401k Plan data: PETERSEN, INC. 401(K) PLAN plan

PETERSEN, INC. 401(K) PLAN 401k Plan overview

Plan Name	PETERSEN, INC. 401(K) PLAN
Plan identification number	002

PETERSEN, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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.

401k Sponsoring company profile

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

Company Name: PETERSEN, INC.

Employer identification number (EIN): 870354727

NAIC Classification: 332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PETERSEN, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01 CASEY JONES 2022-12-19 CASEY JONES 2022-12-19
002 2020-01-01 CASEY JONES 2021-10-13 CASEY JONES 2021-10-13
002 2019-01-01 CASEY JONES 2020-10-05 CASEY JONES 2020-10-05
002 2018-01-01 CASEY JONES 2019-10-08 CASEY JONES 2019-10-08
002 2018-01-01 CASEY JONES 2019-10-08 CASEY JONES 2019-10-08
002 2017-01-01 CASEY JONES CASEY JONES 2018-10-15
002 2016-01-01
002 2016-01-01 CASEY JONES 2017-10-16
002 2015-01-01
002 2014-01-01 MATT PEBLEY MATT PEBLEY 2015-10-07
002 2013-01-01 MARK JENKINS MARK JENKINS 2014-10-08
002 2012-01-01 MARK JENKINS MARK JENKINS 2013-09-30
002 2011-01-01 MARK JENKINS MARK JENKINS 2012-12-03
002 2009-01-01 MARK JENKINS MARK JENKINS 2010-10-14
002 2009-01-01 MARK JENKINS MARK JENKINS 2010-10-14
002 2009-01-01
002 2009-01-01 MARK JENKINS MARK JENKINS 2010-10-14
002 2008-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-01-01	CASEY JONES	2022-12-19	CASEY JONES	2022-12-19
002	2020-01-01	CASEY JONES	2021-10-13	CASEY JONES	2021-10-13
002	2019-01-01	CASEY JONES	2020-10-05	CASEY JONES	2020-10-05
002	2018-01-01	CASEY JONES	2019-10-08	CASEY JONES	2019-10-08
002	2018-01-01	CASEY JONES	2019-10-08	CASEY JONES	2019-10-08
002	2017-01-01	CASEY JONES		CASEY JONES	2018-10-15
002	2016-01-01
002	2016-01-01			CASEY JONES	2017-10-16
002	2015-01-01
002	2014-01-01	MATT PEBLEY		MATT PEBLEY	2015-10-07
002	2013-01-01	MARK JENKINS		MARK JENKINS	2014-10-08
002	2012-01-01	MARK JENKINS		MARK JENKINS	2013-09-30
002	2011-01-01	MARK JENKINS		MARK JENKINS	2012-12-03
002	2009-01-01	MARK JENKINS		MARK JENKINS	2010-10-14
002	2009-01-01	MARK JENKINS		MARK JENKINS	2010-10-14
002	2009-01-01
002	2009-01-01	MARK JENKINS		MARK JENKINS	2010-10-14
002	2008-01-01

Plan Statistics for PETERSEN, INC. 401(K) PLAN

401k plan membership statisitcs for PETERSEN, INC. 401(K) PLAN

Measure Date Value
2021: PETERSEN, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 612
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 525
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 83
Total of all active and inactive participants 2021-01-01 608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 4
Total participants 2021-01-01 612
Number of participants with account balances 2021-01-01 604
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PETERSEN, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 565
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 526
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 69
Total of all active and inactive participants 2020-01-01 595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 3
Total participants 2020-01-01 598
Number of participants with account balances 2020-01-01 0
2019: PETERSEN, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 544
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 479
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 65
Total of all active and inactive participants 2019-01-01 544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 3
Total participants 2019-01-01 547
Number of participants with account balances 2019-01-01 532
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PETERSEN, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 521
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 463
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 57
Total of all active and inactive participants 2018-01-01 520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 521
Number of participants with account balances 2018-01-01 508
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PETERSEN, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 495
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 456
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 52
Total of all active and inactive participants 2017-01-01 508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 509
Number of participants with account balances 2017-01-01 492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PETERSEN, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 437
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 425
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 50
Total of all active and inactive participants 2016-01-01 475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 476
Number of participants with account balances 2016-01-01 461
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PETERSEN, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 422
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 383
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 37
Total of all active and inactive participants 2015-01-01 420
Total participants 2015-01-01 420
Number of participants with account balances 2015-01-01 319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PETERSEN, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 429
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 360
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 35
Total of all active and inactive participants 2014-01-01 395
Total participants 2014-01-01 395
Number of participants with account balances 2014-01-01 316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PETERSEN, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 463
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 403
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 29
Total of all active and inactive participants 2013-01-01 432
Total participants 2013-01-01 432
Number of participants with account balances 2013-01-01 340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 39
2012: PETERSEN, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 454
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 451
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 13
Total of all active and inactive participants 2012-01-01 464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 464
Number of participants with account balances 2012-01-01 357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 20
2011: PETERSEN, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 451
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 429
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 13
Total of all active and inactive participants 2011-01-01 442
Total participants 2011-01-01 442
Number of participants with account balances 2011-01-01 336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 18
2009: PETERSEN, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 481
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 376
Number of other retired or separated participants entitled to future benefits 2009-01-01 48
Total of all active and inactive participants 2009-01-01 424
Total participants 2009-01-01 424
Number of participants with account balances 2009-01-01 210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0

