401k Plan data: PRINCE AND IZANT PROFIT SHARING PLAN plan

PRINCE AND IZANT PROFIT SHARING PLAN 401k Plan overview

Plan Name	PRINCE AND IZANT PROFIT SHARING PLAN
Plan identification number	001

PRINCE AND IZANT PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

PRINCE & IZANT COMPANIES has sponsored the creation of one or more 401k plans.

Company Name: PRINCE & IZANT COMPANIES

Employer identification number (EIN): 340471740

NAIC Classification: 332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRINCE AND IZANT PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 BRAD LINDHOLM 2019-09-17
001 2017-01-01 BRAD LINDHOLM 2018-09-27
001 2016-01-01 BRAD LINDHOLM 2017-09-27
001 2015-01-01 BRAD LINDHOLM 2016-09-28
001 2014-01-01 BRAD LINDHOLM 2015-07-21
001 2013-01-01 BRAD LINDHOLM 2014-09-25
001 2012-01-01 BRAD LINDHOLM 2013-07-10
001 2011-01-01 BRAD LINDHOLM 2012-09-12
001 2010-01-01 GREGORY CINGLE 2011-10-13
001 2009-01-01 GREGORY CINGLE GREGORY CINGLE 2010-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	BRAD LINDHOLM	2019-09-17
001	2017-01-01	BRAD LINDHOLM	2018-09-27
001	2016-01-01	BRAD LINDHOLM	2017-09-27
001	2015-01-01	BRAD LINDHOLM	2016-09-28
001	2014-01-01	BRAD LINDHOLM	2015-07-21
001	2013-01-01	BRAD LINDHOLM	2014-09-25
001	2012-01-01	BRAD LINDHOLM	2013-07-10
001	2011-01-01	BRAD LINDHOLM	2012-09-12
001	2010-01-01	GREGORY CINGLE	2011-10-13
001	2009-01-01	GREGORY CINGLE		GREGORY CINGLE	2010-10-13

Plan Statistics for PRINCE AND IZANT PROFIT SHARING PLAN

401k plan membership statisitcs for PRINCE AND IZANT PROFIT SHARING PLAN

Measure Date Value
2023: PRINCE AND IZANT PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 174
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 145
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 23
Total of all active and inactive participants 2023-01-01 168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 168
Number of participants with account balances 2023-01-01 158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 8
2022: PRINCE AND IZANT PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 132
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 22
Total of all active and inactive participants 2022-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 154
Number of participants with account balances 2022-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 8
2021: PRINCE AND IZANT PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 150
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 26
Total of all active and inactive participants 2021-01-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 176
Number of participants with account balances 2021-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 11
2020: PRINCE AND IZANT PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 132
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 16
Total of all active and inactive participants 2020-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 148
Number of participants with account balances 2020-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 8
2019: PRINCE AND IZANT PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 118
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 14
Total of all active and inactive participants 2019-01-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 132
Number of participants with account balances 2019-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2009: PRINCE AND IZANT PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 50
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 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 59
Number of participants with account balances 2009-01-01 59
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: PRINCE AND IZANT PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	174
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	145
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	23
Total of all active and inactive participants	2023-01-01	168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	168
Number of participants with account balances	2023-01-01	158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	8
2022: PRINCE AND IZANT PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	132
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	22
Total of all active and inactive participants	2022-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	154
Number of participants with account balances	2022-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	8
2021: PRINCE AND IZANT PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	150
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	26
Total of all active and inactive participants	2021-01-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	176
Number of participants with account balances	2021-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	11
2020: PRINCE AND IZANT PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	132
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	16
Total of all active and inactive participants	2020-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	148
Number of participants with account balances	2020-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	8
2019: PRINCE AND IZANT PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	118
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	14
Total of all active and inactive participants	2019-01-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	132
Number of participants with account balances	2019-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2009: PRINCE AND IZANT PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	50
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	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	59
Number of participants with account balances	2009-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PRINCE AND IZANT PROFIT SHARING PLAN

Measure	Date	Value
2023 : PRINCE AND IZANT PROFIT SHARING 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	$5,771,919
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$651,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$604,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$2,485,767
Value of total assets at end of year	2023-12-31	$27,815,315
Value of total assets at beginning of year	2023-12-31	$22,694,589
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$46,622
Total interest from all sources	2023-12-31	$11,122
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$894,254
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$894,254
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$2,000,000
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	$685,745
Participant contributions at end of year	2023-12-31	$182,774
Participant contributions at beginning of year	2023-12-31	$221,126
Participant contributions at end of year	2023-12-31	$0
Participant contributions at beginning of year	2023-12-31	$21,797
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$57,468
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-12-31	$21,223
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-12-31	$24,621
Total non interest bearing cash at end of year	2023-12-31	$133,034
Total non interest bearing cash at beginning of year	2023-12-31	$1,920
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	$5,120,726
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$27,815,315
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$22,694,589
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$16,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$24,646,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$19,839,552
Interest on participant loans	2023-12-31	$11,122
Value of interest in common/collective trusts at end of year	2023-12-31	$2,195,746
Value of interest in common/collective trusts at beginning of year	2023-12-31	$1,937,827
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$2,380,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$1,742,554
Employer contributions (assets) at end of year	2023-12-31	$636,520
Employer contributions (assets) at beginning of year	2023-12-31	$647,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$604,571
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	BDO USA, P.C.
Accountancy firm EIN	2023-12-31	135381590
2022 : PRINCE AND IZANT PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,139,318
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,501,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,470,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,275,216
Value of total assets at end of year	2022-12-31	$22,694,589
Value of total assets at beginning of year	2022-12-31	$26,335,672
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$31,700
Total interest from all sources	2022-12-31	$11,451
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$629,490
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$629,490
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$2,000,000
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	$597,763
Participant contributions at end of year	2022-12-31	$221,126
Participant contributions at beginning of year	2022-12-31	$243,155
Participant contributions at end of year	2022-12-31	$21,797
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$24,436
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$24,621
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$21,223
Total non interest bearing cash at end of year	2022-12-31	$1,920
Total non interest bearing cash at beginning of year	2022-12-31	$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	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,641,083
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$22,694,589
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$26,335,672
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	$19,839,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$23,724,720
Interest on participant loans	2022-12-31	$11,451
Value of interest in common/collective trusts at end of year	2022-12-31	$1,937,827
Value of interest in common/collective trusts at beginning of year	2022-12-31	$1,831,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$227
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$227
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-4,106,874
Net investment gain or loss from common/collective trusts	2022-12-31	$51,399
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	$1,653,017
Employer contributions (assets) at end of year	2022-12-31	$647,746
Employer contributions (assets) at beginning of year	2022-12-31	$514,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,470,065
Contract administrator fees	2022-12-31	$31,700
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	CARD, PALMER, SIBBISON & CO.
Accountancy firm EIN	2022-12-31	341599718
2021 : PRINCE AND IZANT PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$4,192,159
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$516,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$462,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,930,324
Value of total assets at end of year	2021-12-31	$26,335,672
Value of total assets at beginning of year	2021-12-31	$22,660,391
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$54,791
Total interest from all sources	2021-12-31	$12,171
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$923,805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$923,805
Administrative expenses professional fees incurred	2021-12-31	$35,437
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$503,079
Participant contributions at end of year	2021-12-31	$243,155
Participant contributions at beginning of year	2021-12-31	$227,794
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$21,850
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$21,223
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$25,025
Administrative expenses (other) incurred	2021-12-31	$2,550
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	$3,675,281
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$26,335,672
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$22,660,391
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
Investment advisory and management fees	2021-12-31	$16,804
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$23,724,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$19,184,335
Interest on participant loans	2021-12-31	$12,171
Value of interest in common/collective trusts at end of year	2021-12-31	$1,831,793
Value of interest in common/collective trusts at beginning of year	2021-12-31	$2,655,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$227
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$49,569
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$49,569
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,242,397
Net investment gain or loss from common/collective trusts	2021-12-31	$58,437
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	$1,405,395
Employer contributions (assets) at end of year	2021-12-31	$514,554
Employer contributions (assets) at beginning of year	2021-12-31	$543,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$462,087
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	CARD, PALMER, SIBBISON & CO.
Accountancy firm EIN	2021-12-31	341599718
2020 : PRINCE AND IZANT PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$4,120,288
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,604,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,584,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,790,418
Value of total assets at end of year	2020-12-31	$22,660,391
Value of total assets at beginning of year	2020-12-31	$20,144,396
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$20,132
Total interest from all sources	2020-12-31	$10,968
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$438,553
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$438,553
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$432,222
Participant contributions at end of year	2020-12-31	$227,794
Participant contributions at beginning of year	2020-12-31	$210,968
Other income not declared elsewhere	2020-12-31	$7,099
Administrative expenses (other) incurred	2020-12-31	$20,132
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	$2,515,995
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$22,660,391
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$20,144,396
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	$19,184,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$17,158,664
Interest on participant loans	2020-12-31	$10,968
Value of interest in common/collective trusts at end of year	2020-12-31	$2,655,325
Value of interest in common/collective trusts at beginning of year	2020-12-31	$2,168,779
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$49,569
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$51,998
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$51,998
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,842,842
Net investment gain or loss from common/collective trusts	2020-12-31	$30,408
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	$1,358,196
Employer contributions (assets) at end of year	2020-12-31	$543,368
Employer contributions (assets) at beginning of year	2020-12-31	$553,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,584,161
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	CARD, PALMER, SIBBISON & CO.
Accountancy firm EIN	2020-12-31	341599718
2019 : PRINCE AND IZANT PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$5,033,283
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$898,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$858,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,378,346
Value of total assets at end of year	2019-12-31	$20,144,396
Value of total assets at beginning of year	2019-12-31	$16,009,462
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$40,003
Total interest from all sources	2019-12-31	$9,412
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$383,521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$383,521
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$434,347
Participant contributions at end of year	2019-12-31	$210,968
Participant contributions at beginning of year	2019-12-31	$207,549
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	$4,134,934
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$20,144,396
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$16,009,462
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
Investment advisory and management fees	2019-12-31	$34,001
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$17,158,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$12,946,849
Income. Interest from loans (other than to participants)	2019-12-31	$9,412
Value of interest in common/collective trusts at end of year	2019-12-31	$2,168,779
Value of interest in common/collective trusts at beginning of year	2019-12-31	$2,807,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$51,998
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$47,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$47,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,201,092
Net investment gain or loss from common/collective trusts	2019-12-31	$60,912
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	$1,943,999
Employer contributions (assets) at end of year	2019-12-31	$553,987
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$858,346
Contract administrator fees	2019-12-31	$6,002
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	CARD, PALMER, SIBBISON & CO.
Accountancy firm EIN	2019-12-31	341599718
2009 : PRINCE AND IZANT PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for PRINCE AND IZANT PROFIT SHARING PLAN

2023: PRINCE AND IZANT PROFIT SHARING 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 – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: PRINCE AND IZANT PROFIT SHARING 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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PRINCE AND IZANT PROFIT SHARING 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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PRINCE AND IZANT PROFIT SHARING 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PRINCE AND IZANT 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
2009: PRINCE AND IZANT PROFIT SHARING 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

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Company Name:	PRINCE & IZANT COMPANIES
Employer identification number (EIN):	340471740
NAIC Classification:	332900