401k Plan data: PARTNERS IN LEADERSHIP, LLC DBA CULTURE PARTNERS 401(K) plan

PARTNERS IN LEADERSHIP, LLC DBA CULTURE PARTNERS 401(K) 401k Plan overview

Plan Name	PARTNERS IN LEADERSHIP, LLC DBA CULTURE PARTNERS 401(K)
Plan identification number	001

PARTNERS IN LEADERSHIP, LLC DBA CULTURE PARTNERS 401(K) Benefits

401k Plan Type

Defined 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.

401k Sponsoring company profile

PARTNERS IN LEADERSHIP, LLC has sponsored the creation of one or more 401k plans.

Company Name: PARTNERS IN LEADERSHIP, LLC

Employer identification number (EIN): 201305278

NAIC Classification: 541600

Additional information about PARTNERS IN LEADERSHIP, LLC

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 2004-07-08

Company Identification Number: C2668806

Legal Registered Office Address: 27555 Ynez Rd Ste 300

Temecula
United States of America (USA)
92591

More information about PARTNERS IN LEADERSHIP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PARTNERS IN LEADERSHIP, LLC DBA CULTURE PARTNERS 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 STEPHEN WRIGHT 2023-08-14
001 2021-01-01 STEPHEN WRIGHT 2022-09-20
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 STEPHEN WRIGHT
001 2017-01-01
001 2016-01-01 STEPHEN WRIGHT
001 2016-01-01 STEPHEN WRIGHT
001 2015-01-01
001 2015-01-01 STEPHEN WRIGHT 2018-10-09
001 2014-01-01 STEPHEN WRIGHT 2015-09-21
001 2013-01-01 STEPHEN WRIGHT 2014-09-18 STEPHEN WRIGHT 2014-09-18
001 2012-01-01 THOMAS SMITH 2013-09-23
001 2011-01-01 THOMAS SMITH 2012-09-10
001 2010-01-01 JIM DUVALL 2011-08-24

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	STEPHEN WRIGHT	2023-08-14
001	2021-01-01	STEPHEN WRIGHT	2022-09-20
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	STEPHEN WRIGHT
001	2017-01-01
001	2016-01-01	STEPHEN WRIGHT
001	2016-01-01	STEPHEN WRIGHT
001	2015-01-01
001	2015-01-01	STEPHEN WRIGHT	2018-10-09
001	2014-01-01	STEPHEN WRIGHT	2015-09-21
001	2013-01-01	STEPHEN WRIGHT	2014-09-18	STEPHEN WRIGHT	2014-09-18
001	2012-01-01	THOMAS SMITH	2013-09-23
001	2011-01-01	THOMAS SMITH	2012-09-10
001	2010-01-01	JIM DUVALL	2011-08-24

Plan Statistics for PARTNERS IN LEADERSHIP, LLC DBA CULTURE PARTNERS 401(K)

401k plan membership statisitcs for PARTNERS IN LEADERSHIP, LLC DBA CULTURE PARTNERS 401(K)

Measure Date Value
2020: PARTNERS IN LEADERSHIP, LLC DBA CULTURE PARTNERS 401(K) 2020 401k membership
Total participants, beginning-of-year 2020-01-01 115
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 41
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 38
Total of all active and inactive participants 2020-01-01 80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 80
Number of participants with account balances 2020-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PARTNERS IN LEADERSHIP, LLC DBA CULTURE PARTNERS 401(K) 2019 401k membership
Total participants, beginning-of-year 2019-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 98
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 17
Total of all active and inactive participants 2019-01-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 115
Number of participants with account balances 2019-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PARTNERS IN LEADERSHIP, LLC DBA CULTURE PARTNERS 401(K) 2018 401k membership
Total participants, beginning-of-year 2018-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 92
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 18
Total of all active and inactive participants 2018-01-01 110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 110
Number of participants with account balances 2018-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: PARTNERS IN LEADERSHIP, LLC DBA CULTURE PARTNERS 401(K) 2017 401k membership
Total participants, beginning-of-year 2017-01-01 174
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 102
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 40
Total of all active and inactive participants 2017-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 142
Number of participants with account balances 2017-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: PARTNERS IN LEADERSHIP, LLC DBA CULTURE PARTNERS 401(K) 2016 401k membership
Total participants, beginning-of-year 2016-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 102
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 72
Total of all active and inactive participants 2016-01-01 174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 174
Number of participants with account balances 2016-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 5

Measure	Date	Value
2020: PARTNERS IN LEADERSHIP, LLC DBA CULTURE PARTNERS 401(K) 2020 401k membership
Total participants, beginning-of-year	2020-01-01	115
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	41
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	38
Total of all active and inactive participants	2020-01-01	80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	80
Number of participants with account balances	2020-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PARTNERS IN LEADERSHIP, LLC DBA CULTURE PARTNERS 401(K) 2019 401k membership
Total participants, beginning-of-year	2019-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	98
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	17
Total of all active and inactive participants	2019-01-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	115
Number of participants with account balances	2019-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PARTNERS IN LEADERSHIP, LLC DBA CULTURE PARTNERS 401(K) 2018 401k membership
Total participants, beginning-of-year	2018-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	92
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	18
Total of all active and inactive participants	2018-01-01	110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	110
Number of participants with account balances	2018-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: PARTNERS IN LEADERSHIP, LLC DBA CULTURE PARTNERS 401(K) 2017 401k membership
Total participants, beginning-of-year	2017-01-01	174
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	102
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	40
Total of all active and inactive participants	2017-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	142
Number of participants with account balances	2017-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: PARTNERS IN LEADERSHIP, LLC DBA CULTURE PARTNERS 401(K) 2016 401k membership
Total participants, beginning-of-year	2016-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	102
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	72
Total of all active and inactive participants	2016-01-01	174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	174
Number of participants with account balances	2016-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	5

Financial Data on PARTNERS IN LEADERSHIP, LLC DBA CULTURE PARTNERS 401(K)

Measure	Date	Value
2020 : PARTNERS IN LEADERSHIP, LLC DBA CULTURE PARTNERS 401(K) 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$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	$2,288,912
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,132,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,128,715
Expenses. Certain deemed distributions of participant loans	2020-12-31	$2,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$767,308
Value of total assets at end of year	2020-12-31	$10,563,535
Value of total assets at beginning of year	2020-12-31	$10,407,537
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$2,152
Total interest from all sources	2020-12-31	$8,070
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$260,281
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$260,281
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$593,988
Participant contributions at end of year	2020-12-31	$116,447
Participant contributions at beginning of year	2020-12-31	$169,506
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$7,272
Other income not declared elsewhere	2020-12-31	$368
Administrative expenses (other) incurred	2020-12-31	$2,152
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$155,998
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$10,563,535
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$10,407,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$10,437,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$10,185,700
Interest on participant loans	2020-12-31	$8,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,252,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$166,048
Employer contributions (assets) at end of year	2020-12-31	$9,634
Employer contributions (assets) at beginning of year	2020-12-31	$52,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,128,715
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN	2020-12-31	351090346
2019 : PARTNERS IN LEADERSHIP, LLC DBA CULTURE PARTNERS 401(K) 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	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 income from all sources (including contributions)	2019-12-31	$3,088,298
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$131,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$127,053
Expenses. Certain deemed distributions of participant loans	2019-12-31	$323
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,244,856
Value of total assets at end of year	2019-12-31	$10,407,537
Value of total assets at beginning of year	2019-12-31	$7,450,946
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$4,331
Total interest from all sources	2019-12-31	$9,634
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$327,824
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$327,824
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$830,937
Participant contributions at end of year	2019-12-31	$169,506
Participant contributions at beginning of year	2019-12-31	$143,903
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$11,776
Administrative expenses (other) incurred	2019-12-31	$4,331
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,956,591
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$10,407,537
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$7,450,946
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$10,185,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$7,275,417
Interest on participant loans	2019-12-31	$9,634
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,505,984
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$402,143
Employer contributions (assets) at end of year	2019-12-31	$52,331
Employer contributions (assets) at beginning of year	2019-12-31	$31,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$127,053
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN	2019-12-31	351090346
2018 : PARTNERS IN LEADERSHIP, LLC DBA CULTURE PARTNERS 401(K) 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$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	$753,562
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$514,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$510,703
Expenses. Certain deemed distributions of participant loans	2018-12-31	$312
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,230,178
Value of total assets at end of year	2018-12-31	$7,450,946
Value of total assets at beginning of year	2018-12-31	$7,212,230
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$3,831
Total interest from all sources	2018-12-31	$6,085
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$271,233
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$271,233
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$785,470
Participant contributions at end of year	2018-12-31	$143,903
Participant contributions at beginning of year	2018-12-31	$90,041
Participant contributions at beginning of year	2018-12-31	$36,182
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$101,686
Administrative expenses (other) incurred	2018-12-31	$3,831
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$238,716
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$7,450,946
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$7,212,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$7,275,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$7,057,688
Interest on participant loans	2018-12-31	$6,085
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-753,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$343,022
Employer contributions (assets) at end of year	2018-12-31	$31,626
Employer contributions (assets) at beginning of year	2018-12-31	$28,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$510,703
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN	2018-12-31	351090346
2017 : PARTNERS IN LEADERSHIP, LLC DBA CULTURE PARTNERS 401(K) 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$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	$2,268,602
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$865,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$853,986
Expenses. Certain deemed distributions of participant loans	2017-12-31	$7,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,247,067
Value of total assets at end of year	2017-12-31	$7,212,230
Value of total assets at beginning of year	2017-12-31	$5,809,206
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$4,302
Total interest from all sources	2017-12-31	$4,762
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$177,298
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$177,298
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$747,457
Participant contributions at end of year	2017-12-31	$90,041
Participant contributions at beginning of year	2017-12-31	$167,295
Participant contributions at end of year	2017-12-31	$36,182
Participant contributions at beginning of year	2017-12-31	$18,450
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$94,205
Administrative expenses (other) incurred	2017-12-31	$4,302
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,403,024
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$7,212,230
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,809,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$7,057,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$5,137,310
Interest on participant loans	2017-12-31	$4,762
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$146,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$146,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$839,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$405,405
Employer contributions (assets) at end of year	2017-12-31	$28,319
Employer contributions (assets) at beginning of year	2017-12-31	$339,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$853,986
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN	2017-12-31	351090346
2016 : PARTNERS IN LEADERSHIP, LLC DBA CULTURE PARTNERS 401(K) 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$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	$388,726
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,249,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,249,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$347,801
Value of total assets at end of year	2016-12-31	$5,451,409
Value of total assets at beginning of year	2016-12-31	$6,312,585
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$400
Total interest from all sources	2016-12-31	$695
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$80,942
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$80,942
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$305,487
Participant contributions at end of year	2016-12-31	$167,295
Participant contributions at beginning of year	2016-12-31	$207,973
Participant contributions at end of year	2016-12-31	$18,450
Participant contributions at beginning of year	2016-12-31	$17,302
Administrative expenses (other) incurred	2016-12-31	$400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-861,176
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,451,409
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$6,312,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$5,284,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$4,792,361
Interest on participant loans	2016-12-31	$695
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$146,804
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$154,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$154,225
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$-40,712
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at beginning of year	2016-12-31	$6,312,585
Contributions received in cash from employer	2016-12-31	$42,314
Employer contributions (assets) at end of year	2016-12-31	$339,347
Employer contributions (assets) at beginning of year	2016-12-31	$301,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,249,502
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$545,775
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$511,358
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN	2016-12-31	351090346

Form 5500 Responses for PARTNERS IN LEADERSHIP, LLC DBA CULTURE PARTNERS 401(K)

2020: PARTNERS IN LEADERSHIP, LLC DBA CULTURE PARTNERS 401(K) 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PARTNERS IN LEADERSHIP, LLC DBA CULTURE PARTNERS 401(K) 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PARTNERS IN LEADERSHIP, LLC DBA CULTURE PARTNERS 401(K) 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PARTNERS IN LEADERSHIP, LLC DBA CULTURE PARTNERS 401(K) 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PARTNERS IN LEADERSHIP, LLC DBA CULTURE PARTNERS 401(K) 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PARTNERS IN LEADERSHIP, LLC
Employer identification number (EIN):	201305278
NAIC Classification:	541600

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	2004-07-08
Company Identification Number:	C2668806
Legal Registered Office Address:	27555 Ynez Rd Ste 300 Temecula United States of America (USA) 92591