401k Plan data: PALMER DISTRIBUTORS, INC. EMPLOYEES 401(K) PLAN & TRUST plan

PALMER DISTRIBUTORS, INC. EMPLOYEES 401(K) PLAN & TRUST 401k Plan overview

Plan Name	PALMER DISTRIBUTORS, INC. EMPLOYEES 401(K) PLAN & TRUST
Plan identification number	001

PALMER DISTRIBUTORS, INC. EMPLOYEES 401(K) PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PALMER DISTRIBUTORS, INC. has sponsored the creation of one or more 401k plans.

Company Name: PALMER DISTRIBUTORS, INC.

Employer identification number (EIN): 381942134

NAIC Classification: 326100

Additional information about PALMER DISTRIBUTORS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1975-12-29

Company Identification Number: 493156

Legal Registered Office Address: 2469 DEAN ROAD

JACKSONVILLE

32216

More information about PALMER DISTRIBUTORS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PALMER DISTRIBUTORS, INC. EMPLOYEES 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 DENISE PALMER 2024-07-02 DENISE PALMER 2024-07-02
001 2022-01-01 DENISE PALMER 2023-07-11 DENISE PALMER 2023-07-11
001 2021-01-01 DENISE PALMER 2022-09-06 DENISE PALMER 2022-09-06
001 2020-01-01 DENISE PALMER 2021-07-12 DENISE PALMER 2021-07-12
001 2019-01-01 DENISE PALMER 2020-07-27 DENISE PALMER 2020-07-27
001 2018-01-01
001 2017-01-01 JAMES PALMER JAMES PALMER 2018-09-18
001 2016-01-01 JAMES PALMER JAMES PALMER 2017-10-13
001 2015-01-01 DENISE PALMER DENISE PALMER 2016-09-26
001 2014-01-01 DENISE PALMER DENISE PALMER 2015-10-14
001 2013-01-01 DENISE PALMER DENISE PALMER 2014-10-14
001 2012-01-01 DENISE M. PALMER DENISE M. PALMER 2013-10-14
001 2011-01-01 DENISE PALMER DENISE PALMER 2012-10-15
001 2010-01-01 DENISE M. PALMER 2011-09-29 DENISE M. PALMER 2011-09-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	DENISE PALMER	2024-07-02	DENISE PALMER	2024-07-02
001	2022-01-01	DENISE PALMER	2023-07-11	DENISE PALMER	2023-07-11
001	2021-01-01	DENISE PALMER	2022-09-06	DENISE PALMER	2022-09-06
001	2020-01-01	DENISE PALMER	2021-07-12	DENISE PALMER	2021-07-12
001	2019-01-01	DENISE PALMER	2020-07-27	DENISE PALMER	2020-07-27
001	2018-01-01
001	2017-01-01	JAMES PALMER		JAMES PALMER	2018-09-18
001	2016-01-01	JAMES PALMER		JAMES PALMER	2017-10-13
001	2015-01-01	DENISE PALMER		DENISE PALMER	2016-09-26
001	2014-01-01	DENISE PALMER		DENISE PALMER	2015-10-14
001	2013-01-01	DENISE PALMER		DENISE PALMER	2014-10-14
001	2012-01-01	DENISE M. PALMER		DENISE M. PALMER	2013-10-14
001	2011-01-01	DENISE PALMER		DENISE PALMER	2012-10-15
001	2010-01-01	DENISE M. PALMER	2011-09-29	DENISE M. PALMER	2011-09-29

Plan Statistics for PALMER DISTRIBUTORS, INC. EMPLOYEES 401(K) PLAN & TRUST

401k plan membership statisitcs for PALMER DISTRIBUTORS, INC. EMPLOYEES 401(K) PLAN & TRUST

Measure Date Value
2018: PALMER DISTRIBUTORS, INC. EMPLOYEES 401(K) PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 101
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 65
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 31
Total of all active and inactive participants 2018-01-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 96
Number of participants with account balances 2018-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PALMER DISTRIBUTORS, INC. EMPLOYEES 401(K) PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 110
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 74
Number of retired or separated participants receiving benefits 2017-01-01 25
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 99
Number of participants with account balances 2017-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PALMER DISTRIBUTORS, INC. EMPLOYEES 401(K) PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 76
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 31
Total of all active and inactive participants 2016-01-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 107
Number of participants with account balances 2016-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PALMER DISTRIBUTORS, INC. EMPLOYEES 401(K) PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 72
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 43
Total of all active and inactive participants 2015-01-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 115
Number of participants with account balances 2015-01-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PALMER DISTRIBUTORS, INC. EMPLOYEES 401(K) PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 73
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 55
Total of all active and inactive participants 2014-01-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 128
Number of participants with account balances 2014-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PALMER DISTRIBUTORS, INC. EMPLOYEES 401(K) PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 96
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 52
Total of all active and inactive participants 2013-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 148
Number of participants with account balances 2013-01-01 148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PALMER DISTRIBUTORS, INC. EMPLOYEES 401(K) PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 112
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 41
Total of all active and inactive participants 2012-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 153
Number of participants with account balances 2012-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PALMER DISTRIBUTORS, INC. EMPLOYEES 401(K) PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 110
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 27
Total of all active and inactive participants 2011-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 137
Number of participants with account balances 2011-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2018: PALMER DISTRIBUTORS, INC. EMPLOYEES 401(K) PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	65
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	31
Total of all active and inactive participants	2018-01-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	96
Number of participants with account balances	2018-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PALMER DISTRIBUTORS, INC. EMPLOYEES 401(K) PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	110
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	74
Number of retired or separated participants receiving benefits	2017-01-01	25
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	99
Number of participants with account balances	2017-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PALMER DISTRIBUTORS, INC. EMPLOYEES 401(K) PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	76
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	31
Total of all active and inactive participants	2016-01-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	107
Number of participants with account balances	2016-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PALMER DISTRIBUTORS, INC. EMPLOYEES 401(K) PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	72
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	43
Total of all active and inactive participants	2015-01-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	115
Number of participants with account balances	2015-01-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PALMER DISTRIBUTORS, INC. EMPLOYEES 401(K) PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	73
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	55
Total of all active and inactive participants	2014-01-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	128
Number of participants with account balances	2014-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PALMER DISTRIBUTORS, INC. EMPLOYEES 401(K) PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	96
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	52
Total of all active and inactive participants	2013-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	148
Number of participants with account balances	2013-01-01	148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PALMER DISTRIBUTORS, INC. EMPLOYEES 401(K) PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	112
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	41
Total of all active and inactive participants	2012-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	153
Number of participants with account balances	2012-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PALMER DISTRIBUTORS, INC. EMPLOYEES 401(K) PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	110
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	27
Total of all active and inactive participants	2011-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	137
Number of participants with account balances	2011-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on PALMER DISTRIBUTORS, INC. EMPLOYEES 401(K) PLAN & TRUST

