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PETERSEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NamePETERSEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 003

PETERSEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

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. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-01-01CASEY JONES2023-02-14 CASEY JONES2023-02-14
0032020-01-01CASEY JONES2022-01-05 CASEY JONES2022-01-05
0032020-01-01CASEY JONES2021-10-13 CASEY JONES2021-10-13
0032019-01-01CASEY JONES2020-10-15 CASEY JONES2020-10-15
0032019-01-01CASEY JONES2020-11-25 CASEY JONES2020-11-25
0032018-01-01CASEY JONES2019-10-10 CASEY JONES2019-10-10
0032017-01-01CASEY JONES CASEY JONES2018-10-15
0032016-01-01
0032016-01-01 CASEY JONES2017-10-16
0032015-01-01
0032014-01-01MATT PEBLEY MATT PEBLEY2015-10-12
0032013-01-01MARK JENKINS MARK JENKINS2014-10-13
0032012-01-01MARK JENKINS MARK JENKINS2013-10-15
0032011-01-01MARK J JENKINS MARK J JENKINS2012-10-15
0032009-01-01MARK JENKINS MARK JENKINS2010-10-14
0032008-01-01

Plan Statistics for PETERSEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for PETERSEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2021: PETERSEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01527
Total number of active participants reported on line 7a of the Form 55002021-01-01524
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0180
Total of all active and inactive participants2021-01-01607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-01612
Number of participants with account balances2021-01-01610
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0149
2020: PETERSEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01519
Total number of active participants reported on line 7a of the Form 55002020-01-01527
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-0159
Total of all active and inactive participants2020-01-01589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-01595
Number of participants with account balances2020-01-01592
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0129
2019: PETERSEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01567
Total number of active participants reported on line 7a of the Form 55002019-01-01415
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0173
Total of all active and inactive participants2019-01-01488
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-018
Total participants2019-01-01496
Number of participants with account balances2019-01-01494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0141
2018: PETERSEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01643
Total number of active participants reported on line 7a of the Form 55002018-01-01461
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0172
Total of all active and inactive participants2018-01-01534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01535
Number of participants with account balances2018-01-01533
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0135
2017: PETERSEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01596
Total number of active participants reported on line 7a of the Form 55002017-01-01447
Number of retired or separated participants receiving benefits2017-01-0122
Number of other retired or separated participants entitled to future benefits2017-01-01128
Total of all active and inactive participants2017-01-01597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01599
Number of participants with account balances2017-01-01598
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0132
2016: PETERSEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01533
Total number of active participants reported on line 7a of the Form 55002016-01-01421
Number of retired or separated participants receiving benefits2016-01-0122
Number of other retired or separated participants entitled to future benefits2016-01-01120
Total of all active and inactive participants2016-01-01563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01565
Number of participants with account balances2016-01-01564
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: PETERSEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01523
Total number of active participants reported on line 7a of the Form 55002015-01-01337
Number of retired or separated participants receiving benefits2015-01-0127
Number of other retired or separated participants entitled to future benefits2015-01-01129
Total of all active and inactive participants2015-01-01493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-01497
Number of participants with account balances2015-01-01495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: PETERSEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01559
Total number of active participants reported on line 7a of the Form 55002014-01-01345
Number of retired or separated participants receiving benefits2014-01-0127
Number of other retired or separated participants entitled to future benefits2014-01-01145
Total of all active and inactive participants2014-01-01517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01520
Number of participants with account balances2014-01-01518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0127
2013: PETERSEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01583
Total number of active participants reported on line 7a of the Form 55002013-01-01374
Number of retired or separated participants receiving benefits2013-01-0131
Number of other retired or separated participants entitled to future benefits2013-01-01141
Total of all active and inactive participants2013-01-01546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01549
Number of participants with account balances2013-01-01549
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0131
2012: PETERSEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01501
Total number of active participants reported on line 7a of the Form 55002012-01-01408
Number of retired or separated participants receiving benefits2012-01-0139
Number of other retired or separated participants entitled to future benefits2012-01-01104
Total of all active and inactive participants2012-01-01551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01554
Number of participants with account balances2012-01-01553
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0118
2011: PETERSEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01481
Total number of active participants reported on line 7a of the Form 55002011-01-01388
Number of retired or separated participants receiving benefits2011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-01109
Total of all active and inactive participants2011-01-01502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01504
Number of participants with account balances2011-01-01503
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0119
2009: PETERSEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01402
Total number of active participants reported on line 7a of the Form 55002009-01-01317
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01167
Total of all active and inactive participants2009-01-01484
Total participants2009-01-01484
Number of participants with account balances2009-01-01479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0140

Financial Data on PETERSEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2021 : PETERSEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,547,749
Total unrealized appreciation/depreciation of assets2021-12-31$1,547,749
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$6,707,100
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$6,647,112
Expenses. Interest paid2021-12-31$303,272
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$303,272
Total income from all sources (including contributions)2021-12-31$10,123,078
Total of all expenses incurred2021-12-31$1,082,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$778,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,858,248
Value of total assets at end of year2021-12-31$65,219,779
Value of total assets at beginning of year2021-12-31$56,118,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$27
Total interest from all sources2021-12-31$9
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$44,834
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$86,240
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,717,140
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$68
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$6,707,100
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$6,647,112
Other income not declared elsewhere2021-12-31$2,717,072
Administrative expenses (other) incurred2021-12-31$27
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$9,040,864
Value of net assets at end of year (total assets less liabilities)2021-12-31$58,512,679
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$49,471,815
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$535
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$73,503
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$32,030
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$32,030
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$9
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$57,534,302
Assets. Invements in employer securities at beginning of year2021-12-31$56,000,054
Contributions received in cash from employer2021-12-31$5,858,248
Employer contributions (assets) at end of year2021-12-31$4,850,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$778,915
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31JDGLENN & ASSOCIATES, PC
Accountancy firm EIN2021-12-31870628064
2020 : PETERSEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$12,245,864
Total unrealized appreciation/depreciation of assets2020-12-31$12,245,864
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$6,647,112
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$6,647,112
Expenses. Interest paid2020-12-31$243,284
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$243,284
Total income from all sources (including contributions)2020-12-31$13,289,863
Total of all expenses incurred2020-12-31$1,053,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$810,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,043,905
Value of total assets at end of year2020-12-31$56,118,927
Value of total assets at beginning of year2020-12-31$43,882,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$25
Total interest from all sources2020-12-31$26
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$86,240
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$132,102
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$68
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$6,647,112
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$6,647,112
Other income not declared elsewhere2020-12-31$68
Administrative expenses (other) incurred2020-12-31$25
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$12,235,933
Value of net assets at end of year (total assets less liabilities)2020-12-31$49,471,815
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$37,235,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$511
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$32,030
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$338
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$338
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$26
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$56,000,054
Assets. Invements in employer securities at beginning of year2020-12-31$43,750,042
Contributions received in cash from employer2020-12-31$1,043,905
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$810,621
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31JDGLENN & ASSOCIATES, PC
Accountancy firm EIN2020-12-31870628064
2019 : PETERSEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$7,251,190
Total unrealized appreciation/depreciation of assets2019-12-31$7,251,190
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,647,112
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,647,112
Expenses. Interest paid2019-12-31$243,284
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$243,284
Total income from all sources (including contributions)2019-12-31$8,682,561
Total of all expenses incurred2019-12-31$1,325,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,082,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,431,360
Value of total assets at end of year2019-12-31$43,882,994
Value of total assets at beginning of year2019-12-31$36,525,924
Total interest from all sources2019-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$10
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$10
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$132,102
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$232,439
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$6,647,112
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$6,647,112
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,357,070
Value of net assets at end of year (total assets less liabilities)2019-12-31$37,235,882
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$29,878,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$500
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$338
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$337
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$337
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$43,750,042
Assets. Invements in employer securities at beginning of year2019-12-31$36,198,665
Contributions received in cash from employer2019-12-31$1,431,360
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$93,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,082,207
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31JDGLENN & ASSOCIATES, PC
Accountancy firm EIN2019-12-31870628064
2018 : PETERSEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$4,046,953
Total unrealized appreciation/depreciation of assets2018-12-31$4,046,953
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$6,647,112
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$6,941,516
Expenses. Interest paid2018-12-31$252,858
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$252,858
Total income from all sources (including contributions)2018-12-31$4,628,491
Total of all expenses incurred2018-12-31$758,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$505,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$580,755
Value of total assets at end of year2018-12-31$36,525,924
Value of total assets at beginning of year2018-12-31$32,950,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$50
Total interest from all sources2018-12-31$649
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$134
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$134
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$232,439
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$370,863
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$6
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$6,647,112
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$6,941,516
Administrative expenses (other) incurred2018-12-31$50
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$3,870,139
Value of net assets at end of year (total assets less liabilities)2018-12-31$29,878,812
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$26,008,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$367
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$337
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$388,564
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$388,564
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$649
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$36,198,665
Assets. Invements in employer securities at beginning of year2018-12-31$32,003,456
Contributions received in cash from employer2018-12-31$580,755
Employer contributions (assets) at end of year2018-12-31$93,982
Employer contributions (assets) at beginning of year2018-12-31$186,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$505,444
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31JDGLENN & ASSOCIATES, PC
Accountancy firm EIN2018-12-31870628064
2017 : PETERSEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$896,095
Total unrealized appreciation/depreciation of assets2017-12-31$896,095
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,941,516
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,112,436
Expenses. Interest paid2017-12-31$257,100
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$257,100
Total income from all sources (including contributions)2017-12-31$1,705,371
Total of all expenses incurred2017-12-31$749,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$492,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$809,156
Value of total assets at end of year2017-12-31$32,950,189
Value of total assets at beginning of year2017-12-31$32,164,899
Total interest from all sources2017-12-31$114
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$465,171
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$370,863
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$821,655
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$6
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$6,941,516
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$7,111,786
Other income not declared elsewhere2017-12-31$6
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$956,210
Value of net assets at end of year (total assets less liabilities)2017-12-31$26,008,673
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$25,052,463
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,012
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$388,564
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$474
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$474
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$114
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$32,003,456
Assets. Invements in employer securities at beginning of year2017-12-31$31,044,551
Contributions received in cash from employer2017-12-31$809,156
Employer contributions (assets) at end of year2017-12-31$186,933
Employer contributions (assets) at beginning of year2017-12-31$297,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$492,061
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31JDGLENN & ASSOCIATES, PC
Accountancy firm EIN2017-12-31870628064
2016 : PETERSEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$3,851,876
Total unrealized appreciation/depreciation of assets2016-12-31$3,851,876
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$7,239,373
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$7,534,992
Expenses. Interest paid2016-12-31$394,274
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$394,274
Total income from all sources (including contributions)2016-12-31$4,584,837
Total of all expenses incurred2016-12-31$2,676,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,281,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$731,734
Value of total assets at end of year2016-12-31$32,164,899
Value of total assets at beginning of year2016-12-31$30,552,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$806
Total interest from all sources2016-12-31$1,227
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$1,889,094
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$456,935
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$805,400
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$3,437
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$7,239,373
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$7,533,685
Administrative expenses (other) incurred2016-12-31$806
Liabilities. Value of operating payables at end of year2016-12-31$650
Liabilities. Value of operating payables at beginning of year2016-12-31$1,307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,908,306
Value of net assets at end of year (total assets less liabilities)2016-12-31$24,925,526
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$23,017,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Interest earned on other investments2016-12-31$657
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$366,206
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$768,833
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$768,833
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$570
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$31,044,551
Assets. Invements in employer securities at beginning of year2016-12-31$28,426,830
Contributions received in cash from employer2016-12-31$731,734
Employer contributions (assets) at end of year2016-12-31$297,207
Employer contributions (assets) at beginning of year2016-12-31$547,712
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,281,451
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$1,307
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31JDGLENN & ASSOCIATES, PC
Accountancy firm EIN2016-12-31870628064
2015 : PETERSEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$3,328,245
Total unrealized appreciation/depreciation of assets2015-12-31$3,328,245
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$7,534,992
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$8,166,648
Expenses. Interest paid2015-12-31$143,532
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$143,532
Total income from all sources (including contributions)2015-12-31$4,024,602
Total of all expenses incurred2015-12-31$1,019,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$875,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$691,243
Value of total assets at end of year2015-12-31$30,552,212
Value of total assets at beginning of year2015-12-31$28,178,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$122
Total interest from all sources2015-12-31$1,677
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$771,552
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$805,400
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$733,092
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$3,437
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$142,742
Other income not declared elsewhere2015-12-31$3,437
Administrative expenses (other) incurred2015-12-31$122
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$3,005,048
Value of net assets at end of year (total assets less liabilities)2015-12-31$23,017,220
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,012,172
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$768,833
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,370,326
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,370,326
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,677
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$28,426,830
Assets. Invements in employer securities at beginning of year2015-12-31$25,445,046
Contributions received in cash from employer2015-12-31$691,243
Employer contributions (assets) at end of year2015-12-31$547,712
Employer contributions (assets) at beginning of year2015-12-31$630,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$875,900
Liabilities. Value of benefit claims payable at end of year2015-12-31$1,307
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$657
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$7,533,685
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$8,023,249
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31JDGLENN & ASSOCIATES, PC
Accountancy firm EIN2015-12-31870628064
2014 : PETERSEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,021,626
Total unrealized appreciation/depreciation of assets2014-12-31$1,021,626
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$8,166,648
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$8,706,452
Expenses. Interest paid2014-12-31$303,664
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$303,664
Total income from all sources (including contributions)2014-12-31$1,817,662
Total of all expenses incurred2014-12-31$1,188,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$883,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$793,228
Value of total assets at end of year2014-12-31$28,178,820
Value of total assets at beginning of year2014-12-31$28,089,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,030
Total interest from all sources2014-12-31$2,808
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$696,379
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$733,092
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$736,891
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$142,742
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$147,983
Administrative expenses (other) incurred2014-12-31$2,030
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$628,803
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,012,172
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,383,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,370,326
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,904,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,904,793
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2,808
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$25,445,046
Assets. Invements in employer securities at beginning of year2014-12-31$24,765,591
Contributions received in cash from employer2014-12-31$793,228
Employer contributions (assets) at end of year2014-12-31$630,356
Employer contributions (assets) at beginning of year2014-12-31$682,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$883,165
Liabilities. Value of benefit claims payable at end of year2014-12-31$657
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$657
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$8,023,249
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$8,557,812
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31JDGLENN & ASSOCIATES, PC
Accountancy firm EIN2014-12-31870628064
2013 : PETERSEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$194,147
Total unrealized appreciation/depreciation of assets2013-12-31$194,147
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$8,706,452
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$9,233,819
Expenses. Interest paid2013-12-31$304,591
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$304,591
Total income from all sources (including contributions)2013-12-31$1,055,907
Total of all expenses incurred2013-12-31$676,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$371,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$839,163
Value of total assets at end of year2013-12-31$28,089,821
Value of total assets at beginning of year2013-12-31$28,237,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$74
Total interest from all sources2013-12-31$22,597
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$296,014
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$736,891
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,401,283
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$147,983
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$164,735
Administrative expenses (other) incurred2013-12-31$74
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$379,247
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,383,369
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$19,004,122
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Interest earned on other investments2013-12-31$20,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,904,793
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,115,546
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,115,546
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2,597
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$24,765,591
Assets. Invements in employer securities at beginning of year2013-12-31$25,087,574
Contributions received in cash from employer2013-12-31$839,163
Employer contributions (assets) at end of year2013-12-31$682,546
Employer contributions (assets) at beginning of year2013-12-31$633,538
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$371,995
Liabilities. Value of benefit claims payable at end of year2013-12-31$657
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$42,460
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$8,557,812
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$9,026,624
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31JDGLENN & ASSOCIATES, PC
Accountancy firm EIN2013-12-31870628064
2012 : PETERSEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$2,632,476
Total unrealized appreciation/depreciation of assets2012-12-31$2,632,476
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$9,233,819
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$9,529,166
Expenses. Interest paid2012-12-31$359,340
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$359,340
Total income from all sources (including contributions)2012-12-31$3,590,906
Total of all expenses incurred2012-12-31$509,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$149,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$895,247
Value of total assets at end of year2012-12-31$28,237,941
Value of total assets at beginning of year2012-12-31$25,451,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$40
Total interest from all sources2012-12-31$63,183
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,401,283
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,072,193
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,558
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$164,735
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$142,464
Administrative expenses (other) incurred2012-12-31$40
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,081,798
Value of net assets at end of year (total assets less liabilities)2012-12-31$19,004,122
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,922,324
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,115,546
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,250,278
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,250,278
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$63,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$25,087,574
Assets. Invements in employer securities at beginning of year2012-12-31$22,706,061
Contributions received in cash from employer2012-12-31$895,247
Employer contributions (assets) at end of year2012-12-31$633,538
Employer contributions (assets) at beginning of year2012-12-31$421,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$149,728
Liabilities. Value of benefit claims payable at end of year2012-12-31$42,460
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$14,040
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$9,026,624
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$9,372,662
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31JDGLENN & ASSOCIATES, PC
Accountancy firm EIN2012-12-31870628064
2011 : PETERSEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$5,449,456
Total unrealized appreciation/depreciation of assets2011-12-31$5,449,456
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$9,529,166
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$9,583,989
Expenses. Interest paid2011-12-31$492,481
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$492,481
Total income from all sources (including contributions)2011-12-31$6,502,735
Total of all expenses incurred2011-12-31$562,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$47,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$962,044
Value of total assets at end of year2011-12-31$25,451,490
Value of total assets at beginning of year2011-12-31$19,565,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$22,241
Total interest from all sources2011-12-31$91,235
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,072,193
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,046,691
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,558
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$23
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$142,464
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$20,046
Administrative expenses (other) incurred2011-12-31$22,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$5,940,580
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,922,324
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,981,744
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Interest earned on other investments2011-12-31$1,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,250,278
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,229,019
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,229,019
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$89,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$22,706,061
Assets. Invements in employer securities at beginning of year2011-12-31$17,290,000
Contributions received in cash from employer2011-12-31$962,044
Employer contributions (assets) at end of year2011-12-31$421,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$47,433
Liabilities. Value of benefit claims payable at end of year2011-12-31$14,040
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$653
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$9,372,662
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$9,563,290
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31JDGLENN & ASSOCIATES, PC
Accountancy firm EIN2011-12-31870628064
2010 : PETERSEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$10,944
Total unrealized appreciation/depreciation of assets2010-12-31$10,944
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$9,583,989
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$588,146
Expenses. Interest paid2010-12-31$102,100
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$102,100
Total income from all sources (including contributions)2010-12-31$1,858,895
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$330,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$184,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,125,615
Value of total assets at end of year2010-12-31$19,565,733
Value of total assets at beginning of year2010-12-31$9,041,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$44,269
Total interest from all sources2010-12-31$53,805
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,046,691
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$163,479
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$23
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,499
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$20,046
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$12,263
Other income not declared elsewhere2010-12-31$668,531
Administrative expenses (other) incurred2010-12-31$41,378
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,527,923
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,981,744
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,453,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,229,019
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,563,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,563,283
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$53,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$17,290,000
Assets. Invements in employer securities at beginning of year2010-12-31$7,312,706
Contributions received in cash from employer2010-12-31$1,125,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$184,603
Contract administrator fees2010-12-31$2,891
Liabilities. Value of benefit claims payable at end of year2010-12-31$653
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$653
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$9,563,290
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$575,230
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31JDGLENN & ASSOCIATES, PC
Accountancy firm EIN2010-12-31870628064
2009 : PETERSEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PETERSEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2021: PETERSEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PETERSEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PETERSEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PETERSEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PETERSEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PETERSEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PETERSEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PETERSEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PETERSEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PETERSEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PETERSEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PETERSEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: PETERSEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

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