401k Plan data: PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN plan

PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN 401k Plan overview

Plan Name	PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN
Plan identification number	001

PROFIT RECOVERY PARTNERS, LLC 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.
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

PROFIT RECOVERY PARTNERS, LLC has sponsored the creation of one or more 401k plans.

Company Name: PROFIT RECOVERY PARTNERS, LLC

Employer identification number (EIN): 330785531

NAIC Classification: 561490

Additional information about PROFIT RECOVERY PARTNERS, LLC

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: 199808210112

More information about PROFIT RECOVERY PARTNERS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT RECOVERY PARTNERS, LLC 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 DON STEINER 2024-10-11
001 2022-01-01 DON STEINER 2023-10-06 DON STEINER 2023-10-06
001 2022-01-01 DON STEINER 2024-10-06
001 2021-01-01 DON STEINER 2022-10-10
001 2020-01-01 DON STEINER 2021-07-26 DON STEINER 2021-07-26
001 2019-01-01 DONALD STEINER 2020-10-08
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 DONALD STEINER 2015-09-23
001 2013-01-01 DONALD STEINER 2014-10-06
001 2012-01-01 DONALD STEINER 2013-09-24
001 2011-01-01 DONALD STEINER 2012-10-09 DONALD STEINER 2012-10-09
001 2010-01-01 DONALD STEINER 2011-07-20
001 2009-01-01 DONALD STEINER DONALD STEINER 2010-08-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	DON STEINER	2024-10-11
001	2022-01-01	DON STEINER	2023-10-06	DON STEINER	2023-10-06
001	2022-01-01	DON STEINER	2024-10-06
001	2021-01-01	DON STEINER	2022-10-10
001	2020-01-01	DON STEINER	2021-07-26	DON STEINER	2021-07-26
001	2019-01-01	DONALD STEINER	2020-10-08
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	DONALD STEINER	2015-09-23
001	2013-01-01	DONALD STEINER	2014-10-06
001	2012-01-01	DONALD STEINER	2013-09-24
001	2011-01-01	DONALD STEINER	2012-10-09	DONALD STEINER	2012-10-09
001	2010-01-01	DONALD STEINER	2011-07-20
001	2009-01-01	DONALD STEINER		DONALD STEINER	2010-08-13

Plan Statistics for PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN

401k plan membership statisitcs for PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN

Measure Date Value
2023: PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 100
Number of retired or separated participants receiving benefits 2023-01-01 3
Number of other retired or separated participants entitled to future benefits 2023-01-01 44
Total of all active and inactive participants 2023-01-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 147
Number of participants with account balances 2023-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 4
2022: PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 111
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 0
Total of all active and inactive participants 2022-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 111
Number of participants with account balances 2022-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 7
2021: PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 95
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 30
Total of all active and inactive participants 2021-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 125
Number of participants with account balances 2021-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 4
2020: PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 122
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 26
Total of all active and inactive participants 2020-01-01 150
Total participants 2020-01-01 150
Number of participants with account balances 2020-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 6
2019: PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 96
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 32
Total of all active and inactive participants 2019-01-01 128
Total participants 2019-01-01 128
Number of participants with account balances 2019-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 5
2018: PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 92
Number of other retired or separated participants entitled to future benefits 2018-01-01 26
Total of all active and inactive participants 2018-01-01 118
Total participants 2018-01-01 118
Number of participants with account balances 2018-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 107
Number of other retired or separated participants entitled to future benefits 2017-01-01 27
Total of all active and inactive participants 2017-01-01 134
Total participants 2017-01-01 134
Number of participants with account balances 2017-01-01 65
2016: PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 105
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 20
Total of all active and inactive participants 2016-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 125
Number of participants with account balances 2016-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 98
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 21
Total of all active and inactive participants 2015-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 119
Number of participants with account balances 2015-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2009: PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 81
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 75
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 9
Total of all active and inactive participants 2009-01-01 84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 84
Number of participants with account balances 2009-01-01 47
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: PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	100
Number of retired or separated participants receiving benefits	2023-01-01	3
Number of other retired or separated participants entitled to future benefits	2023-01-01	44
Total of all active and inactive participants	2023-01-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	147
Number of participants with account balances	2023-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	4
2022: PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	111
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	0
Total of all active and inactive participants	2022-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	111
Number of participants with account balances	2022-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	7
2021: PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	95
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	30
Total of all active and inactive participants	2021-01-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	125
Number of participants with account balances	2021-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	4
2020: PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	122
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	26
Total of all active and inactive participants	2020-01-01	150
Total participants	2020-01-01	150
Number of participants with account balances	2020-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	6
2019: PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	96
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	32
Total of all active and inactive participants	2019-01-01	128
Total participants	2019-01-01	128
Number of participants with account balances	2019-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	5
2018: PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	92
Number of other retired or separated participants entitled to future benefits	2018-01-01	26
Total of all active and inactive participants	2018-01-01	118
Total participants	2018-01-01	118
Number of participants with account balances	2018-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	107
Number of other retired or separated participants entitled to future benefits	2017-01-01	27
Total of all active and inactive participants	2017-01-01	134
Total participants	2017-01-01	134
Number of participants with account balances	2017-01-01	65
2016: PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	105
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	20
Total of all active and inactive participants	2016-01-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	125
Number of participants with account balances	2016-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	98
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	21
Total of all active and inactive participants	2015-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	119
Number of participants with account balances	2015-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2009: PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	81
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	75
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	9
Total of all active and inactive participants	2009-01-01	84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	84
Number of participants with account balances	2009-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN

Measure	Date	Value
2023 : PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
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	$2,210,731
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$301,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$288,016
Value of total corrective distributions	2023-12-31	$9,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$969,704
Value of total assets at end of year	2023-12-31	$8,020,057
Value of total assets at beginning of year	2023-12-31	$6,110,520
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$3,279
Total interest from all sources	2023-12-31	$6,506
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
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	$822,752
Participant contributions at end of year	2023-12-31	$110,224
Participant contributions at beginning of year	2023-12-31	$117,283
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$146,952
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	$1,909,537
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$8,020,057
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$6,110,520
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$7,902,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$5,837,243
Interest on participant loans	2023-12-31	$6,506
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$7,550
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$2,807
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$2,807
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$1,234,521
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
Employer contributions (assets) at end of year	2023-12-31	$0
Employer contributions (assets) at beginning of year	2023-12-31	$153,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$288,016
Contract administrator fees	2023-12-31	$3,279
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	LEE CPA AUDIT GROUP
Accountancy firm EIN	2023-12-31	814637885
2022 : PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-289,204
Total of all expenses incurred	2022-12-31	$349,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$347,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$984,899
Value of total assets at end of year	2022-12-31	$6,110,520
Value of total assets at beginning of year	2022-12-31	$6,748,899
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$1,215
Total interest from all sources	2022-12-31	$4,534
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$350,000
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	$773,349
Participant contributions at end of year	2022-12-31	$117,283
Participant contributions at beginning of year	2022-12-31	$117,126
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$58,363
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	$-638,379
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$6,110,520
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$6,748,899
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$5,837,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$6,485,618
Interest on participant loans	2022-12-31	$4,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$2,807
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$2,592
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$2,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,278,637
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	$153,187
Employer contributions (assets) at end of year	2022-12-31	$153,187
Employer contributions (assets) at beginning of year	2022-12-31	$143,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$347,960
Contract administrator fees	2022-12-31	$1,215
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	LEE CPA AUDIT GROUP
Accountancy firm EIN	2022-12-31	814637885
2021 : PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$1,758,630
Total of all expenses incurred	2021-12-31	$422,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$422,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$899,316
Value of total assets at end of year	2021-12-31	$6,748,899
Value of total assets at beginning of year	2021-12-31	$5,413,173
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$861
Total interest from all sources	2021-12-31	$2,405
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$350,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$677,556
Participant contributions at end of year	2021-12-31	$117,126
Participant contributions at beginning of year	2021-12-31	$13,562
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$86,407
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	$1,335,726
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$6,748,899
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,413,173
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	$6,485,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,263,920
Interest on participant loans	2021-12-31	$2,405
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$2,592
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$8,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$8,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$856,909
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	$135,353
Employer contributions (assets) at end of year	2021-12-31	$143,563
Employer contributions (assets) at beginning of year	2021-12-31	$127,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$422,043
Contract administrator fees	2021-12-31	$861
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	LEE CPA AUDIT GROUP
Accountancy firm EIN	2021-12-31	814637885
2020 : PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$1,527,019
Total of all expenses incurred	2020-12-31	$504,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$503,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$806,308
Value of total assets at end of year	2020-12-31	$5,413,173
Value of total assets at beginning of year	2020-12-31	$4,390,599
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$715
Total interest from all sources	2020-12-31	$2,190
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	$350,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$595,180
Participant contributions at end of year	2020-12-31	$13,562
Participant contributions at beginning of year	2020-12-31	$38,784
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$83,647
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,022,574
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,413,173
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,390,599
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 registered invesment companies (eg mutual funds) at end of year	2020-12-31	$5,263,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,241,288
Interest on participant loans	2020-12-31	$2,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$8,211
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$5,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$5,399
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$718,521
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	$127,481
Employer contributions (assets) at end of year	2020-12-31	$127,480
Employer contributions (assets) at beginning of year	2020-12-31	$105,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$503,730
Contract administrator fees	2020-12-31	$715
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	Disclaimer
Accountancy firm name	2020-12-31	LEE CPA AUDIT GROUP
Accountancy firm EIN	2020-12-31	814637885
2019 : PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$1,329,023
Total of all expenses incurred	2019-12-31	$304,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$274,702
Value of total corrective distributions	2019-12-31	$29,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$669,000
Value of total assets at end of year	2019-12-31	$4,390,599
Value of total assets at beginning of year	2019-12-31	$3,365,704
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$380
Total interest from all sources	2019-12-31	$1,351
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$350,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$520,863
Participant contributions at end of year	2019-12-31	$38,784
Participant contributions at beginning of year	2019-12-31	$17,054
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$43,009
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,024,895
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,390,599
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,365,704
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 leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,241,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,255,652
Interest on participant loans	2019-12-31	$1,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$5,399
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$658,672
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
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	$105,128
Employer contributions (assets) at end of year	2019-12-31	$105,128
Employer contributions (assets) at beginning of year	2019-12-31	$92,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$274,702
Contract administrator fees	2019-12-31	$380
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	LEE CPA AUDIT GROUP
Accountancy firm EIN	2019-12-31	814637885
2018 : PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$323,200
Total of all expenses incurred	2018-12-31	$686,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$636,633
Value of total corrective distributions	2018-12-31	$48,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$551,405
Value of total assets at end of year	2018-12-31	$3,365,704
Value of total assets at beginning of year	2018-12-31	$3,729,307
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,137
Total interest from all sources	2018-12-31	$1,052
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$350,000
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	$458,407
Participant contributions at end of year	2018-12-31	$17,054
Participant contributions at beginning of year	2018-12-31	$29,141
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	$-363,603
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,365,704
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,729,307
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 registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,255,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,700,166
Interest on participant loans	2018-12-31	$1,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-229,257
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	$92,998
Employer contributions (assets) at end of year	2018-12-31	$92,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$636,633
Contract administrator fees	2018-12-31	$2,137
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	LEE CPA AUDIT GROUP
Accountancy firm EIN	2018-12-31	814637885
2017 : PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN 2017 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$1,050
Total income from all sources (including contributions)	2017-12-31	$955,479
Total of all expenses incurred	2017-12-31	$369,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$367,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$468,854
Value of total assets at end of year	2017-12-31	$3,729,307
Value of total assets at beginning of year	2017-12-31	$3,143,939
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,420
Total interest from all sources	2017-12-31	$3,709
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$350,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$420,980
Participant contributions at end of year	2017-12-31	$29,141
Participant contributions at beginning of year	2017-12-31	$106,191
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$47,874
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	$586,418
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,729,307
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,142,889
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,700,166
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,037,748
Interest on participant loans	2017-12-31	$3,709
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$482,916
Net investment gain/loss from pooled separate accounts	2017-12-31	$0
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$367,641
Contract administrator fees	2017-12-31	$1,420
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$1,050
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	LEE CPA AUDIT GROUP
Accountancy firm EIN	2017-12-31	814637885
2016 : PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$1,050
Total income from all sources (including contributions)	2016-12-31	$675,655
Total of all expenses incurred	2016-12-31	$956,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$952,753
Value of total corrective distributions	2016-12-31	$2,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$399,850
Value of total assets at end of year	2016-12-31	$3,143,939
Value of total assets at beginning of year	2016-12-31	$3,423,479
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,246
Total interest from all sources	2016-12-31	$5,523
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$350,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$374,638
Participant contributions at end of year	2016-12-31	$106,191
Participant contributions at beginning of year	2016-12-31	$95,846
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$25,212
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	$-280,590
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,142,889
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,423,479
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,037,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$3,327,633
Interest on participant loans	2016-12-31	$5,523
Net investment gain/loss from pooled separate accounts	2016-12-31	$270,282
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	$952,753
Contract administrator fees	2016-12-31	$1,246
Liabilities. Value of benefit claims payable at end of year	2016-12-31	$1,050
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	LEE CPA AUDIT GROUP
Accountancy firm EIN	2016-12-31	814637885
2015 : PROFIT RECOVERY PARTNERS, LLC 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	$373,561
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$142,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$137,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$442,208
Value of total assets at end of year	2015-12-31	$3,423,479
Value of total assets at beginning of year	2015-12-31	$3,192,578
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$4,781
Total interest from all sources	2015-12-31	$3,702
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	$300,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$333,786
Participant contributions at end of year	2015-12-31	$95,846
Participant contributions at beginning of year	2015-12-31	$9,617
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$108,422
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	$230,901
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,423,479
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$3,192,578
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
Investment advisory and management fees	2015-12-31	$4,781
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$3,327,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$3,182,961
Interest on participant loans	2015-12-31	$3,702
Net investment gain/loss from pooled separate accounts	2015-12-31	$-72,349
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	$137,879
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	LEE CPA
Accountancy firm EIN	2015-12-31	475458931

Form 5500 Responses for PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN

2023: PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single 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 – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single 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: PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single 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: PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single 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: PROFIT RECOVERY PARTNERS, LLC 401(K) 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 – 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: PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single 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: PROFIT RECOVERY PARTNERS, LLC 401(K) 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 – 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: PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single 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: PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single 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
2009: PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

102519

Policy instance

Insurance contract or identification number	102519
Number of Individuals Covered	126
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $13,518
Total amount of fees paid to insurance company	USD $5,741
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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

102519

Policy instance

Insurance contract or identification number	102519
Number of Individuals Covered	121
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $11,900
Total amount of fees paid to insurance company	USD $3,030
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $11,900
Additional information about fees paid to insurance broker	COMMISSION
Insurance broker organization code?	4
Amount paid for insurance broker fees	3030
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
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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

102519

Policy instance

Insurance contract or identification number	102519
Number of Individuals Covered	106
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $11,899
Total amount of fees paid to insurance company	USD $3,004
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,899
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSION
Insurance broker organization code?	4

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

102519

Policy instance

Insurance contract or identification number	102519
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $8,504
Total amount of fees paid to insurance company	USD $2,147
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,504
Insurance broker organization code?	4
Amount paid for insurance broker fees	2147

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

102519

Policy instance

Insurance contract or identification number	102519
Number of Individuals Covered	91
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $7,502
Total amount of fees paid to insurance company	USD $1,888
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,502
Insurance broker organization code?	4
Amount paid for insurance broker fees	1888

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

102519

Policy instance

Insurance contract or identification number	102519
Number of Individuals Covered	83
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $8,854
Total amount of fees paid to insurance company	USD $1,771
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,854
Additional information about fees paid to insurance broker	COMMISSION
Insurance broker organization code?	4
Amount paid for insurance broker fees	1732

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

102519

Policy instance

Insurance contract or identification number	102519
Number of Individuals Covered	70
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $12,381
Total amount of fees paid to insurance company	USD $1,807
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,381
Additional information about fees paid to insurance broker	COMMISSION
Insurance broker organization code?	4
Amount paid for insurance broker fees	1715
Insurance broker name	MORGAN STANLEY SMITH BARNEY

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

102519

Policy instance

Insurance contract or identification number	102519
Number of Individuals Covered	59
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $11,925
Total amount of fees paid to insurance company	USD $1,766
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 $11,925
Insurance broker organization code?	4
Amount paid for insurance broker fees	1658
Additional information about fees paid to insurance broker	MARKETING ALLOWANCES, SUBSCRIPTIONS, WEBINARS
Insurance broker name	MORGAN STANLEY SMITH BARNEY

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	PROFIT RECOVERY PARTNERS, LLC
Employer identification number (EIN):	330785531
NAIC Classification:	561490

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	199808210112