Measure	Date	Value
2018 : PALMER DISTRIBUTORS, INC. EMPLOYEES 401(K) PLAN & TRUST 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$22,424
Total of all expenses incurred	2018-12-31	$97,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$72,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$327,192
Value of total assets at end of year	2018-12-31	$4,642,025
Value of total assets at beginning of year	2018-12-31	$4,716,754
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$24,621
Total interest from all sources	2018-12-31	$7,781
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$1,000
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$181,893
Participant contributions at end of year	2018-12-31	$137,338
Participant contributions at beginning of year	2018-12-31	$141,611
Participant contributions at beginning of year	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$23,621
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	$-74,729
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,642,025
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,716,754
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
Investment advisory and management fees	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,508,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,961,322
Interest on participant loans	2018-12-31	$7,723
Interest earned on other investments	2018-12-31	$58
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$850,769
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$458,921
Net investment gain/loss from pooled separate accounts	2018-12-31	$-312,549
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	$145,299
Employer contributions (assets) at end of year	2018-12-31	$145,546
Employer contributions (assets) at beginning of year	2018-12-31	$154,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$72,532
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	KRUGGEL LAWTON & CO LLC
Accountancy firm EIN	2018-12-31	351307701
2017 : PALMER DISTRIBUTORS, INC. EMPLOYEES 401(K) PLAN & TRUST 2017 401k financial data
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$943,008
Total of all expenses incurred	2017-12-31	$74,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$52,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$416,295
Value of total assets at end of year	2017-12-31	$4,716,754
Value of total assets at beginning of year	2017-12-31	$3,848,449
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$22,466
Total interest from all sources	2017-12-31	$7,379
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	$500,000
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	$194,299
Participant contributions at end of year	2017-12-31	$141,611
Participant contributions at beginning of year	2017-12-31	$118,893
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$1,588
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$67,096
Other income not declared elsewhere	2017-12-31	$5
Administrative expenses (other) incurred	2017-12-31	$22,466
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	$868,305
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,716,754
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,848,449
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	$3,961,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,892,159
Interest on participant loans	2017-12-31	$7,379
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$458,921
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$692,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$519,329
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
Contributions received in cash from employer	2017-12-31	$154,900
Employer contributions (assets) at end of year	2017-12-31	$154,900
Employer contributions (assets) at beginning of year	2017-12-31	$143,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$52,237
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	KRUGGEL LAWTON & CO LLC
Accountancy firm EIN	2017-12-31	351307701
2016 : PALMER DISTRIBUTORS, INC. EMPLOYEES 401(K) PLAN & TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$573,881
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$348,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$328,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$320,607
Value of total assets at end of year	2016-12-31	$3,848,449
Value of total assets at beginning of year	2016-12-31	$3,623,012
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$20,302
Total interest from all sources	2016-12-31	$7,888
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$123
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
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	$177,458
Participant contributions at end of year	2016-12-31	$118,893
Participant contributions at beginning of year	2016-12-31	$127,632
Participant contributions at end of year	2016-12-31	$1,588
Participant contributions at beginning of year	2016-12-31	$1,514
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$129
Other income not declared elsewhere	2016-12-31	$12
Administrative expenses (other) incurred	2016-12-31	$20,179
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	$225,437
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,848,449
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,623,012
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	$2,892,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,667,840
Income. Interest from loans (other than to participants)	2016-12-31	$7,888
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$692,789
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$676,733
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$245,374
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
Contributions received in cash from employer	2016-12-31	$143,020
Employer contributions (assets) at end of year	2016-12-31	$143,020
Employer contributions (assets) at beginning of year	2016-12-31	$149,293
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$328,142
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	KRUGGEL LAWTON & CO LLC
Accountancy firm EIN	2016-12-31	351307701
2015 : PALMER DISTRIBUTORS, INC. EMPLOYEES 401(K) PLAN & TRUST 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$287,267
Total of all expenses incurred	2015-12-31	$207,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$189,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$331,922
Value of total assets at end of year	2015-12-31	$3,623,012
Value of total assets at beginning of year	2015-12-31	$3,543,728
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$18,970
Total interest from all sources	2015-12-31	$5,883
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	$350,000
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	$182,550
Participant contributions at end of year	2015-12-31	$127,632
Participant contributions at beginning of year	2015-12-31	$133,715
Participant contributions at end of year	2015-12-31	$1,514
Participant contributions at beginning of year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$5
Administrative expenses (other) incurred	2015-12-31	$18,970
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	$79,284
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,623,012
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$3,543,728
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$2,667,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$2,926,986
Interest on participant loans	2015-12-31	$5,883
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$676,733
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$338,670
Net investment gain/loss from pooled separate accounts	2015-12-31	$-50,543
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
Contributions received in cash from employer	2015-12-31	$149,372
Employer contributions (assets) at end of year	2015-12-31	$149,293
Employer contributions (assets) at beginning of year	2015-12-31	$144,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$189,013
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	KRUGGEL LAWTON & CO LLC
Accountancy firm EIN	2015-12-31	351307701
2014 : PALMER DISTRIBUTORS, INC. EMPLOYEES 401(K) PLAN & TRUST 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$480,468
Total of all expenses incurred	2014-12-31	$417,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$400,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$304,508
Value of total assets at end of year	2014-12-31	$3,543,728
Value of total assets at beginning of year	2014-12-31	$3,481,193
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$17,888
Total interest from all sources	2014-12-31	$10,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$350,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$160,071
Participant contributions at end of year	2014-12-31	$133,715
Participant contributions at beginning of year	2014-12-31	$175,869
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$2,380
Administrative expenses (other) incurred	2014-12-31	$17,888
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$62,535
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$3,543,728
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$3,481,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$2,926,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,444,835
Interest on participant loans	2014-12-31	$5,484
Interest earned on other investments	2014-12-31	$5,347
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$338,670
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$689,036
Net investment gain/loss from pooled separate accounts	2014-12-31	$165,129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$144,437
Employer contributions (assets) at end of year	2014-12-31	$144,357
Employer contributions (assets) at beginning of year	2014-12-31	$169,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$400,045
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	KRUGGEL LAWTON & CO LLC
Accountancy firm EIN	2014-12-31	351307701
2013 : PALMER DISTRIBUTORS, INC. EMPLOYEES 401(K) PLAN & TRUST 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$755,048
Total of all expenses incurred	2013-12-31	$259,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$242,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$344,530
Value of total assets at end of year	2013-12-31	$3,481,193
Value of total assets at beginning of year	2013-12-31	$2,985,229
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$16,872
Total interest from all sources	2013-12-31	$12,249
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$350,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$175,457
Participant contributions at end of year	2013-12-31	$175,869
Participant contributions at beginning of year	2013-12-31	$149,684
Participant contributions at end of year	2013-12-31	$2,380
Participant contributions at beginning of year	2013-12-31	$3,181
Administrative expenses (other) incurred	2013-12-31	$16,872
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$495,964
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,481,193
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,985,229
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$2,444,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,859,811
Interest on participant loans	2013-12-31	$6,105
Interest earned on other investments	2013-12-31	$6,144
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$689,036
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$800,149
Net investment gain/loss from pooled separate accounts	2013-12-31	$398,269
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$169,073
Employer contributions (assets) at end of year	2013-12-31	$169,073
Employer contributions (assets) at beginning of year	2013-12-31	$172,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$242,212
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	KRUGGEL LAWTON & CO LLC
Accountancy firm EIN	2013-12-31	351307701
2012 : PALMER DISTRIBUTORS, INC. EMPLOYEES 401(K) PLAN & TRUST 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$608,610
Total of all expenses incurred	2012-12-31	$251,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$236,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$343,445
Value of total assets at end of year	2012-12-31	$2,985,229
Value of total assets at beginning of year	2012-12-31	$2,628,248
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$14,961
Total interest from all sources	2012-12-31	$20,858
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$297
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$350,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$171,041
Participant contributions at end of year	2012-12-31	$149,684
Participant contributions at beginning of year	2012-12-31	$127,706
Participant contributions at end of year	2012-12-31	$3,181
Participant contributions at beginning of year	2012-12-31	$3,251
Other income not declared elsewhere	2012-12-31	$0
Administrative expenses (other) incurred	2012-12-31	$14,664
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$356,981
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,985,229
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,628,248
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,859,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,911,244
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$0
Interest on participant loans	2012-12-31	$5,696
Interest earned on other investments	2012-12-31	$15,162
Value of interest in master investment trust accounts at beginning of year	2012-12-31	$0
Value of interest in common/collective trusts at beginning of year	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$800,149
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$414,542
Net investment gain/loss from pooled separate accounts	2012-12-31	$244,307
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$172,404
Employer contributions (assets) at end of year	2012-12-31	$172,404
Employer contributions (assets) at beginning of year	2012-12-31	$171,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$236,668
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	KRUGGEL LAWTON & CO LLC
Accountancy firm EIN	2012-12-31	351307701
2011 : PALMER DISTRIBUTORS, INC. EMPLOYEES 401(K) PLAN & TRUST 2011 401k financial data
Total transfer of assets to this plan	2011-12-31	$0
Total transfer of assets from this plan	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$313,741
Total of all expenses incurred	2011-12-31	$158,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$146,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$336,660
Value of total assets at end of year	2011-12-31	$2,628,248
Value of total assets at beginning of year	2011-12-31	$2,472,984
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$12,381
Total interest from all sources	2011-12-31	$20,430
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$350,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$163,749
Participant contributions at end of year	2011-12-31	$127,706
Participant contributions at beginning of year	2011-12-31	$131,716
Participant contributions at end of year	2011-12-31	$3,251
Participant contributions at beginning of year	2011-12-31	$39
Other income not declared elsewhere	2011-12-31	$-7
Administrative expenses (other) incurred	2011-12-31	$12,381
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$155,264
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,628,248
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,472,984
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,911,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,688,458
Value of interest in pooled separate accounts at end of year	2011-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$0
Interest on participant loans	2011-12-31	$6,708
Interest earned on other investments	2011-12-31	$13,722
Value of interest in master investment trust accounts at end of year	2011-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2011-12-31	$0
Value of interest in common/collective trusts at end of year	2011-12-31	$0
Value of interest in common/collective trusts at beginning of year	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$414,542
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$497,749
Net investment gain/loss from pooled separate accounts	2011-12-31	$-43,342
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$172,911
Employer contributions (assets) at end of year	2011-12-31	$171,505
Employer contributions (assets) at beginning of year	2011-12-31	$155,022
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$146,096
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	KRUGGEL LAWTON & CO LLC
Accountancy firm EIN	2011-12-31	351307701

Form 5500 Responses for PALMER DISTRIBUTORS, INC. EMPLOYEES 401(K) PLAN & TRUST

2018: PALMER DISTRIBUTORS, INC. EMPLOYEES 401(K) PLAN & 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 – 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: PALMER DISTRIBUTORS, INC. EMPLOYEES 401(K) PLAN & 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 – 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: PALMER DISTRIBUTORS, INC. EMPLOYEES 401(K) PLAN & 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 – 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: PALMER DISTRIBUTORS, INC. EMPLOYEES 401(K) PLAN & 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 – 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
2014: PALMER DISTRIBUTORS, INC. EMPLOYEES 401(K) PLAN & 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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PALMER DISTRIBUTORS, INC. EMPLOYEES 401(K) PLAN & 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PALMER DISTRIBUTORS, INC. EMPLOYEES 401(K) PLAN & 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PALMER DISTRIBUTORS, INC. EMPLOYEES 401(K) PLAN & 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

996802-000

Policy instance

Insurance contract or identification number	996802-000
Number of Individuals Covered	96
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $11,351
Total amount of fees paid to insurance company	USD $2,277
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 $11,351
Insurance broker organization code?	3
Amount paid for insurance broker fees	2277
Additional information about fees paid to insurance broker	NOT PART OF CONTRACT CHARGES OR PLAN COSTS

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

996802-000

Policy instance

Insurance contract or identification number	996802-000
Number of Individuals Covered	99
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $9,805
Total amount of fees paid to insurance company	USD $1,969
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 $9,805
Insurance broker organization code?	3
Amount paid for insurance broker fees	1969
Additional information about fees paid to insurance broker	NOT PART OF CONTRACT CHARGES OR PLAN COSTS
Insurance broker name	GREAT LAKES PENSION ASSOCIATES, INC

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

996802-000

Policy instance

Insurance contract or identification number	996802-000
Number of Individuals Covered	115
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $8,329
Total amount of fees paid to insurance company	USD $1,646
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 $8,329
Insurance broker organization code?	3
Amount paid for insurance broker fees	1646
Additional information about fees paid to insurance broker	NOT PART OF CONTRACT CHARGES OR PLAN COSTS
Insurance broker name	GREAT LAKES PENSION ASSOCIATES, INC

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

996802-000

Policy instance

Insurance contract or identification number	996802-000
Number of Individuals Covered	128
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $7,949
Total amount of fees paid to insurance company	USD $1,589
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,949
Insurance broker organization code?	3
Amount paid for insurance broker fees	1589
Additional information about fees paid to insurance broker	NOT PART OF CONTRACT CHARGES OR PLAN COSTS
Insurance broker name	GREAT LAKES PENSION ASSOCIATES, INC

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

996802-000

Policy instance

Insurance contract or identification number	996802-000
Number of Individuals Covered	148
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $7,306
Total amount of fees paid to insurance company	USD $1,430
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,306
Insurance broker organization code?	3
Amount paid for insurance broker fees	1430
Additional information about fees paid to insurance broker	NOT PART OF CONTRACT CHARGES OR PLAN COSTS
Insurance broker name	GREAT LAKES PENSION ASSOCIATES, INC

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

996802-000

Policy instance

Insurance contract or identification number	996802-000
Number of Individuals Covered	153
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $6,310
Total amount of fees paid to insurance company	USD $1,259
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes
Amount paid for insurance broker fees	6310
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	NOT PART OF CONTRACT CHARGES OR PLAN COSTS
Insurance broker name	GREAT LAKES PENSION ASSOCIATES, INC

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

996802-000

Policy instance

Insurance contract or identification number	996802-000
Number of Individuals Covered	137
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $5,513
Total amount of fees paid to insurance company	USD $1,096
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	PALMER DISTRIBUTORS, INC.
Employer identification number (EIN):	381942134
NAIC Classification:	326100

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1975-12-29
Company Identification Number:	493156
Legal Registered Office Address:	2469 DEAN ROAD JACKSONVILLE 32216