Logo

C. J. PETERSON SERVICES, INC. 401K RETIREMENT PLAN 401k Plan overview

Plan NameC. J. PETERSON SERVICES, INC. 401K RETIREMENT PLAN
Plan identification number 001

C. J. PETERSON SERVICES, INC. 401K RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

C. J. PETERSON SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:C. J. PETERSON SERVICES, INC.
Employer identification number (EIN):990338455
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan C. J. PETERSON SERVICES, INC. 401K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01SUSAN PETERSON2015-04-10
0012013-01-01SUSAN PETERSON2014-03-21
0012012-01-01CARL J. PETERSON2013-04-22
0012011-01-01CARL J. PETERSON2012-06-04
0012009-01-01CARL J. PETERSON CARL J. PETERSON2010-04-14
0012009-01-01CARL J. PETERSON CARL J. PETERSON2010-04-14

Plan Statistics for C. J. PETERSON SERVICES, INC. 401K RETIREMENT PLAN

401k plan membership statisitcs for C. J. PETERSON SERVICES, INC. 401K RETIREMENT PLAN

Measure Date Value
2009: C. J. PETERSON SERVICES, INC. 401K RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016
Number of participants with account balances2009-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on C. J. PETERSON SERVICES, INC. 401K RETIREMENT PLAN

Measure Date Value
2010 : C. J. PETERSON SERVICES, INC. 401K RETIREMENT PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$64,737
Expenses. Total of all expenses incurred2010-12-31$2,795
Benefits paid (including direct rollovers)2010-12-31$1,343
Total plan assets at end of year2010-12-31$179,642
Total plan assets at beginning of year2010-12-31$117,700
Total contributions received or receivable from participants2010-12-31$35,600
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$12,226
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$61,942
Net plan assets at end of year (total assets less liabilities)2010-12-31$179,642
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$117,700
Total contributions received or receivable from employer(s)2010-12-31$16,911
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,452
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for C. J. PETERSON SERVICES, INC. 401K RETIREMENT PLAN

2009: C. J. PETERSON SERVICES, INC. 401K RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

LINCOLN NATIONAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP69649
Policy instance 1
Insurance contract or identification numberGP69649
Number of Individuals Covered6
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $298
Total amount of fees paid to insurance companyUSD $20
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP VAR ANNUITY WITH GUARANTEED FUND
Commission paid to Insurance BrokerUSD $298
Amount paid for insurance broker fees20
Additional information about fees paid to insurance brokerCOMMISSIONS/FEES
Insurance broker organization code?4
Insurance broker nameBANKOH INVESTMENT SERVICES, INC.

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1