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THE PLEASANT COMPANIES 401(K) PLAN AND TRUST 401k Plan overview

Plan NameTHE PLEASANT COMPANIES 401(K) PLAN AND TRUST
Plan identification number 001

THE PLEASANT COMPANIES 401(K) PLAN AND TRUST 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:PLEASANTS CONSTRUCTION, INC.
Employer identification number (EIN):521745292
NAIC Classification:237990
NAIC Description:Other Heavy and Civil Engineering Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PLEASANT COMPANIES 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01GINGER NANCE
0012016-01-01GINGER NANCE
0012015-01-01GINGER NANCE
0012014-01-01GINGER NANCE
0012013-01-01GINGER NANCE
0012012-01-01GINGER NANCE
0012011-01-01GINGER NANCE
0012010-01-01GINGER NANCE
0012009-01-01G NANCE G NANCE2010-07-22
0012009-01-01G NANCE G NANCE2010-07-21

Plan Statistics for THE PLEASANT COMPANIES 401(K) PLAN AND TRUST

401k plan membership statisitcs for THE PLEASANT COMPANIES 401(K) PLAN AND TRUST

Measure Date Value
2022: THE PLEASANT COMPANIES 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01721
Total number of active participants reported on line 7a of the Form 55002022-01-01663
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01125
Total of all active and inactive participants2022-01-01789
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01789
Number of participants with account balances2022-01-01622
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0162
2021: THE PLEASANT COMPANIES 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01751
Total number of active participants reported on line 7a of the Form 55002021-01-01655
Number of retired or separated participants receiving benefits2021-01-019
Number of other retired or separated participants entitled to future benefits2021-01-0143
Total of all active and inactive participants2021-01-01707
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01707
Number of participants with account balances2021-01-01514
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0141
2020: THE PLEASANT COMPANIES 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01752
Total number of active participants reported on line 7a of the Form 55002020-01-01633
Number of retired or separated participants receiving benefits2020-01-019
Number of other retired or separated participants entitled to future benefits2020-01-01109
Total of all active and inactive participants2020-01-01751
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01751
Number of participants with account balances2020-01-01513
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0133
2019: THE PLEASANT COMPANIES 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01681
Total number of active participants reported on line 7a of the Form 55002019-01-01672
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0164
Total of all active and inactive participants2019-01-01736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01736
Number of participants with account balances2019-01-01415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0117
2018: THE PLEASANT COMPANIES 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01665
Total number of active participants reported on line 7a of the Form 55002018-01-01540
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0137
Total of all active and inactive participants2018-01-01577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01578
Number of participants with account balances2018-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0115
2017: THE PLEASANT COMPANIES 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01508
Total number of active participants reported on line 7a of the Form 55002017-01-01573
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0122
Total of all active and inactive participants2017-01-01595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01596
Number of participants with account balances2017-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: THE PLEASANT COMPANIES 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01460
Total number of active participants reported on line 7a of the Form 55002016-01-01451
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0117
Total of all active and inactive participants2016-01-01468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01468
Number of participants with account balances2016-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: THE PLEASANT COMPANIES 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01439
Total number of active participants reported on line 7a of the Form 55002015-01-01413
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0116
Total of all active and inactive participants2015-01-01429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01429
Number of participants with account balances2015-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE PLEASANT COMPANIES 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01376
Total number of active participants reported on line 7a of the Form 55002014-01-01390
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0127
Total of all active and inactive participants2014-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01417
Number of participants with account balances2014-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: THE PLEASANT COMPANIES 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01382
Total number of active participants reported on line 7a of the Form 55002013-01-01342
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0119
Total of all active and inactive participants2013-01-01361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01361
Number of participants with account balances2013-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: THE PLEASANT COMPANIES 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01400
Total number of active participants reported on line 7a of the Form 55002012-01-01332
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0122
Total of all active and inactive participants2012-01-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01354
Number of participants with account balances2012-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: THE PLEASANT COMPANIES 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01367
Total number of active participants reported on line 7a of the Form 55002011-01-01327
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0121
Total of all active and inactive participants2011-01-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01348
Number of participants with account balances2011-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: THE PLEASANT COMPANIES 401(K) PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01389
Total number of active participants reported on line 7a of the Form 55002010-01-01319
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0115
Total of all active and inactive participants2010-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01334
Number of participants with account balances2010-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: THE PLEASANT COMPANIES 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01352
Total number of active participants reported on line 7a of the Form 55002009-01-01339
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0133
Total of all active and inactive participants2009-01-01372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01372
Number of participants with account balances2009-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0138

Financial Data on THE PLEASANT COMPANIES 401(K) PLAN AND TRUST

Measure Date Value
2022 : THE PLEASANT COMPANIES 401(K) PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$57
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-375,440
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,298,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,199,671
Value of total corrective distributions2022-12-31$28,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,680,605
Value of total assets at end of year2022-12-31$17,079,754
Value of total assets at beginning of year2022-12-31$18,753,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$70,042
Total interest from all sources2022-12-31$21,466
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$355,282
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$355,282
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,207,638
Participant contributions at end of year2022-12-31$451,364
Participant contributions at beginning of year2022-12-31$447,505
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$131
Assets. Other investments not covered elsewhere at end of year2022-12-31$2,387,362
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$2,878,957
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$27,255
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$57
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$-3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,673,575
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,079,697
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$18,753,272
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$13,188,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$14,533,622
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$21,466
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$607,139
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$524,487
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,432,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$445,712
Employer contributions (assets) at end of year2022-12-31$445,712
Employer contributions (assets) at beginning of year2022-12-31$368,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,199,671
Contract administrator fees2022-12-31$70,042
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BURDETTE SMITH & BISH LLC
Accountancy firm EIN2022-12-31454037800
2021 : THE PLEASANT COMPANIES 401(K) PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$189
Total income from all sources (including contributions)2021-12-31$4,145,530
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,477,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,297,780
Expenses. Certain deemed distributions of participant loans2021-12-31$54,976
Value of total corrective distributions2021-12-31$58,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,316,801
Value of total assets at end of year2021-12-31$18,753,272
Value of total assets at beginning of year2021-12-31$17,085,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$65,891
Total interest from all sources2021-12-31$23,000
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$436,235
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$436,235
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,876,357
Participant contributions at end of year2021-12-31$447,505
Participant contributions at beginning of year2021-12-31$461,214
Participant contributions at end of year2021-12-31$131
Participant contributions at beginning of year2021-12-31$141
Assets. Other investments not covered elsewhere at end of year2021-12-31$2,878,957
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,118,322
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$84,456
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$189
Other income not declared elsewhere2021-12-31$40
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,667,932
Value of net assets at end of year (total assets less liabilities)2021-12-31$18,753,272
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,085,340
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$14,533,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,684,968
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$23,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$524,487
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$494,385
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,369,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$355,988
Employer contributions (assets) at end of year2021-12-31$368,570
Employer contributions (assets) at beginning of year2021-12-31$326,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,297,780
Contract administrator fees2021-12-31$65,891
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BURDETTE SMITH & BISH LLC
Accountancy firm EIN2021-12-31454037800
2020 : THE PLEASANT COMPANIES 401(K) PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$189
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$42
Total income from all sources (including contributions)2020-12-31$4,002,247
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,956,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,810,415
Expenses. Certain deemed distributions of participant loans2020-12-31$59,034
Value of total corrective distributions2020-12-31$24,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,064,944
Value of total assets at end of year2020-12-31$17,085,529
Value of total assets at beginning of year2020-12-31$15,039,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$62,430
Total interest from all sources2020-12-31$30,578
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$315,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$315,786
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,601,219
Participant contributions at end of year2020-12-31$461,214
Participant contributions at beginning of year2020-12-31$596,693
Participant contributions at end of year2020-12-31$141
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,118,322
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,948,455
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$142,434
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$189
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$42
Other income not declared elsewhere2020-12-31$632
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$2,045,567
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,085,340
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,039,773
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,684,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,938,560
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$30,578
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$494,385
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$280,503
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,590,307
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$321,291
Employer contributions (assets) at end of year2020-12-31$326,499
Employer contributions (assets) at beginning of year2020-12-31$275,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,810,415
Contract administrator fees2020-12-31$62,430
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BURDETTE SMITH & BISH LLC
Accountancy firm EIN2020-12-31454037800
2019 : THE PLEASANT COMPANIES 401(K) PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$42
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,861,850
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,492,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,434,372
Value of total corrective distributions2019-12-31$33,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,627,582
Value of total assets at end of year2019-12-31$15,039,815
Value of total assets at beginning of year2019-12-31$13,670,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$24,664
Total interest from all sources2019-12-31$36,793
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,316,147
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,316,147
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,350,160
Participant contributions at end of year2019-12-31$596,693
Participant contributions at beginning of year2019-12-31$476,675
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$2,856
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,948,455
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,381,028
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,818
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$42
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$-401
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,369,025
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,039,773
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,670,748
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,938,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$10,330,493
Interest on participant loans2019-12-31$28,537
Interest earned on other investments2019-12-31$8,256
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$280,503
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$236,859
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$-7,236
Net investment gain/loss from pooled separate accounts2019-12-31$888,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$275,604
Employer contributions (assets) at end of year2019-12-31$275,604
Employer contributions (assets) at beginning of year2019-12-31$242,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,434,372
Contract administrator fees2019-12-31$24,664
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BURDETTE SMITH & BISH LLC
Accountancy firm EIN2019-12-31454037800
2018 : THE PLEASANT COMPANIES 401(K) PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$675,327
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$842,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$780,173
Value of total corrective distributions2018-12-31$54,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,534,374
Value of total assets at end of year2018-12-31$13,670,748
Value of total assets at beginning of year2018-12-31$13,837,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,622
Total interest from all sources2018-12-31$24,449
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,179,833
Participant contributions at end of year2018-12-31$476,675
Participant contributions at beginning of year2018-12-31$399,802
Participant contributions at end of year2018-12-31$2,856
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,381,028
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,248,209
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$112,653
Other income not declared elsewhere2018-12-31$-203,014
Total non interest bearing cash at beginning of year2018-12-31$22,380
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-166,867
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,670,748
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,837,615
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$1,272
Value of interest in pooled separate accounts at end of year2018-12-31$10,330,493
Value of interest in pooled separate accounts at beginning of year2018-12-31$10,794,987
Interest on participant loans2018-12-31$21,482
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$2,967
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$236,859
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$157,932
Net investment gain/loss from pooled separate accounts2018-12-31$-680,482
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$241,888
Employer contributions (assets) at end of year2018-12-31$242,837
Employer contributions (assets) at beginning of year2018-12-31$214,305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$780,173
Contract administrator fees2018-12-31$6,350
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BURDETTE SMITH & BISH LLC
Accountancy firm EIN2018-12-31454037800
2017 : THE PLEASANT COMPANIES 401(K) PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,950,609
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$931,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$836,344
Value of total corrective distributions2017-12-31$89,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,100,486
Value of total assets at end of year2017-12-31$13,837,615
Value of total assets at beginning of year2017-12-31$10,818,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,327
Total interest from all sources2017-12-31$18,896
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$978,847
Participant contributions at end of year2017-12-31$399,802
Participant contributions at beginning of year2017-12-31$362,725
Participant contributions at beginning of year2017-12-31$13,686
Assets. Other investments not covered elsewhere at end of year2017-12-31$2,248,209
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$72,532
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$908,425
Other income not declared elsewhere2017-12-31$218,298
Total non interest bearing cash at end of year2017-12-31$22,380
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,018,687
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,837,615
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,818,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$977
Value of interest in pooled separate accounts at end of year2017-12-31$10,794,987
Value of interest in pooled separate accounts at beginning of year2017-12-31$10,040,402
Interest on participant loans2017-12-31$17,251
Interest earned on other investments2017-12-31$1,645
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$157,932
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$141,745
Net investment gain/loss from pooled separate accounts2017-12-31$1,612,929
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$213,214
Employer contributions (assets) at end of year2017-12-31$214,305
Employer contributions (assets) at beginning of year2017-12-31$187,838
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$836,344
Contract administrator fees2017-12-31$5,350
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BURDETTE SMITH & BISH LLC
Accountancy firm EIN2017-12-31454037800
2016 : THE PLEASANT COMPANIES 401(K) PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,793,368
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$357,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$196,036
Value of total corrective distributions2016-12-31$156,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,066,974
Value of total assets at end of year2016-12-31$10,818,928
Value of total assets at beginning of year2016-12-31$9,382,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,730
Total interest from all sources2016-12-31$14,810
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$855,058
Participant contributions at end of year2016-12-31$362,725
Participant contributions at beginning of year2016-12-31$300,019
Participant contributions at end of year2016-12-31$13,686
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$72,532
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$25,968
Other income not declared elsewhere2016-12-31$-469
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$17,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,436,094
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,818,928
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,382,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$130
Value of interest in pooled separate accounts at end of year2016-12-31$10,040,402
Value of interest in pooled separate accounts at beginning of year2016-12-31$8,804,255
Interest on participant loans2016-12-31$13,449
Interest earned on other investments2016-12-31$1,361
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$141,745
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$103,999
Net investment gain/loss from pooled separate accounts2016-12-31$712,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$185,948
Employer contributions (assets) at end of year2016-12-31$187,838
Employer contributions (assets) at beginning of year2016-12-31$157,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$196,036
Contract administrator fees2016-12-31$4,600
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BURDETTE SMITH & BISH LLC
Accountancy firm EIN2016-12-31454037800
2015 : THE PLEASANT COMPANIES 401(K) PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$841,447
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$818,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$768,367
Value of total corrective distributions2015-12-31$45,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$953,544
Value of total assets at end of year2015-12-31$9,382,834
Value of total assets at beginning of year2015-12-31$9,359,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,600
Total interest from all sources2015-12-31$14,815
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$785,725
Participant contributions at end of year2015-12-31$300,019
Participant contributions at beginning of year2015-12-31$340,994
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$10,258
Total non interest bearing cash at end of year2015-12-31$17,000
Total non interest bearing cash at beginning of year2015-12-31$763
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$22,989
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,382,834
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,359,845
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$8,804,255
Value of interest in pooled separate accounts at beginning of year2015-12-31$8,710,831
Interest on participant loans2015-12-31$13,432
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$1,383
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$103,999
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$177,023
Net investment gain/loss from pooled separate accounts2015-12-31$-126,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$157,561
Employer contributions (assets) at end of year2015-12-31$157,561
Employer contributions (assets) at beginning of year2015-12-31$130,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$768,367
Contract administrator fees2015-12-31$4,600
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BURDETTE SMITH & BISH LLC
Accountancy firm EIN2015-12-31454037800
2014 : THE PLEASANT COMPANIES 401(K) PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,480,323
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$525,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$460,063
Value of total corrective distributions2014-12-31$53,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,004,257
Value of total assets at end of year2014-12-31$9,359,845
Value of total assets at beginning of year2014-12-31$8,404,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$11,529
Total interest from all sources2014-12-31$15,936
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$647,060
Participant contributions at end of year2014-12-31$340,994
Participant contributions at beginning of year2014-12-31$248,709
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$226,970
Total non interest bearing cash at end of year2014-12-31$763
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$955,176
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,359,845
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,404,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$7,279
Value of interest in pooled separate accounts at end of year2014-12-31$8,710,831
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,949,077
Interest on participant loans2014-12-31$11,149
Interest earned on other investments2014-12-31$4,787
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$177,023
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,096,058
Net investment gain/loss from pooled separate accounts2014-12-31$460,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$130,227
Employer contributions (assets) at end of year2014-12-31$130,234
Employer contributions (assets) at beginning of year2014-12-31$110,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$460,063
Contract administrator fees2014-12-31$4,250
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31THE BURDETTE SMITH & BISH LLC
Accountancy firm EIN2014-12-31454037800
2013 : THE PLEASANT COMPANIES 401(K) PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,735,796
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$432,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$333,743
Value of total corrective distributions2013-12-31$66,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$701,691
Value of total assets at end of year2013-12-31$8,404,669
Value of total assets at beginning of year2013-12-31$7,101,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$32,074
Total interest from all sources2013-12-31$25,018
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$534,090
Participant contributions at end of year2013-12-31$248,709
Participant contributions at beginning of year2013-12-31$211,113
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$56,776
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,303,399
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,404,669
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,101,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$28,624
Value of interest in pooled separate accounts at end of year2013-12-31$6,949,077
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,910,039
Interest on participant loans2013-12-31$9,781
Interest earned on other investments2013-12-31$15,237
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,096,058
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$878,853
Net investment gain/loss from pooled separate accounts2013-12-31$1,009,087
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$110,825
Employer contributions (assets) at end of year2013-12-31$110,825
Employer contributions (assets) at beginning of year2013-12-31$101,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$333,743
Contract administrator fees2013-12-31$3,450
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31THE BURDETTE SMITH & BISH LLC
Accountancy firm EIN2013-12-31454037800
2012 : THE PLEASANT COMPANIES 401(K) PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,346,432
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$585,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$524,819
Value of total corrective distributions2012-12-31$28,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$625,220
Value of total assets at end of year2012-12-31$7,101,270
Value of total assets at beginning of year2012-12-31$6,340,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$32,498
Total interest from all sources2012-12-31$10,472
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$523,955
Participant contributions at end of year2012-12-31$211,113
Participant contributions at beginning of year2012-12-31$335,344
Other income not declared elsewhere2012-12-31$17,911
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$760,465
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,101,270
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,340,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$28,998
Value of interest in pooled separate accounts at end of year2012-12-31$5,910,039
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,065,429
Interest on participant loans2012-12-31$10,472
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$878,853
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$940,032
Net investment gain/loss from pooled separate accounts2012-12-31$692,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$101,265
Employer contributions (assets) at end of year2012-12-31$101,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$524,819
Contract administrator fees2012-12-31$3,500
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31THE BURDETTE SMITH AND BISH LLC
Accountancy firm EIN2012-12-31454037800
2011 : THE PLEASANT COMPANIES 401(K) PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$295,085
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$270,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$197,040
Value of total corrective distributions2011-12-31$40,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$550,280
Value of total assets at end of year2011-12-31$6,340,805
Value of total assets at beginning of year2011-12-31$6,315,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$32,730
Total interest from all sources2011-12-31$14,888
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$550,280
Participant contributions at end of year2011-12-31$335,344
Participant contributions at beginning of year2011-12-31$305,753
Other income not declared elsewhere2011-12-31$36,296
Total non interest bearing cash at beginning of year2011-12-31$11,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$25,058
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,340,805
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,315,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$29,030
Value of interest in pooled separate accounts at end of year2011-12-31$5,065,429
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,127,886
Interest on participant loans2011-12-31$14,888
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$940,032
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$870,792
Net investment gain/loss from pooled separate accounts2011-12-31$-306,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$197,040
Contract administrator fees2011-12-31$3,700
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BURDETTE SMITH AND BISH,LLC
Accountancy firm EIN2011-12-31454037800
2010 : THE PLEASANT COMPANIES 401(K) PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,121,820
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$344,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$288,251
Value of total corrective distributions2010-12-31$35,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$551,946
Value of total assets at end of year2010-12-31$6,315,747
Value of total assets at beginning of year2010-12-31$5,538,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$20,682
Total interest from all sources2010-12-31$13,181
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$633
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$633
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$551,946
Participant contributions at end of year2010-12-31$305,753
Participant contributions at beginning of year2010-12-31$272,883
Other income not declared elsewhere2010-12-31$22,355
Total non interest bearing cash at end of year2010-12-31$11,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$777,254
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,315,747
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,538,493
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,172,229
Value of interest in pooled separate accounts at end of year2010-12-31$5,127,886
Interest on participant loans2010-12-31$13,181
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$870,792
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,093,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$71,530
Net investment gain/loss from pooled separate accounts2010-12-31$462,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$288,251
Contract administrator fees2010-12-31$20,682
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31THE BURDETTE SMITH GROUP, P.C.
Accountancy firm EIN2010-12-31541084229

Form 5500 Responses for THE PLEASANT COMPANIES 401(K) PLAN AND TRUST

2022: THE PLEASANT COMPANIES 401(K) PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE PLEASANT COMPANIES 401(K) PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE PLEASANT COMPANIES 401(K) PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE PLEASANT COMPANIES 401(K) PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE PLEASANT COMPANIES 401(K) PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE PLEASANT COMPANIES 401(K) PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE PLEASANT COMPANIES 401(K) PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE PLEASANT COMPANIES 401(K) PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE PLEASANT COMPANIES 401(K) PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE PLEASANT COMPANIES 401(K) PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE PLEASANT COMPANIES 401(K) PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE PLEASANT COMPANIES 401(K) PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE PLEASANT COMPANIES 401(K) PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE PLEASANT COMPANIES 401(K) PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number506435-01
Policy instance 1
Insurance contract or identification number506435-01
Number of Individuals Covered53
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number506435-01
Policy instance 1
Insurance contract or identification number506435-01
Number of Individuals Covered50
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number506435-01
Policy instance 1
Insurance contract or identification number506435-01
Number of Individuals Covered87
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number506435-01
Policy instance 1
Insurance contract or identification number506435-01
Number of Individuals Covered36
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number14606
Policy instance 2
Insurance contract or identification number14606
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number14606
Policy instance 1
Insurance contract or identification number14606
Number of Individuals Covered268
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number14606
Policy instance 1
Insurance contract or identification number14606
Number of Individuals Covered250
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
Insurance broker organization code?3
Insurance broker name

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