P & P INSURANCE & FINANCIAL GROUP, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan P & P INSURANCE & FINANCIAL GROUP RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023 : P & P INSURANCE & FINANCIAL GROUP RETIREMENT PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $1,488 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $0 |
| Total plan assets at end of year | 2023-12-31 | $381,310 |
| Total plan assets at beginning of year | 2023-12-31 | $379,822 |
| Value of fidelity bond covering the plan | 2023-12-31 | $39,500 |
| Other income received | 2023-12-31 | $1,488 |
| Net income (gross income less expenses) | 2023-12-31 | $1,488 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $381,310 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $379,822 |
| Assets. Value of employer securities | 2023-12-31 | $376,905 |
| 2022 : P & P INSURANCE & FINANCIAL GROUP RETIREMENT PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $1,531 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $0 |
| Total plan assets at end of year | 2022-12-31 | $379,822 |
| Total plan assets at beginning of year | 2022-12-31 | $378,291 |
| Value of fidelity bond covering the plan | 2022-12-31 | $39,500 |
| Other income received | 2022-12-31 | $1,531 |
| Net income (gross income less expenses) | 2022-12-31 | $1,531 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $379,822 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $378,291 |
| Assets. Value of employer securities | 2022-12-31 | $375,423 |
| 2021 : P & P INSURANCE & FINANCIAL GROUP RETIREMENT PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $-2,718 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $378,291 |
| Total plan assets at beginning of year | 2021-12-31 | $381,009 |
| Value of fidelity bond covering the plan | 2021-12-31 | $39,500 |
| Other income received | 2021-12-31 | $-2,718 |
| Net income (gross income less expenses) | 2021-12-31 | $-2,718 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $378,291 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $381,009 |
| Assets. Value of employer securities | 2021-12-31 | $373,894 |
| 2020 : P & P INSURANCE & FINANCIAL GROUP RETIREMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $1,191 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $381,009 |
| Total plan assets at beginning of year | 2020-12-31 | $379,818 |
| Value of fidelity bond covering the plan | 2020-12-31 | $37,982 |
| Other income received | 2020-12-31 | $1,191 |
| Net income (gross income less expenses) | 2020-12-31 | $1,191 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $381,009 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $379,818 |
| Assets. Value of employer securities | 2020-12-31 | $376,612 |
| 2019 : P & P INSURANCE & FINANCIAL GROUP RETIREMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $9,190 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $379,818 |
| Total plan assets at beginning of year | 2019-12-31 | $370,628 |
| Value of fidelity bond covering the plan | 2019-12-31 | $37,982 |
| Other income received | 2019-12-31 | $9,190 |
| Net income (gross income less expenses) | 2019-12-31 | $9,190 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $379,818 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $370,628 |
| Assets. Value of employer securities | 2019-12-31 | $375,422 |
| 2018 : P & P INSURANCE & FINANCIAL GROUP RETIREMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $28,750 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $370,628 |
| Total plan assets at beginning of year | 2018-12-31 | $341,878 |
| Value of fidelity bond covering the plan | 2018-12-31 | $35,000 |
| Other income received | 2018-12-31 | $28,750 |
| Net income (gross income less expenses) | 2018-12-31 | $28,750 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $370,628 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $341,878 |
| Assets. Value of employer securities | 2018-12-31 | $366,233 |
| 2017 : P & P INSURANCE & FINANCIAL GROUP RETIREMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $-16,849 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $341,878 |
| Total plan assets at beginning of year | 2017-12-31 | $358,727 |
| Value of fidelity bond covering the plan | 2017-12-31 | $35,873 |
| Other income received | 2017-12-31 | $-16,849 |
| Net income (gross income less expenses) | 2017-12-31 | $-16,849 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $341,878 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $358,727 |
| Assets. Value of employer securities | 2017-12-31 | $337,485 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : P & P INSURANCE & FINANCIAL GROUP RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $61,603 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $358,727 |
| Total plan assets at beginning of year | 2016-12-31 | $297,124 |
| Value of fidelity bond covering the plan | 2016-12-31 | $35,873 |
| Other income received | 2016-12-31 | $61,603 |
| Net income (gross income less expenses) | 2016-12-31 | $61,603 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $358,727 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $297,124 |
| Assets. Value of employer securities | 2016-12-31 | $354,335 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : P & P INSURANCE & FINANCIAL GROUP RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $297,124 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $297,124 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $279,335 |
| Other income received | 2015-12-31 | $17,789 |
| Net income (gross income less expenses) | 2015-12-31 | $297,124 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $297,124 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
| Assets. Value of employer securities | 2015-12-31 | $217,734 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2023: P & P INSURANCE & FINANCIAL GROUP RETIREMENT PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: P & P INSURANCE & FINANCIAL GROUP RETIREMENT PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: P & P INSURANCE & FINANCIAL GROUP RETIREMENT PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: P & P INSURANCE & FINANCIAL GROUP RETIREMENT PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: P & P INSURANCE & FINANCIAL GROUP RETIREMENT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: P & P INSURANCE & FINANCIAL GROUP RETIREMENT PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: P & P INSURANCE & FINANCIAL GROUP RETIREMENT PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: P & P INSURANCE & FINANCIAL GROUP RETIREMENT PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: P & P INSURANCE & FINANCIAL GROUP RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | First time form 5500 has been submitted | Yes |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