Measure	Date	Value
2021: PETERSEN, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	612
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	525
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	83
Total of all active and inactive participants	2021-01-01	608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	4
Total participants	2021-01-01	612
Number of participants with account balances	2021-01-01	604
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PETERSEN, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	565
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	526
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	69
Total of all active and inactive participants	2020-01-01	595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	3
Total participants	2020-01-01	598
Number of participants with account balances	2020-01-01	0
2019: PETERSEN, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	544
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	479
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	65
Total of all active and inactive participants	2019-01-01	544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	3
Total participants	2019-01-01	547
Number of participants with account balances	2019-01-01	532
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PETERSEN, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	521
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	463
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	57
Total of all active and inactive participants	2018-01-01	520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	521
Number of participants with account balances	2018-01-01	508
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PETERSEN, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	495
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	456
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	52
Total of all active and inactive participants	2017-01-01	508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	509
Number of participants with account balances	2017-01-01	492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PETERSEN, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	437
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	425
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	50
Total of all active and inactive participants	2016-01-01	475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	476
Number of participants with account balances	2016-01-01	461
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PETERSEN, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	422
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	383
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	37
Total of all active and inactive participants	2015-01-01	420
Total participants	2015-01-01	420
Number of participants with account balances	2015-01-01	319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PETERSEN, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	429
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	360
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	35
Total of all active and inactive participants	2014-01-01	395
Total participants	2014-01-01	395
Number of participants with account balances	2014-01-01	316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PETERSEN, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	463
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	403
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	29
Total of all active and inactive participants	2013-01-01	432
Total participants	2013-01-01	432
Number of participants with account balances	2013-01-01	340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	39
2012: PETERSEN, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	454
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	451
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	13
Total of all active and inactive participants	2012-01-01	464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	464
Number of participants with account balances	2012-01-01	357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	20
2011: PETERSEN, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	451
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	429
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	13
Total of all active and inactive participants	2011-01-01	442
Total participants	2011-01-01	442
Number of participants with account balances	2011-01-01	336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	18
2009: PETERSEN, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	481
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	376
Number of other retired or separated participants entitled to future benefits	2009-01-01	48
Total of all active and inactive participants	2009-01-01	424
Total participants	2009-01-01	424
Number of participants with account balances	2009-01-01	210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0

Financial Data on PETERSEN, INC. 401(K) PLAN

Measure	Date	Value
2021 : PETERSEN, INC. 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$6,249,828
Total of all expenses incurred	2021-12-31	$1,103,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$937,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,682,326
Value of total assets at end of year	2021-12-31	$31,198,300
Value of total assets at beginning of year	2021-12-31	$26,052,417
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$166,679
Total interest from all sources	2021-12-31	$59,403
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$318,035
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$318,035
Administrative expenses professional fees incurred	2021-12-31	$41,104
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,593,767
Participant contributions at end of year	2021-12-31	$609,026
Participant contributions at beginning of year	2021-12-31	$597,463
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$88,559
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$1,705
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$343
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$5,145,883
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$31,198,300
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$26,052,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$27,403
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$26,751,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$21,707,211
Value of interest in pooled separate accounts at end of year	2021-12-31	$2,039,404
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$1,711,702
Interest on participant loans	2021-12-31	$30,223
Interest earned on other investments	2021-12-31	$29,180
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,797,960
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$2,036,041
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,755,867
Net investment gain/loss from pooled separate accounts	2021-12-31	$434,197
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$935,561
Contract administrator fees	2021-12-31	$98,172
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	JDGLENN & ASSOCIATES, PC
Accountancy firm EIN	2021-12-31	870628064
2020 : PETERSEN, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$5,617,599
Total of all expenses incurred	2020-12-31	$1,629,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,499,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,377,560
Value of total assets at end of year	2020-12-31	$26,052,417
Value of total assets at beginning of year	2020-12-31	$22,064,211
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$130,013
Total interest from all sources	2020-12-31	$73,187
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$316,599
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$316,599
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$2,292,944
Participant contributions at end of year	2020-12-31	$597,463
Participant contributions at beginning of year	2020-12-31	$655,929
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$84,616
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$438
Other income not declared elsewhere	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$53,297
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,988,206
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$26,052,417
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$22,064,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$76,716
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$21,707,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$18,730,324
Value of interest in pooled separate accounts at end of year	2020-12-31	$1,711,702
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$1,388,785
Interest on participant loans	2020-12-31	$37,264
Interest earned on other investments	2020-12-31	$35,923
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$2,036,041
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,288,735
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,654,071
Net investment gain/loss from pooled separate accounts	2020-12-31	$196,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,499,380
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	JDGLENN & ASSOCIATES, PC
Accountancy firm EIN	2020-12-31	870628064
2019 : PETERSEN, INC. 401(K) PLAN 2019 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$4,988
Total income from all sources (including contributions)	2019-12-31	$5,689,614
Total of all expenses incurred	2019-12-31	$1,232,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,159,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,159,252
Value of total assets at end of year	2019-12-31	$22,064,211
Value of total assets at beginning of year	2019-12-31	$17,612,331
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$73,479
Total interest from all sources	2019-12-31	$45,889
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$295,260
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$295,260
Administrative expenses professional fees incurred	2019-12-31	$4,872
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,978,612
Participant contributions at end of year	2019-12-31	$655,929
Participant contributions at beginning of year	2019-12-31	$514,599
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$180,640
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$438
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$286
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$4,988
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$4,456,868
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$22,064,211
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$17,607,343
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$3,248
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$18,730,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$15,652,853
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,388,785
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$866,402
Interest on participant loans	2019-12-31	$31,629
Interest earned on other investments	2019-12-31	$14,260
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,288,735
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$578,191
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,914,529
Net investment gain/loss from pooled separate accounts	2019-12-31	$274,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,159,267
Contract administrator fees	2019-12-31	$65,359
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	JDGLENN & ASSOCIATES, PC
Accountancy firm EIN	2019-12-31	870628064
2018 : PETERSEN, INC. 401(K) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$4,988
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$1,766
Total income from all sources (including contributions)	2018-12-31	$1,019,428
Total of all expenses incurred	2018-12-31	$2,172,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,110,727
Value of total corrective distributions	2018-12-31	$4,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,951,344
Value of total assets at end of year	2018-12-31	$17,612,331
Value of total assets at beginning of year	2018-12-31	$18,761,813
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$56,417
Total interest from all sources	2018-12-31	$31,318
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$209,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$209,421
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,900,792
Participant contributions at end of year	2018-12-31	$514,599
Participant contributions at beginning of year	2018-12-31	$442,788
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$50,552
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$286
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$853
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$4,988
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$1,766
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,152,704
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$17,607,343
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$18,760,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$15,652,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$16,717,210
Value of interest in pooled separate accounts at end of year	2018-12-31	$866,402
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$968,757
Interest on participant loans	2018-12-31	$24,157
Interest earned on other investments	2018-12-31	$7,161
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$578,191
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$632,205
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,107,251
Net investment gain/loss from pooled separate accounts	2018-12-31	$-65,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,110,727
Contract administrator fees	2018-12-31	$56,417
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	JDGLENN & ASSOCIATES, PC
Accountancy firm EIN	2018-12-31	870628064
2017 : PETERSEN, INC. 401(K) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$1,766
Total income from all sources (including contributions)	2017-12-31	$4,244,979
Total of all expenses incurred	2017-12-31	$1,662,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,607,668
Value of total corrective distributions	2017-12-31	$1,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,680,446
Value of total assets at end of year	2017-12-31	$18,761,813
Value of total assets at beginning of year	2017-12-31	$16,178,010
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$53,508
Total interest from all sources	2017-12-31	$28,167
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$176,295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$176,295
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,652,384
Participant contributions at end of year	2017-12-31	$442,788
Participant contributions at beginning of year	2017-12-31	$427,106
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$28,062
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$853
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$662
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$1,766
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,582,037
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$18,760,047
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$16,178,010
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$16,717,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$13,948,944
Value of interest in pooled separate accounts at end of year	2017-12-31	$968,757
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$900,121
Interest on participant loans	2017-12-31	$20,312
Interest earned on other investments	2017-12-31	$7,855
Value of interest in common/collective trusts at beginning of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$632,205
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$901,177
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,230,760
Net investment gain/loss from pooled separate accounts	2017-12-31	$129,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,607,668
Contract administrator fees	2017-12-31	$53,508
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	JDGLENN & ASSOCIATES, PC
Accountancy firm EIN	2017-12-31	870628064
2016 : PETERSEN, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$2,954,662
Total of all expenses incurred	2016-12-31	$693,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$653,065
Value of total corrective distributions	2016-12-31	$3,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,829,391
Value of total assets at end of year	2016-12-31	$16,178,011
Value of total assets at beginning of year	2016-12-31	$13,916,906
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$37,055
Total interest from all sources	2016-12-31	$22,706
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$162,005
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$162,005
Administrative expenses professional fees incurred	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,438,360
Participant contributions at end of year	2016-12-31	$427,107
Participant contributions at beginning of year	2016-12-31	$429,110
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$391,031
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$662
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$6,049
Administrative expenses (other) incurred	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,261,105
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$16,178,011
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$13,916,906
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$13,948,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,982,538
Value of interest in pooled separate accounts at end of year	2016-12-31	$900,121
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,547,835
Interest on participant loans	2016-12-31	$19,298
Interest earned on other investments	2016-12-31	$3,408
Value of interest in common/collective trusts at end of year	2016-12-31	$0
Value of interest in common/collective trusts at beginning of year	2016-12-31	$8,665,436
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$901,177
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$285,938
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$692,231
Net investment gain/loss from pooled separate accounts	2016-12-31	$99,496
Net investment gain or loss from common/collective trusts	2016-12-31	$148,833
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Income. Dividends from preferred stock	2016-12-31	$0
Income. Dividends from common stock	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$653,065
Contract administrator fees	2016-12-31	$37,055
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	JDGLENN & ASSOCIATES, PC
Accountancy firm EIN	2016-12-31	870628064
2015 : PETERSEN, INC. 401(K) PLAN 2015 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$10,200
Total income from all sources (including contributions)	2015-12-31	$1,006,671
Total of all expenses incurred	2015-12-31	$900,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$893,760
Value of total corrective distributions	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,299,036
Value of total assets at end of year	2015-12-31	$13,916,906
Value of total assets at beginning of year	2015-12-31	$13,821,353
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$7,158
Total interest from all sources	2015-12-31	$21,246
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$34,354
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$34,354
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,036,585
Participant contributions at end of year	2015-12-31	$429,110
Participant contributions at beginning of year	2015-12-31	$321,780
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$262,451
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$6,049
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$5,087
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$10,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$105,753
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$13,916,906
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$13,811,153
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$2,982,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$2,899,277
Value of interest in pooled separate accounts at end of year	2015-12-31	$1,547,835
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$1,516,942
Interest on participant loans	2015-12-31	$18,121
Interest earned on other investments	2015-12-31	$3,125
Value of interest in common/collective trusts at end of year	2015-12-31	$8,665,436
Value of interest in common/collective trusts at beginning of year	2015-12-31	$8,839,921
