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PETERSON & ASSOCIATES COURT REPORTING, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NamePETERSON & ASSOCIATES COURT REPORTING, INC. PROFIT SHARING PLAN
Plan identification number 001

PETERSON & ASSOCIATES COURT REPORTING, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.

401k Sponsoring company profile

PETERSON & ASSOCIATES COURT REPORTING, INC. has sponsored the creation of one or more 401k plans.

Company Name:PETERSON & ASSOCIATES COURT REPORTING, INC.
Employer identification number (EIN):330684781
NAIC Classification:561490

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PETERSON & ASSOCIATES COURT REPORTING, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01BRENDA PETERSON2022-09-08
0012021-01-01
0012021-01-01
0012020-01-01BRENDA PETERSON2021-07-20
0012018-01-01BRENDA PETERSON2019-09-17
0012017-01-01BRENDA PETERSON2018-08-28
0012016-01-01BRENDA PETERSON2017-10-13
0012015-01-01BRENDA PETERSON2016-10-06
0012013-01-01BRENDA PETERSON2014-06-23
0012012-01-01BRENDA PETERSON2013-05-02
0012011-01-01BRENDA PETERSON2012-09-11
0012010-01-01BRENDA PETERSON2011-10-12

Plan Statistics for PETERSON & ASSOCIATES COURT REPORTING, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for PETERSON & ASSOCIATES COURT REPORTING, INC. PROFIT SHARING PLAN

Measure Date Value
2025: PETERSON & ASSOCIATES COURT REPORTING, INC. PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-0318
Total number of particpants at end of year2025-10-0317
Number of Participants With Account Balances2025-10-0317
2024: PETERSON & ASSOCIATES COURT REPORTING, INC. PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-3022
Total number of particpants at end of year2024-09-3018
Number of Participants With Account Balances2024-09-3018

Financial Data on PETERSON & ASSOCIATES COURT REPORTING, INC. PROFIT SHARING PLAN

Measure Date Value
2025 : PETERSON & ASSOCIATES COURT REPORTING, INC. PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-030
Total liabilities as of the end of the plan year2025-10-030
Total liabilities as of the beginning of the plan year2025-10-030
Total expenses incurred by plan in this plan year2025-10-036384
Net assets as of the end of the plan year2025-10-033179797
Total assets as of the beginning of the plan year2025-10-032689480
Value of plan covered by a fidelity bond2025-10-03350000
Participant contributions to plan in this plan year2025-10-030
Value of participant loans at end of plan year2025-10-0335345
Other expenses paid from plan in this plan year2025-10-030
Other contributions to plan in this plan year2025-10-030
Other income to plan in this plan year2025-10-03195759
Plan net income in this plan year2025-10-03490317
Net assets as of the end of the plan year2025-10-033179797
Net assets as of the beginning of the plan year2025-10-032689480
Employer contributions to plan in this plan year2025-10-03300942
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-036042
2024 : PETERSON & ASSOCIATES COURT REPORTING, INC. PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-300
Total liabilities as of the end of the plan year2024-09-300
Total liabilities as of the beginning of the plan year2024-09-300
Total expenses incurred by plan in this plan year2024-09-30184867
Net assets as of the end of the plan year2024-09-302689480
Total assets as of the beginning of the plan year2024-09-302563160
Value of plan covered by a fidelity bond2024-09-30262500
Participant contributions to plan in this plan year2024-09-300
Value of participant loans at end of plan year2024-09-3021316
Other expenses paid from plan in this plan year2024-09-300
Other contributions to plan in this plan year2024-09-300
Other income to plan in this plan year2024-09-30210026
Plan net income in this plan year2024-09-30126320
Net assets as of the end of the plan year2024-09-302689480
Net assets as of the beginning of the plan year2024-09-302563160
Employer contributions to plan in this plan year2024-09-30101161
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-306455

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