401k Plan data: PAYROLLING PARTNERS, INC. 401(K) PLAN plan

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

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

PAYROLLING PARTNERS, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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 Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01 TIMOTHY B GRAHAM 2022-10-12 TIMOTHY B GRAHAM 2022-10-12
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 TIMOTHY B. GRAHAM TIMOTHY B. GRAHAM 2018-10-10
001 2016-01-01 TIMOTHY B. GRAHAM TIMOTHY B. GRAHAM 2017-10-10
001 2015-01-01 TIMOTHY B. GRAHAM TIMOTHY B. GRAHAM 2016-10-10
001 2014-01-01 TIMOTHY B. GRAHAM TIMOTHY B. GRAHAM 2015-10-13
001 2013-01-01 TIMOTHY GRAHAM TIMOTHY GRAHAM 2014-09-29
001 2012-01-01 TIM GRAHAM
001 2011-01-01 TIMOTHY GRAHAM
001 2009-01-01 KATHLEEN TYBURSKY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01	TIMOTHY B GRAHAM	2022-10-12	TIMOTHY B GRAHAM	2022-10-12
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	TIMOTHY B. GRAHAM		TIMOTHY B. GRAHAM	2018-10-10
001	2016-01-01	TIMOTHY B. GRAHAM		TIMOTHY B. GRAHAM	2017-10-10
001	2015-01-01	TIMOTHY B. GRAHAM		TIMOTHY B. GRAHAM	2016-10-10
001	2014-01-01	TIMOTHY B. GRAHAM		TIMOTHY B. GRAHAM	2015-10-13
001	2013-01-01	TIMOTHY GRAHAM		TIMOTHY GRAHAM	2014-09-29
001	2012-01-01	TIM GRAHAM
001	2011-01-01	TIMOTHY GRAHAM
001	2009-01-01	KATHLEEN TYBURSKY

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

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

Measure Date Value
2023: PAYROLLING PARTNERS, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 241
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 196
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 53
Total of all active and inactive participants 2023-01-01 249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 249
Number of participants with account balances 2023-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: PAYROLLING PARTNERS, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 231
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 192
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 49
Total of all active and inactive participants 2022-01-01 241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 241
Number of participants with account balances 2022-01-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: PAYROLLING PARTNERS, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 209
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 167
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 51
Total of all active and inactive participants 2021-01-01 218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 218
Number of participants with account balances 2021-01-01 106
2020: PAYROLLING PARTNERS, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 224
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 164
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 44
Total of all active and inactive participants 2020-01-01 209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 209
Number of participants with account balances 2020-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PAYROLLING PARTNERS, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 233
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 190
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 30
Total of all active and inactive participants 2019-01-01 221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 221
Number of participants with account balances 2019-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PAYROLLING PARTNERS, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 237
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 177
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 27
Total of all active and inactive participants 2018-01-01 205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 205
Number of participants with account balances 2018-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PAYROLLING PARTNERS, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 229
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 215
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 25
Total of all active and inactive participants 2017-01-01 241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 241
Number of participants with account balances 2017-01-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PAYROLLING PARTNERS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 479
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 451
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 24
Total of all active and inactive participants 2016-01-01 475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 475
Number of participants with account balances 2016-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PAYROLLING PARTNERS, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 477
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 453
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 24
Total of all active and inactive participants 2015-01-01 477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 477
Number of participants with account balances 2015-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 21
2014: PAYROLLING PARTNERS, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,299
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,337
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 21
Total of all active and inactive participants 2014-01-01 1,359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1,359
Number of participants with account balances 2014-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 19
2013: PAYROLLING PARTNERS, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,179
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,303
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 15
Total of all active and inactive participants 2013-01-01 1,318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1,318
Number of participants with account balances 2013-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PAYROLLING PARTNERS, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,185
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,162
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 29
Total of all active and inactive participants 2012-01-01 1,191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 1,191
Number of participants with account balances 2012-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PAYROLLING PARTNERS, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,237
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,144
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 41
Total of all active and inactive participants 2011-01-01 1,185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1,185
Number of participants with account balances 2011-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: PAYROLLING PARTNERS, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,508
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1,363
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 42
Total of all active and inactive participants 2009-01-01 1,405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 1,405
Number of participants with account balances 2009-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: PAYROLLING PARTNERS, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	241
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	196
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	53
Total of all active and inactive participants	2023-01-01	249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	249
Number of participants with account balances	2023-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: PAYROLLING PARTNERS, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	231
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	192
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	49
Total of all active and inactive participants	2022-01-01	241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	241
Number of participants with account balances	2022-01-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: PAYROLLING PARTNERS, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	209
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	167
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	51
Total of all active and inactive participants	2021-01-01	218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	218
Number of participants with account balances	2021-01-01	106
2020: PAYROLLING PARTNERS, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	224
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	164
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	44
Total of all active and inactive participants	2020-01-01	209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	209
Number of participants with account balances	2020-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PAYROLLING PARTNERS, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	233
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	190
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	30
Total of all active and inactive participants	2019-01-01	221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	221
Number of participants with account balances	2019-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PAYROLLING PARTNERS, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	237
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	177
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	27
Total of all active and inactive participants	2018-01-01	205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	205
Number of participants with account balances	2018-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PAYROLLING PARTNERS, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	229
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	215
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	25
Total of all active and inactive participants	2017-01-01	241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	241
Number of participants with account balances	2017-01-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PAYROLLING PARTNERS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	479
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	451
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	24
Total of all active and inactive participants	2016-01-01	475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	475
Number of participants with account balances	2016-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PAYROLLING PARTNERS, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	477
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	453
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	24
Total of all active and inactive participants	2015-01-01	477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	477
Number of participants with account balances	2015-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	21
2014: PAYROLLING PARTNERS, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,299
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,337
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	21
Total of all active and inactive participants	2014-01-01	1,359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1,359
Number of participants with account balances	2014-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	19
2013: PAYROLLING PARTNERS, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,179
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,303
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	15
Total of all active and inactive participants	2013-01-01	1,318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1,318
Number of participants with account balances	2013-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PAYROLLING PARTNERS, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,185
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,162
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	29
Total of all active and inactive participants	2012-01-01	1,191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	1,191
Number of participants with account balances	2012-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PAYROLLING PARTNERS, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,237
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,144
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	41
Total of all active and inactive participants	2011-01-01	1,185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1,185
Number of participants with account balances	2011-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: PAYROLLING PARTNERS, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,508
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1,363
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	42
Total of all active and inactive participants	2009-01-01	1,405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	1,405
Number of participants with account balances	2009-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

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

Measure	Date	Value
2023 : PAYROLLING PARTNERS, INC. 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total transfer of assets from this plan	2023-12-31	$16,784
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$1,706,333
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$146,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$103,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$849,334
Value of total assets at end of year	2023-12-31	$6,397,895
Value of total assets at beginning of year	2023-12-31	$4,854,918
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$43,257
Total interest from all sources	2023-12-31	$4,317
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$183,180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$183,180
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$646,642
Participant contributions at end of year	2023-12-31	$86,723
Participant contributions at beginning of year	2023-12-31	$80,200
Participant contributions at end of year	2023-12-31	$10,996
Participant contributions at beginning of year	2023-12-31	$4,954
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-12-31	$247
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-12-31	$431
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$1,559,761
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$6,397,895
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$4,854,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$39
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$6,295,166
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$4,765,102
Interest on participant loans	2023-12-31	$4,317
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$669,502
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$202,692
Employer contributions (assets) at end of year	2023-12-31	$4,763
Employer contributions (assets) at beginning of year	2023-12-31	$4,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$103,315
Contract administrator fees	2023-12-31	$43,218
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2023-12-31	043499945
2022 : PAYROLLING PARTNERS, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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 assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$401,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$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 year	2022-12-31	$4,854,918
Value of total assets at beginning of year	2022-12-31	$5,537,424
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$36,582
Total interest from all sources	2022-12-31	$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 year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$128,871
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$494,377
Participant contributions at end of year	2022-12-31	$80,200
Participant contributions at beginning of year	2022-12-31	$85,604
Participant contributions at end of year	2022-12-31	$4,954
Participant contributions at beginning of year	2022-12-31	$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 year	2022-12-31	$431
Administrative expenses (other) incurred	2022-12-31	$90
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-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)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$251
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$4,765,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,440,534
Interest on participant loans	2022-12-31	$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 assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$127,219
Employer contributions (assets) at end of year	2022-12-31	$4,231
Employer contributions (assets) at beginning of year	2022-12-31	$6,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$364,668
Contract administrator fees	2022-12-31	$36,241
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2022-12-31	043499945
2021 : PAYROLLING PARTNERS, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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 assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$313,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$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 year	2021-12-31	$5,537,424
Value of total assets at beginning of year	2021-12-31	$4,731,696
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$38,180
Total interest from all sources	2021-12-31	$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 year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$733,100
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$370,188
Participant contributions at end of year	2021-12-31	$85,604
Participant contributions at beginning of year	2021-12-31	$81,098
Participant contributions at end of year	2021-12-31	$4,767
Participant contributions at beginning of year	2021-12-31	$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 appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$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)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$5,440,534
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$4,485,715
Interest on participant loans	2021-12-31	$2,484
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$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 accounts	2021-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$90,136
Employer contributions (assets) at end of year	2021-12-31	$6,519
Employer contributions (assets) at beginning of year	2021-12-31	$4,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$275,483
Contract administrator fees	2021-12-31	$38,180
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2021-12-31	043499945
2020 : PAYROLLING PARTNERS, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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 assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$163,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$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 year	2020-12-31	$4,731,696
Value of total assets at beginning of year	2020-12-31	$3,823,012
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$28,106
Total interest from all sources	2020-12-31	$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 year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$322,850
Participant contributions at end of year	2020-12-31	$81,098
Participant contributions at beginning of year	2020-12-31	$70,649
Participant contributions at end of year	2020-12-31	$1,387
Participant contributions at beginning of year	2020-12-31	$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 appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$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)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$4,485,715
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$3,549,707
Interest on participant loans	2020-12-31	$3,733
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$159,117
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$191,360
Net investment gain/loss from pooled separate accounts	2020-12-31	$681,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$63,702
Employer contributions (assets) at end of year	2020-12-31	$4,379
Employer contributions (assets) at beginning of year	2020-12-31	$5,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$135,376
Contract administrator fees	2020-12-31	$28,106
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2020-12-31	043499945
2019 : PAYROLLING PARTNERS, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$186,540
Total transfer of assets to this plan	2019-12-31	$186,540
Total transfer of assets from this plan	2019-12-31	$11,016
Total transfer of assets from this plan	2019-12-31	$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 assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$408,349
Total of all expenses incurred	2019-12-31	$408,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$357,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$357,339
Expenses. Certain deemed distributions of participant loans	2019-12-31	$17,649
Expenses. Certain deemed distributions of participant loans	2019-12-31	$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 year	2019-12-31	$3,823,012
Value of total assets at end of year	2019-12-31	$3,823,012
Value of total assets at beginning of year	2019-12-31	$3,042,662
Value of total assets at beginning of year	2019-12-31	$3,042,662
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$33,361
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$33,361
Total interest from all sources	2019-12-31	$4,552
Total interest from all sources	2019-12-31	$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 year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$9,594
Administrative expenses professional fees incurred	2019-12-31	$9,594
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$238,361
Contributions received from participants	2019-12-31	$238,361
Participant contributions at end of year	2019-12-31	$70,649
Participant contributions at end of year	2019-12-31	$70,649
Participant contributions at beginning of year	2019-12-31	$94,487
Participant contributions at beginning of year	2019-12-31	$94,487
Participant contributions at end of year	2019-12-31	$6,053
Participant contributions at end of year	2019-12-31	$6,053
Other income not declared elsewhere	2019-12-31	$450
Other income not declared elsewhere	2019-12-31	$450
Administrative expenses (other) incurred	2019-12-31	$15
Administrative expenses (other) incurred	2019-12-31	$15
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$604,826
Value of net income/loss	2019-12-31	$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)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$3,549,707
Value of interest in pooled separate accounts at end of year	2019-12-31	$3,549,707
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,767,527
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,767,527
Interest on participant loans	2019-12-31	$4,552
Interest on participant loans	2019-12-31	$4,552
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$191,360
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$191,360
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$178,397
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$178,397
Net investment gain/loss from pooled separate accounts	2019-12-31	$719,834
Net investment gain/loss from pooled separate accounts	2019-12-31	$719,834
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$49,978
Contributions received in cash from employer	2019-12-31	$49,978
Employer contributions (assets) at end of year	2019-12-31	$5,243
Employer contributions (assets) at end of year	2019-12-31	$5,243
Employer contributions (assets) at beginning of year	2019-12-31	$2,251
Employer contributions (assets) at beginning of year	2019-12-31	$2,251
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$357,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$357,339
Contract administrator fees	2019-12-31	$23,752
Contract administrator fees	2019-12-31	$23,752
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CARON & BLETZER, PLLC
Accountancy firm name	2019-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2019-12-31	043499945
Accountancy firm EIN	2019-12-31	043499945
2018 : PAYROLLING PARTNERS, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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 assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$126,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$89,364
Expenses. Certain deemed distributions of participant loans	2018-12-31	$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 year	2018-12-31	$3,042,662
Value of total assets at beginning of year	2018-12-31	$3,070,446
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$32,421
Total interest from all sources	2018-12-31	$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 year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$8,884
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$222,318
Participant contributions at end of year	2018-12-31	$94,487
Participant contributions at beginning of year	2018-12-31	$89,168
Participant contributions at beginning of year	2018-12-31	$4,974
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$19,255
Administrative expenses (other) incurred	2018-12-31	$15
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-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)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$2,767,527
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$2,801,253
Interest on participant loans	2018-12-31	$4,477
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$178,397
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$173,410
Net investment gain/loss from pooled separate accounts	2018-12-31	$-186,911
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$39,620
Employer contributions (assets) at end of year	2018-12-31	$2,251
Employer contributions (assets) at beginning of year	2018-12-31	$1,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$89,364
Contract administrator fees	2018-12-31	$23,522
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2018-12-31	043499945
2017 : PAYROLLING PARTNERS, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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 assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$80,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$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 year	2017-12-31	$3,070,446
Value of total assets at beginning of year	2017-12-31	$2,443,248
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$19,364
Total interest from all sources	2017-12-31	$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 year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$6,480
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$202,697
Participant contributions at end of year	2017-12-31	$89,168
Participant contributions at beginning of year	2017-12-31	$91,596
Participant contributions at end of year	2017-12-31	$4,974
Participant contributions at beginning of year	2017-12-31	$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 appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$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)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$13
Value of interest in pooled separate accounts at end of year	2017-12-31	$2,801,253
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$2,184,292
Interest on participant loans	2017-12-31	$3,958
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$173,410
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$163,496
Net investment gain/loss from pooled separate accounts	2017-12-31	$466,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$30,325
Employer contributions (assets) at end of year	2017-12-31	$1,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$61,346
Contract administrator fees	2017-12-31	$12,871
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2017-12-31	043499945
2016 : PAYROLLING PARTNERS, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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 assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$600,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$565,622
Expenses. Certain deemed distributions of participant loans	2016-12-31	$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 year	2016-12-31	$2,443,248
Value of total assets at beginning of year	2016-12-31	$2,698,262
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$19,297
Total interest from all sources	2016-12-31	$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 year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$4,583
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$168,066
Participant contributions at end of year	2016-12-31	$91,596
Participant contributions at beginning of year	2016-12-31	$109,050
Participant contributions at end of year	2016-12-31	$3,864
Participant contributions at beginning of year	2016-12-31	$1,501
Administrative expenses (other) incurred	2016-12-31	$6
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-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)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$14,708
Value of interest in pooled separate accounts at end of year	2016-12-31	$2,184,292
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$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 year	2016-12-31	$163,496
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$183,982
Net investment gain/loss from pooled separate accounts	2016-12-31	$173,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$565,622
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2016-12-31	043499945
2015 : PAYROLLING PARTNERS, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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 assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$288,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$259,617
Expenses. Certain deemed distributions of participant loans	2015-12-31	$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 year	2015-12-31	$2,698,262
Value of total assets at beginning of year	2015-12-31	$2,799,129
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$23,893
Total interest from all sources	2015-12-31	$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 year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$171,867
Participant contributions at end of year	2015-12-31	$109,050
Participant contributions at beginning of year	2015-12-31	$95,589
Participant contributions at end of year	2015-12-31	$1,501
Participant contributions at beginning of year	2015-12-31	$3,628
Other income not declared elsewhere	2015-12-31	$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 appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-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)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$2,403,729
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$2,464,178
Interest on participant loans	2015-12-31	$2,389
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$183,982
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$235,734
Net investment gain/loss from pooled separate accounts	2015-12-31	$11,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$259,617
Contract administrator fees	2015-12-31	$23,893
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2015-12-31	043499945
2014 : PAYROLLING PARTNERS, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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 assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$304,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$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 year	2014-12-31	$2,799,129
Value of total assets at beginning of year	2014-12-31	$2,811,305
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$22,577
Total interest from all sources	2014-12-31	$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 year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$146,799
Participant contributions at end of year	2014-12-31	$95,589
Participant contributions at beginning of year	2014-12-31	$118,065
Participant contributions at end of year	2014-12-31	$3,628
Participant contributions at beginning of year	2014-12-31	$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 appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-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)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$2,464,178
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$2,494,634
Interest on participant loans	2014-12-31	$4,046
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$235,734
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$195,749
Net investment gain/loss from pooled separate accounts	2014-12-31	$141,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$282,188
Contract administrator fees	2014-12-31	$22,577
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	Yes
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2014-12-31	043499945
2013 : PAYROLLING PARTNERS, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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 assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$448,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$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 year	2013-12-31	$2,811,305
Value of total assets at beginning of year	2013-12-31	$2,564,774
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$16,563
Total interest from all sources	2013-12-31	$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 year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$138,024
Participant contributions at end of year	2013-12-31	$118,065
Participant contributions at beginning of year	2013-12-31	$80,159
Participant contributions at end of year	2013-12-31	$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 appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$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)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$2,494,634
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$2,484,615
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$195,749
Net investment gain/loss from pooled separate accounts	2013-12-31	$556,574
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$431,504
Contract administrator fees	2013-12-31	$16,563
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	Yes
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2013-12-31	043499945
2012 : PAYROLLING PARTNERS, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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 assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$287,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$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 year	2012-12-31	$2,564,774
Value of total assets at beginning of year	2012-12-31	$2,418,131
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$8,025
Total interest from all sources	2012-12-31	$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 year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$68,062
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$350,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$144,322
Participant contributions at end of year	2012-12-31	$80,159
Participant contributions at beginning of year	2012-12-31	$80,503
Participant contributions at beginning of year	2012-12-31	$2,626
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$1,121
Administrative expenses (other) incurred	2012-12-31	$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 appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$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)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$2,484,615
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$2,335,002
Interest on participant loans	2012-12-31	$3,678
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$0
Net investment gain/loss from pooled separate accounts	2012-12-31	$216,698
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$279,213
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	ALFRED LUTFY, CPA
Accountancy firm EIN	2012-12-31	463859555
2011 : PAYROLLING PARTNERS, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$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 assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$518,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$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 year	2011-12-31	$2,418,131
Value of total assets at beginning of year	2011-12-31	$2,920,856
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$3,832
Total interest from all sources	2011-12-31	$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 year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$54,350
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$350,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$142,744
Participant contributions at end of year	2011-12-31	$80,503
Participant contributions at beginning of year	2011-12-31	$76,633
Participant contributions at end of year	2011-12-31	$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 year	2011-12-31	$110,786
Administrative expenses (other) incurred	2011-12-31	$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 appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-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)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$2,335,002
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$2,844,223
Interest on participant loans	2011-12-31	$3,680
Net investment gain/loss from pooled separate accounts	2011-12-31	$-109,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$514,582
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BEEFERMAN HUBER, LLC
Accountancy firm EIN	2011-12-31	203047920
2010 : PAYROLLING PARTNERS, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$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 assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$445,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$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 year	2010-12-31	$2,920,856
Value of total assets at beginning of year	2010-12-31	$2,844,273
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$33,724
Total interest from all sources	2010-12-31	$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 year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$350,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$194,896
Participant contributions at end of year	2010-12-31	$76,633
Participant contributions at beginning of year	2010-12-31	$69,931
Participant contributions at beginning of year	2010-12-31	$671
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$110,786
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$87,331
Administrative expenses (other) incurred	2010-12-31	$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 appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$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)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,153,694
Value of interest in pooled separate accounts at end of year	2010-12-31	$2,844,223
Interest on participant loans	2010-12-31	$2,765
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$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 accounts	2010-12-31	$22,960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$411,313
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	Yes
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BEEFERMAN HUBER, LLC
Accountancy firm EIN	2010-12-31	203047920

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

2023: PAYROLLING PARTNERS, INC. 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Mulitple employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: PAYROLLING PARTNERS, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Mulitple employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PAYROLLING PARTNERS, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PAYROLLING PARTNERS, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PAYROLLING PARTNERS, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PAYROLLING PARTNERS, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PAYROLLING PARTNERS, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PAYROLLING PARTNERS, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PAYROLLING PARTNERS, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PAYROLLING PARTNERS, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PAYROLLING PARTNERS, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PAYROLLING PARTNERS, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PAYROLLING PARTNERS, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PAYROLLING PARTNERS, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

GP27072

Policy instance

Insurance contract or identification number	GP27072
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 fees	528
Additional information about fees paid to insurance broker	ONGOING ADMIN REIMBURSEMENT PYMT
Insurance broker organization code?	5

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

GP27072

Policy instance

Insurance contract or identification number	GP27072
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 fees	1093
Additional information about fees paid to insurance broker	ONGOING ADMIN REIMBURSEMENT PYMT
Insurance broker organization code?	5

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

GP27072

Policy instance

Insurance contract or identification number	GP27072
Number of Individuals Covered	98
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 fees	1117
Additional information about fees paid to insurance broker	ONGOING ADMIN REIMBURSEMENT PYMT
Insurance broker organization code?	5

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

GP27072

Policy instance

Insurance contract or identification number	GP27072
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 fees	1170
Additional information about fees paid to insurance broker	TPA AWARDS
Insurance broker organization code?	5

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

GP27072

Policy instance

Insurance contract or identification number	GP27072
Number of Individuals Covered	94
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 fees	3303
Additional information about fees paid to insurance broker	TPA SUBSIDY
Insurance broker organization code?	5
Insurance broker name	PINNACLE FINANCIAL SERVICES, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

GP27072

Policy instance

Insurance contract or identification number	GP27072
Number of Individuals Covered	98
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $6,615
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $6,615
Insurance broker organization code?	4
Amount paid for insurance broker fees	5292
Additional information about fees paid to insurance broker	TPA SUBSIDY
Insurance broker name	UBS FINANCIAL SERVICES INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

GP27072

Policy instance

Insurance contract or identification number	GP27072
Number of Individuals Covered	99
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $4,597
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $4,597
Insurance broker organization code?	4
Amount paid for insurance broker fees	1600
Additional information about fees paid to insurance broker	TPA AWARDS
Insurance broker name	UBS FINANCIAL SERVICES INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

GP27072

Policy instance

Insurance contract or identification number	GP27072
Number of Individuals Covered	95
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $25,803
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $25,803
Insurance broker organization code?	4
Amount paid for insurance broker fees	6418
Additional information about fees paid to insurance broker	TPA AWARDS
Insurance broker name	UBS FINANCIAL SERVICES INC.

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-824483

Policy instance

Insurance contract or identification number	GA-824483
Number of Individuals Covered	0
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $2,504
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $2,504
Insurance broker organization code?	3
Amount paid for insurance broker fees	626
Additional information about fees paid to insurance broker	ADMINISTRATIVE ALLOWANCE
Insurance broker name	THE BENEFIT PRACTICE, INC.

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-824483

Policy instance

Insurance contract or identification number	GA-824483
Number of Individuals Covered	104
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $4,839
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $4,839
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	ADMINISTRATIVE ALLOWANCE
Insurance broker name	THE BENEFIT PRACTICE

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-824483

Policy instance

Insurance contract or identification number	GA-824483
Number of Individuals Covered	111
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $2,551
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

GAP-B2-BK6V

Policy instance

Insurance contract or identification number	GAP-B2-BK6V
Number of Individuals Covered	0
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $1,929
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

GA-824483

Policy instance

Insurance contract or identification number	GA-824483
Number of Individuals Covered	104
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

932162

Policy instance

Insurance contract or identification number	932162
Number of Individuals Covered	0
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $28,754
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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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Company Name:	PAYROLLING PARTNERS, INC.
Employer identification number (EIN):	222364706
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services