ROBERT PECCIA & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
401k plan membership statisitcs for ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2023: ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 78 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 72 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 11 |
| Total of all active and inactive participants | 2023-01-01 | 86 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 86 |
| Number of participants with account balances | 2023-01-01 | 86 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 1 |
| 2022: ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 71 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 65 |
| 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 | 11 |
| Total of all active and inactive participants | 2022-01-01 | 76 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
| Total participants | 2022-01-01 | 77 |
| Number of participants with account balances | 2022-01-01 | 77 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
| 2021: ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 68 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 60 |
| 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 | 12 |
| Total of all active and inactive participants | 2021-01-01 | 72 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 72 |
| Number of participants with account balances | 2021-01-01 | 71 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
| 2020: ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 65 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 55 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 11 |
| Total of all active and inactive participants | 2020-01-01 | 68 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 68 |
| Number of participants with account balances | 2020-01-01 | 68 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 67 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 51 |
| 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 | 12 |
| Total of all active and inactive participants | 2019-01-01 | 63 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 63 |
| Number of participants with account balances | 2019-01-01 | 63 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 61 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 53 |
| 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 | 13 |
| Total of all active and inactive participants | 2018-01-01 | 66 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 66 |
| Number of participants with account balances | 2018-01-01 | 65 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 3 |
| 2017: ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 60 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 52 |
| 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 | 9 |
| Total of all active and inactive participants | 2017-01-01 | 61 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 61 |
| Number of participants with account balances | 2017-01-01 | 61 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
| 2016: ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 56 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 52 |
| 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 | 59 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 59 |
| Number of participants with account balances | 2016-01-01 | 59 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
| 2015: ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 54 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 49 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 5 |
| Total of all active and inactive participants | 2015-01-01 | 55 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 55 |
| Number of participants with account balances | 2015-01-01 | 55 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
| 2014: ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 55 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 47 |
| 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 | 6 |
| Total of all active and inactive participants | 2014-01-01 | 53 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 53 |
| Number of participants with account balances | 2014-01-01 | 53 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
| 2013: ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 51 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 48 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 7 |
| Total of all active and inactive participants | 2013-01-01 | 55 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 55 |
| Number of participants with account balances | 2013-01-01 | 55 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 56 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 45 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 7 |
| Total of all active and inactive participants | 2012-01-01 | 52 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 52 |
| Number of participants with account balances | 2012-01-01 | 52 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 53 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 45 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 9 |
| Total of all active and inactive participants | 2011-01-01 | 54 |
| Total participants | 2011-01-01 | 54 |
| Number of participants with account balances | 2011-01-01 | 54 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
| 2009: ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 57 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 47 |
| 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 | 7 |
| Total of all active and inactive participants | 2009-01-01 | 54 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 54 |
| Number of participants with account balances | 2009-01-01 | 54 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
| Measure | Date | Value |
|---|
| 2023 : ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $4,811 |
| Total plan liabilities at beginning of year | 2023-12-31 | $3,112 |
| Total income from all sources | 2023-12-31 | $10,073,763 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $36,889 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $31,578 |
| Total plan assets at end of year | 2023-12-31 | $34,208,110 |
| Total plan assets at beginning of year | 2023-12-31 | $24,169,537 |
| Value of fidelity bond covering the plan | 2023-12-31 | $1,000,000 |
| Other income received | 2023-12-31 | $8,848,941 |
| Net income (gross income less expenses) | 2023-12-31 | $10,036,874 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $34,203,299 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $24,166,425 |
| Assets. Value of employer securities | 2023-12-31 | $29,610,000 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $1,224,822 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $5,311 |
| 2022 : ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $3,112 |
| Total plan liabilities at beginning of year | 2022-12-31 | $2,661 |
| Total income from all sources | 2022-12-31 | $2,949,969 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $740,269 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $737,157 |
| Total plan assets at end of year | 2022-12-31 | $24,169,537 |
| Total plan assets at beginning of year | 2022-12-31 | $21,959,386 |
| Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
| Other income received | 2022-12-31 | $1,684,151 |
| Net income (gross income less expenses) | 2022-12-31 | $2,209,700 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $24,166,425 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $21,956,725 |
| Assets. Value of employer securities | 2022-12-31 | $21,150,000 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $1,265,818 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $3,112 |
| 2021 : ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $2,661 |
| Total plan liabilities at beginning of year | 2021-12-31 | $2,814 |
| Total income from all sources | 2021-12-31 | $4,654,744 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $1,964,894 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $1,962,233 |
| Total plan assets at end of year | 2021-12-31 | $21,959,386 |
| Total plan assets at beginning of year | 2021-12-31 | $19,269,689 |
| Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
| Other income received | 2021-12-31 | $3,204,687 |
| Net income (gross income less expenses) | 2021-12-31 | $2,689,850 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $21,956,725 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $19,266,875 |
| Assets. Value of employer securities | 2021-12-31 | $18,990,000 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $1,450,057 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $2,661 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $2,814 |
| Total plan liabilities at beginning of year | 2020-12-31 | $2,687 |
| Total income from all sources | 2020-12-31 | $2,716,874 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $1,858,184 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $1,855,370 |
| Total plan assets at end of year | 2020-12-31 | $19,269,689 |
| Total plan assets at beginning of year | 2020-12-31 | $18,410,872 |
| Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
| Other income received | 2020-12-31 | $1,628,496 |
| Net income (gross income less expenses) | 2020-12-31 | $858,690 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $19,266,875 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $18,408,185 |
| Assets. Value of employer securities | 2020-12-31 | $1,619,000 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $1,088,378 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $2,814 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $2,687 |
| Total plan liabilities at beginning of year | 2019-12-31 | $2,312 |
| Total income from all sources | 2019-12-31 | $2,760,415 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $172,956 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $170,268 |
| Total plan assets at end of year | 2019-12-31 | $18,410,872 |
| Total plan assets at beginning of year | 2019-12-31 | $15,823,038 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
| Other income received | 2019-12-31 | $2,017,347 |
| Net income (gross income less expenses) | 2019-12-31 | $2,587,459 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $18,408,185 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $15,820,726 |
| Assets. Value of employer securities | 2019-12-31 | $14,970,000 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $743,068 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $2,688 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $2,312 |
| Total plan liabilities at beginning of year | 2018-12-31 | $2,134 |
| Total income from all sources | 2018-12-31 | $2,476,683 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $1,289,027 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $1,286,715 |
| Total plan assets at end of year | 2018-12-31 | $15,823,038 |
| Total plan assets at beginning of year | 2018-12-31 | $14,635,204 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
| Other income received | 2018-12-31 | $1,725,030 |
| Net income (gross income less expenses) | 2018-12-31 | $1,187,656 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $15,820,726 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $14,633,070 |
| Assets. Value of employer securities | 2018-12-31 | $13,440,000 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $751,653 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $2,312 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $2,134 |
| Total plan liabilities at beginning of year | 2017-12-31 | $3,064 |
| Total income from all sources | 2017-12-31 | $1,589,572 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $1,169,454 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $1,167,320 |
| Total plan assets at end of year | 2017-12-31 | $14,635,204 |
| Total plan assets at beginning of year | 2017-12-31 | $14,216,016 |
| Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
| Other income received | 2017-12-31 | $731,405 |
| Net income (gross income less expenses) | 2017-12-31 | $420,118 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $14,633,070 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $14,212,952 |
| Assets. Value of employer securities | 2017-12-31 | $11,610,000 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $858,167 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $2,134 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $3,064 |
| Total plan liabilities at beginning of year | 2016-12-31 | $1,604 |
| Total income from all sources | 2016-12-31 | $2,501,042 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $14,268 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $11,141 |
| Total plan assets at end of year | 2016-12-31 | $14,216,016 |
| Total plan assets at beginning of year | 2016-12-31 | $11,727,782 |
| Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
| Other income received | 2016-12-31 | $1,833,324 |
| Net income (gross income less expenses) | 2016-12-31 | $2,486,774 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $14,212,952 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $11,726,178 |
| Assets. Value of employer securities | 2016-12-31 | $11,280,000 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $667,718 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $3,127 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $1,604 |
| Total plan liabilities at beginning of year | 2015-12-31 | $124,703 |
| Total income from all sources | 2015-12-31 | $1,066,664 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $628,309 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $626,277 |
| Total plan assets at end of year | 2015-12-31 | $11,727,782 |
| Total plan assets at beginning of year | 2015-12-31 | $11,412,526 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
| Other income received | 2015-12-31 | $357,101 |
| Net income (gross income less expenses) | 2015-12-31 | $438,355 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $11,726,178 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $11,287,823 |
| Assets. Value of employer securities | 2015-12-31 | $9,610,000 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $709,563 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $2,032 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $124,703 |
| Total plan liabilities at beginning of year | 2014-12-31 | $4,166 |
| Total income from all sources | 2014-12-31 | $1,442,527 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $441,465 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $438,113 |
| Total plan assets at end of year | 2014-12-31 | $11,412,526 |
| Total plan assets at beginning of year | 2014-12-31 | $10,290,927 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
| Other income received | 2014-12-31 | $786,848 |
| Net income (gross income less expenses) | 2014-12-31 | $1,001,062 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $11,287,823 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $10,286,761 |
| Assets. Value of employer securities | 2014-12-31 | $9,160,000 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $655,679 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $3,352 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $4,166 |
| Total plan liabilities at beginning of year | 2013-12-31 | $62,363 |
| Total income from all sources | 2013-12-31 | $1,105,014 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $60,899 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $56,733 |
| Total plan assets at end of year | 2013-12-31 | $10,290,927 |
| Total plan assets at beginning of year | 2013-12-31 | $9,305,009 |
| Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
| Other income received | 2013-12-31 | $613,315 |
| Net income (gross income less expenses) | 2013-12-31 | $1,044,115 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $10,286,761 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $9,242,646 |
| Assets. Value of employer securities | 2013-12-31 | $8,191,340 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $491,699 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $4,166 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $62,363 |
| Total income from all sources | 2012-12-31 | $1,840,083 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $62,363 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $58,470 |
| Total plan assets at end of year | 2012-12-31 | $9,305,009 |
| Total plan assets at beginning of year | 2012-12-31 | $7,464,926 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
| Other income received | 2012-12-31 | $1,189,542 |
| Noncash contributions received | 2012-12-31 | $206,960 |
| Net income (gross income less expenses) | 2012-12-31 | $1,777,720 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $9,242,646 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $7,464,926 |
| Assets. Value of employer securities | 2012-12-31 | $7,546,080 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $443,581 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $3,893 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $1,142,621 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $147,348 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $146,392 |
| Total plan assets at end of year | 2011-12-31 | $7,464,926 |
| Total plan assets at beginning of year | 2011-12-31 | $6,469,653 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Other income received | 2011-12-31 | $627,974 |
| Net income (gross income less expenses) | 2011-12-31 | $995,273 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $7,464,926 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $6,469,653 |
| Assets. Value of employer securities | 2011-12-31 | $6,347,970 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $514,647 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $956 |
| 2010 : ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $804,561 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $81,817 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $81,143 |
| Total plan assets at end of year | 2010-12-31 | $6,469,653 |
| Total plan assets at beginning of year | 2010-12-31 | $5,746,909 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $674 |
| Other income received | 2010-12-31 | $469,197 |
| Net income (gross income less expenses) | 2010-12-31 | $722,744 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $6,469,653 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,746,909 |
| Assets. Value of employer securities | 2010-12-31 | $5,519,998 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $335,364 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2023: ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | 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: ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | 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: ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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: ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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: ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 | This return/report is a short plan year return/report (less than 12 months) | 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: ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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: ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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: ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 |
| 2013: ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 |
