401k Plan data: PV SQUARED 401(K) PROFIT SHARING PLAN plan

PV SQUARED 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	PV SQUARED 401(K) PROFIT SHARING PLAN
Plan identification number	001

PV SQUARED 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PIONEER VALLEY PHOTOVOLTAICS COOPERATIVE, INC. has sponsored the creation of one or more 401k plans.

Company Name: PIONEER VALLEY PHOTOVOLTAICS COOPERATIVE, INC.

Employer identification number (EIN): 270043743

NAIC Classification: 238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PV SQUARED 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2017-01-01 KIMBERLY PINKHAM
001 2016-01-01
001 2015-01-01
001 2013-01-01
001 2012-01-01 KIMBERLY PINKHAM 2013-07-08 KIMBERLY PINKHAM 2013-07-08
001 2011-01-01 KIMBERLY PINKHAM 2012-07-24 KIMBERLY PINKHAM 2012-07-24
001 2010-01-01 KIMBERLY PINKHAM 2011-09-06 KIMBERLY PINKHAM 2011-09-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2017-01-01	KIMBERLY PINKHAM
001	2016-01-01
001	2015-01-01
001	2013-01-01
001	2012-01-01	KIMBERLY PINKHAM	2013-07-08	KIMBERLY PINKHAM	2013-07-08
001	2011-01-01	KIMBERLY PINKHAM	2012-07-24	KIMBERLY PINKHAM	2012-07-24
001	2010-01-01	KIMBERLY PINKHAM	2011-09-06	KIMBERLY PINKHAM	2011-09-06

Plan Statistics for PV SQUARED 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PV SQUARED 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: PV SQUARED 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 39
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 30
Total of all active and inactive participants 2022-01-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 69
Number of participants with account balances 2022-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: PV SQUARED 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 45
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 13
Total of all active and inactive participants 2021-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 58
Number of participants with account balances 2021-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PV SQUARED 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 44
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 11
Total of all active and inactive participants 2020-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 55
Number of participants with account balances 2020-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PV SQUARED 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 38
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 8
Total of all active and inactive participants 2019-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 47
Number of participants with account balances 2019-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2017: PV SQUARED 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 38
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 4
Total of all active and inactive participants 2017-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 42
Number of participants with account balances 2017-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2022: PV SQUARED 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	39
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	30
Total of all active and inactive participants	2022-01-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	69
Number of participants with account balances	2022-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: PV SQUARED 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	45
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	13
Total of all active and inactive participants	2021-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	58
Number of participants with account balances	2021-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PV SQUARED 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	44
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	11
Total of all active and inactive participants	2020-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	55
Number of participants with account balances	2020-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PV SQUARED 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	38
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	8
Total of all active and inactive participants	2019-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	47
Number of participants with account balances	2019-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2017: PV SQUARED 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	38
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	4
Total of all active and inactive participants	2017-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	42
Number of participants with account balances	2017-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on PV SQUARED 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : PV SQUARED 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-203,494
Expenses. Total of all expenses incurred	2022-12-31	$20,190
Benefits paid (including direct rollovers)	2022-12-31	$15,215
Total plan assets at end of year	2022-12-31	$2,421,948
Total plan assets at beginning of year	2022-12-31	$2,645,632
Value of fidelity bond covering the plan	2022-12-31	$300,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$258,533
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-499,479
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-223,684
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,421,948
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,645,632
Assets. Value of participant loans	2022-12-31	$5,759
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$37,452
Value of certain deemed distributions of participant loans	2022-12-31	$4,636
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$339
2021 : PV SQUARED 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$653,078
Expenses. Total of all expenses incurred	2021-12-31	$342,160
Benefits paid (including direct rollovers)	2021-12-31	$341,860
Total plan assets at end of year	2021-12-31	$2,645,632
Total plan assets at beginning of year	2021-12-31	$2,334,714
Value of fidelity bond covering the plan	2021-12-31	$206,135
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$217,377
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$356,536
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$310,918
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,645,632
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,334,714
Assets. Value of participant loans	2021-12-31	$9,349
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$79,165
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$300
2020 : PV SQUARED 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$518,214
Expenses. Total of all expenses incurred	2020-12-31	$133,997
Benefits paid (including direct rollovers)	2020-12-31	$132,610
Total plan assets at end of year	2020-12-31	$2,334,714
Total plan assets at beginning of year	2020-12-31	$1,950,497
Value of fidelity bond covering the plan	2020-12-31	$206,135
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$158,986
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$335,507
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$384,217
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,334,714
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,950,497
Assets. Value of participant loans	2020-12-31	$4,522
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$23,721
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$1,231
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$156
2019 : PV SQUARED 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$653,168
Expenses. Total of all expenses incurred	2019-12-31	$2,505
Benefits paid (including direct rollovers)	2019-12-31	$2,405
Total plan assets at end of year	2019-12-31	$1,950,497
Total plan assets at beginning of year	2019-12-31	$1,299,834
Value of fidelity bond covering the plan	2019-12-31	$206,135
Total contributions received or receivable from participants	2019-12-31	$203,526
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$32,644
Other income received	2019-12-31	$345,561
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$650,663
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,950,497
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,299,834
Assets. Value of participant loans	2019-12-31	$5,500
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2019-12-31	$0
Total contributions received or receivable from employer(s)	2019-12-31	$71,437
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$100
2018 : PV SQUARED 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$243,700
Expenses. Total of all expenses incurred	2018-12-31	$9,316
Benefits paid (including direct rollovers)	2018-12-31	$9,103
Total plan assets at end of year	2018-12-31	$1,299,834
Total plan assets at beginning of year	2018-12-31	$1,065,450
Value of fidelity bond covering the plan	2018-12-31	$75,000
Total contributions received or receivable from participants	2018-12-31	$177,199
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$73,920
Other income received	2018-12-31	$-92,407
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$234,384
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,299,834
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,065,450
Assets. Value of participant loans	2018-12-31	$3,156
Total contributions received or receivable from employer(s)	2018-12-31	$84,988
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$213
2017 : PV SQUARED 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$384,901
Expenses. Total of all expenses incurred	2017-12-31	$272,382
Benefits paid (including direct rollovers)	2017-12-31	$272,257
Total plan assets at end of year	2017-12-31	$1,065,450
Total plan assets at beginning of year	2017-12-31	$952,931
Value of fidelity bond covering the plan	2017-12-31	$75,000
Total contributions received or receivable from participants	2017-12-31	$111,795
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$184,937
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$112,519
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,065,450
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$952,931
Assets. Value of participant loans	2017-12-31	$4,863
Total contributions received or receivable from employer(s)	2017-12-31	$88,169
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$125

Form 5500 Responses for PV SQUARED 401(K) PROFIT SHARING PLAN

2022: PV SQUARED 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PV SQUARED 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PV SQUARED 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PV SQUARED 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2017: PV SQUARED 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PIONEER VALLEY PHOTOVOLTAICS COOPERATIVE, INC.
Employer identification number (EIN):	270043743
NAIC Classification:	238900