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EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC. 401k Plan overview

Plan NameEMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC.
Plan identification number 002

EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • 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
  • 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

PALMER AND SICARD, INC. has sponsored the creation of one or more 401k plans.

Company Name:PALMER AND SICARD, INC.
Employer identification number (EIN):020396330
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MARY WEBBER MARY WEBBER2018-09-24
0022016-01-01WILLIAM MEE WILLIAM MEE2017-05-23
0022015-01-01WILLIAM MEE WILLIAM MEE2016-05-12
0022014-01-01WILLIAM MEE WILLIAM MEE2015-09-15
0022013-01-01WILLIAM MEE WILLIAM MEE2014-07-27
0022012-01-01WILLIAM MEE WILLIAM MEE2013-07-31
0022011-01-01WILLIAM MEE WILLIAM MEE2012-07-25
0022009-01-01WILLIAM F. MEE

Plan Statistics for EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC.

401k plan membership statisitcs for EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC.

Measure Date Value
2022: EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-0198
Total number of active participants reported on line 7a of the Form 55002022-01-0167
Number of retired or separated participants receiving benefits2022-01-0113
Number of other retired or separated participants entitled to future benefits2022-01-0119
Total of all active and inactive participants2022-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0199
Number of participants with account balances2022-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-0196
Total number of active participants reported on line 7a of the Form 55002021-01-0162
Number of retired or separated participants receiving benefits2021-01-0112
Number of other retired or separated participants entitled to future benefits2021-01-0116
Total of all active and inactive participants2021-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0190
Number of participants with account balances2021-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-0188
Total number of active participants reported on line 7a of the Form 55002020-01-0154
Number of retired or separated participants receiving benefits2020-01-0116
Number of other retired or separated participants entitled to future benefits2020-01-0114
Total of all active and inactive participants2020-01-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0184
Number of participants with account balances2020-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-0192
Total number of active participants reported on line 7a of the Form 55002019-01-0151
Number of retired or separated participants receiving benefits2019-01-0117
Number of other retired or separated participants entitled to future benefits2019-01-0114
Total of all active and inactive participants2019-01-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-0183
Number of participants with account balances2019-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-0196
Total number of active participants reported on line 7a of the Form 55002018-01-0155
Number of retired or separated participants receiving benefits2018-01-0123
Number of other retired or separated participants entitled to future benefits2018-01-0111
Total of all active and inactive participants2018-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-0190
Number of participants with account balances2018-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-0192
Total number of active participants reported on line 7a of the Form 55002017-01-0156
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0133
Total of all active and inactive participants2017-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-0190
Number of participants with account balances2017-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-0179
Total number of active participants reported on line 7a of the Form 55002016-01-0153
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0130
Total of all active and inactive participants2016-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-0184
Number of participants with account balances2016-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-0180
Total number of active participants reported on line 7a of the Form 55002015-01-0149
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0127
Total of all active and inactive participants2015-01-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-0177
Number of participants with account balances2015-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-0191
Total number of active participants reported on line 7a of the Form 55002014-01-0148
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0130
Total of all active and inactive participants2014-01-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-0179
Number of participants with account balances2014-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-0187
Total number of active participants reported on line 7a of the Form 55002013-01-0149
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0136
Total of all active and inactive participants2013-01-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0188
Number of participants with account balances2013-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-0184
Total number of active participants reported on line 7a of the Form 55002012-01-0157
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0130
Total of all active and inactive participants2012-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0187
Number of participants with account balances2012-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-0179
Total number of active participants reported on line 7a of the Form 55002011-01-0155
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0128
Total of all active and inactive participants2011-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0183
Number of participants with account balances2011-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-0193
Total number of active participants reported on line 7a of the Form 55002009-01-0159
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0127
Total of all active and inactive participants2009-01-0186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-0187
Number of participants with account balances2009-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC.

Measure Date Value
2022 : EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC. 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$389,797
Expenses. Total of all expenses incurred2022-12-31$190,297
Benefits paid (including direct rollovers)2022-12-31$190,297
Total plan assets at end of year2022-12-31$3,558,857
Total plan assets at beginning of year2022-12-31$3,359,357
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$199,500
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$199,500
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,558,857
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,359,357
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2022-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2022-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-12-31$0
Assets. Value of employer securities2022-12-31$3,553,000
Total contributions received or receivable from employer(s)2022-12-31$190,297
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC. 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$-208,998
Expenses. Total of all expenses incurred2021-12-31$228,002
Benefits paid (including direct rollovers)2021-12-31$228,002
Total plan assets at end of year2021-12-31$3,359,357
Total plan assets at beginning of year2021-12-31$3,796,357
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$-437,000
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-437,000
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,359,357
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,796,357
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2021-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2021-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-12-31$0
Assets. Value of employer securities2021-12-31$3,353,500
Total contributions received or receivable from employer(s)2021-12-31$228,002
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC. 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,593,985
Expenses. Total of all expenses incurred2020-12-31$216,485
Benefits paid (including direct rollovers)2020-12-31$216,485
Total plan assets at end of year2020-12-31$3,796,357
Total plan assets at beginning of year2020-12-31$2,418,857
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$1,377,500
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$1,377,500
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,796,357
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,418,857
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2020-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2020-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022020-12-31$0
Assets. Value of employer securities2020-12-31$3,790,500
Total contributions received or receivable from employer(s)2020-12-31$216,485
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC. 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$536,531
Expenses. Total of all expenses incurred2019-12-31$236,174
Benefits paid (including direct rollovers)2019-12-31$236,174
Total plan assets at end of year2019-12-31$2,418,857
Total plan assets at beginning of year2019-12-31$2,118,500
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$300,357
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$300,357
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,418,857
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,118,500
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2019-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2019-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022019-12-31$0
Assets. Value of employer securities2019-12-31$2,413,000
Total contributions received or receivable from employer(s)2019-12-31$236,174
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC. 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$273,665
Expenses. Total of all expenses incurred2018-12-31$207,165
Benefits paid (including direct rollovers)2018-12-31$207,165
Total plan assets at end of year2018-12-31$2,118,500
Total plan assets at beginning of year2018-12-31$2,052,000
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$66,500
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$66,500
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,118,500
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,052,000
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2018-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2018-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$0
Assets. Value of employer securities2018-12-31$2,118,500
Total contributions received or receivable from employer(s)2018-12-31$207,165
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC. 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$599,220
Expenses. Total of all expenses incurred2017-12-31$173,947
Benefits paid (including direct rollovers)2017-12-31$173,947
Total plan assets at end of year2017-12-31$2,052,000
Total plan assets at beginning of year2017-12-31$1,626,727
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$427,500
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$425,273
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,052,000
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,626,727
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2017-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2017-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-12-31$0
Assets. Value of employer securities2017-12-31$2,052,000
Total contributions received or receivable from employer(s)2017-12-31$171,720
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC. 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$730,581
Expenses. Total of all expenses incurred2016-12-31$103,581
Benefits paid (including direct rollovers)2016-12-31$103,581
Total plan assets at end of year2016-12-31$1,626,727
Total plan assets at beginning of year2016-12-31$999,727
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$627,000
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$627,000
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,626,727
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$999,727
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2016-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2016-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-12-31$0
Assets. Value of employer securities2016-12-31$1,624,500
Total contributions received or receivable from employer(s)2016-12-31$103,581
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC. 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-32,395
Expenses. Total of all expenses incurred2015-12-31$100,605
Benefits paid (including direct rollovers)2015-12-31$100,605
Total plan assets at end of year2015-12-31$999,727
Total plan assets at beginning of year2015-12-31$1,132,727
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-133,000
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-133,000
Net plan assets at end of year (total assets less liabilities)2015-12-31$999,727
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,132,727
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2015-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2015-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$0
Assets. Value of employer securities2015-12-31$997,500
Total contributions received or receivable from employer(s)2015-12-31$100,605
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC. 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$241,525
Expenses. Total of all expenses incurred2014-12-31$98,525
Benefits paid (including direct rollovers)2014-12-31$98,525
Total plan assets at end of year2014-12-31$1,132,727
Total plan assets at beginning of year2014-12-31$989,727
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$143,000
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$143,000
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,132,727
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$989,727
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2014-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2014-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$0
Assets. Value of employer securities2014-12-31$1,130,500
Total contributions received or receivable from employer(s)2014-12-31$98,525
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC. 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$-603,641
Expenses. Total of all expenses incurred2013-12-31$113,859
Benefits paid (including direct rollovers)2013-12-31$113,859
Total plan assets at end of year2013-12-31$989,727
Total plan assets at beginning of year2013-12-31$1,707,227
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$-717,500
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$-717,500
Net plan assets at end of year (total assets less liabilities)2013-12-31$989,727
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,707,227
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2013-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2013-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$0
Assets. Value of employer securities2013-12-31$987,500
Total contributions received or receivable from employer(s)2013-12-31$113,859
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC. 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$339,628
Expenses. Total of all expenses incurred2012-12-31$82,628
Benefits paid (including direct rollovers)2012-12-31$82,628
Total plan assets at end of year2012-12-31$1,707,227
Total plan assets at beginning of year2012-12-31$1,450,227
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$257,000
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$257,000
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,707,227
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,450,227
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2012-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2012-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-12-31$0
Assets. Value of employer securities2012-12-31$1,705,000
Total contributions received or receivable from employer(s)2012-12-31$82,628
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC. 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$93
Total income from all sources2011-12-31$-830,050
Expenses. Total of all expenses incurred2011-12-31$114,223
Benefits paid (including direct rollovers)2011-12-31$114,223
Total plan assets at end of year2011-12-31$1,450,227
Total plan assets at beginning of year2011-12-31$2,394,593
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-946,499
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-944,273
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,450,227
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,394,500
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2011-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2011-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-12-31$0
Assets. Value of employer securities2011-12-31$1,448,000
Total contributions received or receivable from employer(s)2011-12-31$116,449
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC. 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$93
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$513,500
Expenses. Total of all expenses incurred2010-12-31$81,000
Benefits paid (including direct rollovers)2010-12-31$81,000
Total plan assets at end of year2010-12-31$2,394,593
Total plan assets at beginning of year2010-12-31$1,962,000
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$0
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$432,500
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$432,500
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,394,500
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,962,000
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2010-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2010-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$0
Assets. Value of employer securities2010-12-31$2,394,500
Total contributions received or receivable from employer(s)2010-12-31$81,000
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC. 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 EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC.

2022: EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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: EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER AND SICARD, INC. 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

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