PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP PROFIT SHARING 401(K)PLAN
401k plan membership statisitcs for PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP PROFIT SHARING 401(K)PLAN
| Measure | Date | Value |
|---|
| 2025: PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP PROFIT SHARING 401(K)PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-10-09 | 11 |
| Total number of particpants at end of year | 2025-10-09 | 10 |
| Number of Participants With Account Balances | 2025-10-09 | 10 |
| 2024: PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP PROFIT SHARING 401(K)PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-10-15 | 8 |
| Total number of particpants at end of year | 2024-10-15 | 8 |
| Number of Participants With Account Balances | 2024-10-15 | 8 |
| 2022: PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP PROFIT SHARING 401(K)PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-04-19 | 7 |
| Total number of particpants at end of year | 2022-04-19 | 7 |
| Number of Participants With Account Balances | 2022-04-19 | 7 |
| 2016: PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP PROFIT SHARING 401(K)PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
| Total of all active and inactive participants | 2016-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 10 |
| Number of participants with account balances | 2016-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
| 2015: PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP PROFIT SHARING 401(K)PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
| Total of all active and inactive participants | 2015-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 10 |
| Number of participants with account balances | 2015-01-01 | 10 |
| 2014: PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP PROFIT SHARING 401(K)PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 3 |
| Total of all active and inactive participants | 2014-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 7 |
| Number of participants with account balances | 2014-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 2 |
| 2013: PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP PROFIT SHARING 401(K)PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 7 |
| Number of participants with account balances | 2013-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP PROFIT SHARING 401(K)PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 6 |
| 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 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 6 |
| Number of participants with account balances | 2012-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP PROFIT SHARING 401(K)PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-10-09 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-09 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-09 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-09 | 7808 |
| Net assets as of the end of the plan year | 2025-10-09 | 663193 |
| Total assets as of the beginning of the plan year | 2025-10-09 | 556376 |
| Value of plan covered by a fidelity bond | 2025-10-09 | 75000 |
| Participant contributions to plan in this plan year | 2025-10-09 | 41444 |
| Other expenses paid from plan in this plan year | 2025-10-09 | 0 |
| Other contributions to plan in this plan year | 2025-10-09 | 0 |
| Other income to plan in this plan year | 2025-10-09 | 64884 |
| Plan net income in this plan year | 2025-10-09 | 106817 |
| Net assets as of the end of the plan year | 2025-10-09 | 663193 |
| Net assets as of the beginning of the plan year | 2025-10-09 | 556376 |
| Employer contributions to plan in this plan year | 2025-10-09 | 8297 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-09 | 6454 |
| 2024 : PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP PROFIT SHARING 401(K)PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-15 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-15 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-15 | 7365 |
| Net assets as of the end of the plan year | 2024-10-15 | 556376 |
| Total assets as of the beginning of the plan year | 2024-10-15 | 437834 |
| Value of plan covered by a fidelity bond | 2024-10-15 | 50000 |
| Participant contributions to plan in this plan year | 2024-10-15 | 48730 |
| Other expenses paid from plan in this plan year | 2024-10-15 | 25 |
| Other contributions to plan in this plan year | 2024-10-15 | 0 |
| Other income to plan in this plan year | 2024-10-15 | 66170 |
| Plan net income in this plan year | 2024-10-15 | 118542 |
| Net assets as of the end of the plan year | 2024-10-15 | 556376 |
| Net assets as of the beginning of the plan year | 2024-10-15 | 437834 |
| Employer contributions to plan in this plan year | 2024-10-15 | 11007 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-15 | 5056 |
| 2022 : PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP PROFIT SHARING 401(K)PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-04-19 | 0 |
| Total liabilities as of the end of the plan year | 2022-04-19 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-04-19 | 0 |
| Total expenses incurred by plan in this plan year | 2022-04-19 | 3794 |
| Net assets as of the end of the plan year | 2022-04-19 | 446073 |
| Total assets as of the beginning of the plan year | 2022-04-19 | 337340 |
| Value of plan covered by a fidelity bond | 2022-04-19 | 50000 |
| Participant contributions to plan in this plan year | 2022-04-19 | 41790 |
| Other expenses paid from plan in this plan year | 2022-04-19 | 0 |
| Other contributions to plan in this plan year | 2022-04-19 | 0 |
| Other income to plan in this plan year | 2022-04-19 | 63177 |
| Plan net income in this plan year | 2022-04-19 | 108733 |
| Net assets as of the end of the plan year | 2022-04-19 | 446073 |
| Net assets as of the beginning of the plan year | 2022-04-19 | 337340 |
| Employer contributions to plan in this plan year | 2022-04-19 | 7560 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-04-19 | 3794 |
| 2016 : PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP PROFIT SHARING 401(K)PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $37 |
| Total income from all sources | 2016-12-31 | $267,458 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $3,980,487 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $3,970,244 |
| Total plan assets at end of year | 2016-12-31 | $485,585 |
| Total plan assets at beginning of year | 2016-12-31 | $4,198,651 |
| Value of fidelity bond covering the plan | 2016-12-31 | $1,200,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $60,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $235 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $198,139 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $-3,713,029 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $485,585 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,198,614 |
| Assets. Value of participant loans | 2016-12-31 | $2,332 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $9,319 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $10,008 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP PROFIT SHARING 401(K)PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $37 |
| Total plan liabilities at beginning of year | 2015-12-31 | $37 |
| Total income from all sources | 2015-12-31 | $414,642 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $22,216 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $7,926 |
| Total plan assets at end of year | 2015-12-31 | $4,198,651 |
| Total plan assets at beginning of year | 2015-12-31 | $3,806,225 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,200,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $58,000 |
| Assets. Value of loans (other than to participants) | 2015-12-31 | $2,397,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $255 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $298,568 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $392,426 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $4,198,614 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,806,188 |
| Assets. Value of participant loans | 2015-12-31 | $35 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $58,074 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $14,035 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP PROFIT SHARING 401(K)PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $37 |
| Total plan liabilities at beginning of year | 2014-12-31 | $200 |
| Total income from all sources | 2014-12-31 | $321,075 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $15,078 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $3,836,151 |
| Total plan assets at beginning of year | 2014-12-31 | $3,530,317 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,200,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $45,183 |
| Assets. Value of loans (other than to participants) | 2014-12-31 | $2,366,950 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $197,431 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $305,997 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,836,114 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,530,117 |
| Assets. Value of participant loans | 2014-12-31 | $1,938 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $78,461 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $15,078 |
| 2013 : PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP PROFIT SHARING 401(K)PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $200 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $517,907 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $22,906 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $3,530,317 |
| Total plan assets at beginning of year | 2013-12-31 | $3,035,116 |
| Value of fidelity bond covering the plan | 2013-12-31 | $1,200,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $46,442 |
| Assets. Value of loans (other than to participants) | 2013-12-31 | $2,003,950 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $300 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $429,339 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $495,001 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,530,117 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,035,116 |
| Assets. Value of participant loans | 2013-12-31 | $1,938 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $42,126 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $22,606 |
| 2012 : PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP PROFIT SHARING 401(K)PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $241 |
| Total income from all sources | 2012-12-31 | $223,925 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $44,122 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $30,473 |
| Total plan assets at end of year | 2012-12-31 | $3,054,366 |
| Total plan assets at beginning of year | 2012-12-31 | $2,874,804 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,200,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $47,250 |
| Assets. Value of loans (other than to participants) | 2012-12-31 | $1,972,800 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $243 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $117,302 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $179,803 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,054,366 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,874,563 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $59,373 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $13,406 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |