401k Plan data: JAMES C. PRITCHARD ASSOCIATES, INC. 401(K) PLAN plan

JAMES C. PRITCHARD ASSOCIATES, INC. 401(K) PLAN 401k Plan overview

Plan Name	JAMES C. PRITCHARD ASSOCIATES, INC. 401(K) PLAN
Plan identification number	002

JAMES C. PRITCHARD ASSOCIATES, INC. 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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.

401k Sponsoring company profile

PRITCHARD ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: PRITCHARD ASSOCIATES, INC.

Employer identification number (EIN): 752556965

NAIC Classification: 236200

Additional information about PRITCHARD ASSOCIATES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1985-04-15

Company Identification Number: M13967

Legal Registered Office Address: 45 SOUTH ATLANTIC AVE.

COCOA BEACH

32931

More information about PRITCHARD ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES C. PRITCHARD ASSOCIATES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 KRISTI BIRA 2023-07-26
002 2021-01-01 KRISTI BIRA 2022-07-11
002 2020-01-01 KRISTI BIRA 2021-06-04
002 2019-01-01 KRISTI BIRA 2020-09-14
002 2019-01-01 KRISTI BIRA 2020-10-10
002 2018-01-01 JAMES C. PRITCHARD 2019-08-16 JAMES C. PRITCHARD 2019-08-16
002 2017-01-01 JAMES C. PRITCHARD 2018-09-20 JAMES C. PRITCHARD 2018-09-20
002 2016-01-01 JAMES C. PRITCHARD 2017-10-04 JAMES C. PRITCHARD 2017-10-04
002 2015-01-01 JAMES PRITCHARD 2016-07-26 JAMES PRITCHARD 2016-07-26
002 2014-01-01
002 2013-01-01
002 2012-01-01 JAMES C. PRITCHARD 2013-10-10
002 2011-01-01 JAMES C. PRITCHARD 2012-10-07
002 2010-01-01 JAMES C. PRITCHARD
002 2009-01-01 JAMES C. PRITCHARD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	KRISTI BIRA	2023-07-26
002	2021-01-01	KRISTI BIRA	2022-07-11
002	2020-01-01	KRISTI BIRA	2021-06-04
002	2019-01-01	KRISTI BIRA	2020-09-14
002	2019-01-01	KRISTI BIRA	2020-10-10
002	2018-01-01	JAMES C. PRITCHARD	2019-08-16	JAMES C. PRITCHARD	2019-08-16
002	2017-01-01	JAMES C. PRITCHARD	2018-09-20	JAMES C. PRITCHARD	2018-09-20
002	2016-01-01	JAMES C. PRITCHARD	2017-10-04	JAMES C. PRITCHARD	2017-10-04
002	2015-01-01	JAMES PRITCHARD	2016-07-26	JAMES PRITCHARD	2016-07-26
002	2014-01-01
002	2013-01-01
002	2012-01-01	JAMES C. PRITCHARD	2013-10-10
002	2011-01-01	JAMES C. PRITCHARD	2012-10-07
002	2010-01-01	JAMES C. PRITCHARD
002	2009-01-01	JAMES C. PRITCHARD

Plan Statistics for JAMES C. PRITCHARD ASSOCIATES, INC. 401(K) PLAN

401k plan membership statisitcs for JAMES C. PRITCHARD ASSOCIATES, INC. 401(K) PLAN

Measure Date Value
2010: JAMES C. PRITCHARD ASSOCIATES, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 5
Number of other retired or separated participants entitled to future benefits 2010-01-01 3
Total of all active and inactive participants 2010-01-01 8
Total participants 2010-01-01 8
Number of participants with account balances 2010-01-01 8
2009: JAMES C. PRITCHARD ASSOCIATES, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 7
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7

Measure	Date	Value
2010: JAMES C. PRITCHARD ASSOCIATES, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	5
Number of other retired or separated participants entitled to future benefits	2010-01-01	3
Total of all active and inactive participants	2010-01-01	8
Total participants	2010-01-01	8
Number of participants with account balances	2010-01-01	8
2009: JAMES C. PRITCHARD ASSOCIATES, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	7
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7

Financial Data on JAMES C. PRITCHARD ASSOCIATES, INC. 401(K) PLAN

Measure	Date	Value
2010 : JAMES C. PRITCHARD ASSOCIATES, INC. 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$143,692
Total plan assets at end of year	2010-12-31	$824,383
Total plan assets at beginning of year	2010-12-31	$680,691
Total contributions received or receivable from participants	2010-12-31	$49,823
Other income received	2010-12-31	$77,226
Noncash contributions received	2010-12-31	$371
Net income (gross income less expenses)	2010-12-31	$143,692
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$824,383
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$680,691
Total contributions received or receivable from employer(s)	2010-12-31	$16,272

Form 5500 Responses for JAMES C. PRITCHARD ASSOCIATES, INC. 401(K) PLAN

2010: JAMES C. PRITCHARD ASSOCIATES, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JAMES C. PRITCHARD ASSOCIATES, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PRITCHARD ASSOCIATES, INC.
Employer identification number (EIN):	752556965
NAIC Classification:	236200

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1985-04-15
Company Identification Number:	M13967
Legal Registered Office Address:	45 SOUTH ATLANTIC AVE. COCOA BEACH 32931