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P & E EDUCATIONAL FURNITURE AND EQUIPMENT, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameP & E EDUCATIONAL FURNITURE AND EQUIPMENT, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

P & E EDUCATIONAL FURNITURE AND EQUIPMENT, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

P & E EDUCATIONAL FURNITURE AND EQUIPMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:P & E EDUCATIONAL FURNITURE AND EQUIPMENT, INC.
Employer identification number (EIN):251869520
NAIC Classification:423200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan P & E EDUCATIONAL FURNITURE AND EQUIPMENT, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01GARY MICHAEL EGGERT2024-02-20 GARY MICHAEL EGGERT2024-02-20
0012022-01-01GARY EGGERT2023-03-31 GARY EGGERT2023-03-31
0012021-01-01GARY EGGERT2022-05-12 GARY EGGERT2022-05-12
0012020-01-01BRIAN MCGAUGHEY2021-10-04 BRIAN MCGAUGHEY2021-10-04
0012019-01-01BRIAN MCGAUGHEY2020-08-20 BRIAN MCGAUGHEY2020-08-20
0012018-01-01BRIAN MCGAUGHEY2019-08-01 BRIAN MCGAUGHEY2019-08-01
0012017-01-01BRIAN MCGAUGHEY2018-09-26 BRIAN MCGAUGHEY2018-09-26
0012016-01-01BRIAN MCGAUGHEY2017-03-09 BRIAN MCGAUGHEY2017-03-09
0012015-01-01BRIAN MCGAUGHEY2016-01-21 BRIAN MCGAUGHEY2016-01-21
0012014-01-01BRIAN MCGAUGHEY2015-03-11 BRIAN MCGAUGHEY2015-03-11
0012013-01-01BRIAN MCGAUGHEY2014-07-07 BRIAN MCGAUGHEY2014-07-07
0012012-01-01BRIAN MCGAUGHEY2013-05-08 BRIAN MCGAUGHEY2013-05-08
0012011-01-01BRIAN S. MCGAUGHEY2012-07-31 BRIAN S. MCGAUGHEY2012-07-31
0012010-01-01BRIAN MCGAUGHEY2011-09-21 BRIAN MCGAUGHEY2011-09-21

Financial Data on P & E EDUCATIONAL FURNITURE AND EQUIPMENT, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : P & E EDUCATIONAL FURNITURE AND EQUIPMENT, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-051170617
Net assets as of the end of the plan year2025-05-052804106
Total assets as of the beginning of the plan year2025-05-053448824
Value of plan covered by a fidelity bond2025-05-052000000
Participant contributions to plan in this plan year2025-05-0593453
Other expenses paid from plan in this plan year2025-05-050
Other income to plan in this plan year2025-05-05386391
Plan net income in this plan year2025-05-05-644718
Net assets as of the end of the plan year2025-05-052804106
Net assets as of the beginning of the plan year2025-05-053448824
Employer contributions to plan in this plan year2025-05-0546055
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-050
2024 : P & E EDUCATIONAL FURNITURE AND EQUIPMENT, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-02-2049975
Net assets as of the end of the plan year2024-02-203448824
Total assets as of the beginning of the plan year2024-02-202868197
Value of plan covered by a fidelity bond2024-02-202000000
Participant contributions to plan in this plan year2024-02-2082252
Other contributions to plan in this plan year2024-02-200
Other income to plan in this plan year2024-02-20519427
Plan net income in this plan year2024-02-20580627
Net assets as of the end of the plan year2024-02-203448824
Net assets as of the beginning of the plan year2024-02-202868197
Employer contributions to plan in this plan year2024-02-2028923
2022 : P & E EDUCATIONAL FURNITURE AND EQUIPMENT, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-120
Net assets as of the end of the plan year2022-05-123411628
Total assets as of the beginning of the plan year2022-05-122919203
Value of plan covered by a fidelity bond2022-05-122000000
Participant contributions to plan in this plan year2022-05-1270266
Other expenses paid from plan in this plan year2022-05-120
Other income to plan in this plan year2022-05-12391321
Plan net income in this plan year2022-05-12492425
Net assets as of the end of the plan year2022-05-123411628
Net assets as of the beginning of the plan year2022-05-122919203
Employer contributions to plan in this plan year2022-05-1230838
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-120

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