Plan Name | C. J. PETERSON SERVICES, INC. 401K RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | C. J. PETERSON SERVICES, INC. |
Employer identification number (EIN): | 990338455 |
NAIC Classification: | 238900 |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2023-01-01 | ||||
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | ||||
001 | 2016-01-01 | ||||
001 | 2015-01-01 | ||||
001 | 2014-01-01 | SUSAN PETERSON | 2015-04-10 | ||
001 | 2013-01-01 | SUSAN PETERSON | 2014-03-21 | ||
001 | 2012-01-01 | CARL J. PETERSON | 2013-04-22 | ||
001 | 2011-01-01 | CARL J. PETERSON | 2012-06-04 | ||
001 | 2009-01-01 | CARL J. PETERSON | CARL J. PETERSON | 2010-04-14 | |
001 | 2009-01-01 | CARL J. PETERSON | CARL J. PETERSON | 2010-04-14 |
Measure | Date | Value |
---|---|---|
2009: C. J. PETERSON SERVICES, INC. 401K RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 6 |
Number of participants with account balances | 2009-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2010 : C. J. PETERSON SERVICES, INC. 401K RETIREMENT PLAN 2010 401k financial data | ||
Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $64,737 |
Expenses. Total of all expenses incurred | 2010-12-31 | $2,795 |
Benefits paid (including direct rollovers) | 2010-12-31 | $1,343 |
Total plan assets at end of year | 2010-12-31 | $179,642 |
Total plan assets at beginning of year | 2010-12-31 | $117,700 |
Total contributions received or receivable from participants | 2010-12-31 | $35,600 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $12,226 |
Noncash contributions received | 2010-12-31 | $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 loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $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 securities | 2010-12-31 | $0 |
2009: C. J. PETERSON SERVICES, INC. 401K RETIREMENT PLAN 2009 form 5500 responses | ||
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
LINCOLN NATIONAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 65676 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | GP69649 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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