PETERSON & ASSOCIATES, P. S. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PETERSON & ASSOCIATES PS PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2021: PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-11-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-11-01 | 14 |
| Total of all active and inactive participants | 2021-11-01 | 14 |
| Total participants | 2021-11-01 | 14 |
| Number of participants with account balances | 2021-11-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-11-01 | 3 |
| 2020: PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-11-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-11-01 | 12 |
| Number of retired or separated participants receiving benefits | 2020-11-01 | 5 |
| Total of all active and inactive participants | 2020-11-01 | 17 |
| Total participants | 2020-11-01 | 17 |
| Number of participants with account balances | 2020-11-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-11-01 | 2 |
| 2019: PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-11-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-11-01 | 13 |
| Number of retired or separated participants receiving benefits | 2019-11-01 | 2 |
| Total of all active and inactive participants | 2019-11-01 | 15 |
| Total participants | 2019-11-01 | 15 |
| Number of participants with account balances | 2019-11-01 | 15 |
| 2018: PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-11-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-11-01 | 12 |
| Number of retired or separated participants receiving benefits | 2018-11-01 | 1 |
| Total of all active and inactive participants | 2018-11-01 | 13 |
| Total participants | 2018-11-01 | 13 |
| Number of participants with account balances | 2018-11-01 | 13 |
| 2017: PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-11-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-11-01 | 13 |
| Total of all active and inactive participants | 2017-11-01 | 13 |
| Total participants | 2017-11-01 | 13 |
| Number of participants with account balances | 2017-11-01 | 13 |
| 2016: PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-11-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-11-01 | 12 |
| Total of all active and inactive participants | 2016-11-01 | 12 |
| Total participants | 2016-11-01 | 12 |
| Number of participants with account balances | 2016-11-01 | 12 |
| 2015: PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-11-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-11-01 | 13 |
| Total of all active and inactive participants | 2015-11-01 | 13 |
| Total participants | 2015-11-01 | 13 |
| 2014: PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-11-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-11-01 | 13 |
| Total of all active and inactive participants | 2014-11-01 | 13 |
| Total participants | 2014-11-01 | 13 |
| Number of participants with account balances | 2014-11-01 | 13 |
| 2013: PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-11-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-11-01 | 12 |
| Total of all active and inactive participants | 2013-11-01 | 12 |
| Total participants | 2013-11-01 | 12 |
| Number of participants with account balances | 2013-11-01 | 12 |
| 2012: PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-11-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-11-01 | 11 |
| Total of all active and inactive participants | 2012-11-01 | 11 |
| Total participants | 2012-11-01 | 11 |
| Number of participants with account balances | 2012-11-01 | 11 |
| 2011: PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-11-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-11-01 | 11 |
| Total of all active and inactive participants | 2011-11-01 | 11 |
| Total participants | 2011-11-01 | 11 |
| Number of participants with account balances | 2011-11-01 | 11 |
| 2010: PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-11-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-11-01 | 11 |
| Total of all active and inactive participants | 2010-11-01 | 11 |
| Total participants | 2010-11-01 | 11 |
| Number of participants with account balances | 2010-11-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-11-01 | 1 |
| 2009: PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-11-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 10 |
| Total of all active and inactive participants | 2009-11-01 | 10 |
| Total participants | 2009-11-01 | 10 |
| Number of participants with account balances | 2009-11-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-11-01 | 1 |
| Measure | Date | Value |
|---|
| 2022 : PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-10-31 | $-500,705 |
| Expenses. Total of all expenses incurred | 2022-10-31 | $1,856,870 |
| Benefits paid (including direct rollovers) | 2022-10-31 | $1,832,247 |
| Total plan assets at end of year | 2022-10-31 | $1,566,530 |
| Total plan assets at beginning of year | 2022-10-31 | $3,924,105 |
| Expenses. Other expenses not covered elsewhere | 2022-10-31 | $24,623 |
| Other income received | 2022-10-31 | $-562,463 |
| Net income (gross income less expenses) | 2022-10-31 | $-2,357,575 |
| Net plan assets at end of year (total assets less liabilities) | 2022-10-31 | $1,566,530 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-10-31 | $3,924,105 |
| Total contributions received or receivable from employer(s) | 2022-10-31 | $61,758 |
| 2021 : PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-10-31 | $858,823 |
| Expenses. Total of all expenses incurred | 2021-10-31 | $303,106 |
| Benefits paid (including direct rollovers) | 2021-10-31 | $278,249 |
| Total plan assets at end of year | 2021-10-31 | $3,924,105 |
| Total plan assets at beginning of year | 2021-10-31 | $3,368,388 |
| Expenses. Other expenses not covered elsewhere | 2021-10-31 | $24,857 |
| Other income received | 2021-10-31 | $761,878 |
| Net income (gross income less expenses) | 2021-10-31 | $555,717 |
| Net plan assets at end of year (total assets less liabilities) | 2021-10-31 | $3,924,105 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-10-31 | $3,368,388 |
| Total contributions received or receivable from employer(s) | 2021-10-31 | $96,945 |
| 2020 : PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-10-31 | $317,593 |
| Expenses. Total of all expenses incurred | 2020-10-31 | $22,552 |
| Total plan assets at end of year | 2020-10-31 | $3,368,388 |
| Total plan assets at beginning of year | 2020-10-31 | $3,073,347 |
| Expenses. Other expenses not covered elsewhere | 2020-10-31 | $22,552 |
| Other income received | 2020-10-31 | $194,115 |
| Net income (gross income less expenses) | 2020-10-31 | $295,041 |
| Net plan assets at end of year (total assets less liabilities) | 2020-10-31 | $3,368,388 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-10-31 | $3,073,347 |
| Total contributions received or receivable from employer(s) | 2020-10-31 | $123,478 |
| 2019 : PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-10-31 | $417,791 |
| Expenses. Total of all expenses incurred | 2019-10-31 | $45,385 |
| Benefits paid (including direct rollovers) | 2019-10-31 | $25,000 |
| Total plan assets at end of year | 2019-10-31 | $3,073,347 |
| Total plan assets at beginning of year | 2019-10-31 | $2,700,941 |
| Other income received | 2019-10-31 | $303,173 |
| Net income (gross income less expenses) | 2019-10-31 | $372,406 |
| Net plan assets at end of year (total assets less liabilities) | 2019-10-31 | $3,073,347 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-10-31 | $2,700,941 |
| Total contributions received or receivable from employer(s) | 2019-10-31 | $114,618 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-10-31 | $20,385 |
| 2017 : PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-10-31 | $434,673 |
| Expenses. Total of all expenses incurred | 2017-10-31 | $246,903 |
| Benefits paid (including direct rollovers) | 2017-10-31 | $227,868 |
| Total plan assets at end of year | 2017-10-31 | $2,599,074 |
| Total plan assets at beginning of year | 2017-10-31 | $2,411,304 |
| Expenses. Other expenses not covered elsewhere | 2017-10-31 | $19,035 |
| Other income received | 2017-10-31 | $330,153 |
| Net income (gross income less expenses) | 2017-10-31 | $187,770 |
| Net plan assets at end of year (total assets less liabilities) | 2017-10-31 | $2,599,074 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-10-31 | $2,411,304 |
| Total contributions received or receivable from employer(s) | 2017-10-31 | $104,520 |
| 2016 : PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-10-31 | $170,153 |
| Expenses. Total of all expenses incurred | 2016-10-31 | $11,365 |
| Total plan assets at end of year | 2016-10-31 | $2,411,304 |
| Total plan assets at beginning of year | 2016-10-31 | $2,252,516 |
| Expenses. Other expenses not covered elsewhere | 2016-10-31 | $11,365 |
| Other income received | 2016-10-31 | $68,345 |
| Net income (gross income less expenses) | 2016-10-31 | $158,788 |
| Net plan assets at end of year (total assets less liabilities) | 2016-10-31 | $2,411,304 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-10-31 | $2,252,516 |
| Total contributions received or receivable from employer(s) | 2016-10-31 | $101,808 |
| 2015 : PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-10-31 | $125,245 |
| Total plan assets at end of year | 2015-10-31 | $2,252,516 |
| Total plan assets at beginning of year | 2015-10-31 | $2,127,271 |
| Other income received | 2015-10-31 | $28,704 |
| Net income (gross income less expenses) | 2015-10-31 | $125,245 |
| Net plan assets at end of year (total assets less liabilities) | 2015-10-31 | $2,252,516 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-10-31 | $2,127,271 |
| Total contributions received or receivable from employer(s) | 2015-10-31 | $96,541 |
| 2014 : PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-10-31 | $280,160 |
| Total plan assets at end of year | 2014-10-31 | $2,127,271 |
| Total plan assets at beginning of year | 2014-10-31 | $1,847,111 |
| Other income received | 2014-10-31 | $190,889 |
| Net income (gross income less expenses) | 2014-10-31 | $280,160 |
| Net plan assets at end of year (total assets less liabilities) | 2014-10-31 | $2,127,271 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-10-31 | $1,847,111 |
| Total contributions received or receivable from employer(s) | 2014-10-31 | $89,271 |
| 2013 : PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-10-31 | $623,514 |
| Expenses. Total of all expenses incurred | 2013-10-31 | $294,920 |
| Benefits paid (including direct rollovers) | 2013-10-31 | $289,627 |
| Total plan assets at end of year | 2013-10-31 | $1,847,111 |
| Total plan assets at beginning of year | 2013-10-31 | $1,518,517 |
| Expenses. Other expenses not covered elsewhere | 2013-10-31 | $5,293 |
| Other income received | 2013-10-31 | $543,787 |
| Net income (gross income less expenses) | 2013-10-31 | $328,594 |
| Net plan assets at end of year (total assets less liabilities) | 2013-10-31 | $1,847,111 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-10-31 | $1,518,517 |
| Total contributions received or receivable from employer(s) | 2013-10-31 | $79,727 |
| 2012 : PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-10-31 | $226,582 |
| Total plan assets at end of year | 2012-10-31 | $1,745,099 |
| Total plan assets at beginning of year | 2012-10-31 | $1,518,517 |
| Other income received | 2012-10-31 | $155,797 |
| Net income (gross income less expenses) | 2012-10-31 | $226,582 |
| Net plan assets at end of year (total assets less liabilities) | 2012-10-31 | $1,745,099 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-10-31 | $1,518,517 |
| Total contributions received or receivable from employer(s) | 2012-10-31 | $70,785 |
| 2011 : PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-10-31 | $139,742 |
| Expenses. Total of all expenses incurred | 2011-10-31 | $74,971 |
| Benefits paid (including direct rollovers) | 2011-10-31 | $74,971 |
| Total plan assets at end of year | 2011-10-31 | $1,518,517 |
| Total plan assets at beginning of year | 2011-10-31 | $1,453,746 |
| Other income received | 2011-10-31 | $67,620 |
| Net income (gross income less expenses) | 2011-10-31 | $64,771 |
| Net plan assets at end of year (total assets less liabilities) | 2011-10-31 | $1,518,517 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-10-31 | $1,453,746 |
| Total contributions received or receivable from employer(s) | 2011-10-31 | $72,122 |
| 2010 : PETERSON & ASSOCIATES PS 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 | 2010-10-31 | $0 |
| 2021: PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-11-01 | Type of plan entity | Single employer plan |
| 2021-11-01 | Plan funding arrangement – Trust | Yes |
| 2021-11-01 | Plan benefit arrangement - Trust | Yes |
| 2020: PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-11-01 | Type of plan entity | Single employer plan |
| 2020-11-01 | Plan funding arrangement – Trust | Yes |
| 2020-11-01 | Plan benefit arrangement - Trust | Yes |
| 2019: PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-11-01 | Type of plan entity | Single employer plan |
| 2019-11-01 | Plan funding arrangement – Trust | Yes |
| 2019-11-01 | Plan benefit arrangement - Trust | Yes |
| 2018: PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-11-01 | Type of plan entity | Single employer plan |
| 2018-11-01 | Submission has been amended | No |
| 2018-11-01 | This submission is the final filing | No |
| 2018-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-11-01 | Plan is a collectively bargained plan | No |
| 2018-11-01 | Plan funding arrangement – Trust | Yes |
| 2018-11-01 | Plan benefit arrangement - Trust | Yes |
| 2017: PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-11-01 | Type of plan entity | Single employer plan |
| 2017-11-01 | Plan funding arrangement – Trust | Yes |
| 2017-11-01 | Plan benefit arrangement - Trust | Yes |
| 2016: PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-11-01 | Type of plan entity | Single employer plan |
| 2016-11-01 | Plan funding arrangement – Trust | Yes |
| 2016-11-01 | Plan benefit arrangement - Trust | Yes |
| 2015: PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-11-01 | Type of plan entity | Single employer plan |
| 2015-11-01 | Plan funding arrangement – Trust | Yes |
| 2015-11-01 | Plan benefit arrangement - Trust | Yes |
| 2014: PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-11-01 | Type of plan entity | Single employer plan |
| 2014-11-01 | Plan funding arrangement – Trust | Yes |
| 2014-11-01 | Plan benefit arrangement - Trust | Yes |
| 2013: PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-11-01 | Type of plan entity | Single employer plan |
| 2013-11-01 | Plan funding arrangement – Trust | Yes |
| 2013-11-01 | Plan benefit arrangement - Trust | Yes |
| 2012: PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-11-01 | Type of plan entity | Single employer plan |
| 2012-11-01 | Plan funding arrangement – Trust | Yes |
| 2012-11-01 | Plan benefit arrangement - Trust | Yes |
| 2011: PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-11-01 | Type of plan entity | Single employer plan |
| 2011-11-01 | Plan funding arrangement – Trust | Yes |
| 2011-11-01 | Plan benefit arrangement - Trust | Yes |
| 2010: PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-11-01 | Type of plan entity | Single employer plan |
| 2010-11-01 | Plan funding arrangement – Trust | Yes |
| 2010-11-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-11-01 | Type of plan entity | Single employer plan |
| 2009-11-01 | This submission is the final filing | No |
| 2009-11-01 | Plan funding arrangement – Trust | Yes |
| 2009-11-01 | Plan benefit arrangement - Trust | Yes |
