401k Plan data: PETERS & ASSOCIATES 401(K) PLAN AND TRUST plan

PETERS & ASSOCIATES 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	PETERS & ASSOCIATES 401(K) PLAN AND TRUST
Plan identification number	001

PETERS & ASSOCIATES 401(K) PLAN AND TRUST 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 provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

PETERS & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: PETERS & ASSOCIATES

Employer identification number (EIN): 363131104

NAIC Classification: 541512
NAIC Description: Computer Systems Design Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PETERS & ASSOCIATES 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 THOMAS WIESMAN
001 2017-01-01 THOMAS WIESMAN
001 2016-01-01 THOMAS WIESMAN
001 2015-01-01 THOMAS WIESMAN
001 2014-01-01 THOMAS WIESMAN
001 2013-01-01 THOMAS WIESMAN
001 2012-01-01 THOMAS WIESMAN
001 2011-01-01 THOMAS WIESMAN
001 2009-01-01 THOMAS WIESMAN
001 2009-01-01 THOMAS WIESMAN

Plan Statistics for PETERS & ASSOCIATES 401(K) PLAN AND TRUST

401k plan membership statisitcs for PETERS & ASSOCIATES 401(K) PLAN AND TRUST

Measure Date Value
2022: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 0
Number of participants with account balances 2022-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 41
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 17
Total of all active and inactive participants 2021-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 59
Number of participants with account balances 2021-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 44
Number of retired or separated participants receiving benefits 2020-01-01 1
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 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 61
Number of participants with account balances 2020-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 43
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 16
Total of all active and inactive participants 2019-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 60
Number of participants with account balances 2019-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 69
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 41
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 21
Total of all active and inactive participants 2018-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 62
Number of participants with account balances 2018-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 4
2017: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 78
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 44
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 23
Total of all active and inactive participants 2017-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 67
Number of participants with account balances 2017-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 4
2016: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 48
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 29
Total of all active and inactive participants 2016-01-01 77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 77
Number of participants with account balances 2016-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 84
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 57
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 24
Total of all active and inactive participants 2015-01-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 81
Number of participants with account balances 2015-01-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 5
2014: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 58
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 24
Total of all active and inactive participants 2014-01-01 82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 82
Number of participants with account balances 2014-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 68
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 52
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 18
Total of all active and inactive participants 2013-01-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 70
Number of participants with account balances 2013-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 52
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 14
Total of all active and inactive participants 2012-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 67
Number of participants with account balances 2012-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 45
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 13
Total of all active and inactive participants 2011-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 58
Number of participants with account balances 2011-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4
2009: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 43
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 10
Total of all active and inactive participants 2009-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 53
Number of participants with account balances 2009-01-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 6

Measure	Date	Value
2022: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	0
Number of participants with account balances	2022-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	41
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	17
Total of all active and inactive participants	2021-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	59
Number of participants with account balances	2021-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	44
Number of retired or separated participants receiving benefits	2020-01-01	1
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	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	61
Number of participants with account balances	2020-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	43
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	16
Total of all active and inactive participants	2019-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	60
Number of participants with account balances	2019-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	69
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	41
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	21
Total of all active and inactive participants	2018-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	62
Number of participants with account balances	2018-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	4
2017: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	78
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	44
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	23
Total of all active and inactive participants	2017-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	67
Number of participants with account balances	2017-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	4
2016: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	48
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	29
Total of all active and inactive participants	2016-01-01	77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	77
Number of participants with account balances	2016-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	84
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	57
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	24
Total of all active and inactive participants	2015-01-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	81
Number of participants with account balances	2015-01-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	5
2014: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	58
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	24
Total of all active and inactive participants	2014-01-01	82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	82
Number of participants with account balances	2014-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	68
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	52
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	18
Total of all active and inactive participants	2013-01-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	70
Number of participants with account balances	2013-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	52
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	14
Total of all active and inactive participants	2012-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	67
Number of participants with account balances	2012-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	45
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	13
Total of all active and inactive participants	2011-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	58
Number of participants with account balances	2011-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4
2009: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	43
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	10
Total of all active and inactive participants	2009-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	53
Number of participants with account balances	2009-01-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	6

Financial Data on PETERS & ASSOCIATES 401(K) PLAN AND TRUST

Measure	Date	Value
2022 : PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2022 401k financial data
Transfers to/from the plan	2022-07-31	$0
Total plan liabilities at end of year	2022-07-31	$0
Total plan liabilities at beginning of year	2022-07-31	$6,235
Total income from all sources	2022-07-31	$-1,627,633
Expenses. Total of all expenses incurred	2022-07-31	$8,037,664
Benefits paid (including direct rollovers)	2022-07-31	$8,009,983
Total plan assets at end of year	2022-07-31	$0
Total plan assets at beginning of year	2022-07-31	$9,671,532
Value of fidelity bond covering the plan	2022-07-31	$500,000
Total contributions received or receivable from participants	2022-07-31	$141,563
Expenses. Other expenses not covered elsewhere	2022-07-31	$0
Contributions received from other sources (not participants or employers)	2022-07-31	$0
Other income received	2022-07-31	$-1,769,196
Noncash contributions received	2022-07-31	$0
Net income (gross income less expenses)	2022-07-31	$-9,665,297
Net plan assets at end of year (total assets less liabilities)	2022-07-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2022-07-31	$9,665,297
Total contributions received or receivable from employer(s)	2022-07-31	$0
Value of certain deemed distributions of participant loans	2022-07-31	$0
Value of corrective distributions	2022-07-31	$7,863
Expenses. Administrative service providers (salaries,fees and commissions)	2022-07-31	$19,818
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-07-31	$0
2021 : PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$6,235
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,611,989
Expenses. Total of all expenses incurred	2021-12-31	$150,820
Benefits paid (including direct rollovers)	2021-12-31	$118,109
Total plan assets at end of year	2021-12-31	$9,671,532
Total plan assets at beginning of year	2021-12-31	$8,204,128
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$321,784
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$1,278,877
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$1,461,169
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$9,665,297
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$8,204,128
Total contributions received or receivable from employer(s)	2021-12-31	$11,328
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$6,235
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$26,476
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$2,313
Total income from all sources	2020-12-31	$1,463,271
Expenses. Total of all expenses incurred	2020-12-31	$615,444
Benefits paid (including direct rollovers)	2020-12-31	$591,445
Total plan assets at end of year	2020-12-31	$8,204,128
Total plan assets at beginning of year	2020-12-31	$7,358,614
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$336,451
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$1,113,021
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$847,827
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$8,204,128
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$7,356,301
Total contributions received or receivable from employer(s)	2020-12-31	$13,799
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$23,999
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$2,313
Total plan liabilities at beginning of year	2019-12-31	$3,560
Total income from all sources	2019-12-31	$1,680,634
Expenses. Total of all expenses incurred	2019-12-31	$242,161
Benefits paid (including direct rollovers)	2019-12-31	$236,456
Total plan assets at end of year	2019-12-31	$7,358,614
Total plan assets at beginning of year	2019-12-31	$5,921,388
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$327,452
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$1,340,899
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,438,473
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$7,356,301
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$5,917,828
Total contributions received or receivable from employer(s)	2019-12-31	$12,283
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$2,313
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$3,392
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$3,560
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$53,880
Expenses. Total of all expenses incurred	2018-12-31	$1,183,612
Benefits paid (including direct rollovers)	2018-12-31	$1,178,877
Total plan assets at end of year	2018-12-31	$5,921,388
Total plan assets at beginning of year	2018-12-31	$7,047,560
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$304,186
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-259,798
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-1,129,732
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$5,917,828
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$7,047,560
Total contributions received or receivable from employer(s)	2018-12-31	$9,492
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$3,560
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$1,175
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$8,571
Total income from all sources	2017-12-31	$1,562,160
Expenses. Total of all expenses incurred	2017-12-31	$1,007,590
Benefits paid (including direct rollovers)	2017-12-31	$1,006,190
Total plan assets at end of year	2017-12-31	$7,047,560
Total plan assets at beginning of year	2017-12-31	$6,501,561
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$331,458
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$1,221,078
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$554,570
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$7,047,560
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$6,492,990
Total contributions received or receivable from employer(s)	2017-12-31	$9,624
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$1,400
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$8,571
Total plan liabilities at beginning of year	2016-12-31	$9,230
Total income from all sources	2016-12-31	$866,336
Expenses. Total of all expenses incurred	2016-12-31	$204,097
Benefits paid (including direct rollovers)	2016-12-31	$194,526
Total plan assets at end of year	2016-12-31	$6,501,561
Total plan assets at beginning of year	2016-12-31	$5,839,981
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$372,920
Expenses. Other expenses not covered elsewhere	2016-12-31	$1,000
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$483,001
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$662,239
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$6,492,990
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$5,830,751
Total contributions received or receivable from employer(s)	2016-12-31	$10,415
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$8,571
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$9,230
Total plan liabilities at beginning of year	2015-12-31	$15,925
Total income from all sources	2015-12-31	$577,513
Expenses. Total of all expenses incurred	2015-12-31	$472,581
Benefits paid (including direct rollovers)	2015-12-31	$462,451
Total plan assets at end of year	2015-12-31	$5,839,981
Total plan assets at beginning of year	2015-12-31	$5,741,744
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$410,822
Expenses. Other expenses not covered elsewhere	2015-12-31	$900
Contributions received from other sources (not participants or employers)	2015-12-31	$127,788
Other income received	2015-12-31	$24,393
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$104,932
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,830,751
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,725,819
Total contributions received or receivable from employer(s)	2015-12-31	$14,510
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$9,230
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$15,925
Total plan liabilities at beginning of year	2014-12-31	$3,016
Total income from all sources	2014-12-31	$723,360
Expenses. Total of all expenses incurred	2014-12-31	$416,571
Benefits paid (including direct rollovers)	2014-12-31	$400,421
Total plan assets at end of year	2014-12-31	$5,741,744
Total plan assets at beginning of year	2014-12-31	$5,422,046
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$377,307
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$329,944
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$306,789
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,725,819
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$5,419,030
Total contributions received or receivable from employer(s)	2014-12-31	$16,109
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$15,925
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$225
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$3,016
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,297,191
Expenses. Total of all expenses incurred	2013-12-31	$34,902
Benefits paid (including direct rollovers)	2013-12-31	$31,516
Total plan assets at end of year	2013-12-31	$5,422,046
Total plan assets at beginning of year	2013-12-31	$4,156,741
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$293,204
Expenses. Other expenses not covered elsewhere	2013-12-31	$370
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$991,342
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$1,262,289
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$5,419,030
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,156,741
Total contributions received or receivable from employer(s)	2013-12-31	$12,645
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$3,016
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$806,597
Expenses. Total of all expenses incurred	2012-12-31	$169,362
Benefits paid (including direct rollovers)	2012-12-31	$169,082
Total plan assets at end of year	2012-12-31	$4,156,741
Total plan assets at beginning of year	2012-12-31	$3,519,506
Value of fidelity bond covering the plan	2012-12-31	$420,000
Total contributions received or receivable from participants	2012-12-31	$252,612
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$530,995
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$637,235
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,156,741
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,519,506
Total contributions received or receivable from employer(s)	2012-12-31	$22,990
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$280
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$9,870
Total income from all sources	2011-12-31	$145,776
Expenses. Total of all expenses incurred	2011-12-31	$29,460
Benefits paid (including direct rollovers)	2011-12-31	$29,460
Total plan assets at end of year	2011-12-31	$3,519,506
Total plan assets at beginning of year	2011-12-31	$3,413,060
Value of fidelity bond covering the plan	2011-12-31	$352,000
Total contributions received or receivable from participants	2011-12-31	$248,948
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-113,989
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$116,316
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,519,506
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,403,190
Total contributions received or receivable from employer(s)	2011-12-31	$10,817
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$9,870
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$628,242
Expenses. Total of all expenses incurred	2010-12-31	$220,996
Benefits paid (including direct rollovers)	2010-12-31	$211,126
Total plan assets at end of year	2010-12-31	$3,413,060
Total plan assets at beginning of year	2010-12-31	$2,995,944
Value of fidelity bond covering the plan	2010-12-31	$340,000
Total contributions received or receivable from participants	2010-12-31	$251,532
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$374,215
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$407,246
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,403,190
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,995,944
Total contributions received or receivable from employer(s)	2010-12-31	$2,495
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$9,870
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : PETERS & ASSOCIATES 401(K) PLAN AND TRUST 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 PETERS & ASSOCIATES 401(K) PLAN AND TRUST

2022: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 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	Yes
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 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: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 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: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 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
2018: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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:	PETERS & ASSOCIATES
Employer identification number (EIN):	363131104
NAIC Classification:	541512
NAIC Description:	Computer Systems Design Services