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PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NamePECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined 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 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

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

Company Name:PECKHAM, INC.
Employer identification number (EIN):382322117
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-10-01
0012021-10-01
0012020-10-01
0012019-10-01
0012018-10-01
0012017-10-01
0012016-10-01HARRY PIANKO
0012015-10-01HARRY PIANKO
0012014-10-01ROBERT DAVISON
0012013-10-01
0012012-10-01SCOTT DERTHICK
0012011-10-01SCOTT DERTHICK
0012010-10-01SCOTT DERTHICK
0012009-10-01SCOTT DERTHICK
0012008-10-01

Plan Statistics for PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-10-012,203
Total number of active participants reported on line 7a of the Form 55002022-10-011,676
Number of retired or separated participants receiving benefits2022-10-010
Number of other retired or separated participants entitled to future benefits2022-10-01568
Total of all active and inactive participants2022-10-012,244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-10-0141
Total participants2022-10-012,285
Number of participants with account balances2022-10-012,250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-10-0113
2021: PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-012,213
Total number of active participants reported on line 7a of the Form 55002021-10-011,610
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-01554
Total of all active and inactive participants2021-10-012,164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-0139
Total participants2021-10-012,203
Number of participants with account balances2021-10-012,172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-0125
2020: PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-012,073
Total number of active participants reported on line 7a of the Form 55002020-10-011,641
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-01546
Total of all active and inactive participants2020-10-012,187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-0126
Total participants2020-10-012,213
Number of participants with account balances2020-10-012,198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-0123
2019: PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-011,933
Total number of active participants reported on line 7a of the Form 55002019-10-011,527
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-01526
Total of all active and inactive participants2019-10-012,053
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-0120
Total participants2019-10-012,073
Number of participants with account balances2019-10-012,058
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-0121
2018: PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-011,834
Total number of active participants reported on line 7a of the Form 55002018-10-011,410
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-01512
Total of all active and inactive participants2018-10-011,922
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-0111
Total participants2018-10-011,933
Number of participants with account balances2018-10-011,919
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-013
2017: PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-011,786
Total number of active participants reported on line 7a of the Form 55002017-10-011,139
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-01683
Total of all active and inactive participants2017-10-011,822
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-0112
Total participants2017-10-011,834
Number of participants with account balances2017-10-011,820
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-019
2016: PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-011,700
Total number of active participants reported on line 7a of the Form 55002016-10-011,190
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-01585
Total of all active and inactive participants2016-10-011,775
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-0111
Total participants2016-10-011,786
Number of participants with account balances2016-10-011,774
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-017
2015: PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-011,642
Total number of active participants reported on line 7a of the Form 55002015-10-011,060
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-01629
Total of all active and inactive participants2015-10-011,689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-0111
Total participants2015-10-011,700
Number of participants with account balances2015-10-011,686
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-0147
2014: PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-011,612
Total number of active participants reported on line 7a of the Form 55002014-10-011,070
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-01561
Total of all active and inactive participants2014-10-011,631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-0111
Total participants2014-10-011,642
Number of participants with account balances2014-10-011,628
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-018
2013: PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-011,660
Total number of active participants reported on line 7a of the Form 55002013-10-011,035
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-01564
Total of all active and inactive participants2013-10-011,599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-0113
Total participants2013-10-011,612
Number of participants with account balances2013-10-011,596
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-0160
2012: PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-011,708
Total number of active participants reported on line 7a of the Form 55002012-10-011,141
Number of other retired or separated participants entitled to future benefits2012-10-01559
Total of all active and inactive participants2012-10-011,700
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-0113
Total participants2012-10-011,713
Number of participants with account balances2012-10-011,652
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-0176
2011: PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-011,434
Total number of active participants reported on line 7a of the Form 55002011-10-011,443
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-01258
Total of all active and inactive participants2011-10-011,701
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-019
Total participants2011-10-011,710
Number of participants with account balances2011-10-011,647
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-0173
2010: PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-011,336
Total number of active participants reported on line 7a of the Form 55002010-10-011,174
Number of other retired or separated participants entitled to future benefits2010-10-01261
Total of all active and inactive participants2010-10-011,435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-011
Total participants2010-10-011,436
Number of participants with account balances2010-10-011,328
2009: PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-011,057
Total number of active participants reported on line 7a of the Form 55002009-10-011,234
Number of other retired or separated participants entitled to future benefits2009-10-01101
Total of all active and inactive participants2009-10-011,335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-014
Total participants2009-10-011,339
Number of participants with account balances2009-10-011,199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-014

Financial Data on PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2023 : PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-30$0
Total income from all sources (including contributions)2023-09-30$8,171,093
Total loss/gain on sale of assets2023-09-30$0
Total of all expenses incurred2023-09-30$2,165,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-09-30$2,134,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-09-30$3,334,882
Value of total assets at end of year2023-09-30$42,921,678
Value of total assets at beginning of year2023-09-30$36,915,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-09-30$31,082
Total interest from all sources2023-09-30$175,801
Total dividends received (eg from common stock, registered investment company shares)2023-09-30$1,224,234
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-09-30$1,224,234
Was this plan covered by a fidelity bond2023-09-30Yes
Value of fidelity bond cover2023-09-30$500,000
If this is an individual account plan, was there a blackout period2023-09-30No
Were there any nonexempt tranactions with any party-in-interest2023-09-30No
Other income not declared elsewhere2023-09-30$12,361
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-30No
Value of net income/loss2023-09-30$6,005,742
Value of net assets at end of year (total assets less liabilities)2023-09-30$42,921,678
Value of net assets at beginning of year (total assets less liabilities)2023-09-30$36,915,936
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-09-30No
Were any leases to which the plan was party in default or uncollectible2023-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-09-30$37,171,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-09-30$30,532,858
Value of interest in pooled separate accounts at end of year2023-09-30$1,542,483
Value of interest in pooled separate accounts at beginning of year2023-09-30$2,061,353
Interest earned on other investments2023-09-30$175,801
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-09-30$4,207,823
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-09-30$4,321,725
Expenses. Payments to insurance carriers foe the provision of benefits2023-09-30$383,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-09-30$3,662,592
Net investment gain/loss from pooled separate accounts2023-09-30$-238,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-09-30No
Was there a failure to transmit to the plan any participant contributions2023-09-30No
Has the plan failed to provide any benefit when due under the plan2023-09-30No
Contributions received in cash from employer2023-09-30$3,334,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-09-30$1,750,406
Contract administrator fees2023-09-30$31,082
Did the plan have assets held for investment2023-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-09-30No
Opinion of an independent qualified public accountant for this plan2023-09-30Unqualified
Accountancy firm name2023-09-30MANER COSTERISAN, PC
Accountancy firm EIN2023-09-30382157642
2022 : PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-4,291,327
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$3,838,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$3,810,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$2,904,420
Value of total assets at end of year2022-09-30$36,915,936
Value of total assets at beginning of year2022-09-30$45,045,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$27,881
Total interest from all sources2022-09-30$154,820
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$1,742,380
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$1,742,380
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$500,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Other income not declared elsewhere2022-09-30$20,407
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-8,129,670
Value of net assets at end of year (total assets less liabilities)2022-09-30$36,915,936
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$45,045,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$30,532,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$38,862,682
Value of interest in pooled separate accounts at end of year2022-09-30$2,061,353
Value of interest in pooled separate accounts at beginning of year2022-09-30$1,857,528
Interest earned on other investments2022-09-30$154,820
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$4,321,725
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$4,325,396
Expenses. Payments to insurance carriers foe the provision of benefits2022-09-30$378,701
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-9,433,016
Net investment gain/loss from pooled separate accounts2022-09-30$319,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$2,904,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$3,431,761
Contract administrator fees2022-09-30$27,881
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30MANER COSTERISAN, PC
Accountancy firm EIN2022-09-30382157642
2021 : PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$10,751,792
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$2,136,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$2,110,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$3,113,189
Value of total assets at end of year2021-09-30$45,045,606
Value of total assets at beginning of year2021-09-30$36,430,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$25,839
Total interest from all sources2021-09-30$139,564
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$927,059
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$927,059
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$500,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Other income not declared elsewhere2021-09-30$21,012
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$8,615,520
Value of net assets at end of year (total assets less liabilities)2021-09-30$45,045,606
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$36,430,086
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$38,862,682
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$30,652,060
Value of interest in pooled separate accounts at end of year2021-09-30$1,857,528
Value of interest in pooled separate accounts at beginning of year2021-09-30$1,763,399
Interest earned on other investments2021-09-30$139,564
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$4,325,396
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$4,014,627
Expenses. Payments to insurance carriers foe the provision of benefits2021-09-30$134,203
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$6,348,071
Net investment gain/loss from pooled separate accounts2021-09-30$202,897
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$3,113,189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$1,976,230
Contract administrator fees2021-09-30$25,839
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30MANER COSTERISAN, PC
Accountancy firm EIN2021-09-30382157642
2020 : PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$5,962,322
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$1,689,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$1,674,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$3,061,090
Value of total assets at end of year2020-09-30$36,430,086
Value of total assets at beginning of year2020-09-30$32,156,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$14,074
Total interest from all sources2020-09-30$143,202
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$539,295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$539,295
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Other income not declared elsewhere2020-09-30$8,471
Administrative expenses (other) incurred2020-09-30$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$4,273,290
Value of net assets at end of year (total assets less liabilities)2020-09-30$36,430,086
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$32,156,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$30,652,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$25,908,795
Value of interest in pooled separate accounts at end of year2020-09-30$1,763,399
Value of interest in pooled separate accounts at beginning of year2020-09-30$1,921,763
Interest earned on other investments2020-09-30$143,202
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$4,014,627
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$4,326,238
Expenses. Payments to insurance carriers foe the provision of benefits2020-09-30$5,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$2,213,460
Net investment gain/loss from pooled separate accounts2020-09-30$-3,196
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$3,061,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$1,669,207
Contract administrator fees2020-09-30$14,073
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30MANER COSTERISAN, PC
Accountancy firm EIN2020-09-30382157642
2019 : PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$3,468,657
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$1,953,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$1,951,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$2,819,933
Value of total assets at end of year2019-09-30$32,156,796
Value of total assets at beginning of year2019-09-30$30,642,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$2,271
Total interest from all sources2019-09-30$131,810
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$568,631
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$568,631
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$1,514,701
Value of net assets at end of year (total assets less liabilities)2019-09-30$32,156,796
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$30,642,095
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$25,908,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$25,504,414
Value of interest in pooled separate accounts at end of year2019-09-30$1,921,763
Value of interest in pooled separate accounts at beginning of year2019-09-30$1,927,909
Interest earned on other investments2019-09-30$131,810
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$4,326,238
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$3,209,772
Expenses. Payments to insurance carriers foe the provision of benefits2019-09-30$282,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$-156,665
Net investment gain/loss from pooled separate accounts2019-09-30$104,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$2,819,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$1,668,921
Contract administrator fees2019-09-30$2,271
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-09-30No
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30MANER COSTERISAN, PC
Accountancy firm EIN2019-09-30382157642
2018 : PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$4,847,147
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$920,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$920,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$2,460,203
Value of total assets at end of year2018-09-30$30,642,095
Value of total assets at beginning of year2018-09-30$26,715,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$0
Total interest from all sources2018-09-30$115,290
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$293,737
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$293,737
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$3,926,428
Value of net assets at end of year (total assets less liabilities)2018-09-30$30,642,095
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$26,715,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$25,504,414
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$22,249,179
Value of interest in pooled separate accounts at end of year2018-09-30$1,927,909
Value of interest in pooled separate accounts at beginning of year2018-09-30$1,889,394
Interest earned on other investments2018-09-30$115,290
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$3,209,772
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$2,577,094
Expenses. Payments to insurance carriers foe the provision of benefits2018-09-30$30,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$1,881,167
Net investment gain/loss from pooled separate accounts2018-09-30$96,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$2,460,203
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$890,384
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-09-30No
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30MANER COSTERISAN, PC
Accountancy firm EIN2018-09-30382157642
2017 : PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$5,472,454
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$721,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$721,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$2,317,145
Value of total assets at end of year2017-09-30$26,715,667
Value of total assets at beginning of year2017-09-30$21,964,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$304
Total interest from all sources2017-09-30$96,528
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$160,033
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$160,033
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$4,750,880
Value of net assets at end of year (total assets less liabilities)2017-09-30$26,715,667
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$21,964,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$22,249,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$17,651,986
Value of interest in pooled separate accounts at end of year2017-09-30$1,889,394
Value of interest in pooled separate accounts at beginning of year2017-09-30$1,939,164
Interest earned on other investments2017-09-30$96,528
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$2,577,094
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-30$2,373,637
Expenses. Payments to insurance carriers foe the provision of benefits2017-09-30$32,958
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$2,818,088
Net investment gain/loss from pooled separate accounts2017-09-30$80,660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$2,317,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$688,312
Contract administrator fees2017-09-30$304
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-09-30No
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30MANER COSTERISAN, PC
Accountancy firm EIN2017-09-30382157642
2016 : PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$3,818,019
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$627,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$627,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$2,150,131
Value of total assets at end of year2016-09-30$21,964,787
Value of total assets at beginning of year2016-09-30$18,773,993
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$160
Total interest from all sources2016-09-30$85,271
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$1,129
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$1,129
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$3,190,794
Value of net assets at end of year (total assets less liabilities)2016-09-30$21,964,787
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$18,773,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$17,651,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$15,029,513
Value of interest in pooled separate accounts at end of year2016-09-30$1,939,164
Value of interest in pooled separate accounts at beginning of year2016-09-30$1,856,895
Interest earned on other investments2016-09-30$85,271
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$2,373,637
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$1,887,585
Expenses. Payments to insurance carriers foe the provision of benefits2016-09-30$21,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$1,475,144
Net investment gain/loss from pooled separate accounts2016-09-30$106,344
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$2,150,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$605,325
Contract administrator fees2016-09-30$160
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-09-30No
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30MANER COSTERISAN, PC
Accountancy firm EIN2016-09-30382157642
2015 : PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$1,772,839
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$1,218,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$1,218,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$1,698,754
Value of total assets at end of year2015-09-30$18,773,993
Value of total assets at beginning of year2015-09-30$18,219,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$443
Total interest from all sources2015-09-30$70,152
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$554,237
Value of net assets at end of year (total assets less liabilities)2015-09-30$18,773,993
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$18,219,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$15,029,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$14,922,228
Value of interest in pooled separate accounts at end of year2015-09-30$1,856,895
Value of interest in pooled separate accounts at beginning of year2015-09-30$1,600,919
Interest earned on other investments2015-09-30$70,152
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$1,887,585
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$1,696,609
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-171,103
Net investment gain/loss from pooled separate accounts2015-09-30$175,036
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$1,698,754
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$1,218,159
Contract administrator fees2015-09-30$443
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-09-30No
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30MANER COSTERISAN, PC
Accountancy firm EIN2015-09-30382157642
2014 : PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-09-30$2,987,908
Total of all expenses incurred2014-09-30$754,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$754,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$1,304,964
Value of total assets at end of year2014-09-30$18,219,756
Value of total assets at beginning of year2014-09-30$15,986,608
Total interest from all sources2014-09-30$65,935
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$500,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$2,233,148
Value of net assets at end of year (total assets less liabilities)2014-09-30$18,219,756
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$15,986,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$14,922,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$13,038,282
Value of interest in pooled separate accounts at end of year2014-09-30$1,600,919
Value of interest in pooled separate accounts at beginning of year2014-09-30$1,387,335
Interest earned on other investments2014-09-30$65,935
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$1,696,609
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$1,560,991
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$1,470,592
Net investment gain/loss from pooled separate accounts2014-09-30$146,417
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$1,304,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$754,760
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-09-30No
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30MANER COSTERISAN, PC
Accountancy firm EIN2014-09-30382157642
2013 : PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-09-30$3,697,536
Total of all expenses incurred2013-09-30$578,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$578,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$1,801,969
Value of total assets at end of year2013-09-30$15,986,608
Value of total assets at beginning of year2013-09-30$12,867,500
Total interest from all sources2013-09-30$59,637
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$3,119,108
Value of net assets at end of year (total assets less liabilities)2013-09-30$15,986,608
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$12,867,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$13,038,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$10,417,745
Value of interest in pooled separate accounts at end of year2013-09-30$1,387,335
Value of interest in pooled separate accounts at beginning of year2013-09-30$1,099,238
Interest earned on other investments2013-09-30$59,637
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$1,560,991
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$1,350,517
Expenses. Payments to insurance carriers foe the provision of benefits2013-09-30$76,433
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$1,713,064
Net investment gain/loss from pooled separate accounts2013-09-30$122,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$1,801,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$501,995
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-09-30No
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30MANER COSTERISAN, PC
Accountancy firm EIN2013-09-30382157642
2012 : PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-09-30$3,968,450
Total of all expenses incurred2012-09-30$656,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$655,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$2,206,447
Value of total assets at end of year2012-09-30$12,867,500
Value of total assets at beginning of year2012-09-30$9,555,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$502
Total interest from all sources2012-09-30$53,017
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$500,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Administrative expenses (other) incurred2012-09-30$502
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$3,312,429
Value of net assets at end of year (total assets less liabilities)2012-09-30$12,867,500
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$9,555,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$10,417,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$7,426,917
Value of interest in pooled separate accounts at end of year2012-09-30$1,099,238
Value of interest in pooled separate accounts at beginning of year2012-09-30$948,207
Interest earned on other investments2012-09-30$53,017
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$1,350,517
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$1,179,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$1,602,322
Net investment gain/loss from pooled separate accounts2012-09-30$106,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$2,206,447
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$655,519
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-09-30No
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30MANER COSTERISAN, P.C.
Accountancy firm EIN2012-09-30382157642
2011 : PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-09-30$1,694,763
Total of all expenses incurred2011-09-30$428,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$427,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$1,664,287
Value of total assets at end of year2011-09-30$9,555,071
Value of total assets at beginning of year2011-09-30$8,288,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$354
Total interest from all sources2011-09-30$46,278
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$500,000
If this is an individual account plan, was there a blackout period2011-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$1,266,702
Value of net assets at end of year (total assets less liabilities)2011-09-30$9,555,071
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$8,288,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$7,426,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$6,508,787
Value of interest in pooled separate accounts at end of year2011-09-30$948,207
Value of interest in pooled separate accounts at beginning of year2011-09-30$761,744
Interest earned on other investments2011-09-30$46,278
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$1,179,947
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$1,017,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-151,426
Net investment gain/loss from pooled separate accounts2011-09-30$135,624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$1,664,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$427,707
Contract administrator fees2011-09-30$354
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-09-30No
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30MANER COSTERISAN, P.C.
Accountancy firm EIN2011-09-30382157642
2010 : PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

2022: PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01Submission has been amendedNo
2022-10-01This submission is the final filingNo
2022-10-01This return/report is a short plan year return/report (less than 12 months)No
2022-10-01Plan is a collectively bargained planNo
2022-10-01Plan funding arrangement – InsuranceYes
2022-10-01Plan funding arrangement – TrustYes
2022-10-01Plan benefit arrangement – InsuranceYes
2022-10-01Plan benefit arrangement - TrustYes
2021: PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2010: PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement – InsuranceYes
2010-10-01Plan benefit arrangement - TrustYes
2009: PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01This submission is the final filingNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes
2008: PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500948
Policy instance 1
Insurance contract or identification number500948
Number of Individuals Covered1189
Insurance policy start date2022-10-01
Insurance policy end date2023-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500948
Policy instance 1
Insurance contract or identification number500948
Number of Individuals Covered1229
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500948
Policy instance 1
Insurance contract or identification number500948
Number of Individuals Covered1291
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500948
Policy instance 1
Insurance contract or identification number500948
Number of Individuals Covered1363
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500948
Policy instance 1
Insurance contract or identification number500948
Number of Individuals Covered1407
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500948
Policy instance 1
Insurance contract or identification number500948
Number of Individuals Covered1477
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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