401k Plan data: PGP VALUATION INC 401(K) PROFIT SHARING PLAN plan

PGP VALUATION INC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	PGP VALUATION INC 401(K) PROFIT SHARING PLAN
Plan identification number	002

PGP VALUATION INC 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PGP VALUATION INC. has sponsored the creation of one or more 401k plans.

Company Name: PGP VALUATION INC.

Employer identification number (EIN): 453698813

NAIC Classification: 531320
NAIC Description: Offices of Real Estate Appraisers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PGP VALUATION INC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2012-01-01 BLAINE KNOLL
002 2011-01-01 BLAINE KNOLL

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2012-01-01	BLAINE KNOLL
002	2011-01-01	BLAINE KNOLL

Plan Statistics for PGP VALUATION INC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PGP VALUATION INC 401(K) PROFIT SHARING PLAN

Measure Date Value
2012: PGP VALUATION INC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 259
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 180
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 77
Total of all active and inactive participants 2012-01-01 257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 258
Number of participants with account balances 2012-01-01 165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: PGP VALUATION INC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 240
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 181
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 77
Total of all active and inactive participants 2011-01-01 258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 259
Number of participants with account balances 2011-01-01 176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4

Measure	Date	Value
2012: PGP VALUATION INC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	259
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	180
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	77
Total of all active and inactive participants	2012-01-01	257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	258
Number of participants with account balances	2012-01-01	165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: PGP VALUATION INC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	240
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	181
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	77
Total of all active and inactive participants	2011-01-01	258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	259
Number of participants with account balances	2011-01-01	176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4

Financial Data on PGP VALUATION INC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2013 : PGP VALUATION INC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-08-05	$0
Total transfer of assets from this plan	2013-08-05	$10,848,092
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-08-05	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-08-05	$0
Total income from all sources (including contributions)	2013-08-05	$1,988,122
Total loss/gain on sale of assets	2013-08-05	$0
Total of all expenses incurred	2013-08-05	$1,022,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-08-05	$1,019,110
Expenses. Certain deemed distributions of participant loans	2013-08-05	$496
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-08-05	$720,652
Value of total assets at end of year	2013-08-05	$0
Value of total assets at beginning of year	2013-08-05	$9,882,191
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-08-05	$2,615
Total interest from all sources	2013-08-05	$3,092
Total dividends received (eg from common stock, registered investment company shares)	2013-08-05	$30,249
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-08-05	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2013-08-05	$0
Total dividends received from registered investment company shares (eg mutual funds)	2013-08-05	$30,249
Was this plan covered by a fidelity bond	2013-08-05	Yes
Value of fidelity bond cover	2013-08-05	$500,000
If this is an individual account plan, was there a blackout period	2013-08-05	No
Were there any nonexempt tranactions with any party-in-interest	2013-08-05	No
Contributions received from participants	2013-08-05	$586,702
Participant contributions at beginning of year	2013-08-05	$92,998
Income. Received or receivable in cash from other sources (including rollovers)	2013-08-05	$133,950
Other income not declared elsewhere	2013-08-05	$382
Administrative expenses (other) incurred	2013-08-05	$2,615
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-08-05	No
Value of net income/loss	2013-08-05	$965,901
Value of net assets at end of year (total assets less liabilities)	2013-08-05	$0
Value of net assets at beginning of year (total assets less liabilities)	2013-08-05	$9,882,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-08-05	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-08-05	No
Were any leases to which the plan was party in default or uncollectible	2013-08-05	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-08-05	$6,771,534
Interest on participant loans	2013-08-05	$3,092
Value of interest in common/collective trusts at beginning of year	2013-08-05	$3,017,659
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-08-05	$785,863
Net investment gain or loss from common/collective trusts	2013-08-05	$447,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-08-05	No
Was there a failure to transmit to the plan any participant contributions	2013-08-05	No
Has the plan failed to provide any benefit when due under the plan	2013-08-05	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-08-05	$1,019,110
Did the plan have assets held for investment	2013-08-05	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-08-05	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-08-05	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-08-05	Yes
Opinion of an independent qualified public accountant for this plan	2013-08-05	Disclaimer
Accountancy firm name	2013-08-05	DAVID J CORMIA
Accountancy firm EIN	2013-08-05	208298840
2012 : PGP VALUATION INC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$2,015,462
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,451,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,376,841
Expenses. Certain deemed distributions of participant loans	2012-12-31	$27,282
Value of total corrective distributions	2012-12-31	$46,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$777,584
Value of total assets at end of year	2012-12-31	$9,882,191
Value of total assets at beginning of year	2012-12-31	$9,318,451
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,220
Total interest from all sources	2012-12-31	$4,721
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$254,630
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$254,630
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$708,706
Participant contributions at end of year	2012-12-31	$92,998
Participant contributions at beginning of year	2012-12-31	$112,219
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$68,878
Other income not declared elsewhere	2012-12-31	$1
Administrative expenses (other) incurred	2012-12-31	$1,220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$563,740
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$9,882,191
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$9,318,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$6,771,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$6,450,903
Interest on participant loans	2012-12-31	$4,721
Value of interest in common/collective trusts at end of year	2012-12-31	$3,017,659
Value of interest in common/collective trusts at beginning of year	2012-12-31	$2,755,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$641,245
Net investment gain or loss from common/collective trusts	2012-12-31	$337,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,376,841
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	DAVID J CORMIA
Accountancy firm EIN	2012-12-31	208298840
2011 : PGP VALUATION INC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$171,091
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$804,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$786,999
Expenses. Certain deemed distributions of participant loans	2011-12-31	$974
Value of total corrective distributions	2011-12-31	$15,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$698,164
Value of total assets at end of year	2011-12-31	$9,318,451
Value of total assets at beginning of year	2011-12-31	$9,951,575
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,055
Total interest from all sources	2011-12-31	$5,383
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$183,765
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$183,765
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$694,060
Participant contributions at end of year	2011-12-31	$112,219
Participant contributions at beginning of year	2011-12-31	$136,984
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$4,104
Administrative expenses (other) incurred	2011-12-31	$1,055
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-633,124
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$9,318,451
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$9,951,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$6,450,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$7,158,818
Interest on participant loans	2011-12-31	$5,383
Value of interest in common/collective trusts at end of year	2011-12-31	$2,755,329
Value of interest in common/collective trusts at beginning of year	2011-12-31	$2,655,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-670,380
Net investment gain or loss from common/collective trusts	2011-12-31	$-45,841
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$786,999
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	DAVID J CORMIA
Accountancy firm EIN	2011-12-31	208298840

Form 5500 Responses for PGP VALUATION INC 401(K) PROFIT SHARING PLAN

2012: PGP VALUATION INC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PGP VALUATION INC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PGP VALUATION INC.
Employer identification number (EIN):	453698813
NAIC Classification:	531320
NAIC Description:	Offices of Real Estate Appraisers