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PERSONAL TOUCH 401(K) PLAN 401k Plan overview

Plan NamePERSONAL TOUCH 401(K) PLAN
Plan identification number 001

PERSONAL TOUCH 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PERSONAL TOUCH HOME CARE OF NY., INC. has sponsored the creation of one or more 401k plans.

Company Name:PERSONAL TOUCH HOME CARE OF NY., INC.
Employer identification number (EIN):112339876
NAIC Classification:621900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERSONAL TOUCH 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01KAREN DARGO-MULLAHEY
0012023-01-01
0012023-01-01ROSEMARIE MAZZURCO
0012022-01-01
0012022-01-01ROSEMARIE MAZZURCO
0012021-01-01
0012021-01-01YITZY HOLLANDER
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01YITZY HOLLANDER YITZY HOLLANDER2018-10-12
0012016-01-01YITZY HOLLANDER YITZY HOLLANDER2017-08-23
0012015-01-01YITZY HOLLANDER YITZY HOLLANDER2016-09-29
0012014-01-01ANTHONY CASTIGLIONE ANTHONY CASTIGLIONE2015-10-05
0012013-01-01ANTHONY CASTIGLIONE ANTHONY CASTIGLIONE2014-07-29
0012012-01-01ANTHONY CASTIGLIONE
0012011-02-01ANTHONY CASTIGLIONE ANTHONY CASTIGLIONE2012-08-20
0012011-01-01ANTHONY CASTIGLIONE
0012010-11-01ANTHONY CASTIGLIONE
0012010-02-01ANTHONY CASTIGLIONE
0012010-01-01ANTHONY CASTIGLIONE
0012009-11-01ANTHONY CASTIGLIONE
0012009-02-01ANTHONY CASTIGLIONE
0012009-01-01 ANTHONY CASTIGLIONE2010-09-21
0012009-01-01ANTHONY CASTIGLIONE
0012008-11-01ANTHONY CASTIGLIONE

Plan Statistics for PERSONAL TOUCH 401(K) PLAN

401k plan membership statisitcs for PERSONAL TOUCH 401(K) PLAN

Measure Date Value
2023: PERSONAL TOUCH 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-017,063
Total number of active participants reported on line 7a of the Form 55002023-01-016,946
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01266
Total of all active and inactive participants2023-01-017,212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-012
Total participants2023-01-017,214
Number of participants with account balances2023-01-01882
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: PERSONAL TOUCH 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,519
Total number of active participants reported on line 7a of the Form 55002022-01-011,602
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01243
Total of all active and inactive participants2022-01-011,845
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-011,847
Number of participants with account balances2022-01-01909
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PERSONAL TOUCH 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,592
Total number of active participants reported on line 7a of the Form 55002021-01-012,284
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01226
Total of all active and inactive participants2021-01-012,510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-012,511
Number of participants with account balances2021-01-011,104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PERSONAL TOUCH 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,073
Total number of active participants reported on line 7a of the Form 55002020-01-012,529
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011,242
Total of all active and inactive participants2020-01-013,771
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-013,772
Number of participants with account balances2020-01-012,123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PERSONAL TOUCH 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-018,460
Total number of active participants reported on line 7a of the Form 55002019-01-018,437
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01120
Total of all active and inactive participants2019-01-018,557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-018,559
Number of participants with account balances2019-01-012,114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PERSONAL TOUCH 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-017,837
Total number of active participants reported on line 7a of the Form 55002018-01-018,107
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0199
Total of all active and inactive participants2018-01-018,206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-018,207
Number of participants with account balances2018-01-012,070
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PERSONAL TOUCH 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016,407
Total number of active participants reported on line 7a of the Form 55002017-01-017,280
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0142
Total of all active and inactive participants2017-01-017,322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-017,323
Number of participants with account balances2017-01-011,731
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PERSONAL TOUCH 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,380
Total number of active participants reported on line 7a of the Form 55002016-01-015,756
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0137
Total of all active and inactive participants2016-01-015,793
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-015,794
Number of participants with account balances2016-01-01540
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PERSONAL TOUCH 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,937
Total number of active participants reported on line 7a of the Form 55002015-01-013,216
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0136
Total of all active and inactive participants2015-01-013,252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-013,253
Number of participants with account balances2015-01-01517
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PERSONAL TOUCH 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,600
Total number of active participants reported on line 7a of the Form 55002014-01-011,783
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0132
Total of all active and inactive participants2014-01-011,815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-011,816
Number of participants with account balances2014-01-01544
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PERSONAL TOUCH 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,024
Total number of active participants reported on line 7a of the Form 55002013-01-011,465
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0141
Total of all active and inactive participants2013-01-011,507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,507
Number of participants with account balances2013-01-01575
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PERSONAL TOUCH 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0113,333
Total number of active participants reported on line 7a of the Form 55002012-01-0110,085
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-01131
Total of all active and inactive participants2012-01-0110,217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-0110,220
Number of participants with account balances2012-01-01724
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PERSONAL TOUCH 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-02-012,016
Total number of active participants reported on line 7a of the Form 55002011-02-010
Number of retired or separated participants receiving benefits2011-02-010
Number of other retired or separated participants entitled to future benefits2011-02-010
Total of all active and inactive participants2011-02-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-02-010
Total participants2011-02-010
Number of participants with account balances2011-02-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-02-010
Total participants, beginning-of-year2011-01-0112,922
Total number of active participants reported on line 7a of the Form 55002011-01-0113,180
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01140
Total of all active and inactive participants2011-01-0113,320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-0113,323
Number of participants with account balances2011-01-01757
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: PERSONAL TOUCH 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-11-01244
Total number of active participants reported on line 7a of the Form 55002010-11-010
Number of retired or separated participants receiving benefits2010-11-010
Number of other retired or separated participants entitled to future benefits2010-11-010
Total of all active and inactive participants2010-11-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-11-010
Total participants2010-11-010
Number of participants with account balances2010-11-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-11-010
Total participants, beginning-of-year2010-02-012,016
Total number of active participants reported on line 7a of the Form 55002010-02-011,957
Number of retired or separated participants receiving benefits2010-02-010
Number of other retired or separated participants entitled to future benefits2010-02-0159
Total of all active and inactive participants2010-02-012,016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-02-010
Total participants2010-02-012,016
Number of participants with account balances2010-02-012,016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-02-010
Total participants, beginning-of-year2010-01-0113,847
Total number of active participants reported on line 7a of the Form 55002010-01-0110,345
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01148
Total of all active and inactive participants2010-01-0110,493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-013
Total participants2010-01-0110,496
Number of participants with account balances2010-01-01768
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: PERSONAL TOUCH 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-11-01611
Total number of active participants reported on line 7a of the Form 55002009-11-01244
Number of retired or separated participants receiving benefits2009-11-010
Number of other retired or separated participants entitled to future benefits2009-11-010
Total of all active and inactive participants2009-11-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-11-010
Total participants2009-11-01244
Number of participants with account balances2009-11-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-11-010
Total participants, beginning-of-year2009-02-012,016
Total number of active participants reported on line 7a of the Form 55002009-02-011,957
Number of retired or separated participants receiving benefits2009-02-010
Number of other retired or separated participants entitled to future benefits2009-02-0159
Total of all active and inactive participants2009-02-012,016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-02-010
Total participants2009-02-012,016
Number of participants with account balances2009-02-012,016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-02-010
Total participants, beginning-of-year2009-01-0113,127
Total number of active participants reported on line 7a of the Form 55002009-01-0113,353
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01146
Total of all active and inactive participants2009-01-0113,499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-0113,501
Number of participants with account balances2009-01-01788
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: PERSONAL TOUCH 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year2008-11-01345
Total number of active participants reported on line 7a of the Form 55002008-11-01611
Number of retired or separated participants receiving benefits2008-11-010
Number of other retired or separated participants entitled to future benefits2008-11-010
Total of all active and inactive participants2008-11-01611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-11-010
Total participants2008-11-01611
Number of participants with account balances2008-11-01611
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-11-010

Financial Data on PERSONAL TOUCH 401(K) PLAN

Measure Date Value
2023 : PERSONAL TOUCH 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$3,791,837
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,455,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,427,428
Expenses. Certain deemed distributions of participant loans2023-12-31$5,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,374,020
Value of total assets at end of year2023-12-31$17,610,308
Value of total assets at beginning of year2023-12-31$16,274,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$23,122
Total interest from all sources2023-12-31$12,821
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$233,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$233,524
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$777,832
Participant contributions at end of year2023-12-31$158,268
Participant contributions at beginning of year2023-12-31$156,667
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$132,792
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,336,084
Value of net assets at end of year (total assets less liabilities)2023-12-31$17,610,308
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$16,274,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$15,161,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$13,639,973
Interest on participant loans2023-12-31$12,821
Value of interest in common/collective trusts at end of year2023-12-31$2,205,679
Value of interest in common/collective trusts at beginning of year2023-12-31$2,477,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,128,575
Net investment gain or loss from common/collective trusts2023-12-31$42,897
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$463,396
Employer contributions (assets) at end of year2023-12-31$85,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,427,428
Contract administrator fees2023-12-31$23,122
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31EFRP GROUP
Accountancy firm EIN2023-12-31474526160
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$3,791,837
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$2,455,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$2,427,428
Expenses. Certain deemed distributions of participant loans2023-01-01$5,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$1,374,020
Value of total assets at end of year2023-01-01$17,610,308
Value of total assets at beginning of year2023-01-01$16,274,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$23,122
Total interest from all sources2023-01-01$12,821
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$233,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$233,524
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$777,832
Participant contributions at end of year2023-01-01$158,268
Participant contributions at beginning of year2023-01-01$156,667
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$132,792
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$1,336,084
Value of net assets at end of year (total assets less liabilities)2023-01-01$17,610,308
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$16,274,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$15,161,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$13,639,973
Interest on participant loans2023-01-01$12,821
Value of interest in common/collective trusts at end of year2023-01-01$2,205,679
Value of interest in common/collective trusts at beginning of year2023-01-01$2,477,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$2,128,575
Net investment gain or loss from common/collective trusts2023-01-01$42,897
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$463,396
Employer contributions (assets) at end of year2023-01-01$85,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$2,427,428
Contract administrator fees2023-01-01$23,122
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01EFRP GROUP
Accountancy firm EIN2023-01-01474526160
2022 : PERSONAL TOUCH 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,439,795
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,047,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,008,835
Expenses. Certain deemed distributions of participant loans2022-12-31$8,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,444,783
Value of total assets at end of year2022-12-31$16,274,224
Value of total assets at beginning of year2022-12-31$22,761,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$30,439
Total interest from all sources2022-12-31$9,618
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$183,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$183,763
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,338,383
Participant contributions at end of year2022-12-31$156,667
Participant contributions at beginning of year2022-12-31$235,735
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$742,131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,487,187
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,274,224
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$22,761,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$13,639,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$19,695,100
Interest on participant loans2022-12-31$9,618
Value of interest in common/collective trusts at end of year2022-12-31$2,477,584
Value of interest in common/collective trusts at beginning of year2022-12-31$2,682,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,104,488
Net investment gain or loss from common/collective trusts2022-12-31$26,529
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$364,269
Employer contributions (assets) at beginning of year2022-12-31$147,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,008,835
Contract administrator fees2022-12-31$30,439
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31EFPR GROUP
Accountancy firm EIN2022-12-31474526160
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-1,439,795
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$5,047,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$5,008,835
Expenses. Certain deemed distributions of participant loans2022-01-01$8,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$2,444,783
Value of total assets at end of year2022-01-01$16,274,224
Value of total assets at beginning of year2022-01-01$22,761,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$30,439
Total interest from all sources2022-01-01$9,618
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$183,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$183,763
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$1,338,383
Participant contributions at end of year2022-01-01$156,667
Participant contributions at beginning of year2022-01-01$235,735
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$742,131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-6,487,187
Value of net assets at end of year (total assets less liabilities)2022-01-01$16,274,224
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$22,761,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$13,639,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$19,695,100
Interest on participant loans2022-01-01$9,618
Value of interest in common/collective trusts at end of year2022-01-01$2,477,584
Value of interest in common/collective trusts at beginning of year2022-01-01$2,682,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-4,104,488
Net investment gain or loss from common/collective trusts2022-01-01$26,529
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$364,269
Employer contributions (assets) at beginning of year2022-01-01$147,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$5,008,835
Contract administrator fees2022-01-01$30,439
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01EFPR GROUP
Accountancy firm EIN2022-01-01474526160
2021 : PERSONAL TOUCH 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,727,243
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,693,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,624,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,964,166
Value of total assets at end of year2021-12-31$22,761,411
Value of total assets at beginning of year2021-12-31$21,728,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$69,680
Total interest from all sources2021-12-31$10,234
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$292,335
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$292,335
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,966,415
Participant contributions at end of year2021-12-31$235,735
Participant contributions at beginning of year2021-12-31$212,278
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$405,713
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$25,166
Other income not declared elsewhere2021-12-31$1,127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,033,333
Value of net assets at end of year (total assets less liabilities)2021-12-31$22,761,411
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$21,728,078
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$19,695,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$18,235,715
Interest on participant loans2021-12-31$10,234
Value of interest in common/collective trusts at end of year2021-12-31$2,682,700
Value of interest in common/collective trusts at beginning of year2021-12-31$2,711,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,437,074
Net investment gain or loss from common/collective trusts2021-12-31$22,307
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$592,038
Employer contributions (assets) at end of year2021-12-31$147,876
Employer contributions (assets) at beginning of year2021-12-31$568,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,599,064
Contract administrator fees2021-12-31$69,680
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31EFPR GROUP, CPAS PLLC
Accountancy firm EIN2021-12-31474526160
2020 : PERSONAL TOUCH 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,678,342
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,802,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,763,455
Expenses. Certain deemed distributions of participant loans2020-12-31$5,852
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,090,970
Value of total assets at end of year2020-12-31$21,728,078
Value of total assets at beginning of year2020-12-31$17,851,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$32,801
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$13,421
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$201,006
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$201,006
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$1,579,915
Participant contributions at end of year2020-12-31$212,278
