B. GRAHAM TIMOTHY B. GRAHAM2018-10-10
0012016-01-01TIMOTHY B. GRAHAM TIMOTHY B. GRAHAM2017-10-10
0012015-01-01TIMOTHY B. GRAHAM TIMOTHY B. GRAHAM2016-10-10
0012014-01-01TIMOTHY B. GRAHAM TIMOTHY B. GRAHAM2015-10-13
0012013-01-01TIMOTHY GRAHAM TIMOTHY GRAHAM2014-09-29
0012012-01-01TIM GRAHAM
0012011-01-01TIMOTHY GRAHAM
0012009-01-01KATHLEEN TYBURSKY

Plan Statistics for PAYROLLING PARTNERS, INC. 401(K) PLAN

401k plan membership statisitcs for PAYROLLING PARTNERS, INC. 401(K) PLAN

Measure Date Value
2022: PAYROLLING PARTNERS, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01231
Total number of active participants reported on line 7a of the Form 55002022-01-01192
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0149
Total of all active and inactive participants2022-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01241
Number of participants with account balances2022-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PAYROLLING PARTNERS, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01209
Total number of active participants reported on line 7a of the Form 55002021-01-01167
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0151
Total of all active and inactive participants2021-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01218
Number of participants with account balances2021-01-01106
2020: PAYROLLING PARTNERS, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01224
Total number of active participants reported on line 7a of the Form 55002020-01-01164
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0144
Total of all active and inactive participants2020-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01209
Number of participants with account balances2020-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PAYROLLING PARTNERS, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01233
Total number of active participants reported on line 7a of the Form 55002019-01-01190
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0130
Total of all active and inactive participants2019-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01221
Number of participants with account balances2019-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PAYROLLING PARTNERS, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01237
Total number of active participants reported on line 7a of the Form 55002018-01-01177
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0127
Total of all active and inactive participants2018-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01205
Number of participants with account balances2018-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PAYROLLING PARTNERS, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01229
Total number of active participants reported on line 7a of the Form 55002017-01-01215
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0125
Total of all active and inactive participants2017-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01241
Number of participants with account balances2017-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PAYROLLING PARTNERS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01479
Total number of active participants reported on line 7a of the Form 55002016-01-01451
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0124
Total of all active and inactive participants2016-01-01475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01475
Number of participants with account balances2016-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PAYROLLING PARTNERS, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01477
Total number of active participants reported on line 7a of the Form 55002015-01-01453
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0124
Total of all active and inactive participants2015-01-01477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01477
Number of participants with account balances2015-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0121
2014: PAYROLLING PARTNERS, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,299
Total number of active participants reported on line 7a of the Form 55002014-01-011,337
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0121
Total of all active and inactive participants2014-01-011,359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,359
Number of participants with account balances2014-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0119
2013: PAYROLLING PARTNERS, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,179
Total number of active participants reported on line 7a of the Form 55002013-01-011,303
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0115
Total of all active and inactive participants2013-01-011,318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,318
Number of participants with account balances2013-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PAYROLLING PARTNERS, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,185
Total number of active participants reported on line 7a of the Form 55002012-01-011,162
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0129
Total of all active and inactive participants2012-01-011,191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,191
Number of participants with account balances2012-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PAYROLLING PARTNERS, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,237
Total number of active participants reported on line 7a of the Form 55002011-01-011,144
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0141
Total of all active and inactive participants2011-01-011,185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,185
Number of participants with account balances2011-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: PAYROLLING PARTNERS, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,508
Total number of active participants reported on line 7a of the Form 55002009-01-011,363
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0142
Total of all active and inactive participants2009-01-011,405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,405
Number of participants with account balances2009-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PAYROLLING PARTNERS, INC. 401(K) PLAN

Measure Date Value
2022 : PAYROLLING PARTNERS, INC. 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-281,256
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$401,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$364,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$622,396
Value of total assets at end of year2022-12-31$4,854,918
Value of total assets at beginning of year2022-12-31$5,537,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$36,582
Total interest from all sources2022-12-31$3,775
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$128,871
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$128,871
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$494,377
Participant contributions at end of year2022-12-31$80,200
Participant contributions at beginning of year2022-12-31$85,604
Participant contributions at end of year2022-12-31$4,954
Participant contributions at beginning of year2022-12-31$4,767
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$800
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$431
Administrative expenses (other) incurred2022-12-31$90
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-682,506
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,854,918
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,537,424
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$251
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,765,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,440,534
Interest on participant loans2022-12-31$3,775
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,036,298
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$127,219
Employer contributions (assets) at end of year2022-12-31$4,231
Employer contributions (assets) at beginning of year2022-12-31$6,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$364,668
Contract administrator fees2022-12-31$36,241
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 name2022-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2022-12-31043499945
2021 : PAYROLLING PARTNERS, INC. 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,119,391
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$313,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$275,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$460,324
Value of total assets at end of year2021-12-31$5,537,424
Value of total assets at beginning of year2021-12-31$4,731,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$38,180
Total interest from all sources2021-12-31$2,484
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$733,100
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$733,100
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 period2021-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$370,188
Participant contributions at end of year2021-12-31$85,604
Participant contributions at beginning of year2021-12-31$81,098
Participant contributions at end of year2021-12-31$4,767
Participant contributions at beginning of year2021-12-31$1,387
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$805,728
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,537,424
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,731,696
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,440,534
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,485,715
Interest on participant loans2021-12-31$2,484
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$159,117
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-76,517
Net investment gain/loss from pooled separate accounts2021-12-31$0
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$90,136
Employer contributions (assets) at end of year2021-12-31$6,519
Employer contributions (assets) at beginning of year2021-12-31$4,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$275,483
Contract administrator fees2021-12-31$38,180
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 name2021-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2021-12-31043499945
2020 : PAYROLLING PARTNERS, INC. 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,072,166
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$163,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$135,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$386,552
Value of total assets at end of year2020-12-31$4,731,696
Value of total assets at beginning of year2020-12-31$3,823,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$28,106
Total interest from all sources2020-12-31$3,733
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$322,850
Participant contributions at end of year2020-12-31$81,098
Participant contributions at beginning of year2020-12-31$70,649
Participant contributions at end of year2020-12-31$1,387
Participant contributions at beginning of year2020-12-31$6,053
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$908,684
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,731,696
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,823,012
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$4,485,715
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,549,707
Interest on participant loans2020-12-31$3,733
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$159,117
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$191,360
Net investment gain/loss from pooled separate accounts2020-12-31$681,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$63,702
Employer contributions (assets) at end of year2020-12-31$4,379
Employer contributions (assets) at beginning of year2020-12-31$5,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$135,376
Contract administrator fees2020-12-31$28,106
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2020-12-31043499945
2019 : PAYROLLING PARTNERS, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$186,540
Total transfer of assets to this plan2019-12-31$186,540
Total transfer of assets from this plan2019-12-31$11,016
Total transfer of assets from this plan2019-12-31$11,016
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,013,175
Total income from all sources (including contributions)2019-12-31$1,013,175
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$408,349
Total of all expenses incurred2019-12-31$408,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$357,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$357,339
Expenses. Certain deemed distributions of participant loans2019-12-31$17,649
Expenses. Certain deemed distributions of participant loans2019-12-31$17,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$288,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$288,339
Value of total assets at end of year2019-12-31$3,823,012
Value of total assets at end of year2019-12-31$3,823,012
Value of total assets at beginning of year2019-12-31$3,042,662
Value of total assets at beginning of year2019-12-31$3,042,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$33,361
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$33,361
Total interest from all sources2019-12-31$4,552
Total interest from all sources2019-12-31$4,552
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
Administrative expenses professional fees incurred2019-12-31$9,594
Administrative expenses professional fees incurred2019-12-31$9,594
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
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$238,361
Contributions received from participants2019-12-31$238,361
Participant contributions at end of year2019-12-31$70,649
Participant contributions at end of year2019-12-31$70,649
Participant contributions at beginning of year2019-12-31$94,487
Participant contributions at beginning of year2019-12-31$94,487
Participant contributions at end of year2019-12-31$6,053
Participant contributions at end of year2019-12-31$6,053
Other income not declared elsewhere2019-12-31$450
Other income not declared elsewhere2019-12-31$450
Administrative expenses (other) incurred2019-12-31$15
Administrative expenses (other) incurred2019-12-31$15
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$604,826
Value of net income/loss2019-12-31$604,826
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,823,012
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,823,012
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,042,662
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,042,662
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 pooled separate accounts at end of year2019-12-31$3,549,707
Value of interest in pooled separate accounts at end of year2019-12-31$3,549,707
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,767,527
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,767,527
Interest on participant loans2019-12-31$4,552
Interest on participant loans2019-12-31$4,552
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$191,360
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$191,360
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$178,397
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$178,397
Net investment gain/loss from pooled separate accounts2019-12-31$719,834
Net investment gain/loss from pooled separate accounts2019-12-31$719,834
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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$49,978
Contributions received in cash from employer2019-12-31$49,978
Employer contributions (assets) at end of year2019-12-31$5,243
Employer contributions (assets) at end of year2019-12-31$5,243
Employer contributions (assets) at beginning of year2019-12-31$2,251
Employer contributions (assets) at beginning of year2019-12-31$2,251
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$357,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$357,339
Contract administrator fees2019-12-31$23,752
Contract administrator fees2019-12-31$23,752
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 name2019-12-31CARON & BLETZER, PLLC
Accountancy firm name2019-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2019-12-31043499945
Accountancy firm EIN2019-12-31043499945
2018 : PAYROLLING PARTNERS, INC. 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$98,759
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$126,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$89,364
Expenses. Certain deemed distributions of participant loans2018-12-31$4,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$281,193
Value of total assets at end of year2018-12-31$3,042,662
Value of total assets at beginning of year2018-12-31$3,070,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$32,421
Total interest from all sources2018-12-31$4,477
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$8,884
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$222,318
Participant contributions at end of year2018-12-31$94,487
Participant contributions at beginning of year2018-12-31$89,168
Participant contributions at beginning of year2018-12-31$4,974
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$19,255
Administrative expenses (other) incurred2018-12-31$15
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-27,784
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,042,662
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,070,446
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 pooled separate accounts at end of year2018-12-31$2,767,527
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,801,253
Interest on participant loans2018-12-31$4,477
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$178,397
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$173,410
Net investment gain/loss from pooled separate accounts2018-12-31$-186,911
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$39,620
Employer contributions (assets) at end of year2018-12-31$2,251
Employer contributions (assets) at beginning of year2018-12-31$1,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$89,364
Contract administrator fees2018-12-31$23,522
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 name2018-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2018-12-31043499945
2017 : PAYROLLING PARTNERS, INC. 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$707,908
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$80,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$61,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$237,301
Value of total assets at end of year2017-12-31$3,070,446
Value of total assets at beginning of year2017-12-31$2,443,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$19,364
Total interest from all sources2017-12-31$3,958
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$6,480
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$202,697
Participant contributions at end of year2017-12-31$89,168
Participant contributions at beginning of year2017-12-31$91,596
Participant contributions at end of year2017-12-31$4,974
Participant contributions at beginning of year2017-12-31$3,864
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,279
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$627,198
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,070,446
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,443,248
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$13
Value of interest in pooled separate accounts at end of year2017-12-31$2,801,253
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,184,292
Interest on participant loans2017-12-31$3,958
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$173,410
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$163,496
Net investment gain/loss from pooled separate accounts2017-12-31$466,649
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$30,325
Employer contributions (assets) at end of year2017-12-31$1,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$61,346
Contract administrator fees2017-12-31$12,871
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 name2017-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2017-12-31043499945
2016 : PAYROLLING PARTNERS, INC. 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$345,308
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$600,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$565,622
Expenses. Certain deemed distributions of participant loans2016-12-31$15,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$168,066
Value of total assets at end of year2016-12-31$2,443,248
Value of total assets at beginning of year2016-12-31$2,698,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$19,297
Total interest from all sources2016-12-31$3,996
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$4,583
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$168,066
Participant contributions at end of year2016-12-31$91,596
Participant contributions at beginning of year2016-12-31$109,050
Participant contributions at end of year2016-12-31$3,864
Participant contributions at beginning of year2016-12-31$1,501
Administrative expenses (other) incurred2016-12-31$6
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-255,014
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,443,248
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,698,262
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$14,708
Value of interest in pooled separate accounts at end of year2016-12-31$2,184,292
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,403,729
Income. Interest from loans (other than to participants)2016-12-31$3,996
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$163,496
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$183,982
Net investment gain/loss from pooled separate accounts2016-12-31$173,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$565,622
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 name2016-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2016-12-31043499945
2015 : PAYROLLING PARTNERS, INC. 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$187,207
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$288,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$259,617
Expenses. Certain deemed distributions of participant loans2015-12-31$4,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$171,867
Value of total assets at end of year2015-12-31$2,698,262
Value of total assets at beginning of year2015-12-31$2,799,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$23,893
Total interest from all sources2015-12-31$2,389
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$171,867
Participant contributions at end of year2015-12-31$109,050
Participant contributions at beginning of year2015-12-31$95,589
Participant contributions at end of year2015-12-31$1,501
Participant contributions at beginning of year2015-12-31$3,628
Other income not declared elsewhere2015-12-31$1,139
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-100,867
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,698,262
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,799,129
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 pooled separate accounts at end of year2015-12-31$2,403,729
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,464,178
Interest on participant loans2015-12-31$2,389
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$183,982
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$235,734
Net investment gain/loss from pooled separate accounts2015-12-31$11,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$259,617
Contract administrator fees2015-12-31$23,893
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 name2015-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2015-12-31043499945
2014 : PAYROLLING PARTNERS, INC. 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$292,589
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$304,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$282,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$147,074
Value of total assets at end of year2014-12-31$2,799,129
Value of total assets at beginning of year2014-12-31$2,811,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$22,577
Total interest from all sources2014-12-31$4,046
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$146,799
Participant contributions at end of year2014-12-31$95,589
Participant contributions at beginning of year2014-12-31$118,065
Participant contributions at end of year2014-12-31$3,628
Participant contributions at beginning of year2014-12-31$2,857
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-12,176
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,799,129
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,811,305
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 pooled separate accounts at end of year2014-12-31$2,464,178
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,494,634
Interest on participant loans2014-12-31$4,046
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$235,734
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$195,749
Net investment gain/loss from pooled separate accounts2014-12-31$141,469
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$282,188
Contract administrator fees2014-12-31$22,577
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2014-12-31043499945
2013 : PAYROLLING PARTNERS, INC. 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$694,598
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$448,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$431,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$138,024
Value of total assets at end of year2013-12-31$2,811,305
Value of total assets at beginning of year2013-12-31$2,564,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$16,563
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
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 period2013-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$138,024
Participant contributions at end of year2013-12-31$118,065
Participant contributions at beginning of year2013-12-31$80,159
Participant contributions at end of year2013-12-31$2,857
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$246,531
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,811,305
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,564,774
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$2,494,634
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,484,615
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$195,749
Net investment gain/loss from pooled separate accounts2013-12-31$556,574
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$431,504
Contract administrator fees2013-12-31$16,563
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2013-12-31043499945
2012 : PAYROLLING PARTNERS, INC. 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$433,881
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$287,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$279,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$145,443
Value of total assets at end of year2012-12-31$2,564,774
Value of total assets at beginning of year2012-12-31$2,418,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,025
Total interest from all sources2012-12-31$3,678
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$68,062
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$68,062
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$350,000
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$144,322
Participant contributions at end of year2012-12-31$80,159
Participant contributions at beginning of year2012-12-31$80,503
Participant contributions at beginning of year2012-12-31$2,626
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,121
Administrative expenses (other) incurred2012-12-31$8,025
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$146,643
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,564,774
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,418,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$2,484,615
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,335,002
Interest on participant loans2012-12-31$3,678
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$216,698
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$279,213
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 name2012-12-31ALFRED LUTFY, CPA
Accountancy firm EIN2012-12-31463859555
2011 : PAYROLLING PARTNERS, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$110,786
Total income from all sources (including contributions)2011-12-31$126,475
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$518,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$514,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$178,329
Value of total assets at end of year2011-12-31$2,418,131
Value of total assets at beginning of year2011-12-31$2,920,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,832
Total interest from all sources2011-12-31$3,680
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$54,350
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$54,350
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$350,000
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$142,744
Participant contributions at end of year2011-12-31$80,503
Participant contributions at beginning of year2011-12-31$76,633
Participant contributions at end of year2011-12-31$2,626
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$35,585
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$110,786
Administrative expenses (other) incurred2011-12-31$3,832
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-391,939
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,418,131
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,810,070
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$2,335,002
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,844,223
Interest on participant loans2011-12-31$3,680
Net investment gain/loss from pooled separate accounts2011-12-31$-109,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$514,582
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BEEFERMAN HUBER, LLC
Accountancy firm EIN2011-12-31203047920
2010 : PAYROLLING PARTNERS, INC. 401(K) 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$110,786
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$87,331
Total income from all sources (including contributions)2010-12-31$498,165
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$445,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$411,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$194,896
Value of total assets at end of year2010-12-31$2,920,856
Value of total assets at beginning of year2010-12-31$2,844,273
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$33,724
Total interest from all sources2010-12-31$2,765
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$350,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$194,896
Participant contributions at end of year2010-12-31$76,633
Participant contributions at beginning of year2010-12-31$69,931
Participant contributions at beginning of year2010-12-31$671
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$110,786
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$87,331
Administrative expenses (other) incurred2010-12-31$33,724
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$53,128
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,810,070
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,756,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,153,694
Value of interest in pooled separate accounts at end of year2010-12-31$2,844,223
Interest on participant loans2010-12-31$2,765
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$619,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$277,544
Net investment gain/loss from pooled separate accounts2010-12-31$22,960
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$411,313
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BEEFERMAN HUBER, LLC
Accountancy firm EIN2010-12-31203047920

Form 5500 Responses for PAYROLLING PARTNERS, INC. 401(K) PLAN

2022: PAYROLLING PARTNERS, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple 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 – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PAYROLLING PARTNERS, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple 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 – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PAYROLLING PARTNERS, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple 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 – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PAYROLLING PARTNERS, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple 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 – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PAYROLLING PARTNERS, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple 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 – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PAYROLLING PARTNERS, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple 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 – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PAYROLLING PARTNERS, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple 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 – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PAYROLLING PARTNERS, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple 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 – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PAYROLLING PARTNERS, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple 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 – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PAYROLLING PARTNERS, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple 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 – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PAYROLLING PARTNERS, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedYes
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 – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PAYROLLING PARTNERS, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple 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
2009: PAYROLLING PARTNERS, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple 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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP27072
Policy instance 1
Insurance contract or identification numberGP27072
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $528
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?Yes
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
Amount paid for insurance broker fees528
Additional information about fees paid to insurance brokerONGOING ADMIN REIMBURSEMENT PYMT
Insurance broker organization code?5
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP27072
Policy instance 1
Insurance contract or identification numberGP27072
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,093
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?Yes
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
Amount paid for insurance broker fees1093
Additional information about fees paid to insurance brokerONGOING ADMIN REIMBURSEMENT PYMT
Insurance broker organization code?5
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP27072
Policy instance 1
Insurance contract or identification numberGP27072
Number of Individuals Covered98
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,117
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?Yes
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
Amount paid for insurance broker fees1117
Additional information about fees paid to insurance brokerONGOING ADMIN REIMBURSEMENT PYMT
Insurance broker organization code?5
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP27072
Policy instance 1
Insurance contract or identification numberGP27072
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,170
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?Yes
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
Amount paid for insurance broker fees1170
Additional information about fees paid to insurance brokerTPA AWARDS
Insurance broker organization code?5
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP27072
Policy instance 1
Insurance contract or identification numberGP27072
Number of Individuals Covered94
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,519
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?Yes
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
Amount paid for insurance broker fees3303
Additional information about fees paid to insurance brokerTPA SUBSIDY
Insurance broker organization code?5
Insurance broker namePINNACLE FINANCIAL SERVICES, INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP27072
Policy instance 1
Insurance contract or identification numberGP27072
Number of Individuals Covered98
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $6,615
Total amount of fees paid to insurance companyUSD $12,223
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?Yes
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
Commission paid to Insurance BrokerUSD $6,615
Insurance broker organization code?4
Amount paid for insurance broker fees5292
Additional information about fees paid to insurance brokerTPA SUBSIDY
Insurance broker nameUBS FINANCIAL SERVICES INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP27072
Policy instance 1
Insurance contract or identification numberGP27072
Number of Individuals Covered99
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,597
Total amount of fees paid to insurance companyUSD $7,001
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?Yes
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
Commission paid to Insurance BrokerUSD $4,597
Insurance broker organization code?4
Amount paid for insurance broker fees1600
Additional information about fees paid to insurance brokerTPA AWARDS
Insurance broker nameUBS FINANCIAL SERVICES INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP27072
Policy instance 1
Insurance contract or identification numberGP27072
Number of Individuals Covered95
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $25,803
Total amount of fees paid to insurance companyUSD $10,184
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?Yes
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
Commission paid to Insurance BrokerUSD $25,803
Insurance broker organization code?4
Amount paid for insurance broker fees6418
Additional information about fees paid to insurance brokerTPA AWARDS
Insurance broker nameUBS FINANCIAL SERVICES INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-824483
Policy instance 2
Insurance contract or identification numberGA-824483
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,504
Total amount of fees paid to insurance companyUSD $626
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
Commission paid to Insurance BrokerUSD $2,504
Insurance broker organization code?3
Amount paid for insurance broker fees626
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker nameTHE BENEFIT PRACTICE, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-824483
Policy instance 1
Insurance contract or identification numberGA-824483
Number of Individuals Covered104
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,839
Total amount of fees paid to insurance companyUSD $1,210
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $4,839
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker nameTHE BENEFIT PRACTICE
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-824483
Policy instance 1
Insurance contract or identification numberGA-824483
Number of Individuals Covered111
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,551
Total amount of fees paid to insurance companyUSD $1,144
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-BK6V
Policy instance 2
Insurance contract or identification numberGAP-B2-BK6V
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,929
Total amount of fees paid to insurance companyUSD $482
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?Yes
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-824483
Policy instance 1
Insurance contract or identification numberGA-824483
Number of Individuals Covered104
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932162
Policy instance 3
Insurance contract or identification number932162
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $28,754
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

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