401k Plan data: PETER JOSEPH, INC. 401(K) PLAN plan

PETER JOSEPH, INC. 401(K) PLAN 401k Plan overview

Plan Name	PETER JOSEPH, INC. 401(K) PLAN
Plan identification number	001

PETER JOSEPH, INC. 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PETER JOSEPH, INC. has sponsored the creation of one or more 401k plans.

Company Name: PETER JOSEPH, INC.

Employer identification number (EIN): 421365940

NAIC Classification: 722513
NAIC Description: Limited-Service Restaurants

Additional information about PETER JOSEPH, INC.

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities

Incorporation Date: 1991-03-12

Company Identification Number: 149136

Legal Registered Office Address: 1503 BRADY ST

DAVENPORT
United States of America (USA)
52803

More information about PETER JOSEPH, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PETER JOSEPH, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 JAMES LEWIS 2019-10-10
001 2017-01-01
001 2016-01-01 JAMES LEWIS
001 2015-01-01 JAMES LEWIS
001 2014-01-01 JAMES R LEWIS JAMES R LEWIS 2015-10-14
001 2013-01-01 JAMES LEWIS
001 2012-01-01 JAMES LEWIS
001 2011-01-01 JOSEPH STEINKE 2012-04-16
001 2010-01-01 JOSEPH STEINKE 2011-07-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	JAMES LEWIS	2019-10-10
001	2017-01-01
001	2016-01-01	JAMES LEWIS
001	2015-01-01	JAMES LEWIS
001	2014-01-01	JAMES R LEWIS		JAMES R LEWIS	2015-10-14
001	2013-01-01	JAMES LEWIS
001	2012-01-01	JAMES LEWIS
001	2011-01-01	JOSEPH STEINKE	2012-04-16
001	2010-01-01	JOSEPH STEINKE	2011-07-15

Plan Statistics for PETER JOSEPH, INC. 401(K) PLAN

401k plan membership statisitcs for PETER JOSEPH, INC. 401(K) PLAN

Measure Date Value
2022: PETER JOSEPH, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 202
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 170
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 19
Total of all active and inactive participants 2022-01-01 191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 191
Number of participants with account balances 2022-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: PETER JOSEPH, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 184
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 151
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 19
Total of all active and inactive participants 2021-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 170
Number of participants with account balances 2021-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PETER JOSEPH, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 141
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 18
Total of all active and inactive participants 2020-01-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 159
Number of participants with account balances 2020-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PETER JOSEPH, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 183
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 150
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 10
Total of all active and inactive participants 2019-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 160
Number of participants with account balances 2019-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PETER JOSEPH, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 193
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 151
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 10
Total of all active and inactive participants 2018-01-01 161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 161
Number of participants with account balances 2018-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3
2017: PETER JOSEPH, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 196
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 164
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 13
Total of all active and inactive participants 2017-01-01 177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 177
Number of participants with account balances 2017-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PETER JOSEPH, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 191
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 156
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 12
Total of all active and inactive participants 2016-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 170
Number of participants with account balances 2016-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: PETER JOSEPH, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 175
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 152
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 13
Total of all active and inactive participants 2015-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 165
Number of participants with account balances 2015-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: PETER JOSEPH, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 169
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 149
Number of retired or separated participants receiving benefits 2014-01-01 5
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 154
Number of participants with account balances 2014-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PETER JOSEPH, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 131
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 136
Number of participants with account balances 2013-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: PETER JOSEPH, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 124
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 5
Total of all active and inactive participants 2012-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 131
Number of participants with account balances 2012-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2

Measure	Date	Value
2022: PETER JOSEPH, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	202
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	170
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	19
Total of all active and inactive participants	2022-01-01	191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	191
Number of participants with account balances	2022-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: PETER JOSEPH, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	184
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	151
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	19
Total of all active and inactive participants	2021-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	170
Number of participants with account balances	2021-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PETER JOSEPH, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	141
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	18
Total of all active and inactive participants	2020-01-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	159
Number of participants with account balances	2020-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PETER JOSEPH, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	183
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	150
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	10
Total of all active and inactive participants	2019-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	160
Number of participants with account balances	2019-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PETER JOSEPH, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	193
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	151
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	10
Total of all active and inactive participants	2018-01-01	161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	161
Number of participants with account balances	2018-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3
2017: PETER JOSEPH, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	196
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	164
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	13
Total of all active and inactive participants	2017-01-01	177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	177
Number of participants with account balances	2017-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PETER JOSEPH, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	191
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	156
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	12
Total of all active and inactive participants	2016-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	170
Number of participants with account balances	2016-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: PETER JOSEPH, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	175
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	152
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	13
Total of all active and inactive participants	2015-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	165
Number of participants with account balances	2015-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: PETER JOSEPH, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	169
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	149
Number of retired or separated participants receiving benefits	2014-01-01	5
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	154
Number of participants with account balances	2014-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PETER JOSEPH, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	131
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	136
Number of participants with account balances	2013-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: PETER JOSEPH, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	124
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	5
Total of all active and inactive participants	2012-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	131
Number of participants with account balances	2012-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2

Financial Data on PETER JOSEPH, INC. 401(K) PLAN

Measure	Date	Value
2022 : PETER JOSEPH, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-619,583
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$347,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$346,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$278,037
Value of total assets at end of year	2022-12-31	$4,875,656
Value of total assets at beginning of year	2022-12-31	$5,842,568
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$1,102
Total interest from all sources	2022-12-31	$4,976
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$245,170
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$245,170
Administrative expenses professional fees incurred	2022-12-31	$1,102
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$184,401
Participant contributions at end of year	2022-12-31	$100,491
Participant contributions at beginning of year	2022-12-31	$65,233
Participant contributions at end of year	2022-12-31	$3,416
Participant contributions at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$4,172
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-966,912
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$4,875,656
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$5,842,568
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$4,748,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,750,568
Interest on participant loans	2022-12-31	$4,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,151,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$93,636
Employer contributions (assets) at end of year	2022-12-31	$23,092
Employer contributions (assets) at beginning of year	2022-12-31	$26,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$346,227
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	ANDERSON, LOWER, WHITLOW, P.C.
Accountancy firm EIN	2022-12-31	421394940
2021 : PETER JOSEPH, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$994,797
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$298,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$294,717
Expenses. Certain deemed distributions of participant loans	2021-12-31	$2,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$294,636
Value of total assets at end of year	2021-12-31	$5,842,568
Value of total assets at beginning of year	2021-12-31	$5,146,619
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$1,691
Total interest from all sources	2021-12-31	$4,770
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$276,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$276,272
Administrative expenses professional fees incurred	2021-12-31	$1,691
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$193,478
Participant contributions at end of year	2021-12-31	$65,233
Participant contributions at beginning of year	2021-12-31	$86,115
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$4,992
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$695,949
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$5,842,568
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,146,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$5,750,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,038,958
Interest on participant loans	2021-12-31	$4,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$419,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$96,166
Employer contributions (assets) at end of year	2021-12-31	$26,767
Employer contributions (assets) at beginning of year	2021-12-31	$21,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$294,717
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	ANDERSON, LOWER, WHITLOW, P.C.
Accountancy firm EIN	2021-12-31	421394940
2020 : PETER JOSEPH, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$997,762
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$13,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$12,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$262,523
Value of total assets at end of year	2020-12-31	$5,146,619
Value of total assets at beginning of year	2020-12-31	$4,162,138
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,175
Total interest from all sources	2020-12-31	$4,266
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$162,033
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$162,033
Administrative expenses professional fees incurred	2020-12-31	$1,175
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$174,775
Participant contributions at end of year	2020-12-31	$86,115
Participant contributions at beginning of year	2020-12-31	$45,725
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$4,263
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$984,481
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,146,619
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,162,138
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$5,038,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,096,311
Interest on participant loans	2020-12-31	$4,266
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$568,940
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$83,485
Employer contributions (assets) at end of year	2020-12-31	$21,546
Employer contributions (assets) at beginning of year	2020-12-31	$20,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$12,106
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	ANDERSON, LOWER, WHITLOW, P.C.
Accountancy firm EIN	2020-12-31	421394940
2019 : PETER JOSEPH, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$810,800
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$119,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$118,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$203,309
Value of total assets at end of year	2019-12-31	$4,162,138
Value of total assets at beginning of year	2019-12-31	$3,471,010
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,070
Total interest from all sources	2019-12-31	$1,186
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$154,078
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$154,078
Administrative expenses professional fees incurred	2019-12-31	$1,070
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$127,199
Participant contributions at end of year	2019-12-31	$45,725
Participant contributions at beginning of year	2019-12-31	$14,096
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$1,866
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$3,024
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$614,102
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$691,128
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,162,138
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,471,010
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,096,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,830,451
Interest on participant loans	2019-12-31	$1,186
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$452,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$73,086
Employer contributions (assets) at end of year	2019-12-31	$20,102
Employer contributions (assets) at beginning of year	2019-12-31	$10,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$118,602
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	ANDERSON, LOWER, WHITLOW, P.C.
Accountancy firm EIN	2019-12-31	421394940
2018 : PETER JOSEPH, INC. 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-185,670
Total unrealized appreciation/depreciation of assets	2018-12-31	$-185,670
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$11,542
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$139,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$92,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$151,955
Value of total assets at end of year	2018-12-31	$3,471,010
Value of total assets at beginning of year	2018-12-31	$3,598,755
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$46,850
Total interest from all sources	2018-12-31	$946
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$130,372
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$130,372
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$327,500
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$108,843
Participant contributions at end of year	2018-12-31	$14,096
Participant contributions at beginning of year	2018-12-31	$27,131
Participant contributions at end of year	2018-12-31	$1,866
Participant contributions at beginning of year	2018-12-31	$2,317
Total non interest bearing cash at end of year	2018-12-31	$614,102
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-127,745
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,471,010
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,598,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,830,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,873,957
Interest on participant loans	2018-12-31	$946
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$14,318
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$14,318
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$125
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-86,061
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$43,112
Employer contributions (assets) at end of year	2018-12-31	$10,495
Employer contributions (assets) at beginning of year	2018-12-31	$11,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$92,437
Contract administrator fees	2018-12-31	$46,850
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$1,669,881
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	ANDERSON, LOWER, WHITLOW, P.C.
Accountancy firm EIN	2018-12-31	421394940
2017 : PETER JOSEPH, INC. 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$510,060
Total unrealized appreciation/depreciation of assets	2017-12-31	$510,060
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$5,003
Total income from all sources (including contributions)	2017-12-31	$958,442
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$587,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$585,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$144,789
Value of total assets at end of year	2017-12-31	$3,598,755
Value of total assets at beginning of year	2017-12-31	$3,232,487
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,205
Total interest from all sources	2017-12-31	$2,222
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$86,959
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$49,426
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$327,500
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$105,414
Participant contributions at end of year	2017-12-31	$27,131
Participant contributions at beginning of year	2017-12-31	$43,850
Participant contributions at end of year	2017-12-31	$2,317
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$5,003
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$371,271
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,598,755
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,227,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,873,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,907,399
Interest on participant loans	2017-12-31	$2,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$14,318
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$4,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$4,740
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$125
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$214,412
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$39,375
Employer contributions (assets) at end of year	2017-12-31	$11,026
Employer contributions (assets) at beginning of year	2017-12-31	$8,000
Income. Dividends from common stock	2017-12-31	$37,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$585,966
Contract administrator fees	2017-12-31	$1,205
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$1,669,881
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$1,268,498
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	ANDERSON, LOWER, WHITLOW, P.C.
Accountancy firm EIN	2017-12-31	421394940
2016 : PETER JOSEPH, INC. 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$35,324
Total unrealized appreciation/depreciation of assets	2016-12-31	$35,324
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$5,003
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$7,804
Total income from all sources (including contributions)	2016-12-31	$301,399
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$58,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$57,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$114,225
Value of total assets at end of year	2016-12-31	$3,232,487
Value of total assets at beginning of year	2016-12-31	$2,992,550
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,476
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$39,141
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$1,476
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$300,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$81,680
Participant contributions at end of year	2016-12-31	$43,850
Participant contributions at beginning of year	2016-12-31	$44,184
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$5,003
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$7,804
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$242,738
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,227,484
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,984,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,907,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,764,418
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$4,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$112,709
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$32,545
Employer contributions (assets) at end of year	2016-12-31	$8,000
Employer contributions (assets) at beginning of year	2016-12-31	$8,802
Income. Dividends from common stock	2016-12-31	$39,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$57,185
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$1,268,498
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$1,175,146
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	ANDERSON, LOWER, WHITLOW, P.C.
Accountancy firm EIN	2016-12-31	421394940
2015 : PETER JOSEPH, INC. 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$238,891
Total unrealized appreciation/depreciation of assets	2015-12-31	$238,891
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$7,804
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$328,247
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$98,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$97,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$113,594
Value of total assets at end of year	2015-12-31	$2,992,550
Value of total assets at beginning of year	2015-12-31	$2,754,890
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$795
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$34,632
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$795
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$300,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$79,929
Participant contributions at end of year	2015-12-31	$44,184
Participant contributions at beginning of year	2015-12-31	$52,735
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$7,804
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$229,856
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,984,746
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,754,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,764,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,692,913
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-58,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$33,665
Employer contributions (assets) at end of year	2015-12-31	$8,802
Employer contributions (assets) at beginning of year	2015-12-31	$14,498
Income. Dividends from common stock	2015-12-31	$34,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$97,596
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$1,175,146
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$994,744
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	ANDERSON, LOWER, WHITLOW, P.C.
Accountancy firm EIN	2015-12-31	421394940
2014 : PETER JOSEPH, INC. 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$-38,875
Total unrealized appreciation/depreciation of assets	2014-12-31	$-38,875
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$215,491
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$2,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$103,011
Value of total assets at end of year	2014-12-31	$2,754,890
Value of total assets at beginning of year	2014-12-31	$2,541,914
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$2,515
Total interest from all sources	2014-12-31	$2,433
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$55,865
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$20,300
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$300,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$74,057
Participant contributions at end of year	2014-12-31	$52,735
Participant contributions at beginning of year	2014-12-31	$38,002
Participant contributions at beginning of year	2014-12-31	$0
Administrative expenses (other) incurred	2014-12-31	$2,515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$212,976
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,754,890
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,541,914
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,692,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,447,235
Interest on participant loans	2014-12-31	$2,433
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$93,057
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$28,954
Employer contributions (assets) at end of year	2014-12-31	$14,498
Employer contributions (assets) at beginning of year	2014-12-31	$7,436
Income. Dividends from common stock	2014-12-31	$35,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$994,744
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$1,049,241
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	ANDERSON, LOWEVER, WHITLOW, P.C.
Accountancy firm EIN	2014-12-31	421394940
2013 : PETER JOSEPH, INC. 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$95,100
Total unrealized appreciation/depreciation of assets	2013-12-31	$95,100
Total income from all sources (including contributions)	2013-12-31	$535,527
Total of all expenses incurred	2013-12-31	$166,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$163,047
Value of total corrective distributions	2013-12-31	$629
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$95,739
Value of total assets at end of year	2013-12-31	$2,541,914
Value of total assets at beginning of year	2013-12-31	$2,172,923
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$2,860
Total interest from all sources	2013-12-31	$1,707
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$50,713
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$16,373
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$300,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$68,598
Participant contributions at end of year	2013-12-31	$38,002
Participant contributions at beginning of year	2013-12-31	$52,566
Participant contributions at beginning of year	2013-12-31	$119
Other income not declared elsewhere	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$368,991
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,541,914
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,172,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,447,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,146,109
Interest on participant loans	2013-12-31	$1,707
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$292,268
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Assets. Invements in employer securities at end of year	2013-12-31	$0
Assets. Invements in employer securities at beginning of year	2013-12-31	$0
Contributions received in cash from employer	2013-12-31	$27,141
Employer contributions (assets) at end of year	2013-12-31	$7,436
Employer contributions (assets) at beginning of year	2013-12-31	$6,661
Income. Dividends from common stock	2013-12-31	$34,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$163,047
Contract administrator fees	2013-12-31	$2,860
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$1,049,241
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$967,468
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	ANDERSON, LOWER, WHITLOW, P.C.
Accountancy firm EIN	2013-12-31	421394940
2012 : PETER JOSEPH, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$161,383
Total of all expenses incurred	2012-12-31	$198,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$196,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$99,734
Value of total assets at end of year	2012-12-31	$2,172,923
Value of total assets at beginning of year	2012-12-31	$2,209,620
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,425
Total interest from all sources	2012-12-31	$1,680
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$59,969
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$167,715
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$300,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$68,371
Participant contributions at end of year	2012-12-31	$52,566
Participant contributions at beginning of year	2012-12-31	$48,573
Participant contributions at end of year	2012-12-31	$119
Participant contributions at beginning of year	2012-12-31	$1,086
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-36,697
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,172,923
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,209,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,146,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,032,114
Interest on participant loans	2012-12-31	$1,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Assets. Invements in employer securities at end of year	2012-12-31	$967,468
Assets. Invements in employer securities at beginning of year	2012-12-31	$1,119,468
Contributions received in cash from employer	2012-12-31	$31,363
Employer contributions (assets) at end of year	2012-12-31	$6,661
Employer contributions (assets) at beginning of year	2012-12-31	$8,379
Income. Dividends from common stock	2012-12-31	$-107,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$196,655
Contract administrator fees	2012-12-31	$1,425
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	ANDERSON, LOWER, WHITLOW, P.C.
Accountancy firm EIN	2012-12-31	421394940

Form 5500 Responses for PETER JOSEPH, INC. 401(K) PLAN

2022: PETER JOSEPH, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PETER JOSEPH, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PETER JOSEPH, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PETER JOSEPH, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PETER JOSEPH, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PETER JOSEPH, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PETER JOSEPH, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PETER JOSEPH, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PETER JOSEPH, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PETER JOSEPH, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PETER JOSEPH, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

811704

Policy instance

Insurance contract or identification number	811704
Number of Individuals Covered	161
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

811704

Policy instance

Insurance contract or identification number	811704
Number of Individuals Covered	177
Insurance policy start date	2017-10-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	PETER JOSEPH, INC.
Employer identification number (EIN):	421365940
NAIC Classification:	722513
NAIC Description:	Limited-Service Restaurants

Jurisdiction of Incorporation:	Iowa Secretary of State Business Entities
Incorporation Date:	1991-03-12
Company Identification Number:	149136
Legal Registered Office Address:	1503 BRADY ST DAVENPORT United States of America (USA) 52803