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$285,938
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$238,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-237,204
Net investment gain/loss from pooled separate accounts	2015-12-31	$29,960
Net investment gain or loss from common/collective trusts	2015-12-31	$-140,721
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$893,760
Contract administrator fees	2015-12-31	$7,158
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	JDGLENN & ASSOCIATES, PC
Accountancy firm EIN	2015-12-31	870628064
2014 : PETERSEN, INC. 401(K) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$10,200
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$8,520
Total income from all sources (including contributions)	2014-12-31	$1,843,083
Total of all expenses incurred	2014-12-31	$524,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$506,319
Value of total corrective distributions	2014-12-31	$10,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,155,795
Value of total assets at end of year	2014-12-31	$13,821,353
Value of total assets at beginning of year	2014-12-31	$12,500,948
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$7,840
Total interest from all sources	2014-12-31	$14,893
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$37,715
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$37,715
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,031,712
Participant contributions at end of year	2014-12-31	$321,780
Participant contributions at beginning of year	2014-12-31	$364,527
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$124,083
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$5,087
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$1,853
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$10,200
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$8,520
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,318,725
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$13,811,153
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$12,492,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$2,899,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,987,354
Value of interest in pooled separate accounts at end of year	2014-12-31	$1,516,942
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$1,074,449
Interest on participant loans	2014-12-31	$14,893
Value of interest in common/collective trusts at end of year	2014-12-31	$8,839,921
Value of interest in common/collective trusts at beginning of year	2014-12-31	$8,396,312
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$238,346
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$676,453
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$4,895
Net investment gain/loss from pooled separate accounts	2014-12-31	$125,662
Net investment gain or loss from common/collective trusts	2014-12-31	$504,123
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$506,319
Contract administrator fees	2014-12-31	$7,840
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	JDGLENN & ASSOCIATES, PC
Accountancy firm EIN	2014-12-31	870628064
2013 : PETERSEN, INC. 401(K) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$8,520
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$23,109
Total income from all sources (including contributions)	2013-12-31	$3,009,806
Total of all expenses incurred	2013-12-31	$899,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$886,412
Value of total corrective distributions	2013-12-31	$8,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,142,595
Value of total assets at end of year	2013-12-31	$12,500,948
Value of total assets at beginning of year	2013-12-31	$10,405,450
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$4,787
Total interest from all sources	2013-12-31	$25,829
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$56,497
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$56,497
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,127,564
Participant contributions at end of year	2013-12-31	$364,527
Participant contributions at beginning of year	2013-12-31	$336,495
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$133
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$15,031
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$1,853
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$8,520
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$23,109
Other income not declared elsewhere	2013-12-31	$39,635
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,110,087
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$12,492,428
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$10,382,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,987,354
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,342,697
Value of interest in pooled separate accounts at end of year	2013-12-31	$1,074,449
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$681,315
Interest on participant loans	2013-12-31	$16,072
Interest earned on other investments	2013-12-31	$9,757
Value of interest in common/collective trusts at end of year	2013-12-31	$8,396,312
Value of interest in common/collective trusts at beginning of year	2013-12-31	$7,291,755
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$676,453
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$753,055
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$306,983
Net investment gain/loss from pooled separate accounts	2013-12-31	$227,650
Net investment gain or loss from common/collective trusts	2013-12-31	$1,210,617
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$886,412
Contract administrator fees	2013-12-31	$4,787
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$0
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	JDGLENN & ASSOCIATES, PC
Accountancy firm EIN	2013-12-31	870628064
2012 : PETERSEN, INC. 401(K) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$23,109
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$2,429,522
Total of all expenses incurred	2012-12-31	$303,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$275,894
Value of total corrective distributions	2012-12-31	$23,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,370,780
Value of total assets at end of year	2012-12-31	$10,405,450
Value of total assets at beginning of year	2012-12-31	$8,256,069
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$4,247
Total interest from all sources	2012-12-31	$18,206
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$30,499
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$30,499
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,118,785
Participant contributions at end of year	2012-12-31	$336,495
Participant contributions at beginning of year	2012-12-31	$245,063
Participant contributions at end of year	2012-12-31	$133
Participant contributions at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$251,995
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$530
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$23,109
Other income not declared elsewhere	2012-12-31	$-39,635
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$2,126,272
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$10,382,341
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$8,256,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,342,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$972,894
Value of interest in pooled separate accounts at end of year	2012-12-31	$681,315
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$474,639
Interest on participant loans	2012-12-31	$14,360
Interest earned on other investments	2012-12-31	$3,846
Value of interest in common/collective trusts at end of year	2012-12-31	$7,291,755
Value of interest in common/collective trusts at beginning of year	2012-12-31	$6,419,901
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$753,055
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$143,572
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$135,868
Net investment gain/loss from pooled separate accounts	2012-12-31	$79,296
Net investment gain or loss from common/collective trusts	2012-12-31	$834,508
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$275,364
Contract administrator fees	2012-12-31	$4,247
Liabilities. Value of benefit claims payable at end of year	2012-12-31	$0
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	JDGLENN & ASSOCIATES, PC
Accountancy firm EIN	2012-12-31	870628064
2011 : PETERSEN, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,400,568
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$76,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$75,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,209,705
Value of total assets at end of year	2011-12-31	$8,256,069
Value of total assets at beginning of year	2011-12-31	$6,932,129
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$776
Total interest from all sources	2011-12-31	$14,517
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$28,251
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$28,251
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,057,136
Participant contributions at end of year	2011-12-31	$245,063
Participant contributions at beginning of year	2011-12-31	$221,098
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$29,357
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$152,569
Other income not declared elsewhere	2011-12-31	$-7,006
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$1,323,940
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$8,256,069
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$6,932,129
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$972,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$6,385,102
Value of interest in pooled separate accounts at end of year	2011-12-31	$474,639
Interest on participant loans	2011-12-31	$13,316
Interest earned on other investments	2011-12-31	$1,201
Value of interest in common/collective trusts at end of year	2011-12-31	$6,419,901
Value of interest in common/collective trusts at beginning of year	2011-12-31	$296,572
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$143,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$163,841
Net investment gain/loss from pooled separate accounts	2011-12-31	$-28,500
Net investment gain or loss from common/collective trusts	2011-12-31	$19,760
Net gain/loss from 103.12 investment entities	2011-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$75,852
Contract administrator fees	2011-12-31	$776
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	JDGLENN & ASSOCIATES, PC
Accountancy firm EIN	2011-12-31	870628064
2010 : PETERSEN, INC. 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets	2010-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$0
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Expenses. Interest paid	2010-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,368,626
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$364,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$362,737
Expenses. Certain deemed distributions of participant loans	2010-12-31	$712
Value of total corrective distributions	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$589,926
Value of total assets at end of year	2010-12-31	$6,932,129
Value of total assets at beginning of year	2010-12-31	$5,927,788
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$836
Total income from rents	2010-12-31	$0
Total interest from all sources	2010-12-31	$14,443
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$84,897
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$84,897
Assets. Real estate other than employer real property at end of year	2010-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2010-12-31	$0
Administrative expenses professional fees incurred	2010-12-31	$586
Assets. Corporate prefeered stocks other than exployer securities at end of year	2010-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$537,427
Participant contributions at end of year	2010-12-31	$221,098
Participant contributions at beginning of year	2010-12-31	$255,719
Participant contributions at end of year	2010-12-31	$29,357
Participant contributions at beginning of year	2010-12-31	$10,134
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$52,499
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Assets. Loans (other than to participants) at end of year	2010-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$0
Other income not declared elsewhere	2010-12-31	$81
Administrative expenses (other) incurred	2010-12-31	$0
Liabilities. Value of operating payables at end of year	2010-12-31	$0
Liabilities. Value of operating payables at beginning of year	2010-12-31	$0
Total non interest bearing cash at end of year	2010-12-31	$0
Total non interest bearing cash at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Income. Non cash contributions	2010-12-31	$0
Value of net income/loss	2010-12-31	$1,004,341
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$6,932,129
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$5,927,788
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Assets. partnership/joint venture interests at end of year	2010-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$0
Investment advisory and management fees	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$6,385,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$5,543,599
Interest on participant loans	2010-12-31	$14,443
Income. Interest from loans (other than to participants)	2010-12-31	$0
Interest earned on other investments	2010-12-31	$0
Income. Interest from US Government securities	2010-12-31	$0
Income. Interest from corporate debt instruments	2010-12-31	$0
Value of interest in master investment trust accounts at end of year	2010-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$0
Value of interest in common/collective trusts at end of year	2010-12-31	$296,572
Value of interest in common/collective trusts at beginning of year	2010-12-31	$118,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2010-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2010-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$0
Asset value of US Government securities at end of year	2010-12-31	$0
Asset value of US Government securities at beginning of year	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$675,962
Net investment gain/loss from pooled separate accounts	2010-12-31	$0
Net investment gain or loss from common/collective trusts	2010-12-31	$3,317
Net gain/loss from 103.12 investment entities	2010-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Assets. Invements in employer securities at end of year	2010-12-31	$0
Assets. Invements in employer securities at beginning of year	2010-12-31	$0
Assets. Value of employer real property at end of year	2010-12-31	$0
Assets. Value of employer real property at beginning of year	2010-12-31	$0
Contributions received in cash from employer	2010-12-31	$0
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$0
Income. Dividends from preferred stock	2010-12-31	$0
Income. Dividends from common stock	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$362,737
Asset. Corporate debt instrument preferred debt at end of year	2010-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$0
Contract administrator fees	2010-12-31	$250
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2010-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2010-12-31	$0
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2010-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2010-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	J.D. GLENN AND ASSOCIATES, LLC
Accountancy firm EIN	2010-12-31	870628064
2009 : PETERSEN, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for PETERSEN, INC. 401(K) PLAN

