401k Plan data: THE PRICE COMPANY 401(K) PROFIT SHARING PLAN plan

THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	THE PRICE COMPANY 401(K) PROFIT SHARING PLAN
Plan identification number	001

THE PRICE COMPANY 401(K) PROFIT SHARING 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.
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.
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

PHILIP D. PRICE & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: PHILIP D. PRICE & ASSOCIATES, INC.

Employer identification number (EIN): 770535585

NAIC Classification: 561410
NAIC Description: Document Preparation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PRICE COMPANY 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-03-01 PHILIP D PRICE 2023-12-15 PHILIP D PRICE 2023-12-15
001 2021-03-01 PHILIP D PRICE 2022-12-12 PHILIP D PRICE 2022-12-12
001 2020-03-01 PHILIP D PRICE 2021-12-09 PHILIP D PRICE 2021-12-09
001 2019-03-01
001 2018-03-01 PHILIP D PRICE 2019-12-15 PHILIP D PRICE 2019-12-15
001 2017-03-01
001 2016-03-01
001 2015-03-01
001 2014-03-01
001 2013-03-01
001 2012-03-01 PHILIP D. PRICE PHILIP D. PRICE 2013-12-12
001 2011-03-01 PHILIP D. PRICE PHILIP D. PRICE 2012-12-11
001 2009-03-01 PHILIP D. PRICE PHILIP D. PRICE 2010-12-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-03-01	PHILIP D PRICE	2023-12-15	PHILIP D PRICE	2023-12-15
001	2021-03-01	PHILIP D PRICE	2022-12-12	PHILIP D PRICE	2022-12-12
001	2020-03-01	PHILIP D PRICE	2021-12-09	PHILIP D PRICE	2021-12-09
001	2019-03-01
001	2018-03-01	PHILIP D PRICE	2019-12-15	PHILIP D PRICE	2019-12-15
001	2017-03-01
001	2016-03-01
001	2015-03-01
001	2014-03-01
001	2013-03-01
001	2012-03-01	PHILIP D. PRICE		PHILIP D. PRICE	2013-12-12
001	2011-03-01	PHILIP D. PRICE		PHILIP D. PRICE	2012-12-11
001	2009-03-01	PHILIP D. PRICE		PHILIP D. PRICE	2010-12-14

Plan Statistics for THE PRICE COMPANY 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for THE PRICE COMPANY 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-03-01 7
Total number of active participants reported on line 7a of the Form 5500 2022-03-01 5
Number of retired or separated participants receiving benefits 2022-03-01 0
Number of other retired or separated participants entitled to future benefits 2022-03-01 2
Total of all active and inactive participants 2022-03-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-03-01 0
Total participants 2022-03-01 7
Number of participants with account balances 2022-03-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-03-01 0
2021: THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-03-01 6
Total number of active participants reported on line 7a of the Form 5500 2021-03-01 5
Number of retired or separated participants receiving benefits 2021-03-01 0
Number of other retired or separated participants entitled to future benefits 2021-03-01 1
Total of all active and inactive participants 2021-03-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-03-01 0
Total participants 2021-03-01 6
Number of participants with account balances 2021-03-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-03-01 0
2020: THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-03-01 6
Total number of active participants reported on line 7a of the Form 5500 2020-03-01 5
Number of retired or separated participants receiving benefits 2020-03-01 0
Number of other retired or separated participants entitled to future benefits 2020-03-01 1
Total of all active and inactive participants 2020-03-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-03-01 0
Total participants 2020-03-01 6
Number of participants with account balances 2020-03-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-03-01 0
2018: THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-03-01 5
Total number of active participants reported on line 7a of the Form 5500 2018-03-01 5
Number of retired or separated participants receiving benefits 2018-03-01 0
Number of other retired or separated participants entitled to future benefits 2018-03-01 0
Total of all active and inactive participants 2018-03-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-03-01 0
Total participants 2018-03-01 5
Number of participants with account balances 2018-03-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-03-01 0
2017: THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-03-01 5
Total number of active participants reported on line 7a of the Form 5500 2017-03-01 5
Number of retired or separated participants receiving benefits 2017-03-01 0
Number of other retired or separated participants entitled to future benefits 2017-03-01 0
Total of all active and inactive participants 2017-03-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-03-01 0
Total participants 2017-03-01 5
Number of participants with account balances 2017-03-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-03-01 0
2016: THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-03-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-03-01 5
Number of retired or separated participants receiving benefits 2016-03-01 0
Number of other retired or separated participants entitled to future benefits 2016-03-01 0
Total of all active and inactive participants 2016-03-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-03-01 0
Total participants 2016-03-01 5
Number of participants with account balances 2016-03-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-03-01 0
2015: THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-03-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-03-01 5
Number of retired or separated participants receiving benefits 2015-03-01 0
Number of other retired or separated participants entitled to future benefits 2015-03-01 0
Total of all active and inactive participants 2015-03-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-03-01 0
Total participants 2015-03-01 5
Number of participants with account balances 2015-03-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-03-01 0
2014: THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-03-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-03-01 6
Number of retired or separated participants receiving benefits 2014-03-01 0
Number of other retired or separated participants entitled to future benefits 2014-03-01 0
Total of all active and inactive participants 2014-03-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-03-01 0
Total participants 2014-03-01 6
Number of participants with account balances 2014-03-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-03-01 0
2013: THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-03-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-03-01 5
Number of retired or separated participants receiving benefits 2013-03-01 0
Number of other retired or separated participants entitled to future benefits 2013-03-01 0
Total of all active and inactive participants 2013-03-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-03-01 0
Total participants 2013-03-01 5
Number of participants with account balances 2013-03-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-03-01 0
2012: THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-03-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-03-01 6
Number of retired or separated participants receiving benefits 2012-03-01 0
Number of other retired or separated participants entitled to future benefits 2012-03-01 0
Total of all active and inactive participants 2012-03-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-03-01 0
Total participants 2012-03-01 6
Number of participants with account balances 2012-03-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-03-01 0
2011: THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-03-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-03-01 6
Number of retired or separated participants receiving benefits 2011-03-01 0
Number of other retired or separated participants entitled to future benefits 2011-03-01 0
Total of all active and inactive participants 2011-03-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-03-01 0
Total participants 2011-03-01 6
Number of participants with account balances 2011-03-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-03-01 0
2009: THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-03-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-03-01 5
Number of retired or separated participants receiving benefits 2009-03-01 0
Number of other retired or separated participants entitled to future benefits 2009-03-01 1
Total of all active and inactive participants 2009-03-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-03-01 0
Total participants 2009-03-01 6
Number of participants with account balances 2009-03-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-03-01 0

Measure	Date	Value
2022: THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-03-01	7
Total number of active participants reported on line 7a of the Form 5500	2022-03-01	5
Number of retired or separated participants receiving benefits	2022-03-01	0
Number of other retired or separated participants entitled to future benefits	2022-03-01	2
Total of all active and inactive participants	2022-03-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-03-01	0
Total participants	2022-03-01	7
Number of participants with account balances	2022-03-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-03-01	0
2021: THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-03-01	6
Total number of active participants reported on line 7a of the Form 5500	2021-03-01	5
Number of retired or separated participants receiving benefits	2021-03-01	0
Number of other retired or separated participants entitled to future benefits	2021-03-01	1
Total of all active and inactive participants	2021-03-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-03-01	0
Total participants	2021-03-01	6
Number of participants with account balances	2021-03-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-03-01	0
2020: THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-03-01	6
Total number of active participants reported on line 7a of the Form 5500	2020-03-01	5
Number of retired or separated participants receiving benefits	2020-03-01	0
Number of other retired or separated participants entitled to future benefits	2020-03-01	1
Total of all active and inactive participants	2020-03-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-03-01	0
Total participants	2020-03-01	6
Number of participants with account balances	2020-03-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-03-01	0
2018: THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-03-01	5
Total number of active participants reported on line 7a of the Form 5500	2018-03-01	5
Number of retired or separated participants receiving benefits	2018-03-01	0
Number of other retired or separated participants entitled to future benefits	2018-03-01	0
Total of all active and inactive participants	2018-03-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-03-01	0
Total participants	2018-03-01	5
Number of participants with account balances	2018-03-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-03-01	0
2017: THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-03-01	5
Total number of active participants reported on line 7a of the Form 5500	2017-03-01	5
Number of retired or separated participants receiving benefits	2017-03-01	0
Number of other retired or separated participants entitled to future benefits	2017-03-01	0
Total of all active and inactive participants	2017-03-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-03-01	0
Total participants	2017-03-01	5
Number of participants with account balances	2017-03-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-03-01	0
2016: THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-03-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-03-01	5
Number of retired or separated participants receiving benefits	2016-03-01	0
Number of other retired or separated participants entitled to future benefits	2016-03-01	0
Total of all active and inactive participants	2016-03-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-03-01	0
Total participants	2016-03-01	5
Number of participants with account balances	2016-03-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-03-01	0
2015: THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-03-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-03-01	5
Number of retired or separated participants receiving benefits	2015-03-01	0
Number of other retired or separated participants entitled to future benefits	2015-03-01	0
Total of all active and inactive participants	2015-03-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-03-01	0
Total participants	2015-03-01	5
Number of participants with account balances	2015-03-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-03-01	0
2014: THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-03-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-03-01	6
Number of retired or separated participants receiving benefits	2014-03-01	0
Number of other retired or separated participants entitled to future benefits	2014-03-01	0
Total of all active and inactive participants	2014-03-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-03-01	0
Total participants	2014-03-01	6
Number of participants with account balances	2014-03-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-03-01	0
2013: THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-03-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-03-01	5
Number of retired or separated participants receiving benefits	2013-03-01	0
Number of other retired or separated participants entitled to future benefits	2013-03-01	0
Total of all active and inactive participants	2013-03-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-03-01	0
Total participants	2013-03-01	5
Number of participants with account balances	2013-03-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-03-01	0
2012: THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-03-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-03-01	6
Number of retired or separated participants receiving benefits	2012-03-01	0
Number of other retired or separated participants entitled to future benefits	2012-03-01	0
Total of all active and inactive participants	2012-03-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-03-01	0
Total participants	2012-03-01	6
Number of participants with account balances	2012-03-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-03-01	0
2011: THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-03-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-03-01	6
Number of retired or separated participants receiving benefits	2011-03-01	0
Number of other retired or separated participants entitled to future benefits	2011-03-01	0
Total of all active and inactive participants	2011-03-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-03-01	0
Total participants	2011-03-01	6
Number of participants with account balances	2011-03-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-03-01	0
2009: THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-03-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-03-01	5
Number of retired or separated participants receiving benefits	2009-03-01	0
Number of other retired or separated participants entitled to future benefits	2009-03-01	1
Total of all active and inactive participants	2009-03-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-03-01	0
Total participants	2009-03-01	6
Number of participants with account balances	2009-03-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-03-01	0

Financial Data on THE PRICE COMPANY 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan	2023-02-28	$0
Total plan liabilities at end of year	2023-02-28	$0
Total plan liabilities at beginning of year	2023-02-28	$0
Total income from all sources	2023-02-28	$-16,974
Expenses. Total of all expenses incurred	2023-02-28	$0
Benefits paid (including direct rollovers)	2023-02-28	$0
Total plan assets at end of year	2023-02-28	$1,459,376
Total plan assets at beginning of year	2023-02-28	$1,476,350
Value of fidelity bond covering the plan	2023-02-28	$200,000
Total contributions received or receivable from participants	2023-02-28	$37,558
Expenses. Other expenses not covered elsewhere	2023-02-28	$0
Contributions received from other sources (not participants or employers)	2023-02-28	$0
Other income received	2023-02-28	$-67,219
Noncash contributions received	2023-02-28	$0
Net income (gross income less expenses)	2023-02-28	$-16,974
Net plan assets at end of year (total assets less liabilities)	2023-02-28	$1,459,376
Net plan assets at beginning of year (total assets less liabilities)	2023-02-28	$1,476,350
Assets. Value of participant loans	2023-02-28	$31,333
Assets. Value of employer securities	2023-02-28	$80,502
Total contributions received or receivable from employer(s)	2023-02-28	$12,687
Value of certain deemed distributions of participant loans	2023-02-28	$0
Value of corrective distributions	2023-02-28	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-02-28	$0
2022 : THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan	2022-02-28	$0
Total plan liabilities at end of year	2022-02-28	$0
Total plan liabilities at beginning of year	2022-02-28	$0
Total income from all sources	2022-02-28	$248,311
Expenses. Total of all expenses incurred	2022-02-28	$2,696
Benefits paid (including direct rollovers)	2022-02-28	$0
Total plan assets at end of year	2022-02-28	$1,452,901
Total plan assets at beginning of year	2022-02-28	$1,207,286
Value of fidelity bond covering the plan	2022-02-28	$200,000
Total contributions received or receivable from participants	2022-02-28	$42,642
Expenses. Other expenses not covered elsewhere	2022-02-28	$0
Contributions received from other sources (not participants or employers)	2022-02-28	$0
Other income received	2022-02-28	$191,314
Noncash contributions received	2022-02-28	$0
Net income (gross income less expenses)	2022-02-28	$245,615
Net plan assets at end of year (total assets less liabilities)	2022-02-28	$1,452,901
Net plan assets at beginning of year (total assets less liabilities)	2022-02-28	$1,207,286
Assets. Value of participant loans	2022-02-28	$23,449
Assets. Value of employer securities	2022-02-28	$77,439
Total contributions received or receivable from employer(s)	2022-02-28	$14,355
Value of certain deemed distributions of participant loans	2022-02-28	$0
Value of corrective distributions	2022-02-28	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-02-28	$2,696
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-02-28	$0
2021 : THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-02-28	$0
Total plan liabilities at end of year	2021-02-28	$0
Total plan liabilities at beginning of year	2021-02-28	$0
Total income from all sources	2021-02-28	$334,369
Expenses. Total of all expenses incurred	2021-02-28	$1,893
Benefits paid (including direct rollovers)	2021-02-28	$0
Total plan assets at end of year	2021-02-28	$1,207,286
Total plan assets at beginning of year	2021-02-28	$874,810
Value of fidelity bond covering the plan	2021-02-28	$150,000
Total contributions received or receivable from participants	2021-02-28	$51,543
Expenses. Other expenses not covered elsewhere	2021-02-28	$0
Contributions received from other sources (not participants or employers)	2021-02-28	$0
Other income received	2021-02-28	$222,502
Noncash contributions received	2021-02-28	$0
Net income (gross income less expenses)	2021-02-28	$332,476
Net plan assets at end of year (total assets less liabilities)	2021-02-28	$1,207,286
Net plan assets at beginning of year (total assets less liabilities)	2021-02-28	$874,810
Assets. Value of participant loans	2021-02-28	$17,259
Assets. Value of employer securities	2021-02-28	$74,376
Total contributions received or receivable from employer(s)	2021-02-28	$60,324
Value of certain deemed distributions of participant loans	2021-02-28	$0
Value of corrective distributions	2021-02-28	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-02-28	$1,893
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-02-28	$0
2019 : THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-02-28	$0
Total plan liabilities at end of year	2019-02-28	$0
Total plan liabilities at beginning of year	2019-02-28	$0
Total income from all sources	2019-02-28	$109,165
Expenses. Total of all expenses incurred	2019-02-28	$1,748
Benefits paid (including direct rollovers)	2019-02-28	$0
Total plan assets at end of year	2019-02-28	$697,462
Total plan assets at beginning of year	2019-02-28	$590,045
Value of fidelity bond covering the plan	2019-02-28	$80,000
Total contributions received or receivable from participants	2019-02-28	$27,653
Expenses. Other expenses not covered elsewhere	2019-02-28	$0
Contributions received from other sources (not participants or employers)	2019-02-28	$0
Other income received	2019-02-28	$32,525
Noncash contributions received	2019-02-28	$0
Net income (gross income less expenses)	2019-02-28	$107,417
Net plan assets at end of year (total assets less liabilities)	2019-02-28	$697,462
Net plan assets at beginning of year (total assets less liabilities)	2019-02-28	$590,045
Assets. Value of participant loans	2019-02-28	$13,997
Assets. Value of employer securities	2019-02-28	$68,251
Total contributions received or receivable from employer(s)	2019-02-28	$48,987
Value of certain deemed distributions of participant loans	2019-02-28	$0
Value of corrective distributions	2019-02-28	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-02-28	$1,748
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-02-28	$0
2018 : THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-02-28	$0
Total plan liabilities at end of year	2018-02-28	$0
Total plan liabilities at beginning of year	2018-02-28	$0
Total income from all sources	2018-02-28	$142,845
Expenses. Total of all expenses incurred	2018-02-28	$1,765
Benefits paid (including direct rollovers)	2018-02-28	$0
Total plan assets at end of year	2018-02-28	$590,045
Total plan assets at beginning of year	2018-02-28	$448,965
Value of fidelity bond covering the plan	2018-02-28	$60,000
Total contributions received or receivable from participants	2018-02-28	$24,058
Expenses. Other expenses not covered elsewhere	2018-02-28	$0
Contributions received from other sources (not participants or employers)	2018-02-28	$0
Other income received	2018-02-28	$84,439
Noncash contributions received	2018-02-28	$0
Net income (gross income less expenses)	2018-02-28	$141,080
Net plan assets at end of year (total assets less liabilities)	2018-02-28	$590,045
Net plan assets at beginning of year (total assets less liabilities)	2018-02-28	$448,965
Assets. Value of participant loans	2018-02-28	$13,716
Assets. Value of employer securities	2018-02-28	$65,189
Total contributions received or receivable from employer(s)	2018-02-28	$34,348
Value of certain deemed distributions of participant loans	2018-02-28	$0
Value of corrective distributions	2018-02-28	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-02-28	$1,765
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-02-28	$0
2017 : THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-02-28	$0
Total plan liabilities at end of year	2017-02-28	$0
Total plan liabilities at beginning of year	2017-02-28	$0
Total income from all sources	2017-02-28	$129,710
Expenses. Total of all expenses incurred	2017-02-28	$1,142
Benefits paid (including direct rollovers)	2017-02-28	$0
Total plan assets at end of year	2017-02-28	$448,965
Total plan assets at beginning of year	2017-02-28	$320,397
Value of fidelity bond covering the plan	2017-02-28	$50,000
Total contributions received or receivable from participants	2017-02-28	$32,571
Expenses. Other expenses not covered elsewhere	2017-02-28	$0
Contributions received from other sources (not participants or employers)	2017-02-28	$0
Other income received	2017-02-28	$66,495
Noncash contributions received	2017-02-28	$0
Net income (gross income less expenses)	2017-02-28	$128,568
Net plan assets at end of year (total assets less liabilities)	2017-02-28	$448,965
Net plan assets at beginning of year (total assets less liabilities)	2017-02-28	$320,397
Assets. Value of participant loans	2017-02-28	$11,892
Assets. Value of employer securities	2017-02-28	$62,126
Total contributions received or receivable from employer(s)	2017-02-28	$30,644
Value of certain deemed distributions of participant loans	2017-02-28	$0
Value of corrective distributions	2017-02-28	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-02-28	$1,142
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-02-28	$0
2016 : THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-02-29	$0
Total plan liabilities at end of year	2016-02-29	$0
Total plan liabilities at beginning of year	2016-02-29	$0
Total income from all sources	2016-02-29	$48,523
Expenses. Total of all expenses incurred	2016-02-29	$2,574
Benefits paid (including direct rollovers)	2016-02-29	$1,722
Total plan assets at end of year	2016-02-29	$320,397
Total plan assets at beginning of year	2016-02-29	$274,448
Value of fidelity bond covering the plan	2016-02-29	$40,000
Total contributions received or receivable from participants	2016-02-29	$20,886
Expenses. Other expenses not covered elsewhere	2016-02-29	$0
Contributions received from other sources (not participants or employers)	2016-02-29	$0
Other income received	2016-02-29	$-13,503
Noncash contributions received	2016-02-29	$0
Net income (gross income less expenses)	2016-02-29	$45,949
Net plan assets at end of year (total assets less liabilities)	2016-02-29	$320,397
Net plan assets at beginning of year (total assets less liabilities)	2016-02-29	$274,448
Assets. Value of participant loans	2016-02-29	$7,151
Assets. Value of employer securities	2016-02-29	$43,751
Total contributions received or receivable from employer(s)	2016-02-29	$41,140
Value of certain deemed distributions of participant loans	2016-02-29	$0
Value of corrective distributions	2016-02-29	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-02-29	$852
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-02-29	$0
2015 : THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-02-28	$0
Total plan liabilities at end of year	2015-02-28	$0
Total plan liabilities at beginning of year	2015-02-28	$0
Total income from all sources	2015-02-28	$43,854
Expenses. Total of all expenses incurred	2015-02-28	$126,394
Benefits paid (including direct rollovers)	2015-02-28	$125,073
Total plan assets at end of year	2015-02-28	$274,448
Total plan assets at beginning of year	2015-02-28	$356,988
Value of fidelity bond covering the plan	2015-02-28	$30,000
Total contributions received or receivable from participants	2015-02-28	$16,015
Expenses. Other expenses not covered elsewhere	2015-02-28	$0
Contributions received from other sources (not participants or employers)	2015-02-28	$0
Other income received	2015-02-28	$20,064
Noncash contributions received	2015-02-28	$0
Net income (gross income less expenses)	2015-02-28	$-82,540
Net plan assets at end of year (total assets less liabilities)	2015-02-28	$274,448
Net plan assets at beginning of year (total assets less liabilities)	2015-02-28	$356,988
Assets. Value of participant loans	2015-02-28	$9,840
Assets. Value of employer securities	2015-02-28	$43,751
Total contributions received or receivable from employer(s)	2015-02-28	$7,775
Value of certain deemed distributions of participant loans	2015-02-28	$0
Value of corrective distributions	2015-02-28	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-02-28	$1,321
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-02-28	$0
2014 : THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-02-28	$0
Total plan liabilities at end of year	2014-02-28	$0
Total plan liabilities at beginning of year	2014-02-28	$0
Total income from all sources	2014-02-28	$56,257
Expenses. Total of all expenses incurred	2014-02-28	$1,188
Benefits paid (including direct rollovers)	2014-02-28	$0
Total plan assets at end of year	2014-02-28	$356,988
Total plan assets at beginning of year	2014-02-28	$301,919
Value of fidelity bond covering the plan	2014-02-28	$30,000
Total contributions received or receivable from participants	2014-02-28	$13,215
Expenses. Other expenses not covered elsewhere	2014-02-28	$0
Contributions received from other sources (not participants or employers)	2014-02-28	$0
Other income received	2014-02-28	$34,512
Noncash contributions received	2014-02-28	$0
Net income (gross income less expenses)	2014-02-28	$55,069
Net plan assets at end of year (total assets less liabilities)	2014-02-28	$356,988
Net plan assets at beginning of year (total assets less liabilities)	2014-02-28	$301,919
Assets. Value of participant loans	2014-02-28	$14,837
Total contributions received or receivable from employer(s)	2014-02-28	$8,530
Value of certain deemed distributions of participant loans	2014-02-28	$0
Value of corrective distributions	2014-02-28	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-02-28	$1,188
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-02-28	$0
2013 : THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-02-28	$0
Total plan liabilities at end of year	2013-02-28	$0
Total plan liabilities at beginning of year	2013-02-28	$0
Total income from all sources	2013-02-28	$46,478
Expenses. Total of all expenses incurred	2013-02-28	$1,507
Benefits paid (including direct rollovers)	2013-02-28	$0
Total plan assets at end of year	2013-02-28	$301,919
Total plan assets at beginning of year	2013-02-28	$256,948
Value of fidelity bond covering the plan	2013-02-28	$30,000
Total contributions received or receivable from participants	2013-02-28	$13,445
Expenses. Other expenses not covered elsewhere	2013-02-28	$0
Contributions received from other sources (not participants or employers)	2013-02-28	$0
Other income received	2013-02-28	$24,458
Noncash contributions received	2013-02-28	$0
Net income (gross income less expenses)	2013-02-28	$44,971
Net plan assets at end of year (total assets less liabilities)	2013-02-28	$301,919
Net plan assets at beginning of year (total assets less liabilities)	2013-02-28	$256,948
Assets. Value of participant loans	2013-02-28	$5,717
Total contributions received or receivable from employer(s)	2013-02-28	$8,575
Value of certain deemed distributions of participant loans	2013-02-28	$0
Value of corrective distributions	2013-02-28	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-02-28	$1,507
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-02-28	$0
2012 : THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-02-29	$0
Total plan liabilities at end of year	2012-02-29	$0
Total plan liabilities at beginning of year	2012-02-29	$0
Total income from all sources	2012-02-29	$45,950
Expenses. Total of all expenses incurred	2012-02-29	$1,254
Benefits paid (including direct rollovers)	2012-02-29	$0
Total plan assets at end of year	2012-02-29	$256,948
Total plan assets at beginning of year	2012-02-29	$212,252
Value of fidelity bond covering the plan	2012-02-29	$20,000
Total contributions received or receivable from participants	2012-02-29	$17,240
Expenses. Other expenses not covered elsewhere	2012-02-29	$0
Contributions received from other sources (not participants or employers)	2012-02-29	$0
Other income received	2012-02-29	$19,656
Noncash contributions received	2012-02-29	$0
Net income (gross income less expenses)	2012-02-29	$44,696
Net plan assets at end of year (total assets less liabilities)	2012-02-29	$256,948
Net plan assets at beginning of year (total assets less liabilities)	2012-02-29	$212,252
Assets. Value of participant loans	2012-02-29	$12,510
Total contributions received or receivable from employer(s)	2012-02-29	$9,054
Value of certain deemed distributions of participant loans	2012-02-29	$0
Value of corrective distributions	2012-02-29	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-02-29	$1,254
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-02-29	$0
2011 : THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-02-28	$0
Total plan liabilities at end of year	2011-02-28	$0
Total plan liabilities at beginning of year	2011-02-28	$0
Total income from all sources	2011-02-28	$45,458
Expenses. Total of all expenses incurred	2011-02-28	$1,047
Benefits paid (including direct rollovers)	2011-02-28	$52
Total plan assets at end of year	2011-02-28	$212,252
Total plan assets at beginning of year	2011-02-28	$167,841
Value of fidelity bond covering the plan	2011-02-28	$20,000
Total contributions received or receivable from participants	2011-02-28	$17,380
Expenses. Other expenses not covered elsewhere	2011-02-28	$0
Contributions received from other sources (not participants or employers)	2011-02-28	$0
Other income received	2011-02-28	$19,435
Noncash contributions received	2011-02-28	$0
Net income (gross income less expenses)	2011-02-28	$44,411
Net plan assets at end of year (total assets less liabilities)	2011-02-28	$212,252
Net plan assets at beginning of year (total assets less liabilities)	2011-02-28	$167,841
Total contributions received or receivable from employer(s)	2011-02-28	$8,643
Value of certain deemed distributions of participant loans	2011-02-28	$0
Value of corrective distributions	2011-02-28	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-02-28	$995
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-02-28	$0
2010 : THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-02-28	$0

Form 5500 Responses for THE PRICE COMPANY 401(K) PROFIT SHARING PLAN

2022: THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-03-01	Type of plan entity	Single employer plan
2022-03-01	Submission has been amended	No
2022-03-01	This submission is the final filing	No
2022-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-03-01	Plan is a collectively bargained plan	No
2022-03-01	Plan funding arrangement – Trust	Yes
2022-03-01	Plan benefit arrangement - Trust	Yes
2021: THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-03-01	Type of plan entity	Single employer plan
2021-03-01	Submission has been amended	No
2021-03-01	This submission is the final filing	No
2021-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-03-01	Plan is a collectively bargained plan	No
2021-03-01	Plan funding arrangement – Trust	Yes
2021-03-01	Plan benefit arrangement - Trust	Yes
2020: THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-03-01	Type of plan entity	Single employer plan
2020-03-01	Submission has been amended	No
2020-03-01	This submission is the final filing	No
2020-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-03-01	Plan is a collectively bargained plan	No
2020-03-01	Plan funding arrangement – Trust	Yes
2020-03-01	Plan benefit arrangement - Trust	Yes
2018: THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-03-01	Type of plan entity	Single employer plan
2018-03-01	Submission has been amended	No
2018-03-01	This submission is the final filing	No
2018-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-03-01	Plan is a collectively bargained plan	No
2018-03-01	Plan funding arrangement – Trust	Yes
2018-03-01	Plan benefit arrangement - Trust	Yes
2017: THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-03-01	Type of plan entity	Single employer plan
2017-03-01	Submission has been amended	No
2017-03-01	This submission is the final filing	No
2017-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-03-01	Plan is a collectively bargained plan	No
2017-03-01	Plan funding arrangement – Trust	Yes
2017-03-01	Plan benefit arrangement - Trust	Yes
2016: THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-03-01	Type of plan entity	Single employer plan
2016-03-01	Submission has been amended	No
2016-03-01	This submission is the final filing	No
2016-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-03-01	Plan is a collectively bargained plan	No
2016-03-01	Plan funding arrangement – Trust	Yes
2016-03-01	Plan benefit arrangement - Trust	Yes
2015: THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-03-01	Type of plan entity	Single employer plan
2015-03-01	Submission has been amended	No
2015-03-01	This submission is the final filing	No
2015-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-03-01	Plan is a collectively bargained plan	No
2015-03-01	Plan funding arrangement – Trust	Yes
2015-03-01	Plan benefit arrangement - Trust	Yes
2014: THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-03-01	Type of plan entity	Single employer plan
2014-03-01	Submission has been amended	No
2014-03-01	This submission is the final filing	No
2014-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-03-01	Plan is a collectively bargained plan	No
2014-03-01	Plan funding arrangement – Trust	Yes
2014-03-01	Plan benefit arrangement - Trust	Yes
2013: THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-03-01	Type of plan entity	Single employer plan
2013-03-01	Submission has been amended	No
2013-03-01	This submission is the final filing	No
2013-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-03-01	Plan is a collectively bargained plan	No
2013-03-01	Plan funding arrangement – Trust	Yes
2013-03-01	Plan benefit arrangement - Trust	Yes
2012: THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-03-01	Type of plan entity	Single employer plan
2012-03-01	Submission has been amended	No
2012-03-01	This submission is the final filing	No
2012-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-03-01	Plan is a collectively bargained plan	No
2012-03-01	Plan funding arrangement – Trust	Yes
2012-03-01	Plan benefit arrangement - Trust	Yes
2011: THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-03-01	Type of plan entity	Single employer plan
2011-03-01	Submission has been amended	No
2011-03-01	This submission is the final filing	No
2011-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-03-01	Plan is a collectively bargained plan	No
2011-03-01	Plan funding arrangement – Trust	Yes
2011-03-01	Plan benefit arrangement - Trust	Yes
2009: THE PRICE COMPANY 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-03-01	Type of plan entity	Single employer plan
2009-03-01	Submission has been amended	No
2009-03-01	This submission is the final filing	No
2009-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-03-01	Plan is a collectively bargained plan	No
2009-03-01	Plan funding arrangement – Trust	Yes
2009-03-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PHILIP D. PRICE & ASSOCIATES, INC.
Employer identification number (EIN):	770535585
NAIC Classification:	561410
NAIC Description:	Document Preparation Services