Participant contributions at beginning of year2020-12-31$218,591
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$429,972
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$631
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,876,234
Value of net assets at end of year (total assets less liabilities)2020-12-31$21,728,078
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$17,851,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$18,235,715
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$15,275,192
Interest on participant loans2020-12-31$13,421
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$2,711,450
Value of interest in common/collective trusts at beginning of year2020-12-31$2,358,061
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,376,061
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$-3,116
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,081,083
Employer contributions (assets) at end of year2020-12-31$568,635
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,762,824
Contract administrator fees2020-12-31$32,801
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GALLO & COMPANY CPA'S LLP
Accountancy firm EIN2020-12-31202019885
2019 : PERSONAL TOUCH 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,438,013
Total income from all sources (including contributions)2019-12-31$5,438,013
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,568,038
Total of all expenses incurred2019-12-31$2,568,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,531,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,531,258
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,429,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,429,709
Value of total assets at end of year2019-12-31$17,851,844
Value of total assets at end of year2019-12-31$17,851,844
Value of total assets at beginning of year2019-12-31$14,981,869
Value of total assets at beginning of year2019-12-31$14,981,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$36,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$36,780
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$11,678
Total interest from all sources2019-12-31$11,678
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$215,860
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$215,860
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$215,860
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$215,860
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$1,335,694
Contributions received from participants2019-12-31$1,335,694
Participant contributions at end of year2019-12-31$218,591
Participant contributions at end of year2019-12-31$218,591
Participant contributions at beginning of year2019-12-31$186,835
Participant contributions at beginning of year2019-12-31$186,835
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$230,395
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$230,395
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$1,816
Other income not declared elsewhere2019-12-31$1,816
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,869,975
Value of net income/loss2019-12-31$2,869,975
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,851,844
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,851,844
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,981,869
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,981,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,275,192
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,275,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,193,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,193,717
Interest on participant loans2019-12-31$11,678
Interest on participant loans2019-12-31$11,678
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$2,358,061
Value of interest in common/collective trusts at end of year2019-12-31$2,358,061
Value of interest in common/collective trusts at beginning of year2019-12-31$2,601,317
Value of interest in common/collective trusts at beginning of year2019-12-31$2,601,317
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,670,826
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,670,826
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$108,124
Net investment gain or loss from common/collective trusts2019-12-31$108,124
Net gain/loss from 103.12 investment entities2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$863,620
Contributions received in cash from employer2019-12-31$863,620
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,531,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,531,258
Contract administrator fees2019-12-31$36,780
Contract administrator fees2019-12-31$36,780
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GALLO & COMPANY CPA'S, LLP
Accountancy firm name2019-12-31GALLO & COMPANY CPA'S, LLP
Accountancy firm EIN2019-12-31202019885
Accountancy firm EIN2019-12-31202019885
2018 : PERSONAL TOUCH 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,465,877
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,827,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,803,619
Expenses. Certain deemed distributions of participant loans2018-12-31$3,417
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,078,378
Value of total assets at end of year2018-12-31$14,981,869
Value of total assets at beginning of year2018-12-31$16,343,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$20,137
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$12,480
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$195,693
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$195,693
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$1,174,297
Participant contributions at end of year2018-12-31$186,835
Participant contributions at beginning of year2018-12-31$288,988
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$266,310
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,361,296
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,981,869
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,343,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$12,193,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,540,371
Interest on participant loans2018-12-31$12,480
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$2,601,317
Value of interest in common/collective trusts at beginning of year2018-12-31$2,513,806
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-827,862
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$7,188
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$637,771
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,803,619
Contract administrator fees2018-12-31$20,137
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31GALLO AND COMPANY CPA'S LLP
Accountancy firm EIN2018-12-31202019885
2017 : PERSONAL TOUCH 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,980,322
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,513,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,494,985
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,997,955
Value of total assets at end of year2017-12-31$16,343,165
Value of total assets at beginning of year2017-12-31$13,876,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$18,782
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$13,500
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$197,616
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$197,616
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$1,082,101
Participant contributions at end of year2017-12-31$288,988
Participant contributions at beginning of year2017-12-31$310,751
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$216,479
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,466,555
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,343,165
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,876,610
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$13,540,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,845,073
Interest on participant loans2017-12-31$13,500
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$2,513,806
Value of interest in common/collective trusts at beginning of year2017-12-31$2,720,786
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,750,580
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$20,671
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$699,375
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,494,985
Contract administrator fees2017-12-31$18,782
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GALLO & COMPANY CPA'S, LLP
Accountancy firm EIN2017-12-31202019885
2016 : PERSONAL TOUCH 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,701,929
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,193,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,142,256
Expenses. Certain deemed distributions of participant loans2016-12-31$24,311
Value of total corrective distributions2016-12-31$3,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,067,378
Value of total assets at end of year2016-12-31$13,876,610
Value of total assets at beginning of year2016-12-31$13,368,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$23,241
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$16,870
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$147,437
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$147,437
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$928,129
Participant contributions at end of year2016-12-31$310,751
Participant contributions at beginning of year2016-12-31$416,532
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$139,249
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$6,450
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$508,329
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,876,610
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,368,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,845,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,175,519
Interest on participant loans2016-12-31$16,870
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$2,720,786
Value of interest in common/collective trusts at beginning of year2016-12-31$2,776,230
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$452,488
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$17,756
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$0
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,135,806
Contract administrator fees2016-12-31$23,241
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GALLO AND COMPANY CPA,LLP
Accountancy firm EIN2016-12-31202019885
2015 : PERSONAL TOUCH 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,100,942
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$876,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$854,761
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,011,178
Value of total assets at end of year2015-12-31$13,368,281
Value of total assets at beginning of year2015-12-31$13,144,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$21,924
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$18,676
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$132,753
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$132,753
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$894,666
Participant contributions at end of year2015-12-31$416,532
Participant contributions at beginning of year2015-12-31$395,837
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$116,512
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$1,631
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$224,257
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,368,281
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,144,024
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,175,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,001,059
Interest on participant loans2015-12-31$18,676
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$2,776,230
Value of interest in common/collective trusts at beginning of year2015-12-31$2,747,128
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-60,184
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$-1,481
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$0
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$853,130
Contract administrator fees2015-12-31$21,924
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GALLO & COMPANY CPA, LLP
Accountancy firm EIN2015-12-31202019885
2014 : PERSONAL TOUCH 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,578,190
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,793,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,770,698
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$929,619
Value of total assets at end of year2014-12-31$13,144,024
Value of total assets at beginning of year2014-12-31$13,358,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$22,457
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$17,261
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$173,183
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$173,183
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$876,831
Participant contributions at end of year2014-12-31$395,837
Participant contributions at beginning of year2014-12-31$386,899
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$52,788
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$4,354
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$-55
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-214,965
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,144,024
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,358,989
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,001,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,604,952
Interest on participant loans2014-12-31$17,261
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$2,747,128
Value of interest in common/collective trusts at beginning of year2014-12-31$3,367,138
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$434,526
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$23,656
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$0
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,766,344
Contract administrator fees2014-12-31$22,457
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GALLO & COMPANY, CPA'S, LLP
Accountancy firm EIN2014-12-31202019885
2013 : PERSONAL TOUCH 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,532,793
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,426,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,399,647
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$995,078
Value of total assets at end of year2013-12-31$13,358,989
Value of total assets at beginning of year2013-12-31$12,252,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$27,129
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$14,844
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$143,927
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$143,927
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$971,489
Participant contributions at end of year2013-12-31$386,899
Participant contributions at beginning of year2013-12-31$303,636
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$5,905
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$23,589
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$401
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$-401
Administrative expenses (other) incurred2013-12-31$3,648
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$1,106,017
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,358,989
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,252,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,604,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,166,537
Interest on participant loans2013-12-31$13,041
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$1,803
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$3,367,138
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$205
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$205
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,776,288
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,340,433
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$38,912
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$0
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,399,647
Contract administrator fees2013-12-31$23,481
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2013-12-31390859910
2012 : PERSONAL TOUCH 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$36,487
Total unrealized appreciation/depreciation of assets2012-12-31$36,487
Total income from all sources (including contributions)2012-12-31$2,384,425
Total of all expenses incurred2012-12-31$1,192,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,140,992
Expenses. Certain deemed distributions of participant loans2012-12-31$29,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,067,318
Value of total assets at end of year2012-12-31$12,252,972
Value of total assets at beginning of year2012-12-31$11,061,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$22,117
Total interest from all sources2012-12-31$13,927
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$244,895
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$244,895
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,039,858
Participant contributions at end of year2012-12-31$303,636
Participant contributions at beginning of year2012-12-31$343,898
Participant contributions at end of year2012-12-31$5,905
Participant contributions at beginning of year2012-12-31$7,956
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$27,460
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$401
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$419
Administrative expenses (other) incurred2012-12-31$22,117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,191,819
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,252,972
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,061,153
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$10,166,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,894,650
Interest on participant loans2012-12-31$13,927
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$205
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$161
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$161
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,776,288
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,814,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,021,798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,140,992
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2012-12-31390859910
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-01-31$28,500
Total income from all sources (including contributions)2012-01-31$0
Total of all expenses incurred2012-01-31$939,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-01-31$939,620
Value of total assets at end of year2012-01-31$0
Value of total assets at beginning of year2012-01-31$968,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-01-31Yes
Was this plan covered by a fidelity bond2012-01-31Yes
Value of fidelity bond cover2012-01-31$75,000
If this is an individual account plan, was there a blackout period2012-01-31No
Were there any nonexempt tranactions with any party-in-interest2012-01-31No
Liabilities. Value of operating payables at beginning of year2012-01-31$28,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Value of net income/loss2012-01-31$-939,620
Value of net assets at end of year (total assets less liabilities)2012-01-31$0
Value of net assets at beginning of year (total assets less liabilities)2012-01-31$939,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-01-31No
Were any leases to which the plan was party in default or uncollectible2012-01-31No
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-01-31$968,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-01-31$968,120
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-01-31No
Was there a failure to transmit to the plan any participant contributions2012-01-31No
Has the plan failed to provide any benefit when due under the plan2012-01-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-01-31$939,620
Did the plan have assets held for investment2012-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-01-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-01-31No
Opinion of an independent qualified public accountant for this plan2012-01-31Unqualified
Accountancy firm name2012-01-31GALLO & COMPANY CPA'S LLP
Accountancy firm EIN2012-01-31202019885
2011 : PERSONAL TOUCH 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,094,531
Total of all expenses incurred2011-12-31$930,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$903,183
Expenses. Certain deemed distributions of participant loans2011-12-31$7,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,328,397
Value of total assets at end of year2011-12-31$11,061,153
Value of total assets at beginning of year2011-12-31$10,897,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$19,710
Total interest from all sources2011-12-31$64,867
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$209,997
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$209,997
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,211,580
Participant contributions at end of year2011-12-31$343,898
Participant contributions at beginning of year2011-12-31$309,372
Participant contributions at end of year2011-12-31$7,956
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$116,795
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$419
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$830
Administrative expenses (other) incurred2011-12-31$19,710
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$163,831
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,061,153
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,897,322
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,894,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,812,157
Interest on participant loans2011-12-31$17,072
Interest earned on other investments2011-12-31$47,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$161
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$15
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$15
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,814,069
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,774,948
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-508,730
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$22
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$903,183
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31HOLTZ, RUBENSTEIN & CO.
Accountancy firm EIN2011-12-31112355064
Total of all expenses incurred2011-03-07$38,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-07$38,132
Value of total assets at end of year2011-03-07$0
Value of total assets at beginning of year2011-03-07$38,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-07Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2011-03-07$0
Was this plan covered by a fidelity bond2011-03-07Yes
Value of fidelity bond cover2011-03-07$25,000
If this is an individual account plan, was there a blackout period2011-03-07No
Were there any nonexempt tranactions with any party-in-interest2011-03-07No
Total non interest bearing cash at end of year2011-03-07$0
Total non interest bearing cash at beginning of year2011-03-07$38,132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-07No
Value of net income/loss2011-03-07$-38,132
Value of net assets at end of year (total assets less liabilities)2011-03-07$0
Value of net assets at beginning of year (total assets less liabilities)2011-03-07$38,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-07No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-07No
Were any leases to which the plan was party in default or uncollectible2011-03-07No
Value of interest in pooled separate accounts at end of year2011-03-07$0
Value of interest in pooled separate accounts at beginning of year2011-03-07$38,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-07No
Was there a failure to transmit to the plan any participant contributions2011-03-07No
Has the plan failed to provide any benefit when due under the plan2011-03-07No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-07$38,132
Did the plan have assets held for investment2011-03-07No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-07No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-07Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-07No
Opinion of an independent qualified public accountant for this plan2011-03-07Unqualified
Accountancy firm name2011-03-07HOLTZ RUBENSTEIN REMINICK LLP
Accountancy firm EIN2011-03-07112355064
Unrealized appreciation/depreciation of other (non real estate) assets2011-01-31$176,469
Total unrealized appreciation/depreciation of assets2011-01-31$176,469
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-31$28,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-31$281,716
Total income from all sources (including contributions)2011-01-31$186,618
Total loss/gain on sale of assets2011-01-31$0
Total of all expenses incurred2011-01-31$28,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-01-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-01-31$0
Value of total assets at end of year2011-01-31$968,120
Value of total assets at beginning of year2011-01-31$1,063,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-01-31$28,500
Total interest from all sources2011-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-01-31$10,149
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-01-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2011-01-31$0
Administrative expenses professional fees incurred2011-01-31$14,000
Was this plan covered by a fidelity bond2011-01-31Yes
Value of fidelity bond cover2011-01-31$75,000
If this is an individual account plan, was there a blackout period2011-01-31No
Were there any nonexempt tranactions with any party-in-interest2011-01-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-01-31$101,491
Liabilities. Value of operating payables at end of year2011-01-31$28,500
Liabilities. Value of operating payables at beginning of year2011-01-31$180,225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Value of net income/loss2011-01-31$158,118
Value of net assets at end of year (total assets less liabilities)2011-01-31$939,620
Value of net assets at beginning of year (total assets less liabilities)2011-01-31$781,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-01-31No
Were any leases to which the plan was party in default or uncollectible2011-01-31No
Investment advisory and management fees2011-01-31$12,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-01-31$770,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-01-31$968,120
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-01-31$292,302
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-01-31$292,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-01-31No
Was there a failure to transmit to the plan any participant contributions2011-01-31No
Has the plan failed to provide any benefit when due under the plan2011-01-31No
Income. Dividends from common stock2011-01-31$10,149
Contract administrator fees2011-01-31$2,000
Did the plan have assets held for investment2011-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-01-31No
Opinion of an independent qualified public accountant for this plan2011-01-31Unqualified
Accountancy firm name2011-01-31GALLO & COMPANY CPA'S LLP
Accountancy firm EIN2011-01-31202019885
2010 : PERSONAL TOUCH 401(K) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$2,231,045
Total of all expenses incurred2010-12-31$1,073,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,058,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,132,242
Value of total assets at end of year2010-12-31$10,897,322
Value of total assets at beginning of year2010-12-31$9,740,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$14,898
Total interest from all sources2010-12-31$70,852
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$189,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$189,039
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,104,665
Participant contributions at end of year2010-12-31$309,372
Participant contributions at beginning of year2010-12-31$270,819
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$25,817
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$830
Administrative expenses (other) incurred2010-12-31$14,898
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,157,237
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,897,322
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,740,085
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,812,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,576,375
Interest on participant loans2010-12-31$15,823
Interest earned on other investments2010-12-31$55,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$15
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$15
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$15
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,774,948
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,892,876
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$838,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,058,910
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31HOLTZ, RUBENSTEIN & CO.
Accountancy firm EIN2010-12-31112355064
2009 : PERSONAL TOUCH 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PERSONAL TOUCH 401(K) PLAN

2023: PERSONAL TOUCH 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PERSONAL TOUCH 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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 planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PERSONAL TOUCH 401(K) PLAN 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: PERSONAL TOUCH 401(K) PLAN 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: PERSONAL TOUCH 401(K) PLAN 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: PERSONAL TOUCH 401(K) PLAN 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: PERSONAL TOUCH 401(K) PLAN 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: PERSONAL TOUCH 401(K) PLAN 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: PERSONAL TOUCH 401(K) PLAN 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: PERSONAL TOUCH 401(K) PLAN 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: PERSONAL TOUCH 401(K) PLAN 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PERSONAL TOUCH 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PERSONAL TOUCH 401(K) PLAN 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01This submission is the final filingYes
2011-02-01Plan funding arrangement – TrustYes
2011-02-01Plan benefit arrangement - TrustYes
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PERSONAL TOUCH 401(K) PLAN 2010 form 5500 responses
2010-11-01Type of plan entitySingle employer plan
2010-11-01Submission has been amendedYes
2010-11-01This submission is the final filingYes
2010-11-01This return/report is a short plan year return/report (less than 12 months)Yes
2010-11-01Plan is a collectively bargained planNo
2010-11-01Plan funding arrangement – TrustYes
2010-11-01Plan benefit arrangement - TrustYes
2010-02-01Type of plan entitySingle employer plan
2010-02-01Submission has been amendedNo
2010-02-01This submission is the final filingNo
2010-02-01This return/report is a short plan year return/report (less than 12 months)No
2010-02-01Plan is a collectively bargained planNo
2010-02-01Plan funding arrangement – TrustYes
2010-02-01Plan benefit arrangement - TrustYes
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PERSONAL TOUCH 401(K) PLAN 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Submission has been amendedNo
2009-11-01This submission is the final filingNo
2009-11-01This return/report is a short plan year return/report (less than 12 months)No
2009-11-01Plan is a collectively bargained planNo
2009-11-01Plan funding arrangement – InsuranceYes
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement – InsuranceYes
2009-11-01Plan benefit arrangement - TrustYes
2009-02-01Type of plan entitySingle employer plan
2009-02-01Submission has been amendedNo
2009-02-01This submission is the final filingNo
2009-02-01This return/report is a short plan year return/report (less than 12 months)No
2009-02-01Plan is a collectively bargained planNo
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement - TrustYes
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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: PERSONAL TOUCH 401(K) PLAN 2008 form 5500 responses
2008-11-01Type of plan entitySingle employer plan
2008-11-01Submission has been amendedNo
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planNo
2008-11-01Plan funding arrangement – InsuranceYes
2008-11-01Plan funding arrangement – TrustYes
2008-11-01Plan benefit arrangement – InsuranceYes
2008-11-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number459337
Policy instance 1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberYK51378
Policy instance 1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberYK51378
Policy instance 1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberYK51378
Policy instance 1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberYK51378
Policy instance 1

Potentially related plans

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