PROGRESS FOUNDATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PROGRESS FOUNDATION 403(B) RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023 : PROGRESS FOUNDATION 403(B) RETIREMENT PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $0 |
| Total income from all sources (including contributions) | 2023-06-30 | $1,754,085 |
| Total loss/gain on sale of assets | 2023-06-30 | $0 |
| Total of all expenses incurred | 2023-06-30 | $483,738 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-06-30 | $435,394 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-06-30 | $698,463 |
| Value of total assets at end of year | 2023-06-30 | $10,047,248 |
| Value of total assets at beginning of year | 2023-06-30 | $8,776,901 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-06-30 | $48,344 |
| Total interest from all sources | 2023-06-30 | $1,032 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-06-30 | $360,967 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-06-30 | $360,967 |
| Was this plan covered by a fidelity bond | 2023-06-30 | Yes |
| Value of fidelity bond cover | 2023-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-06-30 | No |
| Contributions received from participants | 2023-06-30 | $377,229 |
| Participant contributions at end of year | 2023-06-30 | $12,371 |
| Participant contributions at beginning of year | 2023-06-30 | $16,840 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-06-30 | $76,902 |
| Administrative expenses (other) incurred | 2023-06-30 | $48,344 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
| Value of net income/loss | 2023-06-30 | $1,270,347 |
| Value of net assets at end of year (total assets less liabilities) | 2023-06-30 | $10,047,248 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-06-30 | $8,776,901 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-06-30 | $10,034,832 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-06-30 | $8,523,348 |
| Interest on participant loans | 2023-06-30 | $1,032 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-06-30 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-06-30 | $236,668 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-06-30 | $236,668 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-06-30 | $693,623 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-06-30 | No |
| Contributions received in cash from employer | 2023-06-30 | $244,332 |
| Employer contributions (assets) at end of year | 2023-06-30 | $45 |
| Employer contributions (assets) at beginning of year | 2023-06-30 | $45 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-06-30 | $435,394 |
| Did the plan have assets held for investment | 2023-06-30 | 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 | 2023-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-06-30 | Unqualified |
| Accountancy firm name | 2023-06-30 | MARCUM, LLP |
| Accountancy firm EIN | 2023-06-30 | 111986323 |
| 2022 : PROGRESS FOUNDATION 403(B) RETIREMENT PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $0 |
| Total income from all sources (including contributions) | 2022-06-30 | $-1,081,334 |
| Total loss/gain on sale of assets | 2022-06-30 | $0 |
| Total of all expenses incurred | 2022-06-30 | $489,698 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $469,299 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $686,166 |
| Value of total assets at end of year | 2022-06-30 | $8,776,901 |
| Value of total assets at beginning of year | 2022-06-30 | $10,347,933 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $20,399 |
| Total interest from all sources | 2022-06-30 | $988 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
| Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
| Value of fidelity bond cover | 2022-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
| Contributions received from participants | 2022-06-30 | $437,471 |
| Participant contributions at end of year | 2022-06-30 | $16,840 |
| Participant contributions at beginning of year | 2022-06-30 | $21,367 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-06-30 | $257 |
| Other income not declared elsewhere | 2022-06-30 | $465 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
| Value of net income/loss | 2022-06-30 | $-1,571,032 |
| Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $8,776,901 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $10,347,933 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-06-30 | $8,523,348 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-06-30 | $9,554,557 |
| Interest on participant loans | 2022-06-30 | $988 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-06-30 | $236,668 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-06-30 | $771,576 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-06-30 | $771,576 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-06-30 | $-1,768,953 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
| Contributions received in cash from employer | 2022-06-30 | $248,438 |
| Employer contributions (assets) at end of year | 2022-06-30 | $45 |
| Employer contributions (assets) at beginning of year | 2022-06-30 | $433 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $469,299 |
| Contract administrator fees | 2022-06-30 | $20,399 |
| Did the plan have assets held for investment | 2022-06-30 | 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 | 2022-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Unqualified |
| Accountancy firm name | 2022-06-30 | MARCUM, LLP |
| Accountancy firm EIN | 2022-06-30 | 111986323 |
| 2021 : PROGRESS FOUNDATION 403(B) RETIREMENT PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $0 |
| Total income from all sources (including contributions) | 2021-06-30 | $2,916,921 |
| Total loss/gain on sale of assets | 2021-06-30 | $0 |
| Total of all expenses incurred | 2021-06-30 | $462,191 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $443,635 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $661,836 |
| Value of total assets at end of year | 2021-06-30 | $10,347,933 |
| Value of total assets at beginning of year | 2021-06-30 | $7,893,203 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $18,556 |
| Total interest from all sources | 2021-06-30 | $1,815 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
| Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
| Value of fidelity bond cover | 2021-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
| Contributions received from participants | 2021-06-30 | $424,746 |
| Participant contributions at end of year | 2021-06-30 | $21,367 |
| Participant contributions at beginning of year | 2021-06-30 | $41,197 |
| Participant contributions at beginning of year | 2021-06-30 | $14,257 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-06-30 | $7,847 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-06-30 | $217 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
| Value of net income/loss | 2021-06-30 | $2,454,730 |
| Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $10,347,933 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $7,893,203 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-06-30 | $9,554,557 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-06-30 | $7,133,755 |
| Interest on participant loans | 2021-06-30 | $1,815 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-06-30 | $771,576 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-06-30 | $694,743 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-06-30 | $694,743 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-06-30 | $2,253,270 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
| Contributions received in cash from employer | 2021-06-30 | $229,243 |
| Employer contributions (assets) at end of year | 2021-06-30 | $433 |
| Employer contributions (assets) at beginning of year | 2021-06-30 | $9,034 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $443,635 |
| Contract administrator fees | 2021-06-30 | $18,556 |
| Did the plan have assets held for investment | 2021-06-30 | 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 | 2021-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Unqualified |
| Accountancy firm name | 2021-06-30 | MARCUM, LLP |
| Accountancy firm EIN | 2021-06-30 | 111986323 |
| 2020 : PROGRESS FOUNDATION 403(B) RETIREMENT PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $0 |
| Total income from all sources (including contributions) | 2020-06-30 | $740,807 |
| Total loss/gain on sale of assets | 2020-06-30 | $0 |
| Total of all expenses incurred | 2020-06-30 | $98,219 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $77,812 |
| Expenses. Certain deemed distributions of participant loans | 2020-06-30 | $158 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $570,050 |
| Value of total assets at end of year | 2020-06-30 | $7,893,203 |
| Value of total assets at beginning of year | 2020-06-30 | $7,250,615 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $20,249 |
| Total interest from all sources | 2020-06-30 | $2,960 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-06-30 | $224,607 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-06-30 | $224,607 |
| Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
| Value of fidelity bond cover | 2020-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
| Contributions received from participants | 2020-06-30 | $357,004 |
| Participant contributions at end of year | 2020-06-30 | $41,197 |
| Participant contributions at beginning of year | 2020-06-30 | $43,096 |
| Participant contributions at end of year | 2020-06-30 | $14,257 |
| Participant contributions at beginning of year | 2020-06-30 | $14,951 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-06-30 | $3,603 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-06-30 | $217 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
| Value of net income/loss | 2020-06-30 | $642,588 |
| Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $7,893,203 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $7,250,615 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
| Investment advisory and management fees | 2020-06-30 | $20,249 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-06-30 | $7,133,755 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-06-30 | $7,034,779 |
| Interest on participant loans | 2020-06-30 | $2,960 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-06-30 | $694,743 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-06-30 | $148,638 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-06-30 | $148,638 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-06-30 | $-56,810 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
| Contributions received in cash from employer | 2020-06-30 | $209,443 |
| Employer contributions (assets) at end of year | 2020-06-30 | $9,034 |
| Employer contributions (assets) at beginning of year | 2020-06-30 | $9,151 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $77,812 |
| Did the plan have assets held for investment | 2020-06-30 | 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 | 2020-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Disclaimer |
| Accountancy firm name | 2020-06-30 | MARCUM LLP |
| Accountancy firm EIN | 2020-06-30 | 111986323 |
| 2019 : PROGRESS FOUNDATION 403(B) RETIREMENT PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $0 |
| Total income from all sources (including contributions) | 2019-06-30 | $1,039,949 |
| Total loss/gain on sale of assets | 2019-06-30 | $0 |
| Total of all expenses incurred | 2019-06-30 | $784,852 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $748,354 |
| Expenses. Certain deemed distributions of participant loans | 2019-06-30 | $17,528 |
| Value of total corrective distributions | 2019-06-30 | $899 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $617,969 |
| Value of total assets at end of year | 2019-06-30 | $7,250,615 |
| Value of total assets at beginning of year | 2019-06-30 | $6,995,518 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $18,071 |
| Total interest from all sources | 2019-06-30 | $5,353 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-06-30 | $241,789 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-06-30 | $241,789 |
| Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
| Value of fidelity bond cover | 2019-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
| Contributions received from participants | 2019-06-30 | $350,764 |
| Participant contributions at end of year | 2019-06-30 | $43,096 |
| Participant contributions at beginning of year | 2019-06-30 | $49,969 |
| Participant contributions at end of year | 2019-06-30 | $14,951 |
| Participant contributions at beginning of year | 2019-06-30 | $14,763 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-06-30 | $56,950 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
| Value of net income/loss | 2019-06-30 | $255,097 |
| Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $7,250,615 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $6,995,518 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-06-30 | $7,034,779 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-06-30 | $6,779,770 |
| Interest on participant loans | 2019-06-30 | $3,201 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-06-30 | $148,638 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-06-30 | $136,361 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-06-30 | $136,361 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-06-30 | $2,152 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-06-30 | $174,838 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
| Contributions received in cash from employer | 2019-06-30 | $210,255 |
| Employer contributions (assets) at end of year | 2019-06-30 | $9,151 |
| Employer contributions (assets) at beginning of year | 2019-06-30 | $14,655 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $748,354 |
| Contract administrator fees | 2019-06-30 | $18,071 |
| Did the plan have assets held for investment | 2019-06-30 | 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 | 2019-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Disclaimer |
| Accountancy firm name | 2019-06-30 | MARCUM LLP |
| Accountancy firm EIN | 2019-06-30 | 111986323 |
| 2018 : PROGRESS FOUNDATION 403(B) RETIREMENT PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $0 |
| Total income from all sources (including contributions) | 2018-06-30 | $1,124,435 |
| Total loss/gain on sale of assets | 2018-06-30 | $0 |
| Total of all expenses incurred | 2018-06-30 | $303,001 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $277,128 |
| Expenses. Certain deemed distributions of participant loans | 2018-06-30 | $6,336 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $599,312 |
| Value of total assets at end of year | 2018-06-30 | $6,995,518 |
| Value of total assets at beginning of year | 2018-06-30 | $6,174,084 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $19,537 |
| Total interest from all sources | 2018-06-30 | $4,025 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-30 | No |
| Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
| Value of fidelity bond cover | 2018-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
| Contributions received from participants | 2018-06-30 | $356,347 |
| Participant contributions at end of year | 2018-06-30 | $49,969 |
| Participant contributions at beginning of year | 2018-06-30 | $47,807 |
| Participant contributions at end of year | 2018-06-30 | $14,763 |
| Participant contributions at beginning of year | 2018-06-30 | $16,114 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-06-30 | $40,132 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-06-30 | $386 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
