Plan Name | PREFERENCE EMPLOYMENT SOLUTIONS PEO RETIREMENT SAVINGS PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | PREFERENCE EMPLOYMENT SOLUTIONS PEO |
Employer identification number (EIN): | 450441041 |
NAIC Classification: | 541219 |
NAIC Description: | Other Accounting Services |
Additional information about PREFERENCE EMPLOYMENT SOLUTIONS PEO
Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
Incorporation Date: | 2000-06-19 |
Company Identification Number: | 602046715 |
Legal Registered Office Address: |
2922 164TH PL SW PO BOX 60 LYNNWOOD United States of America (USA) 98046 |
More information about PREFERENCE EMPLOYMENT SOLUTIONS PEO
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | DAVID DIETZ | 2023-10-15 | ||
001 | 2021-01-01 | DAVID DIETZ | 2022-10-16 | ||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | DARCY POPE-FUCHS | 2020-10-06 | DARCY POPE-FUCHS | 2020-10-06 |
001 | 2018-01-01 | DARCY POPE-FUCHS | 2019-10-11 | DARCY POPE-FUCHS | 2019-10-11 |
001 | 2017-01-01 | DARCY POPE-FUCHS | 2018-06-06 | DARCY POPE-FUCHS | 2018-06-06 |
001 | 2016-01-01 | DARCY POPE-FUCHS | 2017-05-17 | DARCY POPE-FUCHS | 2017-05-17 |
001 | 2015-01-01 | DARCY POPE-FUCHS | 2016-08-26 | DARCY POPE-FUCHS | 2016-08-26 |
001 | 2014-01-01 | DARCY POPE-FUCHS | 2015-07-14 | DARCY POPE-FUCHS | 2015-07-14 |
001 | 2013-01-01 | DARCY POPE-FUCHS | 2014-07-23 | ||
001 | 2012-01-01 | DARCY POPE-FUCHS | 2013-07-11 | ||
001 | 2011-01-01 | DARCY POPE-FUCHS | 2012-05-11 | ||
001 | 2010-01-01 | DARCY POPE-FUCHS | 2011-07-19 |
Measure | Date | Value |
---|---|---|
2022: PREFERENCE EMPLOYMENT SOLUTIONS PEO RETIREMENT SAVINGS PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 162 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 168 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 53 |
Total of all active and inactive participants | 2022-01-01 | 221 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 221 |
Number of participants with account balances | 2022-01-01 | 130 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
2021: PREFERENCE EMPLOYMENT SOLUTIONS PEO RETIREMENT SAVINGS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 119 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 105 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 38 |
Total of all active and inactive participants | 2021-01-01 | 143 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 143 |
Number of participants with account balances | 2021-01-01 | 102 |
Measure | Date | Value |
---|---|---|
2022 : PREFERENCE EMPLOYMENT SOLUTIONS PEO RETIREMENT SAVINGS PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $1,912,710 |
Total transfer of assets from this plan | 2022-12-31 | $162,430 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $291,426 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $151,793 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $119,990 |
Value of total corrective distributions | 2022-12-31 | $383 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $685,206 |
Value of total assets at end of year | 2022-12-31 | $3,953,887 |
Value of total assets at beginning of year | 2022-12-31 | $2,063,974 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $31,420 |
Total interest from all sources | 2022-12-31 | $162 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $62,002 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $62,002 |
Was this plan covered by a fidelity bond | 2022-12-31 | No |
If this is an individual account plan, was there a blackout period | 2022-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $472,127 |
Participant contributions at end of year | 2022-12-31 | $11,211 |
Participant contributions at beginning of year | 2022-12-31 | $4,891 |
Participant contributions at end of year | 2022-12-31 | $31,196 |
Participant contributions at beginning of year | 2022-12-31 | $69,876 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $60 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $139,633 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $3,953,887 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,063,974 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $74 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $3,896,665 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,979,251 |
Interest on participant loans | 2022-12-31 | $162 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-455,944 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $213,079 |
Employer contributions (assets) at end of year | 2022-12-31 | $14,755 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $9,956 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $119,990 |
Contract administrator fees | 2022-12-31 | $31,346 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | Yes |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | WIDMER ROEL PC |
Accountancy firm EIN | 2022-12-31 | 450334950 |
2021 : PREFERENCE EMPLOYMENT SOLUTIONS PEO RETIREMENT SAVINGS PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $46,463 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $769,717 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,215,807 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,192,565 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $486,318 |
Value of total assets at end of year | 2021-12-31 | $2,063,974 |
Value of total assets at beginning of year | 2021-12-31 | $2,556,527 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $23,242 |
Total interest from all sources | 2021-12-31 | $256 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $54,859 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $54,859 |
Was this plan covered by a fidelity bond | 2021-12-31 | No |
If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $283,584 |
Participant contributions at end of year | 2021-12-31 | $4,891 |
Participant contributions at beginning of year | 2021-12-31 | $6,150 |
Participant contributions at end of year | 2021-12-31 | $69,876 |
Participant contributions at beginning of year | 2021-12-31 | $4,163 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $68,767 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-446,090 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,063,974 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,556,527 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $51 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,979,251 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $2,542,089 |
Interest on participant loans | 2021-12-31 | $256 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $228,284 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $133,967 |
Employer contributions (assets) at end of year | 2021-12-31 | $9,956 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $4,125 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,192,565 |
Contract administrator fees | 2021-12-31 | $23,191 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | Yes |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | WIDMER ROEL PC |
Accountancy firm EIN | 2021-12-31 | 450334950 |
2022: PREFERENCE EMPLOYMENT SOLUTIONS PEO RETIREMENT SAVINGS PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Mulitple employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: PREFERENCE EMPLOYMENT SOLUTIONS PEO RETIREMENT SAVINGS PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Mulitple employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |