?>
Plan Name | PALMER GROUP 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | PALMER COMPANIES, INC. |
Employer identification number (EIN): | 421480932 |
NAIC Classification: | 541990 |
NAIC Description: | All Other Professional, Scientific, and Technical Services |
Additional information about PALMER COMPANIES, INC.
Jurisdiction of Incorporation: | Iowa Secretary of State Business Entities |
Incorporation Date: | 1998-11-05 |
Company Identification Number: | 222400 |
Legal Registered Office Address: |
3737 WOODLAND AVE STE 200 WEST DES MOINES United States of America (USA) 50266 |
More information about PALMER COMPANIES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | DAVID J LETO | 2023-08-02 | DAVID J LETO | 2023-08-02 |
001 | 2021-01-01 | DAVID J LETO | 2022-08-18 | DAVID J LETO | 2022-08-18 |
001 | 2020-01-01 | DAVID J LETO | 2021-09-15 | DAVID J LETO | 2021-09-15 |
001 | 2019-01-01 | DAVID J LETO | 2020-10-14 | DAVID J LETO | 2020-10-14 |
001 | 2018-01-01 | DAVID J LETO | 2019-08-22 | DAVID J LETO | 2019-08-22 |
001 | 2017-01-01 | ||||
001 | 2016-01-01 | ||||
001 | 2015-01-01 | ||||
001 | 2014-01-01 | ||||
001 | 2013-01-01 | ||||
001 | 2012-01-01 | AUSTIN PALMER | 2013-07-26 | AUSTIN PALMER | 2013-07-26 |
001 | 2011-01-01 | AUSTIN PALMER | 2012-07-05 | AUSTIN PALMER | 2012-07-05 |
001 | 2010-01-01 | AUSTIN PALMER | 2011-10-03 | AUSTIN PALMER | 2011-10-03 |
001 | 2009-01-01 | AUSTIN PALMER | AUSTIN PALMER | 2010-08-02 |
Measure | Date | Value |
---|---|---|
2022: PALMER GROUP 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 231 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 178 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 41 |
Total of all active and inactive participants | 2022-01-01 | 219 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 219 |
Number of participants with account balances | 2022-01-01 | 136 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: PALMER GROUP 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 250 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 147 |
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 | 56 |
Total of all active and inactive participants | 2021-01-01 | 203 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 203 |
Number of participants with account balances | 2021-01-01 | 149 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: PALMER GROUP 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 224 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 181 |
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 | 38 |
Total of all active and inactive participants | 2020-01-01 | 219 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 219 |
Number of participants with account balances | 2020-01-01 | 135 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: PALMER GROUP 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 187 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 165 |
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 | 29 |
Total of all active and inactive participants | 2019-01-01 | 194 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 194 |
Number of participants with account balances | 2019-01-01 | 113 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: PALMER GROUP 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 183 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 146 |
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 | 15 |
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 | 94 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: PALMER GROUP 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 148 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 126 |
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 | 30 |
Total of all active and inactive participants | 2017-01-01 | 156 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 156 |
Number of participants with account balances | 2017-01-01 | 97 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2009: PALMER GROUP 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 4 |
Total of all active and inactive participants | 2009-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 33 |
Number of participants with account balances | 2009-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : PALMER GROUP 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 | $-747,575 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $541,022 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $490,741 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,347,115 |
Value of total assets at end of year | 2022-12-31 | $9,168,775 |
Value of total assets at beginning of year | 2022-12-31 | $10,457,372 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $50,281 |
Total interest from all sources | 2022-12-31 | $3,576 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $16,381 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $749,450 |
Participant contributions at end of year | 2022-12-31 | $51,580 |
Participant contributions at beginning of year | 2022-12-31 | $66,779 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $530 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $597,665 |
Other income not declared elsewhere | 2022-12-31 | $47,501 |
Administrative expenses (other) incurred | 2022-12-31 | $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 | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-1,288,597 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $9,168,775 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $10,457,372 |
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 |
Investment advisory and management fees | 2022-12-31 | $32,200 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $9,117,195 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $10,390,063 |
Interest on participant loans | 2022-12-31 | $3,576 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,145,767 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $490,741 |
Contract administrator fees | 2022-12-31 | $1,700 |
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 | MCHS P.C. |
Accountancy firm EIN | 2022-12-31 | 421104473 |
2021 : PALMER GROUP 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 | $2,346,322 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $208,967 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $170,375 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $912,572 |
Value of total assets at end of year | 2021-12-31 | $10,457,372 |
Value of total assets at beginning of year | 2021-12-31 | $8,320,017 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $38,592 |
Total interest from all sources | 2021-12-31 | $4,061 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $6,626 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $709,016 |
Participant contributions at end of year | 2021-12-31 | $66,779 |
Participant contributions at beginning of year | 2021-12-31 | $56,468 |
Participant contributions at end of year | 2021-12-31 | $530 |
Participant contributions at beginning of year | 2021-12-31 | $51 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $203,556 |
Other income not declared elsewhere | 2021-12-31 | $46,181 |
Administrative expenses (other) incurred | 2021-12-31 | $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 | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $2,137,355 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $10,457,372 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $8,320,017 |
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 |
Investment advisory and management fees | 2021-12-31 | $30,916 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $10,390,063 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $8,263,498 |
Interest on participant loans | 2021-12-31 | $4,061 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,383,508 |
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 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $170,375 |
Contract administrator fees | 2021-12-31 | $1,050 |
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 | BERGANKDV, LTD |
Accountancy firm EIN | 2021-12-31 | 411431613 |
2020 : PALMER GROUP 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 | $2,125,403 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $347,021 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $315,305 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $749,354 |
Value of total assets at end of year | 2020-12-31 | $8,320,017 |
Value of total assets at beginning of year | 2020-12-31 | $6,541,635 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $31,716 |
Total interest from all sources | 2020-12-31 | $4,820 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $8,138 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $620,785 |
Participant contributions at end of year | 2020-12-31 | $56,468 |
Participant contributions at beginning of year | 2020-12-31 | $74,750 |
Participant contributions at end of year | 2020-12-31 | $51 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $128,569 |
Other income not declared elsewhere | 2020-12-31 | $30,957 |
Administrative expenses (other) incurred | 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 | $1,778,382 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $8,320,017 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $6,541,635 |
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 |
Investment advisory and management fees | 2020-12-31 | $22,428 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $8,263,498 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $6,466,885 |
Interest on participant loans | 2020-12-31 | $4,820 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,340,272 |
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 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $315,305 |
Contract administrator fees | 2020-12-31 | $1,150 |
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 | BERGANKDV, LTD |
Accountancy firm EIN | 2020-12-31 | 411431613 |
2019 : PALMER GROUP 401(K) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
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 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 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 | $1,842,214 |
Total income from all sources (including contributions) | 2019-12-31 | $1,842,214 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $350,544 |
Total of all expenses incurred | 2019-12-31 | $350,544 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $318,157 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $318,157 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $559,042 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $559,042 |
Value of total assets at end of year | 2019-12-31 | $6,541,635 |
Value of total assets at end of year | 2019-12-31 | $6,541,635 |
Value of total assets at beginning of year | 2019-12-31 | $5,049,965 |
Value of total assets at beginning of year | 2019-12-31 | $5,049,965 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $32,387 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $32,387 |
Total interest from all sources | 2019-12-31 | $3,983 |
Total interest from all sources | 2019-12-31 | $3,983 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $8,450 |
Administrative expenses professional fees incurred | 2019-12-31 | $8,450 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $559,042 |
Contributions received from participants | 2019-12-31 | $559,042 |
Participant contributions at end of year | 2019-12-31 | $74,750 |
Participant contributions at end of year | 2019-12-31 | $74,750 |
Participant contributions at beginning of year | 2019-12-31 | $35,636 |
Participant contributions at beginning of year | 2019-12-31 | $35,636 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $10,461 |
Participant contributions at beginning of year | 2019-12-31 | $10,461 |
Other income not declared elsewhere | 2019-12-31 | $28,042 |
Other income not declared elsewhere | 2019-12-31 | $28,042 |
Administrative expenses (other) incurred | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $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 | 2019-12-31 | No |
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 | $1,491,670 |
Value of net income/loss | 2019-12-31 | $1,491,670 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $6,541,635 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $6,541,635 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,049,965 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,049,965 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
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 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 |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $19,643 |
Investment advisory and management fees | 2019-12-31 | $19,643 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $6,466,885 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $6,466,885 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $5,003,868 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $5,003,868 |
Interest on participant loans | 2019-12-31 | $3,983 |
Interest on participant loans | 2019-12-31 | $3,983 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,251,147 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,251,147 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
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 |
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 |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $318,157 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $318,157 |
Contract administrator fees | 2019-12-31 | $4,294 |
Contract administrator fees | 2019-12-31 | $4,294 |
Did the plan have assets held for investment | 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 |
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 |
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 |
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 |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BERGANKDV, LTD |
Accountancy firm name | 2019-12-31 | BERGANKDV, LTD |
Accountancy firm EIN | 2019-12-31 | 411431613 |
Accountancy firm EIN | 2019-12-31 | 411431613 |
2018 : PALMER GROUP 401(K) PLAN 2018 401k financial data | ||
Total income from all sources (including contributions) | 2018-12-31 | $270,828 |
Total of all expenses incurred | 2018-12-31 | $1,630,065 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,593,388 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $518,543 |
Value of total assets at end of year | 2018-12-31 | $5,049,965 |
Value of total assets at beginning of year | 2018-12-31 | $6,409,202 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $36,677 |
Total interest from all sources | 2018-12-31 | $1,422 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $8,150 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
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 | $518,543 |
Participant contributions at end of year | 2018-12-31 | $35,636 |
Participant contributions at beginning of year | 2018-12-31 | $26,931 |
Participant contributions at end of year | 2018-12-31 | $10,461 |
Other income not declared elsewhere | 2018-12-31 | $29,774 |
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 | $-1,359,237 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $5,049,965 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $6,409,202 |
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 |
Investment advisory and management fees | 2018-12-31 | $21,527 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $5,003,868 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $6,382,271 |
Interest on participant loans | 2018-12-31 | $1,422 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-278,911 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,593,388 |
Contract administrator fees | 2018-12-31 | $7,000 |
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 | BROOKS LODDEN, P.C. |
Accountancy firm EIN | 2018-12-31 | 421229486 |
2017 : PALMER GROUP 401(K) PLAN 2017 401k financial data | ||
Total income from all sources (including contributions) | 2017-12-31 | $1,599,268 |
Total of all expenses incurred | 2017-12-31 | $591,124 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $575,171 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $474,418 |
Value of total assets at end of year | 2017-12-31 | $6,409,202 |
Value of total assets at beginning of year | 2017-12-31 | $5,401,058 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $15,953 |
Total interest from all sources | 2017-12-31 | $1,304 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
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 | $448,663 |
Participant contributions at end of year | 2017-12-31 | $26,931 |
Participant contributions at beginning of year | 2017-12-31 | $14,736 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $25,755 |
Other income not declared elsewhere | 2017-12-31 | $19,371 |
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 | $1,008,144 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $6,409,202 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,401,058 |
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 |
Investment advisory and management fees | 2017-12-31 | $10,179 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $6,382,271 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $5,383,429 |
Interest on participant loans | 2017-12-31 | $1,304 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,104,175 |
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 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $2,893 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $575,171 |
Contract administrator fees | 2017-12-31 | $5,774 |
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 | BROOKS LODDEN, P.C. |
Accountancy firm EIN | 2017-12-31 | 421229486 |
2009 : PALMER GROUP 401(K) PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: PALMER GROUP 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 – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: PALMER GROUP 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 – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: PALMER GROUP 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 – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: PALMER GROUP 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 – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: PALMER GROUP 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 – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: PALMER GROUP 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 – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2009: PALMER GROUP 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |