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PUTNAM CO. SAVINGS & PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NamePUTNAM CO. SAVINGS & PROFIT SHARING PLAN & TRUST
Plan identification number 001

PUTNAM CO. SAVINGS & PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PUTNAM, CO. has sponsored the creation of one or more 401k plans.

Company Name:PUTNAM, CO.
Employer identification number (EIN):251386954
NAIC Classification:424700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PUTNAM CO. SAVINGS & PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01EDWARD OWLETT III2021-09-23
0012019-01-01EDWARD OWLETT III2020-09-08
0012018-01-01
0012017-01-01EDWARD OWLETT III
0012017-01-01EDWARD OWLETT III
0012016-01-01EDWARD OWLETT III
0012015-01-01EDWARD OWLETT III
0012014-01-01TERESA CORBY TERESA CORBY2015-10-07
0012013-01-01ELLIN KIGHTLINGER2014-07-22 ELLIN KIGHTLINGER2014-07-22
0012012-01-01DENISE STANSFIELD2013-07-25
0012011-01-01EDWARD H OWLETT III2012-07-19
0012010-01-01EDWARD H OWLETT III
0012009-01-01EDWARD OWLETT III

Plan Statistics for PUTNAM CO. SAVINGS & PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for PUTNAM CO. SAVINGS & PROFIT SHARING PLAN & TRUST

Measure Date Value
2018: PUTNAM CO. SAVINGS & PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01130
Total number of active participants reported on line 7a of the Form 55002018-01-0173
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0114
Total of all active and inactive participants2018-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0187
Number of participants with account balances2018-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PUTNAM CO. SAVINGS & PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01152
Total number of active participants reported on line 7a of the Form 55002017-01-0178
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0143
Total of all active and inactive participants2017-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01121
Number of participants with account balances2017-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PUTNAM CO. SAVINGS & PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01127
Total number of active participants reported on line 7a of the Form 55002016-01-0186
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0152
Total of all active and inactive participants2016-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01138
Number of participants with account balances2016-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PUTNAM CO. SAVINGS & PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01136
Total number of active participants reported on line 7a of the Form 55002015-01-0196
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0125
Total of all active and inactive participants2015-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01121
Number of participants with account balances2015-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PUTNAM CO. SAVINGS & PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01128
Total number of active participants reported on line 7a of the Form 55002014-01-0192
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0134
Total of all active and inactive participants2014-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01126
Number of participants with account balances2014-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2010: PUTNAM CO. SAVINGS & PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-0187
Total number of active participants reported on line 7a of the Form 55002010-01-0182
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0115
Total of all active and inactive participants2010-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0197
Number of participants with account balances2010-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0113
2009: PUTNAM CO. SAVINGS & PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0188
Total number of active participants reported on line 7a of the Form 55002009-01-0172
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0115
Total of all active and inactive participants2009-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0187
Number of participants with account balances2009-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on PUTNAM CO. SAVINGS & PROFIT SHARING PLAN & TRUST

Measure Date Value
2018 : PUTNAM CO. SAVINGS & PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$63,989
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,509
Total income from all sources (including contributions)2018-12-31$135,266
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$137,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$118,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$216,600
Value of total assets at end of year2018-12-31$3,091,419
Value of total assets at beginning of year2018-12-31$3,033,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$18,800
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$247,316
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$247,316
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$300,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$96,786
Participant contributions at end of year2018-12-31$14,410
Participant contributions at beginning of year2018-12-31$12,643
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$8,545
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$63,989
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$4,509
Other income not declared elsewhere2018-12-31$305
Administrative expenses (other) incurred2018-12-31$18,800
Total non interest bearing cash at end of year2018-12-31$63,989
Total non interest bearing cash at beginning of year2018-12-31$4,509
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,742
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,027,430
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,029,172
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,740,406
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,760,467
Value of interest in common/collective trusts at end of year2018-12-31$204,366
Value of interest in common/collective trusts at beginning of year2018-12-31$211,190
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-333,510
Net investment gain or loss from common/collective trusts2018-12-31$4,555
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$111,269
Employer contributions (assets) at end of year2018-12-31$68,248
Employer contributions (assets) at beginning of year2018-12-31$44,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$118,208
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DAVIDSON, FOX & COMPANY
Accountancy firm EIN2018-12-31150544726
2017 : PUTNAM CO. SAVINGS & PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,509
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$86,886
Total income from all sources (including contributions)2017-12-31$654,870
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$119,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$102,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$178,352
Value of total assets at end of year2017-12-31$3,033,681
Value of total assets at beginning of year2017-12-31$2,580,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$16,475
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$198,241
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$198,241
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$300,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$91,682
Participant contributions at end of year2017-12-31$12,643
Participant contributions at beginning of year2017-12-31$11,986
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$4,509
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$86,886
Other income not declared elsewhere2017-12-31$7,339
Administrative expenses (other) incurred2017-12-31$16,475
Total non interest bearing cash at end of year2017-12-31$4,509
Total non interest bearing cash at beginning of year2017-12-31$87,415
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$535,613
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,029,172
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,493,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,760,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,206,655
Value of interest in common/collective trusts at end of year2017-12-31$211,190
Value of interest in common/collective trusts at beginning of year2017-12-31$226,586
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$266,992
Net investment gain or loss from common/collective trusts2017-12-31$3,946
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$86,670
Employer contributions (assets) at end of year2017-12-31$44,872
Employer contributions (assets) at beginning of year2017-12-31$47,803
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$102,782
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DAVIDSON, FOX & COMPANY
Accountancy firm EIN2017-12-31150544726
2016 : PUTNAM CO. SAVINGS & PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$86,886
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,166
Total income from all sources (including contributions)2016-12-31$299,855
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$171,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$156,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$164,945
Value of total assets at end of year2016-12-31$2,580,445
Value of total assets at beginning of year2016-12-31$2,370,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$14,698
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$131,828
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$131,828
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$300,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$81,979
Participant contributions at end of year2016-12-31$11,986
Participant contributions at beginning of year2016-12-31$1,275
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$86,886
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$5,166
Administrative expenses (other) incurred2016-12-31$14,698
Total non interest bearing cash at end of year2016-12-31$87,415
Total non interest bearing cash at beginning of year2016-12-31$5,166
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$128,288
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,493,559
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,365,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,206,655
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,096,365
Value of interest in common/collective trusts at end of year2016-12-31$226,586
Value of interest in common/collective trusts at beginning of year2016-12-31$228,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-1,210
Net investment gain or loss from common/collective trusts2016-12-31$4,292
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$82,966
Employer contributions (assets) at end of year2016-12-31$47,803
Employer contributions (assets) at beginning of year2016-12-31$38,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$156,869
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DAVIDSON, FOX & COMPANY
Accountancy firm EIN2016-12-31150544726
2015 : PUTNAM CO. SAVINGS & PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,166
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$6,948
Total income from all sources (including contributions)2015-12-31$217,947
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,128,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,111,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$152,141
Value of total assets at end of year2015-12-31$2,370,437
Value of total assets at beginning of year2015-12-31$3,282,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$17,501
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$161,024
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$161,024
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$70,566
Participant contributions at end of year2015-12-31$1,275
Participant contributions at beginning of year2015-12-31$1,319
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$7,498
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$5,166
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$6,948
Administrative expenses (other) incurred2015-12-31$17,501
Total non interest bearing cash at end of year2015-12-31$5,166
Total non interest bearing cash at beginning of year2015-12-31$6,949
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-910,704
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,365,271
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,275,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,096,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,986,231
Value of interest in common/collective trusts at end of year2015-12-31$228,805
Value of interest in common/collective trusts at beginning of year2015-12-31$246,988
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-99,733
Net investment gain or loss from common/collective trusts2015-12-31$4,515
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$74,077
Employer contributions (assets) at end of year2015-12-31$38,826
Employer contributions (assets) at beginning of year2015-12-31$41,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,111,150
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DAVIDSON, FOX & COMPANY
Accountancy firm EIN2015-12-31150544726
2014 : PUTNAM CO. SAVINGS & PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,948
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$8,002
Total income from all sources (including contributions)2014-12-31$548,474
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$328,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$310,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$190,055
Value of total assets at end of year2014-12-31$3,282,923
Value of total assets at beginning of year2014-12-31$3,063,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$17,304
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$241,881
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$241,881
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$72,802
Participant contributions at end of year2014-12-31$1,319
Participant contributions at beginning of year2014-12-31$2,206
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$6,948
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$8,002
Administrative expenses (other) incurred2014-12-31$17,304
Total non interest bearing cash at end of year2014-12-31$6,949
Total non interest bearing cash at beginning of year2014-12-31$4,712
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$220,445
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,275,975
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,055,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,986,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,822,567
Value of interest in common/collective trusts at end of year2014-12-31$246,988
Value of interest in common/collective trusts at beginning of year2014-12-31$232,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$112,132
Net investment gain or loss from common/collective trusts2014-12-31$4,406
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$117,253
Employer contributions (assets) at end of year2014-12-31$41,436
Employer contributions (assets) at beginning of year2014-12-31$1,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$310,725
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DAVIDSON, FOX & COMPANY, LLP
Accountancy firm EIN2014-12-31150544726
2010 : PUTNAM CO. SAVINGS & PROFIT SHARING PLAN & TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$306,143
Expenses. Total of all expenses incurred2010-12-31$92,971
Benefits paid (including direct rollovers)2010-12-31$82,224
Total plan assets at end of year2010-12-31$1,757,894
Total plan assets at beginning of year2010-12-31$1,544,722
Value of fidelity bond covering the plan2010-12-31$150,000
Total contributions received or receivable from participants2010-12-31$59,496
Other income received2010-12-31$181,839
Net income (gross income less expenses)2010-12-31$213,172
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,757,894
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,544,722
Total contributions received or receivable from employer(s)2010-12-31$64,808
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$10,747
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for PUTNAM CO. SAVINGS & PROFIT SHARING PLAN & TRUST

2018: PUTNAM CO. SAVINGS & PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PUTNAM CO. SAVINGS & PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PUTNAM CO. SAVINGS & PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PUTNAM CO. SAVINGS & PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PUTNAM CO. SAVINGS & PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2010: PUTNAM CO. SAVINGS & PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PUTNAM CO. SAVINGS & PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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