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PETERSON & COLLINS PROFIT SHARING PLAN 401k Plan overview

Plan NamePETERSON & COLLINS PROFIT SHARING PLAN
Plan identification number 002

PETERSON & COLLINS PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.

401k Sponsoring company profile

PETERSON & COLLINS has sponsored the creation of one or more 401k plans.

Company Name:PETERSON & COLLINS
Employer identification number (EIN):521381941
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PETERSON & COLLINS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022012-10-01GEORGE COLLINS2014-04-30
0022011-10-01GEORGE COLLINS2013-07-11
0022010-10-01GEORGE COLLINS2012-07-13
0022008-10-01GEORGE COLLINS
0022007-10-01GEORGE COLLINS
0022006-10-01GEORGE COLLINS
0022005-10-01GEORGE COLLINS
0022004-10-01GEORGE COLLINS
0022003-10-01GEORGE COLLINS
0022002-10-01GEORGE COLLINS
0022001-10-01GEORGE COLLINS
0022000-10-01GEORGE COLLINS
0021999-10-01GEORGE COLLINS

Plan Statistics for PETERSON & COLLINS PROFIT SHARING PLAN

401k plan membership statisitcs for PETERSON & COLLINS PROFIT SHARING PLAN

Measure Date Value
2008: PETERSON & COLLINS PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year2008-10-012
Total number of active participants reported on line 7a of the Form 55002008-10-012
Number of retired or separated participants receiving benefits2008-10-010
Number of other retired or separated participants entitled to future benefits2008-10-010
Total of all active and inactive participants2008-10-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-10-010
Total participants2008-10-012
Number of participants with account balances2008-10-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-10-010
2007: PETERSON & COLLINS PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year2007-10-012
Total number of active participants reported on line 7a of the Form 55002007-10-012
Number of retired or separated participants receiving benefits2007-10-010
Number of other retired or separated participants entitled to future benefits2007-10-010
Total of all active and inactive participants2007-10-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-10-010
Total participants2007-10-012
Number of participants with account balances2007-10-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-10-010
2006: PETERSON & COLLINS PROFIT SHARING PLAN 2006 401k membership
Total participants, beginning-of-year2006-10-012
Total number of active participants reported on line 7a of the Form 55002006-10-012
Number of retired or separated participants receiving benefits2006-10-010
Number of other retired or separated participants entitled to future benefits2006-10-010
Total of all active and inactive participants2006-10-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-10-010
Total participants2006-10-012
Number of participants with account balances2006-10-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-10-010
2005: PETERSON & COLLINS PROFIT SHARING PLAN 2005 401k membership
Total participants, beginning-of-year2005-10-012
Total number of active participants reported on line 7a of the Form 55002005-10-012
Number of retired or separated participants receiving benefits2005-10-010
Number of other retired or separated participants entitled to future benefits2005-10-010
Total of all active and inactive participants2005-10-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2005-10-010
Total participants2005-10-012
Number of participants with account balances2005-10-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2005-10-010
2004: PETERSON & COLLINS PROFIT SHARING PLAN 2004 401k membership
Total participants, beginning-of-year2004-10-012
Total number of active participants reported on line 7a of the Form 55002004-10-012
Number of retired or separated participants receiving benefits2004-10-010
Number of other retired or separated participants entitled to future benefits2004-10-010
Total of all active and inactive participants2004-10-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2004-10-010
Total participants2004-10-012
Number of participants with account balances2004-10-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2004-10-010
2003: PETERSON & COLLINS PROFIT SHARING PLAN 2003 401k membership
Total participants, beginning-of-year2003-10-012
Total number of active participants reported on line 7a of the Form 55002003-10-012
Number of retired or separated participants receiving benefits2003-10-010
Number of other retired or separated participants entitled to future benefits2003-10-010
Total of all active and inactive participants2003-10-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2003-10-010
Total participants2003-10-012
Number of participants with account balances2003-10-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2003-10-010
2002: PETERSON & COLLINS PROFIT SHARING PLAN 2002 401k membership
Total participants, beginning-of-year2002-10-012
Total number of active participants reported on line 7a of the Form 55002002-10-012
Number of retired or separated participants receiving benefits2002-10-010
Number of other retired or separated participants entitled to future benefits2002-10-010
Total of all active and inactive participants2002-10-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2002-10-010
Total participants2002-10-012
Number of participants with account balances2002-10-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2002-10-010
2001: PETERSON & COLLINS PROFIT SHARING PLAN 2001 401k membership
Total participants, beginning-of-year2001-10-012
Total number of active participants reported on line 7a of the Form 55002001-10-012
Number of retired or separated participants receiving benefits2001-10-010
Number of other retired or separated participants entitled to future benefits2001-10-010
Total of all active and inactive participants2001-10-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2001-10-010
Total participants2001-10-012
Number of participants with account balances2001-10-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2001-10-010
2000: PETERSON & COLLINS PROFIT SHARING PLAN 2000 401k membership
Total participants, beginning-of-year2000-10-012
Total number of active participants reported on line 7a of the Form 55002000-10-012
Number of retired or separated participants receiving benefits2000-10-010
Number of other retired or separated participants entitled to future benefits2000-10-010
Total of all active and inactive participants2000-10-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2000-10-010
Total participants2000-10-012
Number of participants with account balances2000-10-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2000-10-010
1999: PETERSON & COLLINS PROFIT SHARING PLAN 1999 401k membership
Total participants, beginning-of-year1999-10-010
Total number of active participants reported on line 7a of the Form 55001999-10-012
Number of retired or separated participants receiving benefits1999-10-010
Number of other retired or separated participants entitled to future benefits1999-10-010
Total of all active and inactive participants1999-10-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits1999-10-010
Total participants1999-10-012
Number of participants with account balances1999-10-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested1999-10-010

Financial Data on PETERSON & COLLINS PROFIT SHARING PLAN

Measure Date Value
2009 : PETERSON & COLLINS PROFIT SHARING PLAN 2009 401k financial data
Total income from all sources2009-09-30$-28,126
Expenses. Total of all expenses incurred2009-09-30$0
Total plan assets at end of year2009-09-30$313,121
Total plan assets at beginning of year2009-09-30$341,247
Value of fidelity bond covering the plan2009-09-30$50,000
Other income received2009-09-30$-69,526
Net income (gross income less expenses)2009-09-30$-28,126
Net plan assets at end of year (total assets less liabilities)2009-09-30$313,121
Net plan assets at beginning of year (total assets less liabilities)2009-09-30$341,247
Total contributions received or receivable from employer(s)2009-09-30$41,400
2008 : PETERSON & COLLINS PROFIT SHARING PLAN 2008 401k financial data
Total income from all sources2008-09-30$-44,578
Expenses. Total of all expenses incurred2008-09-30$0
Total plan assets at end of year2008-09-30$341,247
Total plan assets at beginning of year2008-09-30$385,825
Value of fidelity bond covering the plan2008-09-30$50,000
Other income received2008-09-30$-92,743
Net income (gross income less expenses)2008-09-30$-44,578
Net plan assets at end of year (total assets less liabilities)2008-09-30$341,247
Net plan assets at beginning of year (total assets less liabilities)2008-09-30$385,825
Total contributions received or receivable from employer(s)2008-09-30$48,165
2007 : PETERSON & COLLINS PROFIT SHARING PLAN 2007 401k financial data
Total income from all sources2007-09-30$93,663
Expenses. Total of all expenses incurred2007-09-30$0
Total plan assets at end of year2007-09-30$385,825
Total plan assets at beginning of year2007-09-30$292,162
Value of fidelity bond covering the plan2007-09-30$50,000
Other income received2007-09-30$44,823
Net income (gross income less expenses)2007-09-30$93,663
Net plan assets at end of year (total assets less liabilities)2007-09-30$385,825
Net plan assets at beginning of year (total assets less liabilities)2007-09-30$292,162
Total contributions received or receivable from employer(s)2007-09-30$48,840
2006 : PETERSON & COLLINS PROFIT SHARING PLAN 2006 401k financial data
Total income from all sources2006-09-30$74,121
Expenses. Total of all expenses incurred2006-09-30$0
Total plan assets at end of year2006-09-30$292,162
Total plan assets at beginning of year2006-09-30$218,041
Value of fidelity bond covering the plan2006-09-30$50,000
Other income received2006-09-30$23,221
Net income (gross income less expenses)2006-09-30$74,121
Net plan assets at end of year (total assets less liabilities)2006-09-30$292,162
Net plan assets at beginning of year (total assets less liabilities)2006-09-30$218,041
Total contributions received or receivable from employer(s)2006-09-30$50,900
2005 : PETERSON & COLLINS PROFIT SHARING PLAN 2005 401k financial data
Total income from all sources2005-09-30$49,938
Expenses. Total of all expenses incurred2005-09-30$0
Total plan assets at end of year2005-09-30$218,041
Total plan assets at beginning of year2005-09-30$168,103
Value of fidelity bond covering the plan2005-09-30$50,000
Net income (gross income less expenses)2005-09-30$49,938
Net plan assets at end of year (total assets less liabilities)2005-09-30$218,041
Net plan assets at beginning of year (total assets less liabilities)2005-09-30$168,103
Total contributions received or receivable from employer(s)2005-09-30$49,938
2004 : PETERSON & COLLINS PROFIT SHARING PLAN 2004 401k financial data
Total income from all sources2004-09-30$0
Expenses. Total of all expenses incurred2004-09-30$0
Total plan assets at end of year2004-09-30$168,103
Total plan assets at beginning of year2004-09-30$168,103
Value of fidelity bond covering the plan2004-09-30$50,000
Net income (gross income less expenses)2004-09-30$0
Net plan assets at end of year (total assets less liabilities)2004-09-30$168,103
Net plan assets at beginning of year (total assets less liabilities)2004-09-30$168,103
2003 : PETERSON & COLLINS PROFIT SHARING PLAN 2003 401k financial data
Total income from all sources2003-09-30$49,127
Expenses. Total of all expenses incurred2003-09-30$0
Total plan assets at end of year2003-09-30$168,103
Total plan assets at beginning of year2003-09-30$118,976
Value of fidelity bond covering the plan2003-09-30$50,000
Net income (gross income less expenses)2003-09-30$49,127
Net plan assets at end of year (total assets less liabilities)2003-09-30$168,103
Net plan assets at beginning of year (total assets less liabilities)2003-09-30$118,976
Total contributions received or receivable from employer(s)2003-09-30$49,127
2002 : PETERSON & COLLINS PROFIT SHARING PLAN 2002 401k financial data
Total income from all sources2002-09-30$56,073
Expenses. Total of all expenses incurred2002-09-30$0
Total plan assets at end of year2002-09-30$118,976
Total plan assets at beginning of year2002-09-30$62,903
Value of fidelity bond covering the plan2002-09-30$50,000
Net income (gross income less expenses)2002-09-30$56,073
Net plan assets at end of year (total assets less liabilities)2002-09-30$118,976
Net plan assets at beginning of year (total assets less liabilities)2002-09-30$62,903
Total contributions received or receivable from employer(s)2002-09-30$56,073
2001 : PETERSON & COLLINS PROFIT SHARING PLAN 2001 401k financial data
Total income from all sources2001-09-30$25,947
Expenses. Total of all expenses incurred2001-09-30$0
Total plan assets at end of year2001-09-30$62,903
Total plan assets at beginning of year2001-09-30$36,956
Value of fidelity bond covering the plan2001-09-30$50,000
Net income (gross income less expenses)2001-09-30$25,947
Net plan assets at end of year (total assets less liabilities)2001-09-30$62,903
Net plan assets at beginning of year (total assets less liabilities)2001-09-30$36,956
Total contributions received or receivable from employer(s)2001-09-30$25,947
2000 : PETERSON & COLLINS PROFIT SHARING PLAN 2000 401k financial data
Total income from all sources2000-09-30$36,956
Expenses. Total of all expenses incurred2000-09-30$0
Total plan assets at end of year2000-09-30$36,956
Total plan assets at beginning of year2000-09-30$0
Value of fidelity bond covering the plan2000-09-30$50,000
Net income (gross income less expenses)2000-09-30$36,956
Net plan assets at end of year (total assets less liabilities)2000-09-30$36,956
Net plan assets at beginning of year (total assets less liabilities)2000-09-30$0
Total contributions received or receivable from employer(s)2000-09-30$36,956

Form 5500 Responses for PETERSON & COLLINS PROFIT SHARING PLAN

2008: PETERSON & COLLINS PROFIT SHARING PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo
2008-10-01Plan funding arrangement – TrustYes
2008-10-01Plan benefit arrangement - TrustYes
2007: PETERSON & COLLINS PROFIT SHARING PLAN 2007 form 5500 responses
2007-10-01Type of plan entitySingle employer plan
2007-10-01Submission has been amendedNo
2007-10-01This submission is the final filingNo
2007-10-01This return/report is a short plan year return/report (less than 12 months)No
2007-10-01Plan is a collectively bargained planNo
2007-10-01Plan funding arrangement – TrustYes
2007-10-01Plan benefit arrangement - TrustYes
2006: PETERSON & COLLINS PROFIT SHARING PLAN 2006 form 5500 responses
2006-10-01Type of plan entitySingle employer plan
2006-10-01Submission has been amendedNo
2006-10-01This submission is the final filingNo
2006-10-01This return/report is a short plan year return/report (less than 12 months)No
2006-10-01Plan is a collectively bargained planNo
2006-10-01Plan funding arrangement – TrustYes
2006-10-01Plan benefit arrangement - TrustYes
2005: PETERSON & COLLINS PROFIT SHARING PLAN 2005 form 5500 responses
2005-10-01Type of plan entitySingle employer plan
2005-10-01Submission has been amendedNo
2005-10-01This submission is the final filingNo
2005-10-01This return/report is a short plan year return/report (less than 12 months)No
2005-10-01Plan is a collectively bargained planNo
2005-10-01Plan funding arrangement – TrustYes
2005-10-01Plan benefit arrangement - TrustYes
2004: PETERSON & COLLINS PROFIT SHARING PLAN 2004 form 5500 responses
2004-10-01Type of plan entitySingle employer plan
2004-10-01Submission has been amendedNo
2004-10-01This submission is the final filingNo
2004-10-01This return/report is a short plan year return/report (less than 12 months)No
2004-10-01Plan is a collectively bargained planNo
2004-10-01Plan funding arrangement – TrustYes
2004-10-01Plan benefit arrangement - TrustYes
2003: PETERSON & COLLINS PROFIT SHARING PLAN 2003 form 5500 responses
2003-10-01Type of plan entitySingle employer plan
2003-10-01Submission has been amendedNo
2003-10-01This submission is the final filingNo
2003-10-01This return/report is a short plan year return/report (less than 12 months)No
2003-10-01Plan is a collectively bargained planNo
2003-10-01Plan funding arrangement – TrustYes
2003-10-01Plan benefit arrangement - TrustYes
2002: PETERSON & COLLINS PROFIT SHARING PLAN 2002 form 5500 responses
2002-10-01Type of plan entitySingle employer plan
2002-10-01Submission has been amendedYes
2002-10-01This submission is the final filingNo
2002-10-01This return/report is a short plan year return/report (less than 12 months)No
2002-10-01Plan is a collectively bargained planNo
2002-10-01Plan funding arrangement – TrustYes
2002-10-01Plan benefit arrangement - TrustYes
2001: PETERSON & COLLINS PROFIT SHARING PLAN 2001 form 5500 responses
2001-10-01Type of plan entitySingle employer plan
2001-10-01Submission has been amendedYes
2001-10-01This submission is the final filingNo
2001-10-01This return/report is a short plan year return/report (less than 12 months)No
2001-10-01Plan is a collectively bargained planNo
2001-10-01Plan funding arrangement – TrustYes
2001-10-01Plan benefit arrangement - TrustYes
2000: PETERSON & COLLINS PROFIT SHARING PLAN 2000 form 5500 responses
2000-10-01Type of plan entitySingle employer plan
2000-10-01Submission has been amendedNo
2000-10-01This submission is the final filingNo
2000-10-01This return/report is a short plan year return/report (less than 12 months)No
2000-10-01Plan is a collectively bargained planNo
2000-10-01Plan funding arrangement – TrustYes
2000-10-01Plan benefit arrangement - TrustYes
1999: PETERSON & COLLINS PROFIT SHARING PLAN 1999 form 5500 responses
1999-10-01Type of plan entitySingle employer plan
1999-10-01First time form 5500 has been submittedYes
1999-10-01Submission has been amendedNo
1999-10-01This submission is the final filingNo
1999-10-01This return/report is a short plan year return/report (less than 12 months)Yes
1999-10-01Plan is a collectively bargained planNo
1999-10-01Plan funding arrangement – TrustYes
1999-10-01Plan benefit arrangement - TrustYes

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