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Plan Name | PRODUCERS SERVICE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | PSC HOLDINGS, INC. |
Employer identification number (EIN): | 264059391 |
NAIC Classification: | 213110 |
NAIC Description: | Support Activities for Mining |
Additional information about PSC HOLDINGS, INC.
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 2008-12-04 |
Company Identification Number: | 1822139 |
Legal Registered Office Address: |
65 EAST STATE STREET SUITE 1800 COLUMBUS United States of America (USA) 43215 |
More information about PSC HOLDINGS, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 |
Measure | Date | Value |
---|---|---|
2022: PRODUCERS SERVICE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 208 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 79 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 142 |
Total of all active and inactive participants | 2022-01-01 | 222 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 222 |
Number of participants with account balances | 2022-01-01 | 219 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: PRODUCERS SERVICE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 196 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 63 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 133 |
Total of all active and inactive participants | 2021-01-01 | 197 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 197 |
Number of participants with account balances | 2021-01-01 | 193 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 5 |
2020: PRODUCERS SERVICE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 215 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 81 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 106 |
Total of all active and inactive participants | 2020-01-01 | 195 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 195 |
Number of participants with account balances | 2020-01-01 | 96 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: PRODUCERS SERVICE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 195 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 129 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 75 |
Total of all active and inactive participants | 2019-01-01 | 215 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 215 |
Number of participants with account balances | 2019-01-01 | 215 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 28 |
Measure | Date | Value |
---|---|---|
2022 : PRODUCERS SERVICE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $9,200,715 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $9,200,715 |
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 | $15,345,477 |
Expenses. Interest paid | 2022-12-31 | $475,712 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-12-31 | $475,712 |
Total income from all sources (including contributions) | 2022-12-31 | $24,765,970 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,037,049 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $561,337 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,631,148 |
Value of total assets at end of year | 2022-12-31 | $23,720,408 |
Value of total assets at beginning of year | 2022-12-31 | $15,336,964 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $275 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $64,867 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $64,867 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $247,053 |
Participant contributions at end of year | 2022-12-31 | $6,238 |
Participant contributions at beginning of year | 2022-12-31 | $3,695 |
Other income not declared elsewhere | 2022-12-31 | $14,600,232 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $23,728,921 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $23,720,408 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $-8,513 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $3,570,973 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $4,388,667 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $24,249 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $24,024 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $24,024 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $275 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-731,267 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $20,099,835 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $10,899,118 |
Contributions received in cash from employer | 2022-12-31 | $1,384,095 |
Employer contributions (assets) at end of year | 2022-12-31 | $19,113 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $21,460 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $561,337 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2022-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2022-12-31 | $15,345,477 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | REA & ASSOCIATES |
Accountancy firm EIN | 2022-12-31 | 341310124 |
2021 : PRODUCERS SERVICE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $-71,395 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $-71,395 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $15,345,477 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $17,311,621 |
Expenses. Interest paid | 2021-12-31 | $202,290 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2021-12-31 | $202,290 |
Total income from all sources (including contributions) | 2021-12-31 | $3,281,140 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,335,730 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,133,440 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,485,342 |
Value of total assets at end of year | 2021-12-31 | $15,336,964 |
Value of total assets at beginning of year | 2021-12-31 | $15,357,698 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $0 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $171,764 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $171,764 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $252,632 |
Participant contributions at end of year | 2021-12-31 | $3,695 |
Participant contributions at beginning of year | 2021-12-31 | $13,347 |
Other income not declared elsewhere | 2021-12-31 | $1,168,434 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,945,410 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $-8,513 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $-1,953,923 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $4,388,667 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $4,336,388 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $24,024 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $24,020 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $24,020 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $526,995 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $10,899,118 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $10,970,517 |
Contributions received in cash from employer | 2021-12-31 | $1,232,710 |
Employer contributions (assets) at end of year | 2021-12-31 | $21,460 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $13,426 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,133,440 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2021-12-31 | $15,345,477 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2021-12-31 | $17,311,621 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | REA & ASSOCIATES |
Accountancy firm EIN | 2021-12-31 | 341310124 |
2020 : PRODUCERS SERVICE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $-10,052,273 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $-10,052,273 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $17,311,621 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $19,269,163 |
Expenses. Interest paid | 2020-12-31 | $530,409 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2020-12-31 | $530,409 |
Total income from all sources (including contributions) | 2020-12-31 | $-6,211,897 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,474,785 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,944,376 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,201,048 |
Value of total assets at end of year | 2020-12-31 | $15,357,698 |
Value of total assets at beginning of year | 2020-12-31 | $26,001,922 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $98,214 |
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 | $98,214 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
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 | $326,182 |
Participant contributions at end of year | 2020-12-31 | $13,347 |
Participant contributions at beginning of year | 2020-12-31 | $18,017 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $37,721 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $32 |
Other income not declared elsewhere | 2020-12-31 | $970,580 |
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 | $-8,686,682 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $-1,953,923 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $6,732,759 |
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 | $4,336,388 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $4,915,328 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $24,020 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $23,891 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $23,891 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $570,534 |
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 |
Assets. Invements in employer securities at end of year | 2020-12-31 | $10,970,517 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $21,022,790 |
Contributions received in cash from employer | 2020-12-31 | $1,837,145 |
Employer contributions (assets) at end of year | 2020-12-31 | $13,426 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $21,896 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,944,344 |
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 |
Liabilities. Value of acquisition indebtedness at end of year | 2020-12-31 | $17,311,621 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2020-12-31 | $19,269,163 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | REA & ASSOCIATES |
Accountancy firm EIN | 2020-12-31 | 341310124 |
2019 : PRODUCERS SERVICE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $-27,553,805 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $-27,553,805 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $19,269,163 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $20,552,331 |
Expenses. Interest paid | 2019-12-31 | $698,429 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2019-12-31 | $698,429 |
Total income from all sources (including contributions) | 2019-12-31 | $-23,138,349 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,293,875 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,595,446 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,453,051 |
Value of total assets at end of year | 2019-12-31 | $26,001,922 |
Value of total assets at beginning of year | 2019-12-31 | $52,717,314 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $842,666 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $119,739 |
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 | $119,739 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
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 | $480,403 |
Participant contributions at end of year | 2019-12-31 | $18,017 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $66,378 |
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 | $-25,432,224 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $6,732,759 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $32,164,983 |
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 | $4,915,328 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $4,098,750 |
Interest earned on other investments | 2019-12-31 | $842,132 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $23,891 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $23,357 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $23,357 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $534 |
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 |
Assets. Invements in employer securities at end of year | 2019-12-31 | $21,022,790 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $48,576,595 |
Contributions received in cash from employer | 2019-12-31 | $2,906,270 |
Employer contributions (assets) at end of year | 2019-12-31 | $21,896 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $18,612 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,595,446 |
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 |
Liabilities. Value of acquisition indebtedness at end of year | 2019-12-31 | $19,269,163 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2019-12-31 | $20,552,331 |
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 | REA & ASSOCIATES |
Accountancy firm EIN | 2019-12-31 | 341310124 |
2022: PRODUCERS SERVICE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: PRODUCERS SERVICE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: PRODUCERS SERVICE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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: PRODUCERS SERVICE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 |