Plan Name | THE PENROD COMPANY 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | THE PENROD COMPANY |
Employer identification number (EIN): | 541401642 |
NAIC Classification: | 423990 |
NAIC Description: | Other Miscellaneous Durable Goods Merchant Wholesalers |
Additional information about THE PENROD COMPANY
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 1986-12-10 |
Company Identification Number: | 0296188 |
Legal Registered Office Address: |
272 BENDIX ROAD 150 W MAIN ST STE 2100 VIRGINIA BEACH United States of America (USA) 23452 |
More information about THE PENROD COMPANY
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2023-01-01 | ||||
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | SCOTT KEPHART | |||
001 | 2016-01-01 | SCOTT KEPHART | |||
001 | 2015-01-01 | SCOTT KEPHART | |||
001 | 2014-01-01 | SCOTT KEPHART | |||
001 | 2013-01-01 | SCOTT KEPHART | 2014-10-14 | ||
001 | 2012-01-01 | SCOTT KEPHART | 2013-07-23 | ||
001 | 2011-01-01 | JAMES ACKELSON | |||
001 | 2009-01-01 | JAMES ACKELSON |
Measure | Date | Value |
---|---|---|
2023: THE PENROD COMPANY 401(K) PLAN 2023 401k membership | ||
Total participants, beginning-of-year | 2023-01-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 30 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 6 |
Total of all active and inactive participants | 2023-01-01 | 37 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 37 |
Number of participants with account balances | 2023-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: THE PENROD COMPANY 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 8 |
Total of all active and inactive participants | 2022-01-01 | 37 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 37 |
Number of participants with account balances | 2022-01-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
2021: THE PENROD COMPANY 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 8 |
Total of all active and inactive participants | 2021-01-01 | 37 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 37 |
Number of participants with account balances | 2021-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
2020: THE PENROD COMPANY 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 28 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 24 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 5 |
Total of all active and inactive participants | 2020-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 29 |
Number of participants with account balances | 2020-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: THE PENROD COMPANY 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 28 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 23 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 5 |
Total of all active and inactive participants | 2019-01-01 | 28 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 28 |
Number of participants with account balances | 2019-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: THE PENROD COMPANY 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 7 |
Total of all active and inactive participants | 2018-01-01 | 28 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 28 |
Number of participants with account balances | 2018-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: THE PENROD COMPANY 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 24 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 7 |
Total of all active and inactive participants | 2017-01-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 31 |
Number of participants with account balances | 2017-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
2016: THE PENROD COMPANY 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 24 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 7 |
Total of all active and inactive participants | 2016-01-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 31 |
Number of participants with account balances | 2016-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: THE PENROD COMPANY 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 8 |
Total of all active and inactive participants | 2015-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 29 |
Number of participants with account balances | 2015-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: THE PENROD COMPANY 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 25 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 8 |
Total of all active and inactive participants | 2014-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 33 |
Number of participants with account balances | 2014-01-01 | 32 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2011: THE PENROD COMPANY 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 56 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 34 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 15 |
Total of all active and inactive participants | 2011-01-01 | 49 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 49 |
Number of participants with account balances | 2011-01-01 | 44 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2009: THE PENROD COMPANY 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 70 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 48 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 8 |
Total of all active and inactive participants | 2009-01-01 | 56 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 56 |
Number of participants with account balances | 2009-01-01 | 55 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
Measure | Date | Value |
---|---|---|
2023 : THE PENROD COMPANY 401(K) PLAN 2023 401k financial data | ||
Transfers to/from the plan | 2023-12-31 | $0 |
Total plan liabilities at end of year | 2023-12-31 | $0 |
Total plan liabilities at beginning of year | 2023-12-31 | $0 |
Total income from all sources | 2023-12-31 | $885,627 |
Expenses. Total of all expenses incurred | 2023-12-31 | $73,686 |
Benefits paid (including direct rollovers) | 2023-12-31 | $68,956 |
Total plan assets at end of year | 2023-12-31 | $3,581,587 |
Total plan assets at beginning of year | 2023-12-31 | $2,769,646 |
Value of fidelity bond covering the plan | 2023-12-31 | $750,000 |
Assets. Value of tangible personal property | 2023-12-31 | $0 |
Total contributions received or receivable from participants | 2023-12-31 | $240,252 |
Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
Other income received | 2023-12-31 | $567,006 |
Noncash contributions received | 2023-12-31 | $0 |
Net income (gross income less expenses) | 2023-12-31 | $811,941 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $3,581,587 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,769,646 |
Assets. Value of participant loans | 2023-12-31 | $9,423 |
Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
Assets. Value of employer securities | 2023-12-31 | $0 |
Assets. Value of employer real property | 2023-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $78,369 |
Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
Value of corrective distributions | 2023-12-31 | $4,474 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $256 |
2022 : THE PENROD COMPANY 401(K) PLAN 2022 401k financial data | ||
Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-249,453 |
Expenses. Total of all expenses incurred | 2022-12-31 | $116,572 |
Benefits paid (including direct rollovers) | 2022-12-31 | $112,376 |
Total plan assets at end of year | 2022-12-31 | $2,769,646 |
Total plan assets at beginning of year | 2022-12-31 | $3,135,671 |
Value of fidelity bond covering the plan | 2022-12-31 | $750,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $223,690 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-542,905 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-366,025 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,769,646 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,135,671 |
Assets. Value of participant loans | 2022-12-31 | $4,582 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $69,762 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $3,958 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $238 |
2021 : THE PENROD COMPANY 401(K) PLAN 2021 401k financial data | ||
Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $890,912 |
Expenses. Total of all expenses incurred | 2021-12-31 | $49,705 |
Benefits paid (including direct rollovers) | 2021-12-31 | $49,430 |
Total plan assets at end of year | 2021-12-31 | $3,135,671 |
Total plan assets at beginning of year | 2021-12-31 | $2,294,464 |
Value of fidelity bond covering the plan | 2021-12-31 | $750,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $187,421 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $257,654 |
Other income received | 2021-12-31 | $386,414 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $841,207 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,135,671 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,294,464 |
Assets. Value of participant loans | 2021-12-31 | $10,427 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $59,423 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $275 |
2020 : THE PENROD COMPANY 401(K) PLAN 2020 401k financial data | ||
Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $215,523 |
Expenses. Total of all expenses incurred | 2020-12-31 | $963,660 |
Benefits paid (including direct rollovers) | 2020-12-31 | $963,160 |
Total plan assets at end of year | 2020-12-31 | $2,294,464 |
Total plan assets at beginning of year | 2020-12-31 | $3,042,601 |
Value of fidelity bond covering the plan | 2020-12-31 | $750,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $174,129 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $-14,125 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $-748,137 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,294,464 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,042,601 |
Assets. Value of participant loans | 2020-12-31 | $13,204 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $55,519 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $500 |
2019 : THE PENROD COMPANY 401(K) PLAN 2019 401k financial data | ||
Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $814,140 |
Expenses. Total of all expenses incurred | 2019-12-31 | $326,794 |
Benefits paid (including direct rollovers) | 2019-12-31 | $326,456 |
Total plan assets at end of year | 2019-12-31 | $3,042,601 |
Total plan assets at beginning of year | 2019-12-31 | $2,555,255 |
Value of fidelity bond covering the plan | 2019-12-31 | $750,000 |
Total contributions received or receivable from participants | 2019-12-31 | $141,754 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $621,828 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $487,346 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,042,601 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,555,255 |
Assets. Value of participant loans | 2019-12-31 | $8,581 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $50,558 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $338 |
2018 : THE PENROD COMPANY 401(K) PLAN 2018 401k financial data | ||
Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $-6,996 |
Expenses. Total of all expenses incurred | 2018-12-31 | $507,480 |
Benefits paid (including direct rollovers) | 2018-12-31 | $507,036 |
Total plan assets at end of year | 2018-12-31 | $2,555,255 |
Total plan assets at beginning of year | 2018-12-31 | $3,069,731 |
Value of fidelity bond covering the plan | 2018-12-31 | $750,000 |
Total contributions received or receivable from participants | 2018-12-31 | $138,968 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-196,487 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-514,476 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,555,255 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,069,731 |
Assets. Value of participant loans | 2018-12-31 | $29,120 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $50,523 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $444 |
2017 : THE PENROD COMPANY 401(K) PLAN 2017 401k financial data | ||
Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $695,105 |
Expenses. Total of all expenses incurred | 2017-12-31 | $195,558 |
Benefits paid (including direct rollovers) | 2017-12-31 | $194,977 |
Total plan assets at end of year | 2017-12-31 | $3,069,731 |
Total plan assets at beginning of year | 2017-12-31 | $2,570,184 |
Value of fidelity bond covering the plan | 2017-12-31 | $750,000 |
Assets. Value of tangible personal property | 2017-12-31 | $0 |
Total contributions received or receivable from participants | 2017-12-31 | $142,383 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $503,274 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $499,547 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,069,731 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,570,184 |
Assets. Value of participant loans | 2017-12-31 | $49,418 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
Assets. Value of employer securities | 2017-12-31 | $0 |
Assets. Value of employer real property | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $49,448 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $581 |
2016 : THE PENROD COMPANY 401(K) PLAN 2016 401k financial data | ||
Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $423,165 |
Expenses. Total of all expenses incurred | 2016-12-31 | $302,035 |
Benefits paid (including direct rollovers) | 2016-12-31 | $301,635 |
Total plan assets at end of year | 2016-12-31 | $2,570,184 |
Total plan assets at beginning of year | 2016-12-31 | $2,449,054 |
Value of fidelity bond covering the plan | 2016-12-31 | $750,000 |
Total contributions received or receivable from participants | 2016-12-31 | $179,599 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $194,830 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $121,130 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,570,184 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,449,054 |
Assets. Value of participant loans | 2016-12-31 | $54,971 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $48,736 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $400 |
2015 : THE PENROD COMPANY 401(K) PLAN 2015 401k financial data | ||
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $286,654 |
Expenses. Total of all expenses incurred | 2015-12-31 | $1,711,014 |
Benefits paid (including direct rollovers) | 2015-12-31 | $1,710,451 |
Total plan assets at end of year | 2015-12-31 | $2,449,054 |
Total plan assets at beginning of year | 2015-12-31 | $3,873,414 |
Value of fidelity bond covering the plan | 2015-12-31 | $750,000 |
Total contributions received or receivable from participants | 2015-12-31 | $188,001 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $49,089 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $-1,424,360 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,449,054 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,873,414 |
Assets. Value of participant loans | 2015-12-31 | $38,099 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $49,564 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $563 |
2014 : THE PENROD COMPANY 401(K) PLAN 2014 401k financial data | ||
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $422,067 |
Expenses. Total of all expenses incurred | 2014-12-31 | $569,345 |
Benefits paid (including direct rollovers) | 2014-12-31 | $569,320 |
Total plan assets at end of year | 2014-12-31 | $3,873,414 |
Total plan assets at beginning of year | 2014-12-31 | $4,020,692 |
Value of fidelity bond covering the plan | 2014-12-31 | $750,000 |
Total contributions received or receivable from participants | 2014-12-31 | $159,359 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $258,522 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $-147,278 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,873,414 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,020,692 |
Assets. Value of participant loans | 2014-12-31 | $12,460 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $4,186 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $25 |
2011 : THE PENROD COMPANY 401(K) PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $126,000 |
Expenses. Total of all expenses incurred | 2011-12-31 | $2,140,742 |
Benefits paid (including direct rollovers) | 2011-12-31 | $2,139,168 |
Total plan assets at end of year | 2011-12-31 | $3,171,707 |
Total plan assets at beginning of year | 2011-12-31 | $5,186,449 |
Value of fidelity bond covering the plan | 2011-12-31 | $750,000 |
Total contributions received or receivable from participants | 2011-12-31 | $182,845 |
Other income received | 2011-12-31 | $-56,845 |
Net income (gross income less expenses) | 2011-12-31 | $-2,014,742 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,171,707 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,186,449 |
Assets. Value of participant loans | 2011-12-31 | $60,465 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $-1,046 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $2,620 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : THE PENROD COMPANY 401(K) PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $738,142 |
Expenses. Total of all expenses incurred | 2010-12-31 | $134,549 |
Benefits paid (including direct rollovers) | 2010-12-31 | $132,951 |
Total plan assets at end of year | 2010-12-31 | $5,186,449 |
Total plan assets at beginning of year | 2010-12-31 | $4,582,856 |
Value of fidelity bond covering the plan | 2010-12-31 | $750,000 |
Total contributions received or receivable from participants | 2010-12-31 | $206,990 |
Other income received | 2010-12-31 | $531,152 |
Net income (gross income less expenses) | 2010-12-31 | $603,593 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $5,186,449 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,582,856 |
Assets. Value of participant loans | 2010-12-31 | $70,957 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $1,030 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $568 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : THE PENROD COMPANY 401(K) PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2023: THE PENROD COMPANY 401(K) PLAN 2023 form 5500 responses | ||
---|---|---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: THE PENROD COMPANY 401(K) PLAN 2022 form 5500 responses | ||
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: THE PENROD COMPANY 401(K) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: THE PENROD COMPANY 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: THE PENROD COMPANY 401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: THE PENROD COMPANY 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: THE PENROD COMPANY 401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: THE PENROD COMPANY 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: THE PENROD COMPANY 401(K) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: THE PENROD COMPANY 401(K) PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2011: THE PENROD COMPANY 401(K) PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: THE PENROD COMPANY 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |