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PRICE COMPANIES, INC 401(K) PLAN 401k Plan overview

Plan NamePRICE COMPANIES, INC 401(K) PLAN
Plan identification number 001

PRICE COMPANIES, INC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE PRICE COMPANIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE PRICE COMPANIES, INC.
Employer identification number (EIN):710388495
NAIC Classification:113110
NAIC Description:Timber Tract Operations

Additional information about THE PRICE COMPANIES, INC.

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 768552

More information about THE PRICE COMPANIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRICE COMPANIES, INC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-05-01
0012021-05-01
0012020-05-01
0012019-05-01
0012018-05-01
0012017-05-01MICEHELLE NICKOLSON
0012016-05-01MICHELLE NICKOLSON
0012015-05-01LINDA HOLLINGER HEFLIN
0012014-05-01LINDA HOLLINGER HEFLIN
0012013-05-01TOMMY SMITH
0012012-05-01THOMAS SMITH
0012011-05-01LINDA HOLLINGER-HEFLIN
0012009-05-01THOMAS SMITH

Plan Statistics for PRICE COMPANIES, INC 401(K) PLAN

401k plan membership statisitcs for PRICE COMPANIES, INC 401(K) PLAN

Measure Date Value
2022: PRICE COMPANIES, INC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-05-01655
Total number of active participants reported on line 7a of the Form 55002022-05-01345
Number of retired or separated participants receiving benefits2022-05-017
Number of other retired or separated participants entitled to future benefits2022-05-01256
Total of all active and inactive participants2022-05-01608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-05-015
Total participants2022-05-01613
Number of participants with account balances2022-05-01593
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-05-0116
2021: PRICE COMPANIES, INC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-05-01813
Total number of active participants reported on line 7a of the Form 55002021-05-01338
Number of retired or separated participants receiving benefits2021-05-016
Number of other retired or separated participants entitled to future benefits2021-05-01305
Total of all active and inactive participants2021-05-01649
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-05-016
Total participants2021-05-01655
Number of participants with account balances2021-05-01655
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-05-014
2020: PRICE COMPANIES, INC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-05-01803
Total number of active participants reported on line 7a of the Form 55002020-05-01452
Number of retired or separated participants receiving benefits2020-05-012
Number of other retired or separated participants entitled to future benefits2020-05-01343
Total of all active and inactive participants2020-05-01797
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-05-016
Total participants2020-05-01803
Number of participants with account balances2020-05-01698
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-05-0134
2019: PRICE COMPANIES, INC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-05-01870
Total number of active participants reported on line 7a of the Form 55002019-05-01293
Number of retired or separated participants receiving benefits2019-05-017
Number of other retired or separated participants entitled to future benefits2019-05-01501
Total of all active and inactive participants2019-05-01801
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-05-012
Total participants2019-05-01803
Number of participants with account balances2019-05-01803
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-05-0128
2018: PRICE COMPANIES, INC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-05-01856
Total number of active participants reported on line 7a of the Form 55002018-05-01498
Number of retired or separated participants receiving benefits2018-05-016
Number of other retired or separated participants entitled to future benefits2018-05-01365
Total of all active and inactive participants2018-05-01869
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-05-011
Total participants2018-05-01870
Number of participants with account balances2018-05-01728
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-05-0132
2017: PRICE COMPANIES, INC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-05-01580
Total number of active participants reported on line 7a of the Form 55002017-05-01533
Number of retired or separated participants receiving benefits2017-05-015
Number of other retired or separated participants entitled to future benefits2017-05-01318
Total of all active and inactive participants2017-05-01856
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-05-010
Total participants2017-05-01856
Number of participants with account balances2017-05-01722
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-05-0117
2016: PRICE COMPANIES, INC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-05-01559
Total number of active participants reported on line 7a of the Form 55002016-05-01260
Number of retired or separated participants receiving benefits2016-05-014
Number of other retired or separated participants entitled to future benefits2016-05-01287
Total of all active and inactive participants2016-05-01551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-05-010
Total participants2016-05-01551
Number of participants with account balances2016-05-01551
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-05-0121
2015: PRICE COMPANIES, INC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-05-01547
Total number of active participants reported on line 7a of the Form 55002015-05-01300
Number of retired or separated participants receiving benefits2015-05-010
Number of other retired or separated participants entitled to future benefits2015-05-01259
Total of all active and inactive participants2015-05-01559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-05-010
Total participants2015-05-01559
Number of participants with account balances2015-05-01502
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-05-0114
2014: PRICE COMPANIES, INC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-05-01529
Total number of active participants reported on line 7a of the Form 55002014-05-01329
Number of retired or separated participants receiving benefits2014-05-010
Number of other retired or separated participants entitled to future benefits2014-05-01206
Total of all active and inactive participants2014-05-01535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-05-010
Total participants2014-05-01535
Number of participants with account balances2014-05-01512
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-05-0116
2013: PRICE COMPANIES, INC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-05-01510
Total number of active participants reported on line 7a of the Form 55002013-05-01313
Number of retired or separated participants receiving benefits2013-05-013
Number of other retired or separated participants entitled to future benefits2013-05-01201
Total of all active and inactive participants2013-05-01517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-05-011
Total participants2013-05-01518
Number of participants with account balances2013-05-01497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-05-019
2012: PRICE COMPANIES, INC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-05-01471
Total number of active participants reported on line 7a of the Form 55002012-05-01306
Number of retired or separated participants receiving benefits2012-05-012
Number of other retired or separated participants entitled to future benefits2012-05-01185
Total of all active and inactive participants2012-05-01493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-05-011
Total participants2012-05-01494
Number of participants with account balances2012-05-01450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-05-019
2011: PRICE COMPANIES, INC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-05-01461
Total number of active participants reported on line 7a of the Form 55002011-05-01212
Number of retired or separated participants receiving benefits2011-05-015
Number of other retired or separated participants entitled to future benefits2011-05-01235
Total of all active and inactive participants2011-05-01452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-05-010
Total participants2011-05-01452
Number of participants with account balances2011-05-01408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-05-0111
2009: PRICE COMPANIES, INC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-05-01407
Total number of active participants reported on line 7a of the Form 55002009-05-01226
Number of retired or separated participants receiving benefits2009-05-014
Number of other retired or separated participants entitled to future benefits2009-05-01149
Total of all active and inactive participants2009-05-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-05-010
Total participants2009-05-01379
Number of participants with account balances2009-05-01375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-05-0133

Financial Data on PRICE COMPANIES, INC 401(K) PLAN

Measure Date Value
2023 : PRICE COMPANIES, INC 401(K) PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-04-30$1,620,628
Total of all expenses incurred2023-04-30$1,922,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-04-30$1,832,214
Expenses. Certain deemed distributions of participant loans2023-04-30$7,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-04-30$1,459,230
Value of total assets at end of year2023-04-30$18,780,699
Value of total assets at beginning of year2023-04-30$19,082,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-04-30$83,339
Total interest from all sources2023-04-30$50,692
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-04-30No
Was this plan covered by a fidelity bond2023-04-30Yes
Value of fidelity bond cover2023-04-30$500,000
If this is an individual account plan, was there a blackout period2023-04-30No
Were there any nonexempt tranactions with any party-in-interest2023-04-30No
Contributions received from participants2023-04-30$801,660
Participant contributions at end of year2023-04-30$581,683
Participant contributions at beginning of year2023-04-30$608,314
Participant contributions at end of year2023-04-30$21,153
Participant contributions at beginning of year2023-04-30$0
Income. Received or receivable in cash from other sources (including rollovers)2023-04-30$22,609
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-04-30$333
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-04-30$595
Administrative expenses (other) incurred2023-04-30$55,965
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-30No
Value of net income/loss2023-04-30$-302,120
Value of net assets at end of year (total assets less liabilities)2023-04-30$18,780,699
Value of net assets at beginning of year (total assets less liabilities)2023-04-30$19,082,819
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-04-30No
Were any leases to which the plan was party in default or uncollectible2023-04-30No
Investment advisory and management fees2023-04-30$27,374
Value of interest in pooled separate accounts at end of year2023-04-30$16,940,498
Value of interest in pooled separate accounts at beginning of year2023-04-30$16,929,141
Interest on participant loans2023-04-30$30,486
Interest earned on other investments2023-04-30$20,206
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-04-30$918,947
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-04-30$1,044,769
Net investment gain/loss from pooled separate accounts2023-04-30$110,706
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-04-30No
Was there a failure to transmit to the plan any participant contributions2023-04-30No
Has the plan failed to provide any benefit when due under the plan2023-04-30No
Contributions received in cash from employer2023-04-30$634,961
Employer contributions (assets) at end of year2023-04-30$318,085
Employer contributions (assets) at beginning of year2023-04-30$500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-04-30$1,832,214
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-04-30No
Did the plan have assets held for investment2023-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-04-30No
Opinion of an independent qualified public accountant for this plan2023-04-30Unqualified
Accountancy firm name2023-04-30REYNOLDS BONE & GRIESBECK PLC
Accountancy firm EIN2023-04-30620428728
2022 : PRICE COMPANIES, INC 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-04-30$869,848
Total of all expenses incurred2022-04-30$1,879,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-04-30$1,757,982
Expenses. Certain deemed distributions of participant loans2022-04-30$29,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-04-30$1,923,036
Value of total assets at end of year2022-04-30$19,082,819
Value of total assets at beginning of year2022-04-30$20,092,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-04-30$91,912
Total interest from all sources2022-04-30$42,248
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-04-30No
Was this plan covered by a fidelity bond2022-04-30Yes
Value of fidelity bond cover2022-04-30$500,000
If this is an individual account plan, was there a blackout period2022-04-30No
Were there any nonexempt tranactions with any party-in-interest2022-04-30No
Contributions received from participants2022-04-30$787,623
Participant contributions at end of year2022-04-30$608,314
Participant contributions at beginning of year2022-04-30$592,778
Income. Received or receivable in cash from other sources (including rollovers)2022-04-30$268,312
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-04-30$595
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-04-30$651
Administrative expenses (other) incurred2022-04-30$60,210
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Value of net income/loss2022-04-30$-1,009,622
Value of net assets at end of year (total assets less liabilities)2022-04-30$19,082,819
Value of net assets at beginning of year (total assets less liabilities)2022-04-30$20,092,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-04-30No
Were any leases to which the plan was party in default or uncollectible2022-04-30No
Investment advisory and management fees2022-04-30$31,702
Value of interest in pooled separate accounts at end of year2022-04-30$16,929,141
Value of interest in pooled separate accounts at beginning of year2022-04-30$18,030,602
Interest on participant loans2022-04-30$27,513
Interest earned on other investments2022-04-30$14,735
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-04-30$1,044,769
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-04-30$965,948
Net investment gain/loss from pooled separate accounts2022-04-30$-1,095,436
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-04-30No
Was there a failure to transmit to the plan any participant contributions2022-04-30No
Has the plan failed to provide any benefit when due under the plan2022-04-30No
Contributions received in cash from employer2022-04-30$867,101
Employer contributions (assets) at end of year2022-04-30$500,000
Employer contributions (assets) at beginning of year2022-04-30$502,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-04-30$1,757,982
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-04-30No
Did the plan have assets held for investment2022-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-04-30No
Opinion of an independent qualified public accountant for this plan2022-04-30Unqualified
Accountancy firm name2022-04-30REYNOLDS BONE & GRIESBECK PLC
Accountancy firm EIN2022-04-30620428728
2021 : PRICE COMPANIES, INC 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-04-30$7,257,997
Total of all expenses incurred2021-04-30$2,567,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-04-30$2,511,828
Expenses. Certain deemed distributions of participant loans2021-04-30$15,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-04-30$1,733,082
Value of total assets at end of year2021-04-30$20,092,441
Value of total assets at beginning of year2021-04-30$15,401,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-04-30$40,573
Total interest from all sources2021-04-30$49,883
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-04-30No
Was this plan covered by a fidelity bond2021-04-30Yes
Value of fidelity bond cover2021-04-30$100,000
If this is an individual account plan, was there a blackout period2021-04-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-04-30$0
Were there any nonexempt tranactions with any party-in-interest2021-04-30No
Contributions received from participants2021-04-30$834,799
Participant contributions at end of year2021-04-30$592,778
Participant contributions at beginning of year2021-04-30$622,181
Income. Received or receivable in cash from other sources (including rollovers)2021-04-30$2,191
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-04-30$651
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-04-30$1,043
Administrative expenses (other) incurred2021-04-30$33,270
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Value of net income/loss2021-04-30$4,690,574
Value of net assets at end of year (total assets less liabilities)2021-04-30$20,092,441
Value of net assets at beginning of year (total assets less liabilities)2021-04-30$15,401,867
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-04-30No
Were any leases to which the plan was party in default or uncollectible2021-04-30No
Investment advisory and management fees2021-04-30$7,303
Value of interest in pooled separate accounts at end of year2021-04-30$18,030,602
Value of interest in pooled separate accounts at beginning of year2021-04-30$13,038,035
Interest on participant loans2021-04-30$31,639
Interest earned on other investments2021-04-30$18,244
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-04-30$965,948
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-04-30$1,335,766
Net investment gain/loss from pooled separate accounts2021-04-30$5,475,032
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-04-30No
Was there a failure to transmit to the plan any participant contributions2021-04-30No
Has the plan failed to provide any benefit when due under the plan2021-04-30No
Contributions received in cash from employer2021-04-30$896,092
Employer contributions (assets) at end of year2021-04-30$502,462
Employer contributions (assets) at beginning of year2021-04-30$404,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-04-30$2,511,828
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-04-30Yes
Did the plan have assets held for investment2021-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-04-30No
Opinion of an independent qualified public accountant for this plan2021-04-30Disclaimer
Accountancy firm name2021-04-30EATON, BABB & SMITH
Accountancy firm EIN2021-04-30640820501
2020 : PRICE COMPANIES, INC 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-04-30$1,811,362
Total of all expenses incurred2020-04-30$875,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-04-30$828,166
Expenses. Certain deemed distributions of participant loans2020-04-30$33,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-04-30$1,801,329
Value of total assets at end of year2020-04-30$15,401,867
Value of total assets at beginning of year2020-04-30$14,466,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-04-30$13,970
Total interest from all sources2020-04-30$58,055
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-04-30No
Was this plan covered by a fidelity bond2020-04-30Yes
Value of fidelity bond cover2020-04-30$100,000
If this is an individual account plan, was there a blackout period2020-04-30No
Were there any nonexempt tranactions with any party-in-interest2020-04-30No
Contributions received from participants2020-04-30$956,892
Participant contributions at end of year2020-04-30$622,181
Participant contributions at beginning of year2020-04-30$567,682
Participant contributions at end of year2020-04-30$0
Participant contributions at beginning of year2020-04-30$6,752
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-04-30$1,043
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-04-30$1,532
Administrative expenses (other) incurred2020-04-30$13,970
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Value of net income/loss2020-04-30$935,552
Value of net assets at end of year (total assets less liabilities)2020-04-30$15,401,867
Value of net assets at beginning of year (total assets less liabilities)2020-04-30$14,466,315
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-04-30No
Were any leases to which the plan was party in default or uncollectible2020-04-30No
Value of interest in pooled separate accounts at end of year2020-04-30$13,038,035
Value of interest in pooled separate accounts at beginning of year2020-04-30$12,243,067
Interest on participant loans2020-04-30$37,806
Interest earned on other investments2020-04-30$20,249
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-04-30$1,335,766
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-04-30$1,241,818
Net investment gain/loss from pooled separate accounts2020-04-30$-48,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-04-30No
Was there a failure to transmit to the plan any participant contributions2020-04-30No
Has the plan failed to provide any benefit when due under the plan2020-04-30No
Contributions received in cash from employer2020-04-30$844,437
Employer contributions (assets) at end of year2020-04-30$404,842
Employer contributions (assets) at beginning of year2020-04-30$405,464
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-04-30$828,166
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-04-30No
Did the plan have assets held for investment2020-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-04-30Yes
Opinion of an independent qualified public accountant for this plan2020-04-30Disclaimer
Accountancy firm name2020-04-30EATON, BABB & SMITH
Accountancy firm EIN2020-04-30640820501
2019 : PRICE COMPANIES, INC 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-04-30$5,290,943
Total of all expenses incurred2019-04-30$1,882,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-04-30$1,795,839
Expenses. Certain deemed distributions of participant loans2019-04-30$70,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-04-30$4,180,642
Value of total assets at end of year2019-04-30$14,466,315
Value of total assets at beginning of year2019-04-30$11,058,211
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-04-30$16,870
Total interest from all sources2019-04-30$52,647
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-04-30No
Was this plan covered by a fidelity bond2019-04-30Yes
Value of fidelity bond cover2019-04-30$100,000
If this is an individual account plan, was there a blackout period2019-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-04-30$0
Were there any nonexempt tranactions with any party-in-interest2019-04-30No
Contributions received from participants2019-04-30$1,060,123
Participant contributions at end of year2019-04-30$567,682
Participant contributions at beginning of year2019-04-30$474,252
Participant contributions at end of year2019-04-30$6,752
Participant contributions at beginning of year2019-04-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-04-30$1,835,378
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-04-30$1,532
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-04-30$0
Administrative expenses (other) incurred2019-04-30$16,870
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-30No
Value of net income/loss2019-04-30$3,408,104
Value of net assets at end of year (total assets less liabilities)2019-04-30$14,466,315
Value of net assets at beginning of year (total assets less liabilities)2019-04-30$11,058,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-04-30No
Were any leases to which the plan was party in default or uncollectible2019-04-30No
Value of interest in pooled separate accounts at end of year2019-04-30$12,243,067
Value of interest in pooled separate accounts at beginning of year2019-04-30$9,610,318
Interest on participant loans2019-04-30$35,682
Interest earned on other investments2019-04-30$16,965
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-04-30$1,241,818
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-04-30$973,641
Net investment gain/loss from pooled separate accounts2019-04-30$1,057,654
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-04-30No
Was there a failure to transmit to the plan any participant contributions2019-04-30No
Has the plan failed to provide any benefit when due under the plan2019-04-30No
Contributions received in cash from employer2019-04-30$1,285,141
Employer contributions (assets) at end of year2019-04-30$405,464
Employer contributions (assets) at beginning of year2019-04-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-04-30$1,795,839
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-04-30No
Did the plan have assets held for investment2019-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-04-30Yes
Opinion of an independent qualified public accountant for this plan2019-04-30Disclaimer
Accountancy firm name2019-04-30EATON, BABB & SMITH
Accountancy firm EIN2019-04-30640820501
2018 : PRICE COMPANIES, INC 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-04-30$2,300,771
Total of all expenses incurred2018-04-30$520,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-04-30$498,502
Expenses. Certain deemed distributions of participant loans2018-04-30$9,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-04-30$1,395,916
Value of total assets at end of year2018-04-30$11,058,211
Value of total assets at beginning of year2018-04-30$9,278,327
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-04-30$13,300
Total interest from all sources2018-04-30$33,355
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-04-30No
Was this plan covered by a fidelity bond2018-04-30Yes
Value of fidelity bond cover2018-04-30$100,000
If this is an individual account plan, was there a blackout period2018-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-04-30$0
Were there any nonexempt tranactions with any party-in-interest2018-04-30No
Contributions received from participants2018-04-30$630,061
Participant contributions at end of year2018-04-30$474,252
Participant contributions at beginning of year2018-04-30$387,473
Income. Received or receivable in cash from other sources (including rollovers)2018-04-30$242,143
Administrative expenses (other) incurred2018-04-30$13,300
Total non interest bearing cash at end of year2018-04-30$0
Total non interest bearing cash at beginning of year2018-04-30$6,879
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Value of net income/loss2018-04-30$1,779,884
Value of net assets at end of year (total assets less liabilities)2018-04-30$11,058,211
Value of net assets at beginning of year (total assets less liabilities)2018-04-30$9,278,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-04-30No
Were any leases to which the plan was party in default or uncollectible2018-04-30No
Value of interest in pooled separate accounts at end of year2018-04-30$9,610,318
Value of interest in pooled separate accounts at beginning of year2018-04-30$7,947,605
Interest on participant loans2018-04-30$22,081
Interest earned on other investments2018-04-30$11,274
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-04-30$973,641
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-04-30$936,370
Net investment gain/loss from pooled separate accounts2018-04-30$871,500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-04-30No
Was there a failure to transmit to the plan any participant contributions2018-04-30No
Has the plan failed to provide any benefit when due under the plan2018-04-30No
Contributions received in cash from employer2018-04-30$523,712
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-04-30$498,502
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-04-30No
Did the plan have assets held for investment2018-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-04-30Yes
Opinion of an independent qualified public accountant for this plan2018-04-30Disclaimer
Accountancy firm name2018-04-30EATON, BABB & SMITH
Accountancy firm EIN2018-04-30640820501
2017 : PRICE COMPANIES, INC 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-04-30$2,140,628
Total of all expenses incurred2017-04-30$929,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-04-30$834,091
Expenses. Certain deemed distributions of participant loans2017-04-30$84,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-04-30$1,166,246
Value of total assets at end of year2017-04-30$9,278,327
Value of total assets at beginning of year2017-04-30$8,067,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-04-30$10,901
Total interest from all sources2017-04-30$17,784
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-04-30No
Was this plan covered by a fidelity bond2017-04-30Yes
Value of fidelity bond cover2017-04-30$10,000
If this is an individual account plan, was there a blackout period2017-04-30No
Were there any nonexempt tranactions with any party-in-interest2017-04-30No
Contributions received from participants2017-04-30$438,770
Participant contributions at end of year2017-04-30$387,473
Participant contributions at beginning of year2017-04-30$408,127
Income. Received or receivable in cash from other sources (including rollovers)2017-04-30$267,543
Administrative expenses (other) incurred2017-04-30$10,901
Total non interest bearing cash at end of year2017-04-30$6,879
Total non interest bearing cash at beginning of year2017-04-30$20,929
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Value of net income/loss2017-04-30$1,211,291
Value of net assets at end of year (total assets less liabilities)2017-04-30$9,278,327
Value of net assets at beginning of year (total assets less liabilities)2017-04-30$8,067,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-04-30No
Were any leases to which the plan was party in default or uncollectible2017-04-30No
Value of interest in pooled separate accounts at end of year2017-04-30$7,947,605
Value of interest in pooled separate accounts at beginning of year2017-04-30$6,562,916
Interest on participant loans2017-04-30$17,784
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-04-30$936,370
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-04-30$1,075,064
Net investment gain/loss from pooled separate accounts2017-04-30$956,598
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-04-30No
Was there a failure to transmit to the plan any participant contributions2017-04-30No
Has the plan failed to provide any benefit when due under the plan2017-04-30No
Contributions received in cash from employer2017-04-30$459,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-04-30$834,091
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-04-30No
Did the plan have assets held for investment2017-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-04-30Yes
Opinion of an independent qualified public accountant for this plan2017-04-30Disclaimer
Accountancy firm name2017-04-30EATON, BABB & SMITH
Accountancy firm EIN2017-04-30640820501
2016 : PRICE COMPANIES, INC 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-04-30$655,433
Total of all expenses incurred2016-04-30$851,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-04-30$840,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-04-30$806,349
Value of total assets at end of year2016-04-30$8,067,036
Value of total assets at beginning of year2016-04-30$8,263,600
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-04-30$11,530
Total interest from all sources2016-04-30$19,621
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-04-30No
Was this plan covered by a fidelity bond2016-04-30Yes
Value of fidelity bond cover2016-04-30$10,000
If this is an individual account plan, was there a blackout period2016-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-04-30$0
Were there any nonexempt tranactions with any party-in-interest2016-04-30No
Contributions received from participants2016-04-30$371,513
Participant contributions at end of year2016-04-30$408,127
Participant contributions at beginning of year2016-04-30$478,307
Income. Received or receivable in cash from other sources (including rollovers)2016-04-30$31,786
Other income not declared elsewhere2016-04-30$13,370
Total non interest bearing cash at end of year2016-04-30$20,929
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Value of net income/loss2016-04-30$-196,564
Value of net assets at end of year (total assets less liabilities)2016-04-30$8,067,036
Value of net assets at beginning of year (total assets less liabilities)2016-04-30$8,263,600
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-04-30No
Were any leases to which the plan was party in default or uncollectible2016-04-30No
Value of interest in pooled separate accounts at end of year2016-04-30$6,562,916
Value of interest in pooled separate accounts at beginning of year2016-04-30$6,730,533
Interest on participant loans2016-04-30$19,621
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-04-30$1,075,064
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-04-30$1,054,760
Net investment gain/loss from pooled separate accounts2016-04-30$-183,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-04-30No
Was there a failure to transmit to the plan any participant contributions2016-04-30No
Has the plan failed to provide any benefit when due under the plan2016-04-30No
Contributions received in cash from employer2016-04-30$403,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-04-30$840,467
Contract administrator fees2016-04-30$11,530
Did the plan have assets held for investment2016-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-04-30Yes
Opinion of an independent qualified public accountant for this plan2016-04-30Disclaimer
Accountancy firm name2016-04-30EATON, BABB, & SMITH
Accountancy firm EIN2016-04-30640820501
2015 : PRICE COMPANIES, INC 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-04-30$1,194,921
Total of all expenses incurred2015-04-30$525,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-04-30$515,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-04-30$549,297
Value of total assets at end of year2015-04-30$8,263,600
Value of total assets at beginning of year2015-04-30$7,593,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-04-30$9,635
Total interest from all sources2015-04-30$20,715
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-04-30No
Was this plan covered by a fidelity bond2015-04-30Yes
Value of fidelity bond cover2015-04-30$100,000
If this is an individual account plan, was there a blackout period2015-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-04-30$0
Were there any nonexempt tranactions with any party-in-interest2015-04-30No
Contributions received from participants2015-04-30$377,358
Participant contributions at end of year2015-04-30$478,307
Participant contributions at beginning of year2015-04-30$452,112
Participant contributions at beginning of year2015-04-30$5,024
Income. Received or receivable in cash from other sources (including rollovers)2015-04-30$35,457
Other income not declared elsewhere2015-04-30$15,644
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Value of net income/loss2015-04-30$669,901
Value of net assets at end of year (total assets less liabilities)2015-04-30$8,263,600
Value of net assets at beginning of year (total assets less liabilities)2015-04-30$7,593,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-04-30No
Were any leases to which the plan was party in default or uncollectible2015-04-30No
Value of interest in pooled separate accounts at end of year2015-04-30$6,730,533
Value of interest in pooled separate accounts at beginning of year2015-04-30$5,640,194
Interest on participant loans2015-04-30$20,715
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-04-30$1,054,760
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-04-30$1,238,137
Net investment gain/loss from pooled separate accounts2015-04-30$609,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-04-30No
Was there a failure to transmit to the plan any participant contributions2015-04-30No
Has the plan failed to provide any benefit when due under the plan2015-04-30No
Contributions received in cash from employer2015-04-30$136,482
Employer contributions (assets) at beginning of year2015-04-30$258,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-04-30$515,385
Contract administrator fees2015-04-30$9,635
Did the plan have assets held for investment2015-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-04-30Yes
Opinion of an independent qualified public accountant for this plan2015-04-30Disclaimer
Accountancy firm name2015-04-30EATON, BABB, & SMITH
Accountancy firm EIN2015-04-30640820501
2014 : PRICE COMPANIES, INC 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-04-30$1,568,335
Total of all expenses incurred2014-04-30$920,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-04-30$913,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-04-30$773,752
Value of total assets at end of year2014-04-30$7,593,699
Value of total assets at beginning of year2014-04-30$6,946,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-04-30$7,211
Total interest from all sources2014-04-30$20,483
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-04-30No
Was this plan covered by a fidelity bond2014-04-30Yes
Value of fidelity bond cover2014-04-30$100,000
If this is an individual account plan, was there a blackout period2014-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-04-30$0
Were there any nonexempt tranactions with any party-in-interest2014-04-30No
Contributions received from participants2014-04-30$372,931
Participant contributions at end of year2014-04-30$452,112
Participant contributions at beginning of year2014-04-30$395,663
Participant contributions at end of year2014-04-30$5,024
Participant contributions at beginning of year2014-04-30$4,077
Other income not declared elsewhere2014-04-30$17,603
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Value of net income/loss2014-04-30$647,438
Value of net assets at end of year (total assets less liabilities)2014-04-30$7,593,699
Value of net assets at beginning of year (total assets less liabilities)2014-04-30$6,946,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-04-30No
Were any leases to which the plan was party in default or uncollectible2014-04-30No
Value of interest in pooled separate accounts at end of year2014-04-30$5,640,194
Value of interest in pooled separate accounts at beginning of year2014-04-30$4,961,526
Income. Interest from loans (other than to participants)2014-04-30$20,483
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-04-30$1,238,137
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-04-30$1,328,369
Net investment gain/loss from pooled separate accounts2014-04-30$756,497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-04-30No
Was there a failure to transmit to the plan any participant contributions2014-04-30No
Has the plan failed to provide any benefit when due under the plan2014-04-30No
Contributions received in cash from employer2014-04-30$400,821
Employer contributions (assets) at end of year2014-04-30$258,232
Employer contributions (assets) at beginning of year2014-04-30$256,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-04-30$913,686
Contract administrator fees2014-04-30$7,211
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-04-30No
Did the plan have assets held for investment2014-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-04-30Yes
Opinion of an independent qualified public accountant for this plan2014-04-30Disclaimer
Accountancy firm name2014-04-30EATON, BABB & SMITH
Accountancy firm EIN2014-04-30640820501
2013 : PRICE COMPANIES, INC 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$0
Total income from all sources (including contributions)2013-04-30$1,202,600
Total loss/gain on sale of assets2013-04-30$0
Total of all expenses incurred2013-04-30$262,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-04-30$248,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-04-30$675,158
Value of total assets at end of year2013-04-30$6,946,261
Value of total assets at beginning of year2013-04-30$6,006,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-04-30$14,131
Total interest from all sources2013-04-30$16,753
Total dividends received (eg from common stock, registered investment company shares)2013-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-04-30No
Was this plan covered by a fidelity bond2013-04-30Yes
Value of fidelity bond cover2013-04-30$100,000
If this is an individual account plan, was there a blackout period2013-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-04-30$0
Were there any nonexempt tranactions with any party-in-interest2013-04-30No
Contributions received from participants2013-04-30$297,673
Participant contributions at end of year2013-04-30$395,663
Participant contributions at beginning of year2013-04-30$316,181
Participant contributions at end of year2013-04-30$4,077
Participant contributions at beginning of year2013-04-30$3,260
Other income not declared elsewhere2013-04-30$20,845
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Value of net income/loss2013-04-30$939,898
Value of net assets at end of year (total assets less liabilities)2013-04-30$6,946,261
Value of net assets at beginning of year (total assets less liabilities)2013-04-30$6,006,363
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-04-30No
Were any leases to which the plan was party in default or uncollectible2013-04-30No
Value of interest in pooled separate accounts at end of year2013-04-30$4,961,526
Value of interest in pooled separate accounts at beginning of year2013-04-30$4,128,921
Interest on participant loans2013-04-30$16,753
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-04-30$1,328,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-04-30$1,300,300
Net investment gain/loss from pooled separate accounts2013-04-30$489,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-04-30No
Was there a failure to transmit to the plan any participant contributions2013-04-30No
Has the plan failed to provide any benefit when due under the plan2013-04-30No
Contributions received in cash from employer2013-04-30$377,485
Employer contributions (assets) at end of year2013-04-30$256,626
Employer contributions (assets) at beginning of year2013-04-30$257,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-04-30$248,571
Contract administrator fees2013-04-30$14,131
Did the plan have assets held for investment2013-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-04-30Yes
Opinion of an independent qualified public accountant for this plan2013-04-30Disclaimer
Accountancy firm name2013-04-30EATON, BABB & SMITH
Accountancy firm EIN2013-04-30640820501
2012 : PRICE COMPANIES, INC 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$0
Total income from all sources (including contributions)2012-04-30$708,583
Total loss/gain on sale of assets2012-04-30$0
Total of all expenses incurred2012-04-30$405,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-04-30$388,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-04-30$636,971
Value of total assets at end of year2012-04-30$6,006,363
Value of total assets at beginning of year2012-04-30$5,703,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-04-30$17,097
Total interest from all sources2012-04-30$14,996
Total dividends received (eg from common stock, registered investment company shares)2012-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-04-30No
Was this plan covered by a fidelity bond2012-04-30Yes
Value of fidelity bond cover2012-04-30$100,000
If this is an individual account plan, was there a blackout period2012-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-04-30$0
Were there any nonexempt tranactions with any party-in-interest2012-04-30No
Contributions received from participants2012-04-30$268,449
Participant contributions at end of year2012-04-30$316,181
Participant contributions at beginning of year2012-04-30$234,754
Participant contributions at end of year2012-04-30$3,260
Other income not declared elsewhere2012-04-30$30,013
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Value of net income/loss2012-04-30$302,694
Value of net assets at end of year (total assets less liabilities)2012-04-30$6,006,363
Value of net assets at beginning of year (total assets less liabilities)2012-04-30$5,703,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-04-30No
Were any leases to which the plan was party in default or uncollectible2012-04-30No
Value of interest in pooled separate accounts at end of year2012-04-30$4,128,921
Value of interest in pooled separate accounts at beginning of year2012-04-30$3,862,816
Interest on participant loans2012-04-30$14,996
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-04-30$1,300,300
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-04-30$1,306,099
Net investment gain/loss from pooled separate accounts2012-04-30$26,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-04-30No
Was there a failure to transmit to the plan any participant contributions2012-04-30No
Has the plan failed to provide any benefit when due under the plan2012-04-30No
Contributions received in cash from employer2012-04-30$368,522
Employer contributions (assets) at end of year2012-04-30$257,701
Employer contributions (assets) at beginning of year2012-04-30$300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-04-30$388,792
Contract administrator fees2012-04-30$17,097
Did the plan have assets held for investment2012-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-04-30Yes
Opinion of an independent qualified public accountant for this plan2012-04-30Disclaimer
Accountancy firm name2012-04-30EATON, BABB & SMITH
Accountancy firm EIN2012-04-30640820501
2011 : PRICE COMPANIES, INC 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$0
Total income from all sources (including contributions)2011-04-30$1,344,138
Total loss/gain on sale of assets2011-04-30$0
Total of all expenses incurred2011-04-30$200,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-04-30$191,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-04-30$716,875
Value of total assets at end of year2011-04-30$5,703,669
Value of total assets at beginning of year2011-04-30$4,560,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-04-30$9,100
Total interest from all sources2011-04-30$12,691
Total dividends received (eg from common stock, registered investment company shares)2011-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-04-30No
Was this plan covered by a fidelity bond2011-04-30Yes
Value of fidelity bond cover2011-04-30$100,000
If this is an individual account plan, was there a blackout period2011-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-04-30$0
Were there any nonexempt tranactions with any party-in-interest2011-04-30No
Contributions received from participants2011-04-30$301,517
Participant contributions at end of year2011-04-30$234,754
Participant contributions at beginning of year2011-04-30$190,602
Other income not declared elsewhere2011-04-30$35,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Value of net income/loss2011-04-30$1,143,473
Value of net assets at end of year (total assets less liabilities)2011-04-30$5,703,669
Value of net assets at beginning of year (total assets less liabilities)2011-04-30$4,560,196
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-04-30No
Were any leases to which the plan was party in default or uncollectible2011-04-30No
Value of interest in pooled separate accounts at end of year2011-04-30$3,862,816
Value of interest in pooled separate accounts at beginning of year2011-04-30$2,941,355
Interest on participant loans2011-04-30$12,691
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-04-30$1,306,099
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-04-30$1,178,239
Net investment gain/loss from pooled separate accounts2011-04-30$579,543
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-04-30No
Was there a failure to transmit to the plan any participant contributions2011-04-30No
Has the plan failed to provide any benefit when due under the plan2011-04-30No
Contributions received in cash from employer2011-04-30$415,358
Employer contributions (assets) at end of year2011-04-30$300,000
Employer contributions (assets) at beginning of year2011-04-30$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-04-30$191,565
Contract administrator fees2011-04-30$9,100
Did the plan have assets held for investment2011-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-04-30Yes
Opinion of an independent qualified public accountant for this plan2011-04-30Disclaimer
Accountancy firm name2011-04-30EATON, BABB & SMITH
Accountancy firm EIN2011-04-30640820501
2010 : PRICE COMPANIES, INC 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-04-30$0

Form 5500 Responses for PRICE COMPANIES, INC 401(K) PLAN

2022: PRICE COMPANIES, INC 401(K) PLAN 2022 form 5500 responses
2022-05-01Type of plan entitySingle employer plan
2022-05-01Plan funding arrangement – InsuranceYes
2022-05-01Plan funding arrangement – TrustYes
2022-05-01Plan benefit arrangement – InsuranceYes
2022-05-01Plan benefit arrangement - TrustYes
2021: PRICE COMPANIES, INC 401(K) PLAN 2021 form 5500 responses
2021-05-01Type of plan entitySingle employer plan
2021-05-01Plan funding arrangement – InsuranceYes
2021-05-01Plan funding arrangement – TrustYes
2021-05-01Plan benefit arrangement – InsuranceYes
2021-05-01Plan benefit arrangement - TrustYes
2020: PRICE COMPANIES, INC 401(K) PLAN 2020 form 5500 responses
2020-05-01Type of plan entitySingle employer plan
2020-05-01Plan funding arrangement – InsuranceYes
2020-05-01Plan funding arrangement – TrustYes
2020-05-01Plan benefit arrangement – InsuranceYes
2020-05-01Plan benefit arrangement - TrustYes
2019: PRICE COMPANIES, INC 401(K) PLAN 2019 form 5500 responses
2019-05-01Type of plan entitySingle employer plan
2019-05-01Plan funding arrangement – InsuranceYes
2019-05-01Plan funding arrangement – TrustYes
2019-05-01Plan benefit arrangement – InsuranceYes
2019-05-01Plan benefit arrangement - TrustYes
2018: PRICE COMPANIES, INC 401(K) PLAN 2018 form 5500 responses
2018-05-01Type of plan entitySingle employer plan
2018-05-01Plan funding arrangement – InsuranceYes
2018-05-01Plan funding arrangement – TrustYes
2018-05-01Plan benefit arrangement – InsuranceYes
2018-05-01Plan benefit arrangement - TrustYes
2017: PRICE COMPANIES, INC 401(K) PLAN 2017 form 5500 responses
2017-05-01Type of plan entitySingle employer plan
2017-05-01Plan funding arrangement – InsuranceYes
2017-05-01Plan funding arrangement – TrustYes
2017-05-01Plan benefit arrangement – InsuranceYes
2017-05-01Plan benefit arrangement - TrustYes
2016: PRICE COMPANIES, INC 401(K) PLAN 2016 form 5500 responses
2016-05-01Type of plan entitySingle employer plan
2016-05-01Plan funding arrangement – InsuranceYes
2016-05-01Plan funding arrangement – TrustYes
2016-05-01Plan benefit arrangement – InsuranceYes
2016-05-01Plan benefit arrangement - TrustYes
2015: PRICE COMPANIES, INC 401(K) PLAN 2015 form 5500 responses
2015-05-01Type of plan entitySingle employer plan
2015-05-01Plan funding arrangement – InsuranceYes
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement – InsuranceYes
2015-05-01Plan benefit arrangement - TrustYes
2014: PRICE COMPANIES, INC 401(K) PLAN 2014 form 5500 responses
2014-05-01Type of plan entitySingle employer plan
2014-05-01Plan funding arrangement – InsuranceYes
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement – InsuranceYes
2014-05-01Plan benefit arrangement - TrustYes
2013: PRICE COMPANIES, INC 401(K) PLAN 2013 form 5500 responses
2013-05-01Type of plan entitySingle employer plan
2013-05-01Plan funding arrangement – InsuranceYes
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement – InsuranceYes
2013-05-01Plan benefit arrangement - TrustYes
2012: PRICE COMPANIES, INC 401(K) PLAN 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01Submission has been amendedNo
2012-05-01This submission is the final filingNo
2012-05-01This return/report is a short plan year return/report (less than 12 months)No
2012-05-01Plan is a collectively bargained planNo
2012-05-01Plan funding arrangement – InsuranceYes
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement – InsuranceYes
2012-05-01Plan benefit arrangement - TrustYes
2011: PRICE COMPANIES, INC 401(K) PLAN 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01Submission has been amendedNo
2011-05-01This submission is the final filingNo
2011-05-01This return/report is a short plan year return/report (less than 12 months)No
2011-05-01Plan is a collectively bargained planNo
2011-05-01Plan funding arrangement – InsuranceYes
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement – InsuranceYes
2011-05-01Plan benefit arrangement - TrustYes
2009: PRICE COMPANIES, INC 401(K) PLAN 2009 form 5500 responses
2009-05-01Type of plan entitySingle employer plan
2009-05-01Submission has been amendedNo
2009-05-01This submission is the final filingNo
2009-05-01This return/report is a short plan year return/report (less than 12 months)No
2009-05-01Plan is a collectively bargained planNo
2009-05-01Plan funding arrangement – InsuranceYes
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement – InsuranceYes
2009-05-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number602483
Policy instance 1
Insurance contract or identification number602483
Number of Individuals Covered593
Insurance policy start date2022-05-01
Insurance policy end date2023-04-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number602483
Policy instance 1
Insurance contract or identification number602483
Number of Individuals Covered655
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number300019
Policy instance 1
Insurance contract or identification number300019
Number of Individuals Covered0
Insurance policy start date2020-05-01
Insurance policy end date2020-12-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number602483
Policy instance 2
Insurance contract or identification number602483
Number of Individuals Covered698
Insurance policy start date2020-12-30
Insurance policy end date2021-04-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number300019
Policy instance 1
Insurance contract or identification number300019
Number of Individuals Covered803
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Total amount of commissions paid to insurance brokerUSD $13,197
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,197
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number300019
Policy instance 1
Insurance contract or identification number300019
Number of Individuals Covered728
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $12,636
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,636
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number300019
Policy instance 1
Insurance contract or identification number300019
Number of Individuals Covered722
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $9,712
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,712
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC

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