401k Plan data: P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN plan

P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 401k Plan overview

Plan Name	P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN
Plan identification number	004

P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Money purchase (other than target benefit)
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.
Plan covering Self-Employed individuals.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

P&M HOLDING GROUP, LLP has sponsored the creation of one or more 401k plans.

Company Name: P&M HOLDING GROUP, LLP

Employer identification number (EIN): 381357951

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2021-07-01
004 2020-07-01
004 2019-07-01
004 2018-07-01
004 2017-07-01
004 2016-07-01 DANIEL J. TROTTA
004 2015-07-01 RONALD ECKSTEIN
004 2015-07-01
004 2014-07-01 RONALD ECKSTEIN
004 2013-07-01 RONALD ECKSTEIN
004 2012-07-01 RONALD ECKSTEIN
004 2011-07-01 RONALD P. ECKSTEIN
004 2009-07-01 RONALD P. ECKSTEIN RONALD P. ECKSTEIN 2011-04-14

Plan Statistics for P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN

401k plan membership statisitcs for P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN

Measure Date Value
2021: P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 1,340
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 946
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 381
Total of all active and inactive participants 2021-07-01 1,327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 4
Total participants 2021-07-01 1,331
Number of participants with account balances 2021-07-01 1,300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 46
2020: P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 1,269
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 1,001
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 334
Total of all active and inactive participants 2020-07-01 1,335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 5
Total participants 2020-07-01 1,340
Number of participants with account balances 2020-07-01 1,221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 30
2019: P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 1,210
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 970
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 296
Total of all active and inactive participants 2019-07-01 1,266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 3
Total participants 2019-07-01 1,269
Number of participants with account balances 2019-07-01 1,162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 23
2018: P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 1,003
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 926
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 282
Total of all active and inactive participants 2018-07-01 1,208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 2
Total participants 2018-07-01 1,210
Number of participants with account balances 2018-07-01 967
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 19
2017: P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 963
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 743
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 258
Total of all active and inactive participants 2017-07-01 1,001
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 2
Total participants 2017-07-01 1,003
Number of participants with account balances 2017-07-01 926
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 28
2016: P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 868
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 721
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 241
Total of all active and inactive participants 2016-07-01 962
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 1
Total participants 2016-07-01 963
Number of participants with account balances 2016-07-01 881
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 26
2015: P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 990
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 658
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 209
Total of all active and inactive participants 2015-07-01 867
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 1
Total participants 2015-07-01 868
Number of participants with account balances 2015-07-01 862
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 23
2014: P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 847
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 754
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 236
Total of all active and inactive participants 2014-07-01 990
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 990
Number of participants with account balances 2014-07-01 845
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 12
2013: P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 858
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 662
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 185
Total of all active and inactive participants 2013-07-01 847
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 847
Number of participants with account balances 2013-07-01 727
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 17
2012: P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 778
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 668
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 190
Total of all active and inactive participants 2012-07-01 858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 858
Number of participants with account balances 2012-07-01 754
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 13
2011: P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 807
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 607
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 171
Total of all active and inactive participants 2011-07-01 778
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 778
Number of participants with account balances 2011-07-01 742
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 15
2009: P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 705
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 625
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 152
Total of all active and inactive participants 2009-07-01 777
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 777
Number of participants with account balances 2009-07-01 736
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 10

Measure	Date	Value
2021: P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	1,340
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	946
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	381
Total of all active and inactive participants	2021-07-01	1,327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	4
Total participants	2021-07-01	1,331
Number of participants with account balances	2021-07-01	1,300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	46
2020: P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	1,269
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	1,001
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	334
Total of all active and inactive participants	2020-07-01	1,335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	5
Total participants	2020-07-01	1,340
Number of participants with account balances	2020-07-01	1,221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	30
2019: P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	1,210
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	970
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	296
Total of all active and inactive participants	2019-07-01	1,266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	3
Total participants	2019-07-01	1,269
Number of participants with account balances	2019-07-01	1,162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	23
2018: P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	1,003
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	926
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	282
Total of all active and inactive participants	2018-07-01	1,208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	2
Total participants	2018-07-01	1,210
Number of participants with account balances	2018-07-01	967
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	19
2017: P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	963
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	743
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	258
Total of all active and inactive participants	2017-07-01	1,001
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	2
Total participants	2017-07-01	1,003
Number of participants with account balances	2017-07-01	926
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	28
2016: P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	868
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	721
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	241
Total of all active and inactive participants	2016-07-01	962
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	1
Total participants	2016-07-01	963
Number of participants with account balances	2016-07-01	881
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	26
2015: P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	990
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	658
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	209
Total of all active and inactive participants	2015-07-01	867
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	1
Total participants	2015-07-01	868
Number of participants with account balances	2015-07-01	862
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	23
2014: P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	847
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	754
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	236
Total of all active and inactive participants	2014-07-01	990
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	990
Number of participants with account balances	2014-07-01	845
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	12
2013: P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	858
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	662
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	185
Total of all active and inactive participants	2013-07-01	847
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	847
Number of participants with account balances	2013-07-01	727
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	17
2012: P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	778
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	668
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	190
Total of all active and inactive participants	2012-07-01	858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	858
Number of participants with account balances	2012-07-01	754
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	13
2011: P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	807
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	607
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	171
Total of all active and inactive participants	2011-07-01	778
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	778
Number of participants with account balances	2011-07-01	742
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	15
2009: P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	705
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	625
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	152
Total of all active and inactive participants	2009-07-01	777
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	777
Number of participants with account balances	2009-07-01	736
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	10

Financial Data on P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN

Measure	Date	Value
2022 : P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-14,247,979
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$10,923,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$10,826,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$16,506,271
Value of total assets at end of year	2022-06-30	$193,437,839
Value of total assets at beginning of year	2022-06-30	$218,609,498
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$97,403
Total interest from all sources	2022-06-30	$1,333,957
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$9,508,915
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$9,508,915
Administrative expenses professional fees incurred	2022-06-30	$27,508
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$7,500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Other income not declared elsewhere	2022-06-30	$167,805
Administrative expenses (other) incurred	2022-06-30	$69,895
Total non interest bearing cash at end of year	2022-06-30	$0
Total non interest bearing cash at beginning of year	2022-06-30	$8,378
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-25,171,659
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$193,437,839
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$218,609,498
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$165,576,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$193,418,376
Value of interest in common/collective trusts at end of year	2022-06-30	$11,354,774
Value of interest in common/collective trusts at beginning of year	2022-06-30	$9,602,378
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$1,333,957
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-41,912,843
Net investment gain or loss from common/collective trusts	2022-06-30	$147,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$16,506,271
Employer contributions (assets) at end of year	2022-06-30	$16,506,271
Employer contributions (assets) at beginning of year	2022-06-30	$15,580,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$10,826,277
Did the plan have assets held for investment	2022-06-30	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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	MOSS ADAMS, LLP
Accountancy firm EIN	2022-06-30	910189318
2021 : P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$57,768,100
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$18,388,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$18,307,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$15,580,366
Value of total assets at end of year	2021-06-30	$218,609,498
Value of total assets at beginning of year	2021-06-30	$179,230,202
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$81,204
Total interest from all sources	2021-06-30	$1,123,530
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$6,357,319
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$6,357,319
Administrative expenses professional fees incurred	2021-06-30	$14,453
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$7,500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2021-06-30	$0
Minimum employer required contribution for this plan year	2021-06-30	$15,580,366
Amount contributed by the employer to the plan for this plan year	2021-06-30	$15,580,366
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Other income not declared elsewhere	2021-06-30	$146,935
Administrative expenses (other) incurred	2021-06-30	$66,751
Total non interest bearing cash at end of year	2021-06-30	$8,378
Total non interest bearing cash at beginning of year	2021-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$39,379,296
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$218,609,498
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$179,230,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$193,418,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$158,456,439
Value of interest in common/collective trusts at end of year	2021-06-30	$9,602,378
Value of interest in common/collective trusts at beginning of year	2021-06-30	$8,133,741
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-06-30	$1,123,530
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$34,409,157
Net investment gain or loss from common/collective trusts	2021-06-30	$150,793
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$15,580,366
Employer contributions (assets) at end of year	2021-06-30	$15,580,366
Employer contributions (assets) at beginning of year	2021-06-30	$12,640,022
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$18,307,600
Did the plan have assets held for investment	2021-06-30	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	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	MOSS ADAMS, LLP
Accountancy firm EIN	2021-06-30	910189318
2020 : P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$23,353,752
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$17,795,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$17,714,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$12,640,022
Value of total assets at end of year	2020-06-30	$179,230,202
Value of total assets at beginning of year	2020-06-30	$173,671,712
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$80,995
Total interest from all sources	2020-06-30	$1,199,766
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$5,110,269
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$5,110,269
Administrative expenses professional fees incurred	2020-06-30	$14,869
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$7,500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Other income not declared elsewhere	2020-06-30	$169,306
Administrative expenses (other) incurred	2020-06-30	$66,126
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$5,558,490
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$179,230,202
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$173,671,712
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$158,456,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$156,495,315
Value of interest in common/collective trusts at end of year	2020-06-30	$8,133,741
Value of interest in common/collective trusts at beginning of year	2020-06-30	$4,909,049
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-06-30	$1,199,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$4,099,662
Net investment gain or loss from common/collective trusts	2020-06-30	$134,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$12,640,022
Employer contributions (assets) at end of year	2020-06-30	$12,640,022
Employer contributions (assets) at beginning of year	2020-06-30	$12,267,348
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$17,714,267
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	MOSS ADAMS, LLP
Accountancy firm EIN	2020-06-30	910189318
2019 : P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$23,441,380
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$8,087,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$7,997,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$12,267,816
Value of total assets at end of year	2019-06-30	$173,671,712
Value of total assets at beginning of year	2019-06-30	$158,318,313
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$90,319
Total interest from all sources	2019-06-30	$1,371,853
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$6,562,109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$6,562,109
Administrative expenses professional fees incurred	2019-06-30	$14,968
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$7,500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2019-06-30	$0
Minimum employer required contribution for this plan year	2019-06-30	$12,267,348
Amount contributed by the employer to the plan for this plan year	2019-06-30	$12,267,348
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Other income not declared elsewhere	2019-06-30	$156,725
Administrative expenses (other) incurred	2019-06-30	$75,351
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$15,353,399
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$173,671,712
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$158,318,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$156,495,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$143,967,594
Value of interest in common/collective trusts at end of year	2019-06-30	$4,909,049
Value of interest in common/collective trusts at beginning of year	2019-06-30	$4,201,997
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-06-30	$1,371,853
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$2,983,645
Net investment gain or loss from common/collective trusts	2019-06-30	$99,232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$12,267,816
Employer contributions (assets) at end of year	2019-06-30	$12,267,348
Employer contributions (assets) at beginning of year	2019-06-30	$10,148,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$7,997,662
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	MOSS ADAMS, LLP
Accountancy firm EIN	2019-06-30	910189318
2018 : P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$22,267,482
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$13,381,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$13,323,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$10,148,722
Value of total assets at end of year	2018-06-30	$158,318,313
Value of total assets at beginning of year	2018-06-30	$149,432,621
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$57,804
Total interest from all sources	2018-06-30	$1,093,997
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$4,874,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$4,874,694
Administrative expenses professional fees incurred	2018-06-30	$14,191
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$7,500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2018-06-30	$0
Minimum employer required contribution for this plan year	2018-06-30	$10,148,722
Amount contributed by the employer to the plan for this plan year	2018-06-30	$10,148,722
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Other income not declared elsewhere	2018-06-30	$168,116
Administrative expenses (other) incurred	2018-06-30	$43,613
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$8,885,692
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$158,318,313
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$149,432,621
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$143,967,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$134,641,804
Value of interest in common/collective trusts at end of year	2018-06-30	$4,201,997
Value of interest in common/collective trusts at beginning of year	2018-06-30	$4,961,857
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-06-30	$1,093,997
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$5,895,343
Net investment gain or loss from common/collective trusts	2018-06-30	$86,610
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$10,148,722
Employer contributions (assets) at end of year	2018-06-30	$10,148,722
Employer contributions (assets) at beginning of year	2018-06-30	$9,828,960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$13,323,986
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	MOSS ADAMS, LLP
Accountancy firm EIN	2018-06-30	910189318
2017 : P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$24,884,565
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$8,947,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$8,864,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$9,838,760
Value of total assets at end of year	2017-06-30	$149,432,621
Value of total assets at beginning of year	2017-06-30	$133,495,638
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$83,164
Total interest from all sources	2017-06-30	$820,120
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$3,345,151
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$3,345,151
Administrative expenses professional fees incurred	2017-06-30	$17,057
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$7,500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Other income not declared elsewhere	2017-06-30	$143,056
Administrative expenses (other) incurred	2017-06-30	$66,107
Total non interest bearing cash at end of year	2017-06-30	$0
Total non interest bearing cash at beginning of year	2017-06-30	$11,528
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$15,936,983
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$149,432,621
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$133,495,638
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$134,641,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$119,975,969
Value of interest in common/collective trusts at end of year	2017-06-30	$4,961,857
Value of interest in common/collective trusts at beginning of year	2017-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-30	$4,387,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-30	$4,387,760
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$820,120
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$10,710,538
Net investment gain or loss from common/collective trusts	2017-06-30	$26,940
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$9,838,760
Employer contributions (assets) at end of year	2017-06-30	$9,828,960
Employer contributions (assets) at beginning of year	2017-06-30	$9,120,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$8,864,418
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	MOSS ADAMS, LLP
Accountancy firm EIN	2017-06-30	910189318
2016 : P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$10,840,327
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$9,567,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$9,529,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$9,120,381
Value of total assets at end of year	2016-06-30	$133,495,638
Value of total assets at beginning of year	2016-06-30	$132,222,696
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$37,937
Total interest from all sources	2016-06-30	$3,271
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$4,955,864
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$4,955,864
Administrative expenses professional fees incurred	2016-06-30	$11,770
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$5,000,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2016-06-30	$0
Minimum employer required contribution for this plan year	2016-06-30	$9,461,162
Amount contributed by the employer to the plan for this plan year	2016-06-30	$9,461,162
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Other income not declared elsewhere	2016-06-30	$121,900
Total non interest bearing cash at end of year	2016-06-30	$11,528
Total non interest bearing cash at beginning of year	2016-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$1,272,942
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$133,495,638
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$132,222,696
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$119,975,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$0
Value of interest in master investment trust accounts at end of year	2016-06-30	$0
Value of interest in master investment trust accounts at beginning of year	2016-06-30	$123,068,367
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-06-30	$4,387,760
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-06-30	$3,271
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-66,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$9,120,381
Employer contributions (assets) at end of year	2016-06-30	$9,120,381
Employer contributions (assets) at beginning of year	2016-06-30	$9,154,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$9,529,448
Contract administrator fees	2016-06-30	$26,167
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	MOSS ADAMS, LLP
Accountancy firm EIN	2016-06-30	910189318
2015 : P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$12,891,804
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$5,063,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$5,048,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$9,154,329
Value of total assets at end of year	2015-06-30	$132,222,696
Value of total assets at beginning of year	2015-06-30	$124,394,011
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$14,231
Total interest from all sources	2015-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Administrative expenses professional fees incurred	2015-06-30	$12,972
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$5,000,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2015-06-30	$0
Minimum employer required contribution for this plan year	2015-06-30	$9,238,560
Amount contributed by the employer to the plan for this plan year	2015-06-30	$9,238,560
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-06-30	$0
Other income not declared elsewhere	2015-06-30	$93,290
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$7,828,685
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$132,222,696
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$124,394,011
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in master investment trust accounts at end of year	2015-06-30	$123,068,367
Value of interest in master investment trust accounts at beginning of year	2015-06-30	$114,648,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$9,154,329
Employer contributions (assets) at end of year	2015-06-30	$9,154,329
Employer contributions (assets) at beginning of year	2015-06-30	$9,745,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$5,048,888
Contract administrator fees	2015-06-30	$1,259
Did the plan have assets held for investment	2015-06-30	No
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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	MOSS ADAMS, LLP
Accountancy firm EIN	2015-06-30	910189318
2014 : P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total transfer of assets from this plan	2014-06-30	$930,431
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$24,643,860
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$5,409,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$5,396,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$9,745,088
Value of total assets at end of year	2014-06-30	$124,394,011
Value of total assets at beginning of year	2014-06-30	$106,089,678
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$12,672
Total interest from all sources	2014-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Administrative expenses professional fees incurred	2014-06-30	$12,622
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$5,000,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2014-06-30	$0
Minimum employer required contribution for this plan year	2014-06-30	$9,875,041
Amount contributed by the employer to the plan for this plan year	2014-06-30	$9,875,041
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Other income not declared elsewhere	2014-06-30	$12,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$19,234,764
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$124,394,011
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$106,089,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in master investment trust accounts at end of year	2014-06-30	$114,648,923
Value of interest in master investment trust accounts at beginning of year	2014-06-30	$96,599,297
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$9,745,088
Employer contributions (assets) at end of year	2014-06-30	$9,745,088
Employer contributions (assets) at beginning of year	2014-06-30	$9,490,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$5,396,424
Contract administrator fees	2014-06-30	$50
Did the plan have assets held for investment	2014-06-30	No
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	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	MOSS ADAMS, LLP
Accountancy firm EIN	2014-06-30	910189318
2013 : P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$18,340,504
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$5,778,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$5,765,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$9,490,381
Value of total assets at end of year	2013-06-30	$106,089,678
Value of total assets at beginning of year	2013-06-30	$93,527,998
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$13,037
Total interest from all sources	2013-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Administrative expenses professional fees incurred	2013-06-30	$7,801
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$5,000,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2013-06-30	$0
Minimum employer required contribution for this plan year	2013-06-30	$9,556,452
Amount contributed by the employer to the plan for this plan year	2013-06-30	$9,556,452
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Other income not declared elsewhere	2013-06-30	$19,262
Administrative expenses (other) incurred	2013-06-30	$2,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$12,561,680
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$106,089,678
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$93,527,998
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in master investment trust accounts at end of year	2013-06-30	$96,599,297
Value of interest in master investment trust accounts at beginning of year	2013-06-30	$85,436,268
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$9,490,381
Employer contributions (assets) at end of year	2013-06-30	$9,490,381
Employer contributions (assets) at beginning of year	2013-06-30	$8,091,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$5,765,787
Contract administrator fees	2013-06-30	$2,296
Did the plan have assets held for investment	2013-06-30	No
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	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	MOSS ADAMS, LLP
Accountancy firm EIN	2013-06-30	910189318
2012 : P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$0
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$0
Value of total assets at end of year	2012-06-30	$0
Value of total assets at beginning of year	2012-06-30	$85,692,817
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$0
Total interest from all sources	2012-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Administrative expenses professional fees incurred	2012-06-30	$6,764
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$5,000,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2012-06-30	$0
Minimum employer required contribution for this plan year	2012-06-30	$8,214,531
Amount contributed by the employer to the plan for this plan year	2012-06-30	$8,214,531
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Other income not declared elsewhere	2012-06-30	$-1,724
Administrative expenses (other) incurred	2012-06-30	$6,297
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$0
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$85,692,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in master investment trust accounts at end of year	2012-06-30	$85,436,268
Value of interest in master investment trust accounts at beginning of year	2012-06-30	$79,440,413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$8,091,730
Employer contributions (assets) at end of year	2012-06-30	$8,091,730
Employer contributions (assets) at beginning of year	2012-06-30	$6,252,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$2,505,688
Contract administrator fees	2012-06-30	$575
Did the plan have assets held for investment	2012-06-30	No
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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	MOSS ADAMS, LLP
Accountancy firm EIN	2012-06-30	910189318
2011 : P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$21,979,159
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$6,251,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$6,241,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$7,751,304
Value of total assets at end of year	2011-06-30	$87,191,717
Value of total assets at beginning of year	2011-06-30	$71,463,704
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$10,088
Total interest from all sources	2011-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Administrative expenses professional fees incurred	2011-06-30	$9,500
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$5,000,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Funding deficiency by the employer to the plan for this plan year	2011-06-30	$0
Minimum employer required contribution for this plan year	2011-06-30	$7,813,812
Amount contributed by the employer to the plan for this plan year	2011-06-30	$7,813,812
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Other income not declared elsewhere	2011-06-30	$16,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$15,728,013
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$87,191,717
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$71,463,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in master investment trust accounts at end of year	2011-06-30	$79,440,413
Value of interest in master investment trust accounts at beginning of year	2011-06-30	$63,722,610
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$7,751,304
Employer contributions (assets) at end of year	2011-06-30	$7,751,304
Employer contributions (assets) at beginning of year	2011-06-30	$7,741,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$6,241,058
Contract administrator fees	2011-06-30	$588
Did the plan have assets held for investment	2011-06-30	No
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	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	MOSS ADAMS, LLP
Accountancy firm EIN	2011-06-30	910189318
2010 : P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year	2010-06-30	$0
Minimum employer required contribution for this plan year	2010-06-30	$7,820,095
Amount contributed by the employer to the plan for this plan year	2010-06-30	$7,820,095

Form 5500 Responses for P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN

2021: P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Mulitple employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Mulitple employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Mulitple employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Mulitple employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Mulitple employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Mulitple employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Mulitple employer plan
2015-07-01	Submission has been amended	Yes
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Mulitple employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Mulitple employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Mulitple employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Mulitple employer plan
2011-07-01	Submission has been amended	Yes
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Mulitple employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

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Company Name:	P&M HOLDING GROUP, LLP
Employer identification number (EIN):	381357951
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants