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PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NamePETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 001

PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP 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.
  • 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.
  • Stock bonus
  • 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.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • 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 requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

PETERSON BROTHERS CONSTRUCTION INC has sponsored the creation of one or more 401k plans.

Company Name:PETERSON BROTHERS CONSTRUCTION INC
Employer identification number (EIN):330081771
NAIC Classification:238100

Additional information about PETERSON BROTHERS CONSTRUCTION INC

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1331155

More information about PETERSON BROTHERS CONSTRUCTION INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-02-01
0012021-02-01
0012020-02-01
0012019-02-01
0012018-02-01
0012017-02-01JON BORENSTEIN
0012016-02-01JON BORENSTEIN
0012015-02-01JON BORENSTEIN
0012014-02-01JON BORENSTEIN
0012013-02-01JON BORENSTEIN
0012012-02-01JON BORENSTEIN
0012011-02-01JON BORENSTEIN
0012011-01-01VALERIE PAYNE2014-04-09 VALERIE PAYNE2014-04-09
0012010-02-01JON BORENSTEIN
0012009-02-01JON BORENSTEIN
0012009-02-01JON BORENSTEIN
0012009-01-01VALERIE PAYNE VALERIE PAYNE2014-03-24
0012008-02-01JON BORENSTEIN
0012008-01-01VALERIE PAYNE VALERIE PAYNE2014-03-24
0012007-01-01VALERIE PAYNE VALERIE PAYNE2014-04-07

Plan Statistics for PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-02-01630
Total number of active participants reported on line 7a of the Form 55002022-02-01301
Number of retired or separated participants receiving benefits2022-02-0197
Number of other retired or separated participants entitled to future benefits2022-02-01142
Total of all active and inactive participants2022-02-01540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-02-014
Total participants2022-02-01544
Number of participants with account balances2022-02-01509
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-02-016
2021: PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-02-01628
Total number of active participants reported on line 7a of the Form 55002021-02-01301
Number of retired or separated participants receiving benefits2021-02-0162
Number of other retired or separated participants entitled to future benefits2021-02-01220
Total of all active and inactive participants2021-02-01583
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-02-017
Total participants2021-02-01590
Number of participants with account balances2021-02-01586
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-02-015
2020: PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-02-01637
Total number of active participants reported on line 7a of the Form 55002020-02-01310
Number of retired or separated participants receiving benefits2020-02-0176
Number of other retired or separated participants entitled to future benefits2020-02-01215
Total of all active and inactive participants2020-02-01601
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-02-015
Total participants2020-02-01606
Number of participants with account balances2020-02-01604
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-02-010
2019: PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-02-01672
Total number of active participants reported on line 7a of the Form 55002019-02-01353
Number of retired or separated participants receiving benefits2019-02-0176
Number of other retired or separated participants entitled to future benefits2019-02-01197
Total of all active and inactive participants2019-02-01626
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-02-014
Total participants2019-02-01630
Number of participants with account balances2019-02-01622
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-02-0117
2018: PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-02-01659
Total number of active participants reported on line 7a of the Form 55002018-02-01379
Number of retired or separated participants receiving benefits2018-02-0164
Number of other retired or separated participants entitled to future benefits2018-02-01181
Total of all active and inactive participants2018-02-01624
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-02-012
Total participants2018-02-01626
Number of participants with account balances2018-02-01625
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-02-010
2017: PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-02-01639
Total number of active participants reported on line 7a of the Form 55002017-02-01366
Number of retired or separated participants receiving benefits2017-02-0153
Number of other retired or separated participants entitled to future benefits2017-02-01178
Total of all active and inactive participants2017-02-01597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-02-011
Total participants2017-02-01598
Number of participants with account balances2017-02-01594
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-02-0114
2016: PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-02-01618
Total number of active participants reported on line 7a of the Form 55002016-02-01362
Number of retired or separated participants receiving benefits2016-02-0126
Number of other retired or separated participants entitled to future benefits2016-02-01180
Total of all active and inactive participants2016-02-01568
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-02-010
Total participants2016-02-01568
Number of participants with account balances2016-02-01567
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-02-010
2015: PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-02-01497
Total number of active participants reported on line 7a of the Form 55002015-02-01348
Number of retired or separated participants receiving benefits2015-02-0134
Number of other retired or separated participants entitled to future benefits2015-02-01146
Total of all active and inactive participants2015-02-01528
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-02-010
Total participants2015-02-01528
Number of participants with account balances2015-02-01527
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-02-010
2014: PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-02-01535
Total number of active participants reported on line 7a of the Form 55002014-02-01329
Number of retired or separated participants receiving benefits2014-02-0112
Number of other retired or separated participants entitled to future benefits2014-02-01156
Total of all active and inactive participants2014-02-01497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-02-010
Total participants2014-02-01497
Number of participants with account balances2014-02-01486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-02-011
2013: PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-02-01760
Total number of active participants reported on line 7a of the Form 55002013-02-01320
Number of retired or separated participants receiving benefits2013-02-01246
Number of other retired or separated participants entitled to future benefits2013-02-01130
Total of all active and inactive participants2013-02-01696
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-02-010
Total participants2013-02-01696
Number of participants with account balances2013-02-01462
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-02-010
2012: PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-02-01684
Total number of active participants reported on line 7a of the Form 55002012-02-01312
Number of retired or separated participants receiving benefits2012-02-015
Number of other retired or separated participants entitled to future benefits2012-02-01354
Total of all active and inactive participants2012-02-01671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-02-010
Total participants2012-02-01671
Number of participants with account balances2012-02-01473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-02-0147
2011: PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-02-01646
Total number of active participants reported on line 7a of the Form 55002011-02-01242
Number of retired or separated participants receiving benefits2011-02-015
Number of other retired or separated participants entitled to future benefits2011-02-01345
Total of all active and inactive participants2011-02-01592
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-02-010
Total participants2011-02-01592
Number of participants with account balances2011-02-01618
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-02-0111
2010: PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year2010-02-01649
Total number of active participants reported on line 7a of the Form 55002010-02-01312
Number of retired or separated participants receiving benefits2010-02-011
Number of other retired or separated participants entitled to future benefits2010-02-01303
Total of all active and inactive participants2010-02-01616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-02-011
Total participants2010-02-01617
Number of participants with account balances2010-02-01613
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-02-0116
2009: PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-02-01679
Total number of active participants reported on line 7a of the Form 55002009-02-01354
Number of retired or separated participants receiving benefits2009-02-010
Number of other retired or separated participants entitled to future benefits2009-02-01263
Total of all active and inactive participants2009-02-01617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-02-011
Total participants2009-02-01618
Number of participants with account balances2009-02-01608
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-02-0137
Total participants, beginning-of-year2009-01-01524
Total number of active participants reported on line 7a of the Form 55002009-01-01474
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-01479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01479
Number of participants with account balances2009-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2008 401k membership
Total participants, beginning-of-year2008-02-01842
Total number of active participants reported on line 7a of the Form 55002008-02-01533
Number of retired or separated participants receiving benefits2008-02-010
Number of other retired or separated participants entitled to future benefits2008-02-01109
Total of all active and inactive participants2008-02-01642
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-02-010
Total participants2008-02-01642
Number of participants with account balances2008-02-01638
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-02-0151
Total participants, beginning-of-year2008-01-01612
Total number of active participants reported on line 7a of the Form 55002008-01-01528
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-015
Total of all active and inactive participants2008-01-01533
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-01533
Number of participants with account balances2008-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010
2007: PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-01528
Total number of active participants reported on line 7a of the Form 55002007-01-01768
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-011
Total of all active and inactive participants2007-01-01769
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-01769
Number of participants with account balances2007-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010

Financial Data on PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023 : PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-01-31$1,657,000
Total unrealized appreciation/depreciation of assets2023-01-31$1,657,000
Total income from all sources (including contributions)2023-01-31$2,890,266
Total of all expenses incurred2023-01-31$1,233,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-31$1,233,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-31$1,233,266
Value of total assets at end of year2023-01-31$17,117,027
Value of total assets at beginning of year2023-01-31$15,460,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-31$35
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-31No
Was this plan covered by a fidelity bond2023-01-31Yes
Value of fidelity bond cover2023-01-31$1,000,000
If this is an individual account plan, was there a blackout period2023-01-31No
Were there any nonexempt tranactions with any party-in-interest2023-01-31No
Administrative expenses (other) incurred2023-01-31$35
Total non interest bearing cash at end of year2023-01-31$5,027
Total non interest bearing cash at beginning of year2023-01-31$5,027
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-31No
Value of net income/loss2023-01-31$1,657,000
Value of net assets at end of year (total assets less liabilities)2023-01-31$17,117,027
Value of net assets at beginning of year (total assets less liabilities)2023-01-31$15,460,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-31No
Were any leases to which the plan was party in default or uncollectible2023-01-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-31No
Was there a failure to transmit to the plan any participant contributions2023-01-31No
Has the plan failed to provide any benefit when due under the plan2023-01-31No
Assets. Invements in employer securities at end of year2023-01-31$17,112,000
Assets. Invements in employer securities at beginning of year2023-01-31$15,455,000
Contributions received in cash from employer2023-01-31$1,233,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-31$1,233,231
Did the plan have assets held for investment2023-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-31No
Opinion of an independent qualified public accountant for this plan2023-01-31Unqualified
Accountancy firm name2023-01-31WRIGHT FORD YOUNG & CO.
Accountancy firm EIN2023-01-31953288054
2022 : PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-01-31$-2,432,549
Total unrealized appreciation/depreciation of assets2022-01-31$-2,432,549
Total income from all sources (including contributions)2022-01-31$-1,456,417
Total of all expenses incurred2022-01-31$976,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-31$976,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-31$976,132
Value of total assets at end of year2022-01-31$15,460,027
Value of total assets at beginning of year2022-01-31$17,892,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-31$35
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-31No
Was this plan covered by a fidelity bond2022-01-31Yes
Value of fidelity bond cover2022-01-31$1,000,000
If this is an individual account plan, was there a blackout period2022-01-31No
Were there any nonexempt tranactions with any party-in-interest2022-01-31No
Administrative expenses (other) incurred2022-01-31$35
Total non interest bearing cash at end of year2022-01-31$5,027
Total non interest bearing cash at beginning of year2022-01-31$5,002
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-31No
Value of net income/loss2022-01-31$-2,432,525
Value of net assets at end of year (total assets less liabilities)2022-01-31$15,460,027
Value of net assets at beginning of year (total assets less liabilities)2022-01-31$17,892,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-31No
Were any leases to which the plan was party in default or uncollectible2022-01-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-31No
Was there a failure to transmit to the plan any participant contributions2022-01-31No
Has the plan failed to provide any benefit when due under the plan2022-01-31No
Assets. Invements in employer securities at end of year2022-01-31$15,455,000
Assets. Invements in employer securities at beginning of year2022-01-31$17,887,550
Contributions received in cash from employer2022-01-31$976,132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-31$976,073
Did the plan have assets held for investment2022-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-31No
Opinion of an independent qualified public accountant for this plan2022-01-31Unqualified
Accountancy firm name2022-01-31WRIGHT FORD YOUNG & CO.
Accountancy firm EIN2022-01-31953288054
2021 : PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-01-31$6,135,550
Total unrealized appreciation/depreciation of assets2021-01-31$6,135,550
Total income from all sources (including contributions)2021-01-31$7,125,198
Total of all expenses incurred2021-01-31$988,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-01-31$984,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-01-31$989,648
Value of total assets at end of year2021-01-31$17,892,552
Value of total assets at beginning of year2021-01-31$11,755,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-01-31$3,990
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-01-31No
Was this plan covered by a fidelity bond2021-01-31Yes
Value of fidelity bond cover2021-01-31$1,000,000
If this is an individual account plan, was there a blackout period2021-01-31No
Were there any nonexempt tranactions with any party-in-interest2021-01-31No
Administrative expenses (other) incurred2021-01-31$3,990
Total non interest bearing cash at end of year2021-01-31$5,002
Total non interest bearing cash at beginning of year2021-01-31$3,860
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-31No
Value of net income/loss2021-01-31$6,136,692
Value of net assets at end of year (total assets less liabilities)2021-01-31$17,892,552
Value of net assets at beginning of year (total assets less liabilities)2021-01-31$11,755,860
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-01-31No
Were any leases to which the plan was party in default or uncollectible2021-01-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-01-31No
Was there a failure to transmit to the plan any participant contributions2021-01-31No
Has the plan failed to provide any benefit when due under the plan2021-01-31No
Assets. Invements in employer securities at end of year2021-01-31$17,887,550
Assets. Invements in employer securities at beginning of year2021-01-31$11,752,000
Contributions received in cash from employer2021-01-31$989,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-01-31$984,516
Did the plan have assets held for investment2021-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-01-31No
Opinion of an independent qualified public accountant for this plan2021-01-31Unqualified
Accountancy firm name2021-01-31WRIGHT FORD YOUNG & CO.
Accountancy firm EIN2021-01-31953288054
2020 : PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-01-31$6,848,542
Unrealized appreciation/depreciation of other (non real estate) assets2020-01-31$6,848,542
Total unrealized appreciation/depreciation of assets2020-01-31$6,848,542
Total unrealized appreciation/depreciation of assets2020-01-31$6,848,542
Total income from all sources (including contributions)2020-01-31$7,126,726
Total of all expenses incurred2020-01-31$278,184
Total of all expenses incurred2020-01-31$278,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-31$274,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-31$274,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-01-31$278,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-01-31$278,184
Value of total assets at end of year2020-01-31$11,755,860
Value of total assets at end of year2020-01-31$11,755,860
Value of total assets at beginning of year2020-01-31$4,907,318
Value of total assets at beginning of year2020-01-31$4,907,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-31$3,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-31$3,290
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-01-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-01-31No
Was this plan covered by a fidelity bond2020-01-31Yes
Was this plan covered by a fidelity bond2020-01-31Yes
Value of fidelity bond cover2020-01-31$700,000
Value of fidelity bond cover2020-01-31$700,000
If this is an individual account plan, was there a blackout period2020-01-31No
If this is an individual account plan, was there a blackout period2020-01-31No
Were there any nonexempt tranactions with any party-in-interest2020-01-31No
Were there any nonexempt tranactions with any party-in-interest2020-01-31No
Administrative expenses (other) incurred2020-01-31$3,290
Administrative expenses (other) incurred2020-01-31$3,290
Total non interest bearing cash at end of year2020-01-31$3,860
Total non interest bearing cash at end of year2020-01-31$3,860
Total non interest bearing cash at beginning of year2020-01-31$3,860
Total non interest bearing cash at beginning of year2020-01-31$3,860
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Value of net income/loss2020-01-31$6,848,542
Value of net income/loss2020-01-31$6,848,542
Value of net assets at end of year (total assets less liabilities)2020-01-31$11,755,860
Value of net assets at end of year (total assets less liabilities)2020-01-31$11,755,860
Value of net assets at beginning of year (total assets less liabilities)2020-01-31$4,907,318
Value of net assets at beginning of year (total assets less liabilities)2020-01-31$4,907,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-01-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-01-31No
Were any leases to which the plan was party in default or uncollectible2020-01-31No
Were any leases to which the plan was party in default or uncollectible2020-01-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-01-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-01-31No
Was there a failure to transmit to the plan any participant contributions2020-01-31No
Was there a failure to transmit to the plan any participant contributions2020-01-31No
Has the plan failed to provide any benefit when due under the plan2020-01-31No
Has the plan failed to provide any benefit when due under the plan2020-01-31No
Assets. Invements in employer securities at end of year2020-01-31$11,752,000
Assets. Invements in employer securities at end of year2020-01-31$11,752,000
Assets. Invements in employer securities at beginning of year2020-01-31$4,903,458
Assets. Invements in employer securities at beginning of year2020-01-31$4,903,458
Contributions received in cash from employer2020-01-31$278,184
Contributions received in cash from employer2020-01-31$278,184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-01-31$274,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-01-31$274,894
Did the plan have assets held for investment2020-01-31Yes
Did the plan have assets held for investment2020-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-01-31No
Opinion of an independent qualified public accountant for this plan2020-01-31Unqualified
Opinion of an independent qualified public accountant for this plan2020-01-31Unqualified
Accountancy firm name2020-01-31WRIGHT FORD YOUNG & CO.
Accountancy firm name2020-01-31WRIGHT FORD YOUNG & CO.
Accountancy firm EIN2020-01-31953288054
Accountancy firm EIN2020-01-31953288054
2018 : PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-01-31$230,132
Total unrealized appreciation/depreciation of assets2018-01-31$230,132
Total income from all sources (including contributions)2018-01-31$252,977
Total of all expenses incurred2018-01-31$77,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-01-31$76,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-01-31$22,845
Value of total assets at end of year2018-01-31$2,866,039
Value of total assets at beginning of year2018-01-31$2,690,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-01-31$1,820
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-01-31No
Was this plan covered by a fidelity bond2018-01-31Yes
Value of fidelity bond cover2018-01-31$700,000
If this is an individual account plan, was there a blackout period2018-01-31No
Were there any nonexempt tranactions with any party-in-interest2018-01-31No
Administrative expenses (other) incurred2018-01-31$1,820
Total non interest bearing cash at end of year2018-01-31$3,542
Total non interest bearing cash at beginning of year2018-01-31$58,525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-31No
Value of net income/loss2018-01-31$175,149
Value of net assets at end of year (total assets less liabilities)2018-01-31$2,866,039
Value of net assets at beginning of year (total assets less liabilities)2018-01-31$2,690,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-01-31No
Were any leases to which the plan was party in default or uncollectible2018-01-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-01-31No
Was there a failure to transmit to the plan any participant contributions2018-01-31No
Has the plan failed to provide any benefit when due under the plan2018-01-31No
Assets. Invements in employer securities at end of year2018-01-31$2,862,497
Assets. Invements in employer securities at beginning of year2018-01-31$2,632,365
Contributions received in cash from employer2018-01-31$22,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-01-31$76,008
Did the plan have assets held for investment2018-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-01-31No
Opinion of an independent qualified public accountant for this plan2018-01-31Unqualified
Accountancy firm name2018-01-31WRIGHT FORD YOUNG & CO.
Accountancy firm EIN2018-01-31953288054
2017 : PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-01-31$1,309,108
Total unrealized appreciation/depreciation of assets2017-01-31$1,309,108
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-01-31$11,222
Expenses. Interest paid2017-01-31$257
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-01-31$257
Total income from all sources (including contributions)2017-01-31$1,376,087
Total of all expenses incurred2017-01-31$26,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-01-31$25,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-01-31$66,979
Value of total assets at end of year2017-01-31$2,690,890
Value of total assets at beginning of year2017-01-31$1,353,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-01-31$1,330
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-01-31No
Was this plan covered by a fidelity bond2017-01-31Yes
Value of fidelity bond cover2017-01-31$700,000
If this is an individual account plan, was there a blackout period2017-01-31No
Were there any nonexempt tranactions with any party-in-interest2017-01-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-01-31$185
Administrative expenses (other) incurred2017-01-31$1,330
Total non interest bearing cash at end of year2017-01-31$58,525
Total non interest bearing cash at beginning of year2017-01-31$4,522
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-31No
Value of net income/loss2017-01-31$1,349,105
Value of net assets at end of year (total assets less liabilities)2017-01-31$2,690,890
Value of net assets at beginning of year (total assets less liabilities)2017-01-31$1,341,785
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-01-31No
Were any leases to which the plan was party in default or uncollectible2017-01-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-01-31No
Was there a failure to transmit to the plan any participant contributions2017-01-31No
Has the plan failed to provide any benefit when due under the plan2017-01-31No
Assets. Invements in employer securities at end of year2017-01-31$2,632,365
Assets. Invements in employer securities at beginning of year2017-01-31$1,323,257
Contributions received in cash from employer2017-01-31$66,979
Employer contributions (assets) at beginning of year2017-01-31$25,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-01-31$25,395
Did the plan have assets held for investment2017-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-01-31No
Liabilities. Value of acquisition indebtedness at beginning of year2017-01-31$11,037
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-01-31No
Opinion of an independent qualified public accountant for this plan2017-01-31Unqualified
Accountancy firm name2017-01-31WRIGHT FORD YOUNG & CO.
Accountancy firm EIN2017-01-31953288054
2016 : PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-01-31$282,006
Total unrealized appreciation/depreciation of assets2016-01-31$282,006
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-01-31$11,222
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-01-31$22,013
Expenses. Interest paid2016-01-31$688
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-01-31$688
Total income from all sources (including contributions)2016-01-31$352,651
Total of all expenses incurred2016-01-31$30,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-01-31$26,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-01-31$70,645
Value of total assets at end of year2016-01-31$1,353,007
Value of total assets at beginning of year2016-01-31$1,041,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-01-31$3,395
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-01-31No
Was this plan covered by a fidelity bond2016-01-31Yes
Value of fidelity bond cover2016-01-31$700,000
If this is an individual account plan, was there a blackout period2016-01-31No
Were there any nonexempt tranactions with any party-in-interest2016-01-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-01-31$185
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-01-31$363
Administrative expenses (other) incurred2016-01-31$3,395
Total non interest bearing cash at end of year2016-01-31$4,522
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-31No
Value of net income/loss2016-01-31$322,547
Value of net assets at end of year (total assets less liabilities)2016-01-31$1,341,785
Value of net assets at beginning of year (total assets less liabilities)2016-01-31$1,019,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-01-31No
Were any leases to which the plan was party in default or uncollectible2016-01-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-01-31No
Was there a failure to transmit to the plan any participant contributions2016-01-31No
Has the plan failed to provide any benefit when due under the plan2016-01-31No
Assets. Invements in employer securities at end of year2016-01-31$1,323,257
Assets. Invements in employer securities at beginning of year2016-01-31$1,041,251
Contributions received in cash from employer2016-01-31$70,645
Employer contributions (assets) at end of year2016-01-31$25,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-01-31$26,021
Did the plan have assets held for investment2016-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-01-31No
Liabilities. Value of acquisition indebtedness at end of year2016-01-31$11,037
Liabilities. Value of acquisition indebtedness at beginning of year2016-01-31$21,650
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-01-31No
Opinion of an independent qualified public accountant for this plan2016-01-31Unqualified
Accountancy firm name2016-01-31WRIGHT FORD YOUNG & CO.
Accountancy firm EIN2016-01-31953288054
2015 : PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-01-31$133,251
Total unrealized appreciation/depreciation of assets2015-01-31$133,251
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-01-31$22,013
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-01-31$32,388
Expenses. Interest paid2015-01-31$1,104
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-01-31$1,104
Total income from all sources (including contributions)2015-01-31$145,974
Total of all expenses incurred2015-01-31$2,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-01-31$824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-01-31$12,723
Value of total assets at end of year2015-01-31$1,041,251
Value of total assets at beginning of year2015-01-31$908,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-01-31$420
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-01-31No
Was this plan covered by a fidelity bond2015-01-31Yes
Value of fidelity bond cover2015-01-31$700,000
If this is an individual account plan, was there a blackout period2015-01-31No
Were there any nonexempt tranactions with any party-in-interest2015-01-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-01-31$363
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-01-31$534
Administrative expenses (other) incurred2015-01-31$420
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-31No
Value of net income/loss2015-01-31$143,626
Value of net assets at end of year (total assets less liabilities)2015-01-31$1,019,238
Value of net assets at beginning of year (total assets less liabilities)2015-01-31$875,612
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-01-31No
Were any leases to which the plan was party in default or uncollectible2015-01-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-01-31No
Was there a failure to transmit to the plan any participant contributions2015-01-31No
Has the plan failed to provide any benefit when due under the plan2015-01-31No
Assets. Invements in employer securities at end of year2015-01-31$1,041,251
Assets. Invements in employer securities at beginning of year2015-01-31$908,000
Contributions received in cash from employer2015-01-31$12,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-01-31$824
Did the plan have assets held for investment2015-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-01-31No
Liabilities. Value of acquisition indebtedness at end of year2015-01-31$21,650
Liabilities. Value of acquisition indebtedness at beginning of year2015-01-31$31,854
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-01-31No
Opinion of an independent qualified public accountant for this plan2015-01-31Unqualified
Accountancy firm name2015-01-31WRIGHT FORD YOUNG & CO.
Accountancy firm EIN2015-01-31953288054
2014 : PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-01-31$817,000
Total unrealized appreciation/depreciation of assets2014-01-31$817,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-01-31$32,388
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-01-31$41,666
Expenses. Interest paid2014-01-31$2,201
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-01-31$2,201
Total income from all sources (including contributions)2014-01-31$849,888
Total of all expenses incurred2014-01-31$23,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-01-31$21,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-01-31$32,888
Value of total assets at end of year2014-01-31$908,000
Value of total assets at beginning of year2014-01-31$91,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-01-31No
Was this plan covered by a fidelity bond2014-01-31Yes
Value of fidelity bond cover2014-01-31$700,000
If this is an individual account plan, was there a blackout period2014-01-31No
Were there any nonexempt tranactions with any party-in-interest2014-01-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-01-31$534
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31No
Value of net income/loss2014-01-31$826,278
Value of net assets at end of year (total assets less liabilities)2014-01-31$875,612
Value of net assets at beginning of year (total assets less liabilities)2014-01-31$49,334
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-01-31No
Were any leases to which the plan was party in default or uncollectible2014-01-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-01-31No
Was there a failure to transmit to the plan any participant contributions2014-01-31No
Has the plan failed to provide any benefit when due under the plan2014-01-31No
Assets. Invements in employer securities at end of year2014-01-31$908,000
Assets. Invements in employer securities at beginning of year2014-01-31$91,000
Contributions received in cash from employer2014-01-31$32,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-01-31$21,409
Did the plan have assets held for investment2014-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-01-31No
Liabilities. Value of acquisition indebtedness at end of year2014-01-31$31,854
Liabilities. Value of acquisition indebtedness at beginning of year2014-01-31$41,666
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-01-31No
Opinion of an independent qualified public accountant for this plan2014-01-31Unqualified
Accountancy firm name2014-01-31WRIGHT FORD YOUNG & CO.
Accountancy firm EIN2014-01-31953288054
2013 : PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-01-31$-651,900
Total unrealized appreciation/depreciation of assets2013-01-31$-651,900
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-01-31$41,666
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-01-31$51,095
Expenses. Interest paid2013-01-31$2,050
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-01-31$2,050
Total income from all sources (including contributions)2013-01-31$-639,937
Total of all expenses incurred2013-01-31$51,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-01-31$309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-01-31$11,963
Value of total assets at end of year2013-01-31$91,000
Value of total assets at beginning of year2013-01-31$791,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-01-31$49,127
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-01-31No
Administrative expenses professional fees incurred2013-01-31$48,952
Was this plan covered by a fidelity bond2013-01-31Yes
Value of fidelity bond cover2013-01-31$700,000
If this is an individual account plan, was there a blackout period2013-01-31No
Were there any nonexempt tranactions with any party-in-interest2013-01-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-01-31$44,570
Administrative expenses (other) incurred2013-01-31$175
Total non interest bearing cash at beginning of year2013-01-31$4,382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Value of net income/loss2013-01-31$-691,423
Value of net assets at end of year (total assets less liabilities)2013-01-31$49,334
Value of net assets at beginning of year (total assets less liabilities)2013-01-31$740,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-01-31No
Were any leases to which the plan was party in default or uncollectible2013-01-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-01-31No
Was there a failure to transmit to the plan any participant contributions2013-01-31No
Has the plan failed to provide any benefit when due under the plan2013-01-31No
Assets. Invements in employer securities at end of year2013-01-31$91,000
Assets. Invements in employer securities at beginning of year2013-01-31$742,900
Contributions received in cash from employer2013-01-31$11,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-01-31$309
Did the plan have assets held for investment2013-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-01-31No
Liabilities. Value of acquisition indebtedness at end of year2013-01-31$41,666
Liabilities. Value of acquisition indebtedness at beginning of year2013-01-31$51,095
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-01-31No
Opinion of an independent qualified public accountant for this plan2013-01-31Unqualified
Accountancy firm name2013-01-31WRIGHT FORD YOUNG & CO.
Accountancy firm EIN2013-01-31953288054
2012 : PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-01-31$-667,690
Total unrealized appreciation/depreciation of assets2012-01-31$-667,690
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-01-31$51,095
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-01-31$282,378
Total income from all sources (including contributions)2012-01-31$-661,117
Total of all expenses incurred2012-01-31$100,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-01-31$4,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-01-31$6,573
Value of total assets at end of year2012-01-31$791,852
Value of total assets at beginning of year2012-01-31$1,785,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-01-31$96,353
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-01-31No
Administrative expenses professional fees incurred2012-01-31$96,353
Was this plan covered by a fidelity bond2012-01-31Yes
Value of fidelity bond cover2012-01-31$2,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-01-31$44,570
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-01-31$1,475,891
Liabilities. Value of operating payables at beginning of year2012-01-31$282,378
Total non interest bearing cash at end of year2012-01-31$4,382
Total non interest bearing cash at beginning of year2012-01-31$2,663
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Value of net income/loss2012-01-31$-762,009
Value of net assets at end of year (total assets less liabilities)2012-01-31$740,757
Value of net assets at beginning of year (total assets less liabilities)2012-01-31$1,502,766
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
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-01-31Yes
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
Assets. Invements in employer securities at end of year2012-01-31$742,900
Assets. Invements in employer securities at beginning of year2012-01-31$306,590
Contributions received in cash from employer2012-01-31$6,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-01-31$4,539
Did the plan have assets held for investment2012-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-01-31No
Liabilities. Value of acquisition indebtedness at end of year2012-01-31$51,095
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-01-31No
Opinion of an independent qualified public accountant for this plan2012-01-31Unqualified
Accountancy firm name2012-01-31WRIGHT FORD YOUNG & CO.
Accountancy firm EIN2012-01-31953288054
2011 : PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-01-31$-840,410
Total unrealized appreciation/depreciation of assets2011-01-31$-840,410
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-31$282,378
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-31$221,464
Total income from all sources (including contributions)2011-01-31$-840,410
Total loss/gain on sale of assets2011-01-31$0
Total of all expenses incurred2011-01-31$60,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-01-31$5,991
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$1,785,144
Value of total assets at beginning of year2011-01-31$2,625,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-01-31$54,923
Total interest from all sources2011-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-01-31No
Administrative expenses professional fees incurred2011-01-31$54,923
Was this plan covered by a fidelity bond2011-01-31Yes
Value of fidelity bond cover2011-01-31$2,000,000
If this is an individual account plan, was there a blackout period2011-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-01-31$0
Were there any nonexempt tranactions with any party-in-interest2011-01-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-01-31$1,475,891
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-01-31$1,475,891
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-01-31$282,378
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-01-31$221,464
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Value of net income/loss2011-01-31$-901,324
Value of net assets at end of year (total assets less liabilities)2011-01-31$1,502,766
Value of net assets at beginning of year (total assets less liabilities)2011-01-31$2,404,090
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
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
Assets. Invements in employer securities at end of year2011-01-31$306,590
Assets. Invements in employer securities at beginning of year2011-01-31$1,147,000
Employer contributions (assets) at end of year2011-01-31$2,663
Employer contributions (assets) at beginning of year2011-01-31$2,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-01-31$5,991
Did the plan have assets held for investment2011-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
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 name2011-01-31WRIGHT FORD YOUNG & CO
Accountancy firm EIN2011-01-31953288054
2010 : PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-01-31$0
2009 : PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data
Total income from all sources (including contributions)2009-12-31$15,123
Total of all expenses incurred2009-12-31$12,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-12-31$1,549
Value of total corrective distributions2009-12-31$10,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-12-31$3,902
Value of total assets at end of year2009-12-31$70,500
Value of total assets at beginning of year2009-12-31$67,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-12-31$30
Total interest from all sources2009-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2009-12-31No
Was this plan covered by a fidelity bond2009-12-31No
If this is an individual account plan, was there a blackout period2009-12-31No
Were there any nonexempt tranactions with any party-in-interest2009-12-31No
Contributions received from participants2009-12-31$3,902
Income. Received or receivable in cash from other sources (including rollovers)2009-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Value of net income/loss2009-12-31$2,923
Value of net assets at end of year (total assets less liabilities)2009-12-31$70,500
Value of net assets at beginning of year (total assets less liabilities)2009-12-31$67,577
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2009-12-31No
Were any leases to which the plan was party in default or uncollectible2009-12-31No
Value of interest in pooled separate accounts at end of year2009-12-31$54,508
Value of interest in pooled separate accounts at beginning of year2009-12-31$51,481
Interest earned on other investments2009-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2009-12-31$15,992
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2009-12-31$16,096
Net investment gain/loss from pooled separate accounts2009-12-31$11,221
Net investment gain or loss from common/collective trusts2009-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-12-31No
Was there a failure to transmit to the plan any participant contributions2009-12-31No
Has the plan failed to provide any benefit when due under the plan2009-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-12-31$1,549
Contract administrator fees2009-12-31$30
Did the plan have assets held for investment2009-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-12-31No
Opinion of an independent qualified public accountant for this plan2009-12-31Disclaimer
2008 : PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2008 401k financial data
Total income from all sources (including contributions)2008-12-31$3,314
Total of all expenses incurred2008-12-31$1,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2008-12-31$1,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2008-12-31$29,280
Value of total assets at end of year2008-12-31$67,577
Value of total assets at beginning of year2008-12-31$65,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2008-12-31$0
Total interest from all sources2008-12-31$348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2008-12-31No
Was this plan covered by a fidelity bond2008-12-31No
If this is an individual account plan, was there a blackout period2008-12-31No
Were there any nonexempt tranactions with any party-in-interest2008-12-31No
Contributions received from participants2008-12-31$29,280
Income. Received or receivable in cash from other sources (including rollovers)2008-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Value of net income/loss2008-12-31$1,681
Value of net assets at end of year (total assets less liabilities)2008-12-31$67,577
Value of net assets at beginning of year (total assets less liabilities)2008-12-31$65,896
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2008-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2008-12-31No
Were any leases to which the plan was party in default or uncollectible2008-12-31No
Value of interest in pooled separate accounts at end of year2008-12-31$51,481
Value of interest in pooled separate accounts at beginning of year2008-12-31$51,957
Interest earned on other investments2008-12-31$348
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2008-12-31$16,096
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2008-12-31$13,939
Net investment gain/loss from pooled separate accounts2008-12-31$-26,314
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2008-12-31No
Was there a failure to transmit to the plan any participant contributions2008-12-31No
Has the plan failed to provide any benefit when due under the plan2008-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2008-12-31$1,633
Contract administrator fees2008-12-31$0
Did the plan have assets held for investment2008-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2008-12-31No
2007 : PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2007 401k financial data
Total income from all sources (including contributions)2007-12-31$65,896
Total of all expenses incurred2007-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2007-12-31$65,887
Value of total assets at end of year2007-12-31$65,896
Value of total assets at beginning of year2007-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2007-12-31$0
Total interest from all sources2007-12-31$128
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2007-12-31No
Was this plan covered by a fidelity bond2007-12-31Yes
Value of fidelity bond cover2007-12-31$1,000
If this is an individual account plan, was there a blackout period2007-12-31No
Were there any nonexempt tranactions with any party-in-interest2007-12-31No
Contributions received from participants2007-12-31$50,581
Income. Received or receivable in cash from other sources (including rollovers)2007-12-31$15,306
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2007-12-31No
Value of net income/loss2007-12-31$65,896
Value of net assets at end of year (total assets less liabilities)2007-12-31$65,896
Value of net assets at beginning of year (total assets less liabilities)2007-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2007-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2007-12-31No
Were any leases to which the plan was party in default or uncollectible2007-12-31No
Value of interest in pooled separate accounts at end of year2007-12-31$51,957
Value of interest in pooled separate accounts at beginning of year2007-12-31$0
Interest earned on other investments2007-12-31$128
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2007-12-31$13,939
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2007-12-31$0
Net investment gain/loss from pooled separate accounts2007-12-31$-119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2007-12-31No
Was there a failure to transmit to the plan any participant contributions2007-12-31No
Has the plan failed to provide any benefit when due under the plan2007-12-31No
Contract administrator fees2007-12-31$0
Did the plan have assets held for investment2007-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2007-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2007-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2007-12-31Yes
Opinion of an independent qualified public accountant for this plan2007-12-31Disclaimer

Form 5500 Responses for PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2022: PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-02-01Type of plan entitySingle employer plan
2022-02-01Plan funding arrangement – TrustYes
2022-02-01Plan benefit arrangement - TrustYes
2021: PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-02-01Type of plan entitySingle employer plan
2021-02-01Plan funding arrangement – TrustYes
2021-02-01Plan benefit arrangement - TrustYes
2020: PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-02-01Type of plan entitySingle employer plan
2020-02-01Plan funding arrangement – TrustYes
2020-02-01Plan benefit arrangement - TrustYes
2019: PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-02-01Type of plan entitySingle employer plan
2019-02-01Plan funding arrangement – TrustYes
2019-02-01Plan benefit arrangement - TrustYes
2018: PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-02-01Type of plan entitySingle employer plan
2018-02-01Plan funding arrangement – TrustYes
2018-02-01Plan benefit arrangement - TrustYes
2017: PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-02-01Type of plan entitySingle employer plan
2017-02-01Plan funding arrangement – TrustYes
2017-02-01Plan benefit arrangement - TrustYes
2016: PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-02-01Type of plan entitySingle employer plan
2016-02-01Plan funding arrangement – TrustYes
2016-02-01Plan benefit arrangement - TrustYes
2015: PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-02-01Type of plan entitySingle employer plan
2015-02-01Plan funding arrangement – TrustYes
2015-02-01Plan benefit arrangement - TrustYes
2014: PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-02-01Type of plan entitySingle employer plan
2014-02-01Plan funding arrangement – TrustYes
2014-02-01Plan benefit arrangement - TrustYes
2013: PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-02-01Type of plan entitySingle employer plan
2013-02-01Plan funding arrangement – TrustYes
2013-02-01Plan benefit arrangement - TrustYes
2012: PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-02-01Type of plan entitySingle employer plan
2012-02-01Plan funding arrangement – TrustYes
2012-02-01Plan benefit arrangement - TrustYes
2011: PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Plan funding arrangement – TrustYes
2011-02-01Plan benefit arrangement - TrustYes
2010: PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses
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
2009: PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
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: PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2008 form 5500 responses
2008-02-01Type of plan entitySingle employer plan
2008-02-01Submission has been amendedYes
2008-02-01This submission is the final filingNo
2008-02-01This return/report is a short plan year return/report (less than 12 months)No
2008-02-01Plan is a collectively bargained planNo
2008-02-01Plan funding arrangement – TrustYes
2008-02-01Plan benefit arrangement - TrustYes
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes
2007: PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01First time form 5500 has been submittedYes
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802462
Policy instance 1
Insurance contract or identification number802462
Number of Individuals Covered533
Insurance policy start date2009-01-01
Insurance policy end date2009-12-31
Total amount of commissions paid to insurance brokerUSD $320
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $320
Insurance broker organization code?3
Insurance broker nameCORNERSTONE BENEFITS INS. SRVS
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802462
Policy instance 1
Insurance contract or identification number802462
Number of Individuals Covered533
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $350
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $350
Insurance broker organization code?3
Insurance broker nameCORNERSTONE BENEFITS INS. SRVS
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802462
Policy instance 1
Insurance contract or identification number802462
Number of Individuals Covered769
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Total amount of commissions paid to insurance brokerUSD $152
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $152
Insurance broker organization code?3
Insurance broker nameCORNERSTONE BENEFITS INS. SRVS

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