| Value of net income/loss | 2018-06-30 | $821,434 |
| Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $6,995,518 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $6,174,084 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-06-30 | $6,779,770 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-06-30 | $5,959,939 |
| Interest on participant loans | 2018-06-30 | $2,892 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-06-30 | $136,361 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-06-30 | $137,651 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-06-30 | $137,651 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-06-30 | $1,133 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-06-30 | $521,098 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
| Contributions received in cash from employer | 2018-06-30 | $202,833 |
| Employer contributions (assets) at end of year | 2018-06-30 | $14,655 |
| Employer contributions (assets) at beginning of year | 2018-06-30 | $12,187 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $277,128 |
| Contract administrator fees | 2018-06-30 | $19,537 |
| Did the plan have assets held for investment | 2018-06-30 | 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 | 2018-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Disclaimer |
| Accountancy firm name | 2018-06-30 | MARCUM LLP |
| Accountancy firm EIN | 2018-06-30 | 111986323 |
| 2017 : PROGRESS FOUNDATION 403(B) RETIREMENT PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $0 |
| Total income from all sources (including contributions) | 2017-06-30 | $1,340,319 |
| Total loss/gain on sale of assets | 2017-06-30 | $0 |
| Total of all expenses incurred | 2017-06-30 | $476,861 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $445,836 |
| Expenses. Certain deemed distributions of participant loans | 2017-06-30 | $8,756 |
| Value of total corrective distributions | 2017-06-30 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $644,372 |
| Value of total assets at end of year | 2017-06-30 | $6,174,084 |
| Value of total assets at beginning of year | 2017-06-30 | $5,310,626 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-30 | $22,269 |
| Total interest from all sources | 2017-06-30 | $2,868 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | No |
| Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
| Value of fidelity bond cover | 2017-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
| Contributions received from participants | 2017-06-30 | $400,713 |
| Participant contributions at end of year | 2017-06-30 | $47,807 |
| Participant contributions at beginning of year | 2017-06-30 | $59,095 |
| Participant contributions at end of year | 2017-06-30 | $16,114 |
| Participant contributions at beginning of year | 2017-06-30 | $16,406 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-06-30 | $44,979 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-06-30 | $386 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
| Value of net income/loss | 2017-06-30 | $863,458 |
| Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $6,174,084 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $5,310,626 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-06-30 | $5,959,939 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-06-30 | $5,227,073 |
| Interest on participant loans | 2017-06-30 | $2,868 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-06-30 | $137,651 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-06-30 | $693,079 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
| Contributions received in cash from employer | 2017-06-30 | $198,680 |
| Employer contributions (assets) at end of year | 2017-06-30 | $12,187 |
| Employer contributions (assets) at beginning of year | 2017-06-30 | $8,052 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $445,836 |
| Contract administrator fees | 2017-06-30 | $22,269 |
| Did the plan have assets held for investment | 2017-06-30 | 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 | 2017-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Disclaimer |
| Accountancy firm name | 2017-06-30 | MARCUM LLP |
| Accountancy firm EIN | 2017-06-30 | 111986323 |
| 2016 : PROGRESS FOUNDATION 403(B) RETIREMENT PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $0 |
| Total income from all sources (including contributions) | 2016-06-30 | $652,328 |
| Total loss/gain on sale of assets | 2016-06-30 | $0 |
| Total of all expenses incurred | 2016-06-30 | $788,950 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $766,825 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $668,642 |
| Value of total assets at end of year | 2016-06-30 | $5,310,626 |
| Value of total assets at beginning of year | 2016-06-30 | $5,447,248 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $22,125 |
| Total interest from all sources | 2016-06-30 | $3,706 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-06-30 | $-20,020 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-06-30 | $-20,020 |
| Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
| Value of fidelity bond cover | 2016-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
| Contributions received from participants | 2016-06-30 | $444,781 |
| Participant contributions at end of year | 2016-06-30 | $59,095 |
| Participant contributions at beginning of year | 2016-06-30 | $95,926 |
| Participant contributions at end of year | 2016-06-30 | $16,406 |
| Participant contributions at beginning of year | 2016-06-30 | $19,394 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-06-30 | $19,377 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
| Value of net income/loss | 2016-06-30 | $-136,622 |
| Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $5,310,626 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $5,447,248 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
| Investment advisory and management fees | 2016-06-30 | $22,125 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-06-30 | $5,227,073 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-06-30 | $5,305,170 |
| Interest on participant loans | 2016-06-30 | $3,706 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
| Contributions received in cash from employer | 2016-06-30 | $204,484 |
| Employer contributions (assets) at end of year | 2016-06-30 | $8,052 |
| Employer contributions (assets) at beginning of year | 2016-06-30 | $26,758 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $766,825 |
| Did the plan have assets held for investment | 2016-06-30 | 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 | 2016-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Disclaimer |
| Accountancy firm name | 2016-06-30 | MARCUM LLP |
| Accountancy firm EIN | 2016-06-30 | 111986323 |
| 2015 : PROGRESS FOUNDATION 403(B) RETIREMENT PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $0 |
| Total income from all sources (including contributions) | 2015-06-30 | $823,986 |
| Total loss/gain on sale of assets | 2015-06-30 | $0 |
| Total of all expenses incurred | 2015-06-30 | $195,162 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $175,909 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-06-30 | $666,436 |
| Value of total assets at end of year | 2015-06-30 | $5,447,248 |
| Value of total assets at beginning of year | 2015-06-30 | $4,818,424 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-06-30 | $19,253 |
| Total interest from all sources | 2015-06-30 | $2,977 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-06-30 | $203,014 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-06-30 | $203,014 |
| Was this plan covered by a fidelity bond | 2015-06-30 | Yes |
| Value of fidelity bond cover | 2015-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
| Contributions received from participants | 2015-06-30 | $425,443 |
| Participant contributions at end of year | 2015-06-30 | $95,926 |
| Participant contributions at beginning of year | 2015-06-30 | $82,227 |
| Participant contributions at end of year | 2015-06-30 | $19,394 |
| Participant contributions at beginning of year | 2015-06-30 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-06-30 | $26,763 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
| Value of net income/loss | 2015-06-30 | $628,824 |
| Value of net assets at end of year (total assets less liabilities) | 2015-06-30 | $5,447,248 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-06-30 | $4,818,424 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-06-30 | $5,305,170 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-06-30 | $4,736,197 |
| Interest on participant loans | 2015-06-30 | $2,977 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-06-30 | $-48,441 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
| Contributions received in cash from employer | 2015-06-30 | $214,230 |
| Employer contributions (assets) at end of year | 2015-06-30 | $26,758 |
| Employer contributions (assets) at beginning of year | 2015-06-30 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-06-30 | $175,909 |
| Contract administrator fees | 2015-06-30 | $19,253 |
| Did the plan have assets held for investment | 2015-06-30 | 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 | 2015-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-06-30 | Disclaimer |
| Accountancy firm name | 2015-06-30 | LAUTZE & LAUTZE |
| Accountancy firm EIN | 2015-06-30 | 942513310 |
| 2014 : PROGRESS FOUNDATION 403(B) RETIREMENT PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $0 |
| Total income from all sources (including contributions) | 2014-06-30 | $1,278,924 |
| Total loss/gain on sale of assets | 2014-06-30 | $0 |
| Total of all expenses incurred | 2014-06-30 | $283,780 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $261,870 |
| Expenses. Certain deemed distributions of participant loans | 2014-06-30 | $3,494 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $676,262 |
| Value of total assets at end of year | 2014-06-30 | $4,818,424 |
| Value of total assets at beginning of year | 2014-06-30 | $3,823,280 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $18,416 |
| Total interest from all sources | 2014-06-30 | $3,775 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-06-30 | No |
| Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
| Value of fidelity bond cover | 2014-06-30 | $300,000 |
| If this is an individual account plan, was there a blackout period | 2014-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
| Contributions received from participants | 2014-06-30 | $333,073 |
| Participant contributions at end of year | 2014-06-30 | $82,227 |
| Participant contributions at beginning of year | 2014-06-30 | $92,990 |
| Participant contributions at end of year | 2014-06-30 | $0 |
| Participant contributions at beginning of year | 2014-06-30 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-06-30 | $151,472 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
| Value of net income/loss | 2014-06-30 | $995,144 |
| Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $4,818,424 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $3,823,280 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-06-30 | $4,736,197 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-06-30 | $3,657,571 |
| Interest on participant loans | 2014-06-30 | $3,775 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-06-30 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-06-30 | $72,719 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-06-30 | $598,887 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
| Contributions received in cash from employer | 2014-06-30 | $191,717 |
| Employer contributions (assets) at end of year | 2014-06-30 | $0 |
| Employer contributions (assets) at beginning of year | 2014-06-30 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $261,870 |
| Contract administrator fees | 2014-06-30 | $18,416 |
| Did the plan have assets held for investment | 2014-06-30 | 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 | 2014-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Disclaimer |
| Accountancy firm name | 2014-06-30 | LAUTZE & LAUTZE |
| Accountancy firm EIN | 2014-06-30 | 942513310 |
| 2013 : PROGRESS FOUNDATION 403(B) RETIREMENT PLAN 2013 401k financial data |
|---|
| Total income from all sources (including contributions) | 2013-06-30 | $1,247,831 |
| Total of all expenses incurred | 2013-06-30 | $367,719 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $361,915 |
| Expenses. Certain deemed distributions of participant loans | 2013-06-30 | $2,881 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $853,282 |
| Value of total assets at end of year | 2013-06-30 | $3,823,280 |
| Value of total assets at beginning of year | 2013-06-30 | $2,943,168 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $2,923 |
| Total interest from all sources | 2013-06-30 | $4,296 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-06-30 | $132,316 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-06-30 | $132,316 |
| Administrative expenses professional fees incurred | 2013-06-30 | $2,923 |
| Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
| Value of fidelity bond cover | 2013-06-30 | $300,000 |
| If this is an individual account plan, was there a blackout period | 2013-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
| Contributions received from participants | 2013-06-30 | $362,766 |
| Participant contributions at end of year | 2013-06-30 | $92,990 |
| Participant contributions at beginning of year | 2013-06-30 | $15,521 |
| Participant contributions at end of year | 2013-06-30 | $0 |
| Participant contributions at beginning of year | 2013-06-30 | $11,775 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-06-30 | $248,204 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
| Value of net income/loss | 2013-06-30 | $880,112 |
| Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $3,823,280 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $2,943,168 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-06-30 | $3,657,571 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-06-30 | $2,841,114 |
| Interest on participant loans | 2013-06-30 | $2,278 |
| Interest earned on other investments | 2013-06-30 | $2,018 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-06-30 | $72,719 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-06-30 | $65,770 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-06-30 | $257,937 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
| Contributions received in cash from employer | 2013-06-30 | $242,312 |
| Employer contributions (assets) at end of year | 2013-06-30 | $0 |
| Employer contributions (assets) at beginning of year | 2013-06-30 | $8,988 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $361,915 |
| Did the plan have assets held for investment | 2013-06-30 | 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 | 2013-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Disclaimer |
| Accountancy firm name | 2013-06-30 | LAUTZE & LAUTZE |
| Accountancy firm EIN | 2013-06-30 | 942513310 |
| 2012 : PROGRESS FOUNDATION 403(B) RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources (including contributions) | 2012-06-30 | $439,489 |
| Total of all expenses incurred | 2012-06-30 | $45,343 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $51,234 |
| Expenses. Certain deemed distributions of participant loans | 2012-06-30 | $-6,491 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $486,942 |
| Value of total assets at end of year | 2012-06-30 | $2,943,168 |
| Value of total assets at beginning of year | 2012-06-30 | $2,549,022 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $600 |
| Total interest from all sources | 2012-06-30 | $2,078 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-06-30 | $72,678 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-06-30 | $72,678 |
| Administrative expenses professional fees incurred | 2012-06-30 | $600 |
| Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
| Value of fidelity bond cover | 2012-06-30 | $300,000 |
| If this is an individual account plan, was there a blackout period | 2012-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
| Contributions received from participants | 2012-06-30 | $288,723 |
| Participant contributions at end of year | 2012-06-30 | $15,521 |
| Participant contributions at beginning of year | 2012-06-30 | $10,555 |
| Participant contributions at end of year | 2012-06-30 | $11,775 |
| Participant contributions at beginning of year | 2012-06-30 | $12,701 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-06-30 | $39,427 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Value of net income/loss | 2012-06-30 | $394,146 |
| Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $2,943,168 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $2,549,022 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-06-30 | $2,841,114 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-06-30 | $2,479,680 |
| Interest on participant loans | 2012-06-30 | $610 |
| Interest earned on other investments | 2012-06-30 | $1,468 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-06-30 | $65,770 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-06-30 | $30,940 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-06-30 | $-122,209 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
| Contributions received in cash from employer | 2012-06-30 | $158,792 |
| Employer contributions (assets) at end of year | 2012-06-30 | $8,988 |
| Employer contributions (assets) at beginning of year | 2012-06-30 | $15,146 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $51,234 |
| Did the plan have assets held for investment | 2012-06-30 | 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 | 2012-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Disclaimer |
| Accountancy firm name | 2012-06-30 | LAUTZE & LAUTZE |
| Accountancy firm EIN | 2012-06-30 | 942513310 |
| 2011 : PROGRESS FOUNDATION 403(B) RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources (including contributions) | 2011-06-30 | $868,492 |
| Total of all expenses incurred | 2011-06-30 | $48,617 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $42,689 |
| Expenses. Certain deemed distributions of participant loans | 2011-06-30 | $5,308 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $514,869 |
| Value of total assets at end of year | 2011-06-30 | $2,550,259 |
| Value of total assets at beginning of year | 2011-06-30 | $1,730,384 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $620 |
| Total interest from all sources | 2011-06-30 | $1,352 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-06-30 | $48,602 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-06-30 | $48,602 |
| Administrative expenses professional fees incurred | 2011-06-30 | $620 |
| Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
| Value of fidelity bond cover | 2011-06-30 | $3,415,350 |
| If this is an individual account plan, was there a blackout period | 2011-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
| Contributions received from participants | 2011-06-30 | $282,171 |
| Participant contributions at end of year | 2011-06-30 | $39,639 |
| Participant contributions at beginning of year | 2011-06-30 | $31,873 |
| Participant contributions at end of year | 2011-06-30 | $12,701 |
| Participant contributions at beginning of year | 2011-06-30 | $20,854 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-06-30 | $73,640 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Value of net income/loss | 2011-06-30 | $819,875 |
| Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $2,550,259 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $1,730,384 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-06-30 | $2,479,680 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-06-30 | $1,681,429 |
| Interest on participant loans | 2011-06-30 | $544 |
| Interest earned on other investments | 2011-06-30 | $808 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-06-30 | $30,940 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-06-30 | $17,082 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-06-30 | $303,669 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
| Contributions received in cash from employer | 2011-06-30 | $159,058 |
| Employer contributions (assets) at end of year | 2011-06-30 | $15,146 |
| Employer contributions (assets) at beginning of year | 2011-06-30 | $12,609 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $42,689 |
| Did the plan have assets held for investment | 2011-06-30 | 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 | 2011-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Disclaimer |
| Accountancy firm name | 2011-06-30 | LAUTZE & LAUTZE |
| Accountancy firm EIN | 2011-06-30 | 942513310 |