2021: PETERSEN, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PETERSEN, INC. 401(K) PLAN 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PETERSEN, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PETERSEN, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PETERSEN, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PETERSEN, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PETERSEN, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PETERSEN, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PETERSEN, INC. 401(K) PLAN 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PETERSEN, INC. 401(K) PLAN 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PETERSEN, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PETERSEN, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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
2008: PETERSEN, INC. 401(K) PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

457083

Policy instance

Insurance contract or identification number	457083
Number of Individuals Covered	629
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	629
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

457083

Policy instance

Insurance contract or identification number	457083
Number of Individuals Covered	612
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	612
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	598
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

457083

Policy instance

Insurance contract or identification number	457083
Number of Individuals Covered	598
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

457083

Policy instance

Insurance contract or identification number	457083
Number of Individuals Covered	547
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $2,031
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $2,031
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	547
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $1,605
Total amount of fees paid to insurance company	USD $0
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 Broker	USD $1,605
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

457083

Policy instance

Insurance contract or identification number	457083
Number of Individuals Covered	521
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $2,351
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $2,351
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	521
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $1,561
Total amount of fees paid to insurance company	USD $250
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $1,561
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

457083

Policy instance

Insurance contract or identification number	457083
Number of Individuals Covered	509
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $2,074
Total amount of fees paid to insurance company	USD $332
Commission paid to Insurance Broker	USD $2,074
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker name	MERRILL LYNCH PIERCE FENNER & SMITH

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	509
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $1,779
Total amount of fees paid to insurance company	USD $285
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $1,779
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	PRORATE INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker name	MERRILL LYNCH PEIRCE FENNER & SMITH

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

457083

Policy instance

Insurance contract or identification number	457083
Number of Individuals Covered	420
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $4,537
Total amount of fees paid to insurance company	USD $605
Commission paid to Insurance Broker	USD $4,537
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker name	MERRILL LYNCH LIFE AGENCY INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	420
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $725
Total amount of fees paid to insurance company	USD $97
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $725
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker name	MERRILL LYNCH PEIRCE FENNER & SMITH

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	395
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $1,138
Total amount of fees paid to insurance company	USD $152
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 Broker	USD $1,138
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker name	MERRILL LYNCH PEIRCE FENNER & SMITH

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

457083

Policy instance

Insurance contract or identification number	457083
Number of Individuals Covered	395
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $3,838
Total amount of fees paid to insurance company	USD $515
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,838
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker name	MERRILL LYNCH LIFE AGENCY INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

457083

Policy instance

Insurance contract or identification number	457083
Number of Individuals Covered	432
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	432
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $27,616
Total amount of fees paid to insurance company	USD $9,609
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 Broker	USD $27,616
Amount paid for insurance broker fees	4736
Additional information about fees paid to insurance broker	REFERRRAL SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH PEIRCE FENNER & SMITH

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

457083

Policy instance

Insurance contract or identification number	457083
Number of Individuals Covered	464
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	464
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $22,240
Total amount of fees paid to insurance company	USD $8,435
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,946
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker name	MERRILL LYNCH PIERCE FENNER & SMITH

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	442
Insurance policy start date	2011-03-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $60,307
Total amount of fees paid to insurance company	USD $5,413
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

457083

Policy instance

Insurance contract or identification number	457083
Number of Individuals Covered	442
Insurance policy start date	2011-03-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	PETERSEN, INC.
Employer identification number (EIN):	870354727
NAIC Classification:	332900