401k Plan data: PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN plan

PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	002

PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

PETERSON MANUFACTURING COMPANY has sponsored the creation of one or more 401k plans.

Company Name: PETERSON MANUFACTURING COMPANY

Employer identification number (EIN): 440607507

NAIC Classification: 336300

Additional information about PETERSON MANUFACTURING COMPANY

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1960-11-19

Company Identification Number: 242181

Legal Registered Office Address: 1224 NORTHPORT DR

SARASOTA

33577

More information about PETERSON MANUFACTURING COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-12-01
002 2019-12-01
002 2018-12-01
002 2017-12-01
002 2016-12-01 ROGER V LEWIS
002 2015-12-01 ROGER V LEWIS
002 2015-12-01
002 2014-12-01 STEPHEN K. HICKERSON
002 2013-12-01 STEPHEN K. HICKERSON
002 2012-12-01 STEPHEN K. HICKERSON
002 2011-12-01 STEPHEN K. HICKERSON
002 2009-12-01 STEPHEN K. HICKERSON
002 2008-12-01

Plan Statistics for PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2020: PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year 2020-12-01 264
Total number of active participants reported on line 7a of the Form 5500 2020-12-01 0
Number of retired or separated participants receiving benefits 2020-12-01 0
Number of other retired or separated participants entitled to future benefits 2020-12-01 0
Total of all active and inactive participants 2020-12-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-12-01 0
Total participants 2020-12-01 0
Number of participants with account balances 2020-12-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-12-01 0
2019: PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year 2019-12-01 279
Total number of active participants reported on line 7a of the Form 5500 2019-12-01 258
Number of retired or separated participants receiving benefits 2019-12-01 0
Number of other retired or separated participants entitled to future benefits 2019-12-01 6
Total of all active and inactive participants 2019-12-01 264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-12-01 0
Total participants 2019-12-01 264
Number of participants with account balances 2019-12-01 264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-12-01 4
2018: PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year 2018-12-01 270
Total number of active participants reported on line 7a of the Form 5500 2018-12-01 270
Number of retired or separated participants receiving benefits 2018-12-01 0
Number of other retired or separated participants entitled to future benefits 2018-12-01 0
Total of all active and inactive participants 2018-12-01 270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-12-01 0
Total participants 2018-12-01 270
Number of participants with account balances 2018-12-01 270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-12-01 9
2017: PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year 2017-12-01 285
Total number of active participants reported on line 7a of the Form 5500 2017-12-01 265
Number of retired or separated participants receiving benefits 2017-12-01 0
Number of other retired or separated participants entitled to future benefits 2017-12-01 1
Total of all active and inactive participants 2017-12-01 266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-12-01 0
Total participants 2017-12-01 266
Number of participants with account balances 2017-12-01 265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-12-01 5
2016: PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year 2016-12-01 292
Total number of active participants reported on line 7a of the Form 5500 2016-12-01 284
Number of retired or separated participants receiving benefits 2016-12-01 0
Number of other retired or separated participants entitled to future benefits 2016-12-01 1
Total of all active and inactive participants 2016-12-01 285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-12-01 0
Total participants 2016-12-01 285
Number of participants with account balances 2016-12-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-12-01 4
2015: PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year 2015-12-01 307
Total number of active participants reported on line 7a of the Form 5500 2015-12-01 291
Number of retired or separated participants receiving benefits 2015-12-01 0
Number of other retired or separated participants entitled to future benefits 2015-12-01 1
Total of all active and inactive participants 2015-12-01 292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-12-01 0
Total participants 2015-12-01 292
Number of participants with account balances 2015-12-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-12-01 10
2014: PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year 2014-12-01 301
Total number of active participants reported on line 7a of the Form 5500 2014-12-01 304
Number of retired or separated participants receiving benefits 2014-12-01 0
Number of other retired or separated participants entitled to future benefits 2014-12-01 3
Total of all active and inactive participants 2014-12-01 307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-12-01 0
Total participants 2014-12-01 307
Number of participants with account balances 2014-12-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-12-01 1
2013: PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year 2013-12-01 307
Total number of active participants reported on line 7a of the Form 5500 2013-12-01 298
Number of retired or separated participants receiving benefits 2013-12-01 0
Number of other retired or separated participants entitled to future benefits 2013-12-01 3
Total of all active and inactive participants 2013-12-01 301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-12-01 0
Total participants 2013-12-01 301
Number of participants with account balances 2013-12-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-12-01 3
2012: PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year 2012-12-01 311
Total number of active participants reported on line 7a of the Form 5500 2012-12-01 304
Number of retired or separated participants receiving benefits 2012-12-01 0
Number of other retired or separated participants entitled to future benefits 2012-12-01 3
Total of all active and inactive participants 2012-12-01 307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-12-01 0
Total participants 2012-12-01 307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-12-01 4
2011: PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year 2011-12-01 315
Total number of active participants reported on line 7a of the Form 5500 2011-12-01 308
Number of retired or separated participants receiving benefits 2011-12-01 0
Number of other retired or separated participants entitled to future benefits 2011-12-01 3
Total of all active and inactive participants 2011-12-01 311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-12-01 0
Total participants 2011-12-01 311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-12-01 6
2009: PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year 2009-12-01 321
Total number of active participants reported on line 7a of the Form 5500 2009-12-01 323
Number of retired or separated participants receiving benefits 2009-12-01 0
Number of other retired or separated participants entitled to future benefits 2009-12-01 7
Total of all active and inactive participants 2009-12-01 330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-12-01 0
Total participants 2009-12-01 330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-12-01 6

Measure	Date	Value
2020: PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year	2020-12-01	264
Total number of active participants reported on line 7a of the Form 5500	2020-12-01	0
Number of retired or separated participants receiving benefits	2020-12-01	0
Number of other retired or separated participants entitled to future benefits	2020-12-01	0
Total of all active and inactive participants	2020-12-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-12-01	0
Total participants	2020-12-01	0
Number of participants with account balances	2020-12-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-12-01	0
2019: PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year	2019-12-01	279
Total number of active participants reported on line 7a of the Form 5500	2019-12-01	258
Number of retired or separated participants receiving benefits	2019-12-01	0
Number of other retired or separated participants entitled to future benefits	2019-12-01	6
Total of all active and inactive participants	2019-12-01	264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-12-01	0
Total participants	2019-12-01	264
Number of participants with account balances	2019-12-01	264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-12-01	4
2018: PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year	2018-12-01	270
Total number of active participants reported on line 7a of the Form 5500	2018-12-01	270
Number of retired or separated participants receiving benefits	2018-12-01	0
Number of other retired or separated participants entitled to future benefits	2018-12-01	0
Total of all active and inactive participants	2018-12-01	270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-12-01	0
Total participants	2018-12-01	270
Number of participants with account balances	2018-12-01	270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-12-01	9
2017: PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year	2017-12-01	285
Total number of active participants reported on line 7a of the Form 5500	2017-12-01	265
Number of retired or separated participants receiving benefits	2017-12-01	0
Number of other retired or separated participants entitled to future benefits	2017-12-01	1
Total of all active and inactive participants	2017-12-01	266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-12-01	0
Total participants	2017-12-01	266
Number of participants with account balances	2017-12-01	265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-12-01	5
2016: PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year	2016-12-01	292
Total number of active participants reported on line 7a of the Form 5500	2016-12-01	284
Number of retired or separated participants receiving benefits	2016-12-01	0
Number of other retired or separated participants entitled to future benefits	2016-12-01	1
Total of all active and inactive participants	2016-12-01	285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-12-01	0
Total participants	2016-12-01	285
Number of participants with account balances	2016-12-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-12-01	4
2015: PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year	2015-12-01	307
Total number of active participants reported on line 7a of the Form 5500	2015-12-01	291
Number of retired or separated participants receiving benefits	2015-12-01	0
Number of other retired or separated participants entitled to future benefits	2015-12-01	1
Total of all active and inactive participants	2015-12-01	292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-12-01	0
Total participants	2015-12-01	292
Number of participants with account balances	2015-12-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-12-01	10
2014: PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year	2014-12-01	301
Total number of active participants reported on line 7a of the Form 5500	2014-12-01	304
Number of retired or separated participants receiving benefits	2014-12-01	0
Number of other retired or separated participants entitled to future benefits	2014-12-01	3
Total of all active and inactive participants	2014-12-01	307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-12-01	0
Total participants	2014-12-01	307
Number of participants with account balances	2014-12-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-12-01	1
2013: PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year	2013-12-01	307
Total number of active participants reported on line 7a of the Form 5500	2013-12-01	298
Number of retired or separated participants receiving benefits	2013-12-01	0
Number of other retired or separated participants entitled to future benefits	2013-12-01	3
Total of all active and inactive participants	2013-12-01	301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-12-01	0
Total participants	2013-12-01	301
Number of participants with account balances	2013-12-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-12-01	3
2012: PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year	2012-12-01	311
Total number of active participants reported on line 7a of the Form 5500	2012-12-01	304
Number of retired or separated participants receiving benefits	2012-12-01	0
Number of other retired or separated participants entitled to future benefits	2012-12-01	3
Total of all active and inactive participants	2012-12-01	307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-12-01	0
Total participants	2012-12-01	307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-12-01	4
2011: PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year	2011-12-01	315
Total number of active participants reported on line 7a of the Form 5500	2011-12-01	308
Number of retired or separated participants receiving benefits	2011-12-01	0
Number of other retired or separated participants entitled to future benefits	2011-12-01	3
Total of all active and inactive participants	2011-12-01	311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-12-01	0
Total participants	2011-12-01	311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-12-01	6
2009: PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year	2009-12-01	321
Total number of active participants reported on line 7a of the Form 5500	2009-12-01	323
Number of retired or separated participants receiving benefits	2009-12-01	0
Number of other retired or separated participants entitled to future benefits	2009-12-01	7
Total of all active and inactive participants	2009-12-01	330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-12-01	0
Total participants	2009-12-01	330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-12-01	6

Financial Data on PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2021 : PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-08-24	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-08-24	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-08-24	$0
Total income from all sources (including contributions)	2021-08-24	$0
Total loss/gain on sale of assets	2021-08-24	$0
Total of all expenses incurred	2021-08-24	$5,887,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-08-24	$5,886,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-08-24	$0
Value of total assets at end of year	2021-08-24	$0
Value of total assets at beginning of year	2021-08-24	$5,887,238
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-08-24	$265
Total interest from all sources	2021-08-24	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-08-24	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-08-24	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2021-08-24	$0
Was this plan covered by a fidelity bond	2021-08-24	Yes
Value of fidelity bond cover	2021-08-24	$1,000,000
If this is an individual account plan, was there a blackout period	2021-08-24	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-08-24	$5,886,093
Were there any nonexempt tranactions with any party-in-interest	2021-08-24	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-08-24	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-08-24	$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	2021-08-24	No
Value of net income/loss	2021-08-24	$-5,887,238
Value of net assets at end of year (total assets less liabilities)	2021-08-24	$0
Value of net assets at beginning of year (total assets less liabilities)	2021-08-24	$5,887,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-08-24	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-08-24	No
Were any leases to which the plan was party in default or uncollectible	2021-08-24	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-08-24	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-08-24	$1,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-08-24	No
Was there a failure to transmit to the plan any participant contributions	2021-08-24	No
Has the plan failed to provide any benefit when due under the plan	2021-08-24	No
Assets. Invements in employer securities at end of year	2021-08-24	$0
Assets. Invements in employer securities at beginning of year	2021-08-24	$5,886,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-08-24	$5,886,973
Contract administrator fees	2021-08-24	$265
Liabilities. Value of benefit claims payable at end of year	2021-08-24	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-08-24	$0
Did the plan have assets held for investment	2021-08-24	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	2021-08-24	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-08-24	Yes
Opinion of an independent qualified public accountant for this plan	2021-08-24	Unqualified
Accountancy firm name	2021-08-24	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2021-08-24	431947695
2020 : PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-11-30	$-102,894
Total unrealized appreciation/depreciation of assets	2020-11-30	$-102,894
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-11-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-11-30	$0
Total income from all sources (including contributions)	2020-11-30	$-100,889
Total loss/gain on sale of assets	2020-11-30	$0
Total of all expenses incurred	2020-11-30	$570,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-11-30	$570,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-11-30	$2,000
Value of total assets at end of year	2020-11-30	$5,887,238
Value of total assets at beginning of year	2020-11-30	$6,558,350
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-11-30	$0
Total interest from all sources	2020-11-30	$5
Total dividends received (eg from common stock, registered investment company shares)	2020-11-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-11-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-11-30	$0
Was this plan covered by a fidelity bond	2020-11-30	Yes
Value of fidelity bond cover	2020-11-30	$1,000,000
If this is an individual account plan, was there a blackout period	2020-11-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-11-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-11-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-11-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-11-30	No
Value of net income/loss	2020-11-30	$-671,112
Value of net assets at end of year (total assets less liabilities)	2020-11-30	$5,887,238
Value of net assets at beginning of year (total assets less liabilities)	2020-11-30	$6,558,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-11-30	No
Were any leases to which the plan was party in default or uncollectible	2020-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-11-30	$1,146
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-11-30	$1,137
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-11-30	$5
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-11-30	No
Was there a failure to transmit to the plan any participant contributions	2020-11-30	No
Has the plan failed to provide any benefit when due under the plan	2020-11-30	No
Assets. Invements in employer securities at end of year	2020-11-30	$5,886,092
Assets. Invements in employer securities at beginning of year	2020-11-30	$6,557,213
Contributions received in cash from employer	2020-11-30	$2,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-11-30	$570,223
Liabilities. Value of benefit claims payable at end of year	2020-11-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-11-30	$0
Did the plan have assets held for investment	2020-11-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-11-30	Disclaimer
Accountancy firm name	2020-11-30	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2020-11-30	431947695
2019 : PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-11-30	$-156,468
Total unrealized appreciation/depreciation of assets	2019-11-30	$-156,468
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-11-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-11-30	$0
Total income from all sources (including contributions)	2019-11-30	$-154,433
Total loss/gain on sale of assets	2019-11-30	$0
Total of all expenses incurred	2019-11-30	$729,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-11-30	$729,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-11-30	$2,000
Value of total assets at end of year	2019-11-30	$6,558,350
Value of total assets at beginning of year	2019-11-30	$7,442,357
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-11-30	$0
Total interest from all sources	2019-11-30	$35
Total dividends received (eg from common stock, registered investment company shares)	2019-11-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-11-30	No
Was this plan covered by a fidelity bond	2019-11-30	Yes
Value of fidelity bond cover	2019-11-30	$1,000,000
If this is an individual account plan, was there a blackout period	2019-11-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-11-30	$727,371
Were there any nonexempt tranactions with any party-in-interest	2019-11-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-11-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-11-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-11-30	No
Value of net income/loss	2019-11-30	$-884,007
Value of net assets at end of year (total assets less liabilities)	2019-11-30	$6,558,350
Value of net assets at beginning of year (total assets less liabilities)	2019-11-30	$7,442,357
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-11-30	No
Were any leases to which the plan was party in default or uncollectible	2019-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-11-30	$1,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-11-30	$1,305
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-11-30	$35
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-11-30	No
Was there a failure to transmit to the plan any participant contributions	2019-11-30	No
Has the plan failed to provide any benefit when due under the plan	2019-11-30	No
Assets. Invements in employer securities at end of year	2019-11-30	$6,557,213
Assets. Invements in employer securities at beginning of year	2019-11-30	$7,441,052
Contributions received in cash from employer	2019-11-30	$2,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-11-30	$729,574
Liabilities. Value of benefit claims payable at end of year	2019-11-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-11-30	$0
Did the plan have assets held for investment	2019-11-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-11-30	Disclaimer
Accountancy firm name	2019-11-30	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2019-11-30	431947695
2018 : PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-11-30	$-402,868
Total unrealized appreciation/depreciation of assets	2018-11-30	$-402,868
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-11-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-11-30	$0
Total income from all sources (including contributions)	2018-11-30	$-400,843
Total loss/gain on sale of assets	2018-11-30	$0
Total of all expenses incurred	2018-11-30	$1,051,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-11-30	$1,051,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-11-30	$2,000
Value of total assets at end of year	2018-11-30	$7,442,357
Value of total assets at beginning of year	2018-11-30	$8,894,783
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-11-30	$0
Total interest from all sources	2018-11-30	$25
Total dividends received (eg from common stock, registered investment company shares)	2018-11-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-11-30	No
Was this plan covered by a fidelity bond	2018-11-30	Yes
Value of fidelity bond cover	2018-11-30	$1,000,000
If this is an individual account plan, was there a blackout period	2018-11-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-11-30	$1,036,350
Were there any nonexempt tranactions with any party-in-interest	2018-11-30	No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-11-30	$12,366
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-11-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-11-30	$12,366
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-11-30	No
Value of net income/loss	2018-11-30	$-1,452,426
Value of net assets at end of year (total assets less liabilities)	2018-11-30	$7,442,357
Value of net assets at beginning of year (total assets less liabilities)	2018-11-30	$8,894,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-11-30	No
Were any leases to which the plan was party in default or uncollectible	2018-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-11-30	$1,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-11-30	$2,147
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-11-30	$25
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-11-30	No
Was there a failure to transmit to the plan any participant contributions	2018-11-30	No
Has the plan failed to provide any benefit when due under the plan	2018-11-30	No
Assets. Invements in employer securities at end of year	2018-11-30	$7,441,052
Assets. Invements in employer securities at beginning of year	2018-11-30	$8,880,270
Contributions received in cash from employer	2018-11-30	$2,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-11-30	$1,039,217
Liabilities. Value of benefit claims payable at end of year	2018-11-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2018-11-30	$0
Did the plan have assets held for investment	2018-11-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-11-30	Disclaimer
Accountancy firm name	2018-11-30	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2018-11-30	431947695
2017 : PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-11-30	$573,895
Total unrealized appreciation/depreciation of assets	2017-11-30	$573,895
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-11-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-11-30	$0
Total income from all sources (including contributions)	2017-11-30	$587,675
Total loss/gain on sale of assets	2017-11-30	$0
Total of all expenses incurred	2017-11-30	$737,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-11-30	$737,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-11-30	$13,775
Value of total assets at end of year	2017-11-30	$8,894,783
Value of total assets at beginning of year	2017-11-30	$9,044,470
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-11-30	$0
Total interest from all sources	2017-11-30	$5
Total dividends received (eg from common stock, registered investment company shares)	2017-11-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-11-30	No
Was this plan covered by a fidelity bond	2017-11-30	Yes
Value of fidelity bond cover	2017-11-30	$1,000,000
If this is an individual account plan, was there a blackout period	2017-11-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-11-30	No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-11-30	$11,275
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-11-30	$12,366
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-11-30	$990
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-11-30	No
Value of net income/loss	2017-11-30	$-149,687
Value of net assets at end of year (total assets less liabilities)	2017-11-30	$8,894,783
Value of net assets at beginning of year (total assets less liabilities)	2017-11-30	$9,044,470
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-11-30	No
Were any leases to which the plan was party in default or uncollectible	2017-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-11-30	$2,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-11-30	$1,755
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-11-30	$5
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-11-30	No
Was there a failure to transmit to the plan any participant contributions	2017-11-30	No
Has the plan failed to provide any benefit when due under the plan	2017-11-30	No
Assets. Invements in employer securities at end of year	2017-11-30	$8,880,270
Assets. Invements in employer securities at beginning of year	2017-11-30	$9,041,725
Contributions received in cash from employer	2017-11-30	$13,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-11-30	$726,087
Liabilities. Value of benefit claims payable at end of year	2017-11-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2017-11-30	$0
Did the plan have assets held for investment	2017-11-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-11-30	Disclaimer
Accountancy firm name	2017-11-30	BKD LLP
Accountancy firm EIN	2017-11-30	440160260
2016 : PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-11-30	$624,701
Total unrealized appreciation/depreciation of assets	2016-11-30	$624,701
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-11-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-11-30	$430
Total income from all sources (including contributions)	2016-11-30	$629,237
Total loss/gain on sale of assets	2016-11-30	$0
Total of all expenses incurred	2016-11-30	$530,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-11-30	$530,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-11-30	$4,536
Value of total assets at end of year	2016-11-30	$9,044,470
Value of total assets at beginning of year	2016-11-30	$8,945,716
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-11-30	$0
Total interest from all sources	2016-11-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-11-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-11-30	No
Was this plan covered by a fidelity bond	2016-11-30	Yes
Value of fidelity bond cover	2016-11-30	$1,000,000
If this is an individual account plan, was there a blackout period	2016-11-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-11-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-11-30	No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-11-30	$1,536
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-11-30	$990
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-11-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-11-30	No
Value of net income/loss	2016-11-30	$99,184
Value of net assets at end of year (total assets less liabilities)	2016-11-30	$9,044,470
Value of net assets at beginning of year (total assets less liabilities)	2016-11-30	$8,945,286
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-11-30	No
Were any leases to which the plan was party in default or uncollectible	2016-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-11-30	$1,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-11-30	$564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-11-30	No
Was there a failure to transmit to the plan any participant contributions	2016-11-30	No
Has the plan failed to provide any benefit when due under the plan	2016-11-30	No
Assets. Invements in employer securities at end of year	2016-11-30	$9,041,725
Assets. Invements in employer securities at beginning of year	2016-11-30	$8,945,152
Contributions received in cash from employer	2016-11-30	$4,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-11-30	$528,517
Liabilities. Value of benefit claims payable at end of year	2016-11-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2016-11-30	$430
Did the plan have assets held for investment	2016-11-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-11-30	Disclaimer
Accountancy firm name	2016-11-30	BKD LLP
Accountancy firm EIN	2016-11-30	440160260
2015 : PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-11-30	$489,188
Total unrealized appreciation/depreciation of assets	2015-11-30	$489,188
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-11-30	$430
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-11-30	$430
Total income from all sources (including contributions)	2015-11-30	$491,188
Total loss/gain on sale of assets	2015-11-30	$0
Total of all expenses incurred	2015-11-30	$537,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-11-30	$537,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-11-30	$2,000
Value of total assets at end of year	2015-11-30	$8,945,716
Value of total assets at beginning of year	2015-11-30	$8,992,002
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-11-30	$0
Total interest from all sources	2015-11-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-11-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-11-30	No
Was this plan covered by a fidelity bond	2015-11-30	Yes
Value of fidelity bond cover	2015-11-30	$1,000,000
If this is an individual account plan, was there a blackout period	2015-11-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-11-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-11-30	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	2015-11-30	No
Value of net income/loss	2015-11-30	$-46,286
Value of net assets at end of year (total assets less liabilities)	2015-11-30	$8,945,286
Value of net assets at beginning of year (total assets less liabilities)	2015-11-30	$8,991,572
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-11-30	No
Were any leases to which the plan was party in default or uncollectible	2015-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-11-30	$564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-11-30	$734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-11-30	No
Was there a failure to transmit to the plan any participant contributions	2015-11-30	No
Has the plan failed to provide any benefit when due under the plan	2015-11-30	No
Assets. Invements in employer securities at end of year	2015-11-30	$8,945,152
Assets. Invements in employer securities at beginning of year	2015-11-30	$8,991,268
Contributions received in cash from employer	2015-11-30	$2,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-11-30	$537,474
Liabilities. Value of benefit claims payable at end of year	2015-11-30	$430
Liabilities. Value of benefit claims payable at beginning of year	2015-11-30	$430
Did the plan have assets held for investment	2015-11-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-11-30	Disclaimer
Accountancy firm name	2015-11-30	BKD LLP
Accountancy firm EIN	2015-11-30	440160260
2014 : PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-11-30	$1,597,622
Total unrealized appreciation/depreciation of assets	2014-11-30	$1,597,622
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-11-30	$430
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-11-30	$421
Total income from all sources (including contributions)	2014-11-30	$1,599,622
Total loss/gain on sale of assets	2014-11-30	$0
Total of all expenses incurred	2014-11-30	$490,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-11-30	$490,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-11-30	$2,000
Value of total assets at end of year	2014-11-30	$8,992,002
Value of total assets at beginning of year	2014-11-30	$7,883,252
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-11-30	$0
Total interest from all sources	2014-11-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-11-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-11-30	No
Was this plan covered by a fidelity bond	2014-11-30	Yes
Value of fidelity bond cover	2014-11-30	$1,000,000
If this is an individual account plan, was there a blackout period	2014-11-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-11-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-11-30	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	2014-11-30	No
Value of net income/loss	2014-11-30	$1,108,741
Value of net assets at end of year (total assets less liabilities)	2014-11-30	$8,991,572
Value of net assets at beginning of year (total assets less liabilities)	2014-11-30	$7,882,831
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-11-30	No
Were any leases to which the plan was party in default or uncollectible	2014-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-11-30	$734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-11-30	$66
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-11-30	No
Was there a failure to transmit to the plan any participant contributions	2014-11-30	No
Has the plan failed to provide any benefit when due under the plan	2014-11-30	No
Assets. Invements in employer securities at end of year	2014-11-30	$8,991,268
Assets. Invements in employer securities at beginning of year	2014-11-30	$7,883,186
Contributions received in cash from employer	2014-11-30	$2,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-11-30	$490,881
Liabilities. Value of benefit claims payable at end of year	2014-11-30	$430
Liabilities. Value of benefit claims payable at beginning of year	2014-11-30	$421
Did the plan have assets held for investment	2014-11-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-11-30	Disclaimer
Accountancy firm name	2014-11-30	BKD LLP
Accountancy firm EIN	2014-11-30	440160260
2013 : PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-11-30	$475,368
Total unrealized appreciation/depreciation of assets	2013-11-30	$475,368
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-11-30	$421
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-11-30	$406
Total income from all sources (including contributions)	2013-11-30	$475,368
Total loss/gain on sale of assets	2013-11-30	$0
Total of all expenses incurred	2013-11-30	$514,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-11-30	$514,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-11-30	$0
Value of total assets at end of year	2013-11-30	$7,883,252
Value of total assets at beginning of year	2013-11-30	$7,922,184
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-11-30	$0
Total interest from all sources	2013-11-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-11-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-11-30	No
Was this plan covered by a fidelity bond	2013-11-30	Yes
Value of fidelity bond cover	2013-11-30	$1,000,000
If this is an individual account plan, was there a blackout period	2013-11-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-11-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-11-30	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	2013-11-30	No
Value of net income/loss	2013-11-30	$-38,947
Value of net assets at end of year (total assets less liabilities)	2013-11-30	$7,882,831
Value of net assets at beginning of year (total assets less liabilities)	2013-11-30	$7,921,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-11-30	No
Were any leases to which the plan was party in default or uncollectible	2013-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-11-30	$66
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-11-30	$1,612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-11-30	No
Was there a failure to transmit to the plan any participant contributions	2013-11-30	No
Has the plan failed to provide any benefit when due under the plan	2013-11-30	No
Assets. Invements in employer securities at end of year	2013-11-30	$7,883,186
Assets. Invements in employer securities at beginning of year	2013-11-30	$7,920,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-11-30	$514,315
Liabilities. Value of benefit claims payable at end of year	2013-11-30	$421
Liabilities. Value of benefit claims payable at beginning of year	2013-11-30	$406
Did the plan have assets held for investment	2013-11-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-11-30	Disclaimer
Accountancy firm name	2013-11-30	BKD LLP
Accountancy firm EIN	2013-11-30	440160260
2012 : PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-11-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-11-30	$406
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-11-30	$496
Total income from all sources (including contributions)	2012-11-30	$2,000
Total loss/gain on sale of assets	2012-11-30	$0
Total of all expenses incurred	2012-11-30	$201,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-11-30	$201,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-11-30	$2,000
Value of total assets at end of year	2012-11-30	$7,922,184
Value of total assets at beginning of year	2012-11-30	$8,121,728
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-11-30	$0
Total interest from all sources	2012-11-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-11-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-11-30	No
Was this plan covered by a fidelity bond	2012-11-30	Yes
Value of fidelity bond cover	2012-11-30	$1,000,000
If this is an individual account plan, was there a blackout period	2012-11-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-11-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-11-30	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	2012-11-30	No
Value of net income/loss	2012-11-30	$-199,454
Value of net assets at end of year (total assets less liabilities)	2012-11-30	$7,921,778
Value of net assets at beginning of year (total assets less liabilities)	2012-11-30	$8,121,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-11-30	No
Were any leases to which the plan was party in default or uncollectible	2012-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-11-30	$1,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-11-30	$1,066
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-11-30	No
Was there a failure to transmit to the plan any participant contributions	2012-11-30	No
Has the plan failed to provide any benefit when due under the plan	2012-11-30	No
Assets. Invements in employer securities at end of year	2012-11-30	$7,920,572
Assets. Invements in employer securities at beginning of year	2012-11-30	$8,120,662
Contributions received in cash from employer	2012-11-30	$2,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-11-30	$201,454
Liabilities. Value of benefit claims payable at end of year	2012-11-30	$406
Liabilities. Value of benefit claims payable at beginning of year	2012-11-30	$496
Did the plan have assets held for investment	2012-11-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-11-30	Disclaimer
Accountancy firm name	2012-11-30	BKD LLP
Accountancy firm EIN	2012-11-30	440160260
2011 : PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-11-30	$-217,130
Total unrealized appreciation/depreciation of assets	2011-11-30	$-217,130
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-11-30	$496
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-11-30	$374
Total income from all sources (including contributions)	2011-11-30	$-215,130
Total loss/gain on sale of assets	2011-11-30	$0
Total of all expenses incurred	2011-11-30	$751,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-11-30	$751,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-11-30	$2,000
Value of total assets at end of year	2011-11-30	$8,121,728
Value of total assets at beginning of year	2011-11-30	$9,088,604
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-11-30	$0
Total interest from all sources	2011-11-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-11-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-11-30	No
Was this plan covered by a fidelity bond	2011-11-30	Yes
Value of fidelity bond cover	2011-11-30	$1,000,000
If this is an individual account plan, was there a blackout period	2011-11-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-11-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-11-30	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	2011-11-30	No
Value of net income/loss	2011-11-30	$-966,998
Value of net assets at end of year (total assets less liabilities)	2011-11-30	$8,121,232
Value of net assets at beginning of year (total assets less liabilities)	2011-11-30	$9,088,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-11-30	No
Were any leases to which the plan was party in default or uncollectible	2011-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-11-30	$1,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-11-30	$284
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-11-30	No
Was there a failure to transmit to the plan any participant contributions	2011-11-30	No
Has the plan failed to provide any benefit when due under the plan	2011-11-30	No
Assets. Invements in employer securities at end of year	2011-11-30	$8,120,662
Assets. Invements in employer securities at beginning of year	2011-11-30	$9,088,320
Contributions received in cash from employer	2011-11-30	$2,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-11-30	$751,868
Liabilities. Value of benefit claims payable at end of year	2011-11-30	$496
Liabilities. Value of benefit claims payable at beginning of year	2011-11-30	$374
Did the plan have assets held for investment	2011-11-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-11-30	Disclaimer
Accountancy firm name	2011-11-30	BKD LLP
Accountancy firm EIN	2011-11-30	440160260
2010 : PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-11-30	$0

Form 5500 Responses for PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

2020: PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-12-01	Type of plan entity	Single employer plan
2020-12-01	Submission has been amended	No
2020-12-01	This submission is the final filing	Yes
2020-12-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-12-01	Plan is a collectively bargained plan	No
2020-12-01	Plan funding arrangement – Trust	Yes
2020-12-01	Plan benefit arrangement - Trust	Yes
2019: PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-12-01	Type of plan entity	Single employer plan
2019-12-01	Submission has been amended	No
2019-12-01	This submission is the final filing	No
2019-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-12-01	Plan is a collectively bargained plan	No
2019-12-01	Plan funding arrangement – Trust	Yes
2019-12-01	Plan benefit arrangement - Trust	Yes
2018: PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-12-01	Type of plan entity	Single employer plan
2018-12-01	Submission has been amended	No
2018-12-01	This submission is the final filing	No
2018-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-12-01	Plan is a collectively bargained plan	No
2018-12-01	Plan funding arrangement – Trust	Yes
2018-12-01	Plan benefit arrangement - Trust	Yes
2017: PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-12-01	Type of plan entity	Single employer plan
2017-12-01	Submission has been amended	No
2017-12-01	This submission is the final filing	No
2017-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-12-01	Plan is a collectively bargained plan	No
2017-12-01	Plan funding arrangement – Trust	Yes
2017-12-01	Plan benefit arrangement - Trust	Yes
2016: PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-12-01	Type of plan entity	Single employer plan
2016-12-01	Submission has been amended	No
2016-12-01	This submission is the final filing	No
2016-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-12-01	Plan is a collectively bargained plan	No
2016-12-01	Plan funding arrangement – Trust	Yes
2016-12-01	Plan benefit arrangement - Trust	Yes
2015: PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-12-01	Type of plan entity	Single employer plan
2015-12-01	Submission has been amended	Yes
2015-12-01	This submission is the final filing	No
2015-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-12-01	Plan is a collectively bargained plan	No
2015-12-01	Plan funding arrangement – Trust	Yes
2015-12-01	Plan benefit arrangement - Trust	Yes
2014: PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-12-01	Type of plan entity	Single employer plan
2014-12-01	Submission has been amended	No
2014-12-01	This submission is the final filing	No
2014-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-12-01	Plan is a collectively bargained plan	No
2014-12-01	Plan funding arrangement – Trust	Yes
2014-12-01	Plan benefit arrangement - Trust	Yes
2013: PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-12-01	Type of plan entity	Single employer plan
2013-12-01	Submission has been amended	No
2013-12-01	This submission is the final filing	No
2013-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-12-01	Plan is a collectively bargained plan	No
2013-12-01	Plan funding arrangement – Trust	Yes
2013-12-01	Plan benefit arrangement - Trust	Yes
2012: PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-12-01	Type of plan entity	Single employer plan
2012-12-01	Submission has been amended	No
2012-12-01	This submission is the final filing	No
2012-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-12-01	Plan is a collectively bargained plan	No
2012-12-01	Plan funding arrangement – Trust	Yes
2012-12-01	Plan benefit arrangement - Trust	Yes
2011: PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-12-01	Type of plan entity	Single employer plan
2011-12-01	Submission has been amended	No
2011-12-01	This submission is the final filing	No
2011-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-12-01	Plan is a collectively bargained plan	No
2011-12-01	Plan funding arrangement – Trust	Yes
2011-12-01	Plan benefit arrangement - Trust	Yes
2009: PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-12-01	Type of plan entity	Single employer plan
2009-12-01	Submission has been amended	No
2009-12-01	This submission is the final filing	No
2009-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-12-01	Plan is a collectively bargained plan	No
2009-12-01	Plan funding arrangement – Trust	Yes
2009-12-01	Plan benefit arrangement - Trust	Yes
2008: PETERSON MANUFACTURING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2008 form 5500 responses
2008-12-01	Type of plan entity	Single employer plan
2008-12-01	Submission has been amended	No
2008-12-01	This submission is the final filing	No
2008-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-12-01	Plan is a collectively bargained plan	No

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Company Name:	PETERSON MANUFACTURING COMPANY
Employer identification number (EIN):	440607507
NAIC Classification:	336300

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1960-11-19
Company Identification Number:	242181
Legal Registered Office Address:	1224 NORTHPORT DR SARASOTA 33577