401k Plan data: PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN plan

PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 401k Plan overview

Plan Name	PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN
Plan identification number	002

PETERSON & PRICE, A PROFESSIONAL CORPORATION 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.
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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

PETERSON & PRICE, A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: PETERSON & PRICE, A PROFESSIONAL CORPORATION

Employer identification number (EIN): 952573757

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2024-01-01 AMY STRIDER HARLEMAN
002 2023-01-01
002 2023-01-01 AMY STRIDER HARLEMAN
002 2022-01-01
002 2022-01-01 AMY STRIDER HARLEMAN
002 2021-01-01
002 2021-01-01 MARSHAL A SCARR
002 2020-01-01
002 2019-01-01
002 2017-01-01 MARSHAL SCARR MARSHAL SCARR 2018-09-10
002 2016-01-01 MARSHAL SCARR MARSHAL SCARR 2017-09-06
002 2015-01-01 MARSHAL SCARR MARSHAL SCARR 2016-10-10
002 2014-02-01 MARSHAL SCARR MARSHAL SCARR 2015-09-29
002 2013-02-01 MARSHAL SCARR MARSHAL SCARR 2014-10-29
002 2012-02-01 MARSHAL SCARR MARSHAL SCARR 2014-05-30
002 2011-02-01 MARSHAL SCARR MARSHAL SCARR 2012-10-30
002 2010-02-01 MARSHAL SCARR MARSCHAL SCARR 2011-11-08
002 2009-02-01 MARSHAL A SCARR MARSHAL A SCARR 2010-09-08
002 2009-02-01 MARSHAL A SCARR MARSCHAL SCARR 2010-09-09

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2024-01-01	AMY STRIDER HARLEMAN
002	2023-01-01
002	2023-01-01	AMY STRIDER HARLEMAN
002	2022-01-01
002	2022-01-01	AMY STRIDER HARLEMAN
002	2021-01-01
002	2021-01-01	MARSHAL A SCARR
002	2020-01-01
002	2019-01-01
002	2017-01-01	MARSHAL SCARR	MARSHAL SCARR	2018-09-10
002	2016-01-01	MARSHAL SCARR	MARSHAL SCARR	2017-09-06
002	2015-01-01	MARSHAL SCARR	MARSHAL SCARR	2016-10-10
002	2014-02-01	MARSHAL SCARR	MARSHAL SCARR	2015-09-29
002	2013-02-01	MARSHAL SCARR	MARSHAL SCARR	2014-10-29
002	2012-02-01	MARSHAL SCARR	MARSHAL SCARR	2014-05-30
002	2011-02-01	MARSHAL SCARR	MARSHAL SCARR	2012-10-30
002	2010-02-01	MARSHAL SCARR	MARSCHAL SCARR	2011-11-08
002	2009-02-01	MARSHAL A SCARR	MARSHAL A SCARR	2010-09-08
002	2009-02-01	MARSHAL A SCARR	MARSCHAL SCARR	2010-09-09

Plan Statistics for PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN

401k plan membership statisitcs for PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN

Measure Date Value
2023: PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 5
Number of retired or separated participants receiving benefits 2023-01-01 1
Number of other retired or separated participants entitled to future benefits 2023-01-01 1
Total of all active and inactive participants 2023-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 7
Number of participants with account balances 2023-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 5
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 2
Total of all active and inactive participants 2022-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 7
Number of participants with account balances 2022-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 5
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 3
Total of all active and inactive participants 2021-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 8
Number of participants with account balances 2021-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 3
Total of all active and inactive participants 2020-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 7
Number of participants with account balances 2020-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 3
Total of all active and inactive participants 2019-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 7
Number of participants with account balances 2019-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2017: PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 2
Total of all active and inactive participants 2017-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 8
Number of participants with account balances 2017-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 4
Total of all active and inactive participants 2016-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 10
Number of participants with account balances 2016-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 4
Total of all active and inactive participants 2015-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 10
Number of participants with account balances 2015-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-02-01 9
Total number of active participants reported on line 7a of the Form 5500 2014-02-01 7
Number of retired or separated participants receiving benefits 2014-02-01 1
Number of other retired or separated participants entitled to future benefits 2014-02-01 3
Total of all active and inactive participants 2014-02-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-02-01 0
Total participants 2014-02-01 11
Number of participants with account balances 2014-02-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-02-01 0
2013: PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-02-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-02-01 5
Number of retired or separated participants receiving benefits 2013-02-01 0
Number of other retired or separated participants entitled to future benefits 2013-02-01 4
Total of all active and inactive participants 2013-02-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-02-01 0
Total participants 2013-02-01 9
Number of participants with account balances 2013-02-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-02-01 0
2012: PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-02-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-02-01 5
Number of retired or separated participants receiving benefits 2012-02-01 1
Number of other retired or separated participants entitled to future benefits 2012-02-01 3
Total of all active and inactive participants 2012-02-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-02-01 0
Total participants 2012-02-01 9
Number of participants with account balances 2012-02-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-02-01 0
2011: PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-02-01 12
Total number of active participants reported on line 7a of the Form 5500 2011-02-01 6
Number of retired or separated participants receiving benefits 2011-02-01 0
Number of other retired or separated participants entitled to future benefits 2011-02-01 3
Total of all active and inactive participants 2011-02-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-02-01 0
Total participants 2011-02-01 9
Number of participants with account balances 2011-02-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-02-01 0
2010: PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-02-01 21
Total number of active participants reported on line 7a of the Form 5500 2010-02-01 6
Number of retired or separated participants receiving benefits 2010-02-01 0
Number of other retired or separated participants entitled to future benefits 2010-02-01 6
Total of all active and inactive participants 2010-02-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-02-01 0
Total participants 2010-02-01 12
Number of participants with account balances 2010-02-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-02-01 0
2009: PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-02-01 20
Total number of active participants reported on line 7a of the Form 5500 2009-02-01 14
Number of retired or separated participants receiving benefits 2009-02-01 0
Number of other retired or separated participants entitled to future benefits 2009-02-01 7
Total of all active and inactive participants 2009-02-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-02-01 0
Total participants 2009-02-01 21
Number of participants with account balances 2009-02-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-02-01 0

Measure	Date	Value
2023: PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	5
Number of retired or separated participants receiving benefits	2023-01-01	1
Number of other retired or separated participants entitled to future benefits	2023-01-01	1
Total of all active and inactive participants	2023-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	7
Number of participants with account balances	2023-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	5
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	2
Total of all active and inactive participants	2022-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	7
Number of participants with account balances	2022-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	5
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	3
Total of all active and inactive participants	2021-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	8
Number of participants with account balances	2021-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	3
Total of all active and inactive participants	2020-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	7
Number of participants with account balances	2020-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	3
Total of all active and inactive participants	2019-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	7
Number of participants with account balances	2019-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2017: PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	2
Total of all active and inactive participants	2017-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	8
Number of participants with account balances	2017-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	4
Total of all active and inactive participants	2016-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	10
Number of participants with account balances	2016-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	4
Total of all active and inactive participants	2015-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	10
Number of participants with account balances	2015-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-02-01	9
Total number of active participants reported on line 7a of the Form 5500	2014-02-01	7
Number of retired or separated participants receiving benefits	2014-02-01	1
Number of other retired or separated participants entitled to future benefits	2014-02-01	3
Total of all active and inactive participants	2014-02-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-02-01	0
Total participants	2014-02-01	11
Number of participants with account balances	2014-02-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-02-01	0
2013: PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-02-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-02-01	5
Number of retired or separated participants receiving benefits	2013-02-01	0
Number of other retired or separated participants entitled to future benefits	2013-02-01	4
Total of all active and inactive participants	2013-02-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-02-01	0
Total participants	2013-02-01	9
Number of participants with account balances	2013-02-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-02-01	0
2012: PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-02-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-02-01	5
Number of retired or separated participants receiving benefits	2012-02-01	1
Number of other retired or separated participants entitled to future benefits	2012-02-01	3
Total of all active and inactive participants	2012-02-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-02-01	0
Total participants	2012-02-01	9
Number of participants with account balances	2012-02-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-02-01	0
2011: PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-02-01	12
Total number of active participants reported on line 7a of the Form 5500	2011-02-01	6
Number of retired or separated participants receiving benefits	2011-02-01	0
Number of other retired or separated participants entitled to future benefits	2011-02-01	3
Total of all active and inactive participants	2011-02-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-02-01	0
Total participants	2011-02-01	9
Number of participants with account balances	2011-02-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-02-01	0
2010: PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-02-01	21
Total number of active participants reported on line 7a of the Form 5500	2010-02-01	6
Number of retired or separated participants receiving benefits	2010-02-01	0
Number of other retired or separated participants entitled to future benefits	2010-02-01	6
Total of all active and inactive participants	2010-02-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-02-01	0
Total participants	2010-02-01	12
Number of participants with account balances	2010-02-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-02-01	0
2009: PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-02-01	20
Total number of active participants reported on line 7a of the Form 5500	2009-02-01	14
Number of retired or separated participants receiving benefits	2009-02-01	0
Number of other retired or separated participants entitled to future benefits	2009-02-01	7
Total of all active and inactive participants	2009-02-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-02-01	0
Total participants	2009-02-01	21
Number of participants with account balances	2009-02-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-02-01	0

Financial Data on PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN

Measure	Date	Value
2023 : PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$807,842
Expenses. Total of all expenses incurred	2023-12-31	$203,514
Benefits paid (including direct rollovers)	2023-12-31	$170,000
Total plan assets at end of year	2023-12-31	$6,952,167
Total plan assets at beginning of year	2023-12-31	$6,347,839
Value of fidelity bond covering the plan	2023-12-31	$500,000
Total contributions received or receivable from participants	2023-12-31	$55,140
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$734,701
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$604,328
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$6,952,167
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$6,347,839
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$134,323
Total contributions received or receivable from employer(s)	2023-12-31	$18,001
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$33,514
2022 : PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-823,547
Expenses. Total of all expenses incurred	2022-12-31	$243,029
Benefits paid (including direct rollovers)	2022-12-31	$210,351
Total plan assets at end of year	2022-12-31	$6,347,839
Total plan assets at beginning of year	2022-12-31	$7,414,415
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$58,999
Other income received	2022-12-31	$-904,095
Net income (gross income less expenses)	2022-12-31	$-1,066,576
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$6,347,839
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$7,414,415
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$134,323
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2022-12-31	$3,017
Total contributions received or receivable from employer(s)	2022-12-31	$21,549
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$32,678
2021 : PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$833,467
Expenses. Total of all expenses incurred	2021-12-31	$223,800
Benefits paid (including direct rollovers)	2021-12-31	$189,970
Total plan assets at end of year	2021-12-31	$7,414,415
Total plan assets at beginning of year	2021-12-31	$6,804,748
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$74,533
Other income received	2021-12-31	$739,347
Net income (gross income less expenses)	2021-12-31	$609,667
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$7,414,415
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$6,804,748
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$134,323
Total contributions received or receivable from employer(s)	2021-12-31	$19,587
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$33,830
2020 : PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$625,184
Expenses. Total of all expenses incurred	2020-12-31	$216,273
Benefits paid (including direct rollovers)	2020-12-31	$190,000
Total plan assets at end of year	2020-12-31	$6,804,748
Total plan assets at beginning of year	2020-12-31	$6,395,837
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$63,279
Expenses. Other expenses not covered elsewhere	2020-12-31	$26,273
Other income received	2020-12-31	$544,430
Net income (gross income less expenses)	2020-12-31	$408,911
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$6,804,748
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$6,395,837
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$134,323
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2020-12-31	$723
Total contributions received or receivable from employer(s)	2020-12-31	$17,475
2019 : PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,111,483
Expenses. Total of all expenses incurred	2019-12-31	$1,384,208
Benefits paid (including direct rollovers)	2019-12-31	$1,350,276
Total plan assets at end of year	2019-12-31	$6,395,837
Total plan assets at beginning of year	2019-12-31	$6,668,562
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$47,180
Expenses. Other expenses not covered elsewhere	2019-12-31	$33,932
Other income received	2019-12-31	$1,046,918
Net income (gross income less expenses)	2019-12-31	$-272,725
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$6,395,837
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$6,668,562
Assets. Value of participant loans	2019-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$134,423
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2019-12-31	$723
Total contributions received or receivable from employer(s)	2019-12-31	$17,385
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-196,484
Expenses. Total of all expenses incurred	2018-12-31	$302,391
Benefits paid (including direct rollovers)	2018-12-31	$267,980
Total plan assets at end of year	2018-12-31	$6,668,562
Total plan assets at beginning of year	2018-12-31	$7,167,437
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$46,580
Expenses. Other expenses not covered elsewhere	2018-12-31	$34,411
Other income received	2018-12-31	$-260,889
Net income (gross income less expenses)	2018-12-31	$-498,875
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$6,668,562
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$7,167,437
Assets. Value of participant loans	2018-12-31	$487
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$137,079
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2018-12-31	$723
Total contributions received or receivable from employer(s)	2018-12-31	$17,825
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$841,377
Expenses. Total of all expenses incurred	2017-12-31	$295,097
Benefits paid (including direct rollovers)	2017-12-31	$257,823
Total plan assets at end of year	2017-12-31	$7,167,437
Total plan assets at beginning of year	2017-12-31	$6,621,157
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$47,352
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$769,448
Net income (gross income less expenses)	2017-12-31	$546,280
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$7,167,437
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$6,621,157
Assets. Value of participant loans	2017-12-31	$5,503
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$174,423
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2017-12-31	$300
Total contributions received or receivable from employer(s)	2017-12-31	$24,577
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$37,274
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$567,250
Expenses. Total of all expenses incurred	2016-12-31	$109,743
Benefits paid (including direct rollovers)	2016-12-31	$73,683
Total plan assets at end of year	2016-12-31	$6,621,157
Total plan assets at beginning of year	2016-12-31	$6,163,650
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$45,650
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$488,937
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$457,507
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$6,621,157
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$6,163,650
Assets. Value of participant loans	2016-12-31	$10,226
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$220,642
Total contributions received or receivable from employer(s)	2016-12-31	$32,663
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$36,060
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$-97,294
Expenses. Total of all expenses incurred	2015-12-31	$106,484
Benefits paid (including direct rollovers)	2015-12-31	$72,380
Total plan assets at end of year	2015-12-31	$6,163,650
Total plan assets at beginning of year	2015-12-31	$6,367,428
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$16,709
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-145,820
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-203,778
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$6,163,650
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$6,367,428
Assets. Value of participant loans	2015-12-31	$15,173
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$140,760
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2015-12-31	$124
Total contributions received or receivable from employer(s)	2015-12-31	$31,817
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$34,104
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$526,235
Expenses. Total of all expenses incurred	2014-12-31	$100,647
Benefits paid (including direct rollovers)	2014-12-31	$70,000
Total plan assets at end of year	2014-12-31	$6,367,428
Total plan assets at beginning of year	2014-12-31	$5,941,840
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$6,713
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$489,994
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$425,588
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$6,367,428
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$5,941,840
Assets. Value of participant loans	2014-12-31	$19,893
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$165,100
Total contributions received or receivable from employer(s)	2014-12-31	$29,528
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$30,647
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Transfers to/from the plan	2014-01-31	$0
Total plan liabilities at end of year	2014-01-31	$0
Total plan liabilities at beginning of year	2014-01-31	$0
Total income from all sources	2014-01-31	$453,013
Expenses. Total of all expenses incurred	2014-01-31	$97,406
Benefits paid (including direct rollovers)	2014-01-31	$67,720
Total plan assets at end of year	2014-01-31	$5,941,840
Total plan assets at beginning of year	2014-01-31	$5,586,233
Value of fidelity bond covering the plan	2014-01-31	$500,000
Total contributions received or receivable from participants	2014-01-31	$0
Expenses. Other expenses not covered elsewhere	2014-01-31	$29,686
Contributions received from other sources (not participants or employers)	2014-01-31	$0
Other income received	2014-01-31	$402,931
Noncash contributions received	2014-01-31	$0
Net income (gross income less expenses)	2014-01-31	$355,607
Net plan assets at end of year (total assets less liabilities)	2014-01-31	$5,941,840
Net plan assets at beginning of year (total assets less liabilities)	2014-01-31	$5,586,233
Assets. Value of participant loans	2014-01-31	$24,026
Assets. Value of assets in partnership/joint-venture interests	2014-01-31	$218,000
Total contributions received or receivable from employer(s)	2014-01-31	$50,082
Value of certain deemed distributions of participant loans	2014-01-31	$0
Value of corrective distributions	2014-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-01-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-01-31	$0
2013 : PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-01-31	$0
Total plan liabilities at end of year	2013-01-31	$0
Total plan liabilities at beginning of year	2013-01-31	$0
Total income from all sources	2013-01-31	$632,566
Expenses. Total of all expenses incurred	2013-01-31	$62,467
Benefits paid (including direct rollovers)	2013-01-31	$0
Total plan assets at end of year	2013-01-31	$5,586,233
Total plan assets at beginning of year	2013-01-31	$5,016,134
Value of fidelity bond covering the plan	2013-01-31	$500,000
Total contributions received or receivable from participants	2013-01-31	$0
Expenses. Other expenses not covered elsewhere	2013-01-31	$0
Contributions received from other sources (not participants or employers)	2013-01-31	$0
Other income received	2013-01-31	$582,566
Noncash contributions received	2013-01-31	$0
Net income (gross income less expenses)	2013-01-31	$570,099
Net plan assets at end of year (total assets less liabilities)	2013-01-31	$5,586,233
Net plan assets at beginning of year (total assets less liabilities)	2013-01-31	$5,016,134
Assets. Value of participant loans	2013-01-31	$4,560
Assets. Value of assets in partnership/joint-venture interests	2013-01-31	$165,100
Total contributions received or receivable from employer(s)	2013-01-31	$50,000
Value of certain deemed distributions of participant loans	2013-01-31	$0
Value of corrective distributions	2013-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-01-31	$62,467
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-01-31	$0
2012 : PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-01-31	$0
Total plan liabilities at beginning of year	2012-01-31	$0
Total income from all sources	2012-01-31	$200,168
Expenses. Total of all expenses incurred	2012-01-31	$441,710
Benefits paid (including direct rollovers)	2012-01-31	$403,167
Total plan assets at end of year	2012-01-31	$5,016,134
Total plan assets at beginning of year	2012-01-31	$5,257,676
Value of fidelity bond covering the plan	2012-01-31	$500,000
Total contributions received or receivable from participants	2012-01-31	$0
Expenses. Other expenses not covered elsewhere	2012-01-31	$38,543
Contributions received from other sources (not participants or employers)	2012-01-31	$0
Other income received	2012-01-31	$200,168
Noncash contributions received	2012-01-31	$0
Net income (gross income less expenses)	2012-01-31	$-241,542
Net plan assets at end of year (total assets less liabilities)	2012-01-31	$5,016,134
Net plan assets at beginning of year (total assets less liabilities)	2012-01-31	$5,257,676
Assets. Value of participant loans	2012-01-31	$9,275
Assets. Value of assets in partnership/joint-venture interests	2012-01-31	$160,100
Total contributions received or receivable from employer(s)	2012-01-31	$0
Value of certain deemed distributions of participant loans	2012-01-31	$0
Value of corrective distributions	2012-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-01-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-01-31	$0
2011 : PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-01-31	$0
Total plan liabilities at end of year	2011-01-31	$0
Total plan liabilities at beginning of year	2011-01-31	$0
Total income from all sources	2011-01-31	$811,375
Expenses. Total of all expenses incurred	2011-01-31	$366,099
Benefits paid (including direct rollovers)	2011-01-31	$322,318
Total plan assets at end of year	2011-01-31	$5,257,676
Total plan assets at beginning of year	2011-01-31	$4,812,400
Value of fidelity bond covering the plan	2011-01-31	$500,000
Total contributions received or receivable from participants	2011-01-31	$0
Expenses. Other expenses not covered elsewhere	2011-01-31	$43,781
Contributions received from other sources (not participants or employers)	2011-01-31	$0
Other income received	2011-01-31	$811,375
Noncash contributions received	2011-01-31	$0
Net income (gross income less expenses)	2011-01-31	$445,276
Net plan assets at end of year (total assets less liabilities)	2011-01-31	$5,257,676
Net plan assets at beginning of year (total assets less liabilities)	2011-01-31	$4,812,400
Assets. Value of participant loans	2011-01-31	$20,637
Assets. Value of assets in partnership/joint-venture interests	2011-01-31	$209,802
Total contributions received or receivable from employer(s)	2011-01-31	$0
Value of certain deemed distributions of participant loans	2011-01-31	$0
Value of corrective distributions	2011-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-01-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-01-31	$0

Form 5500 Responses for PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN

2023: PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2017: PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2014 form 5500 responses
2014-02-01	Type of plan entity	Single employer plan
2014-02-01	Submission has been amended	No
2014-02-01	This submission is the final filing	No
2014-02-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-02-01	Plan is a collectively bargained plan	No
2014-02-01	Plan funding arrangement – Trust	Yes
2014-02-01	Plan benefit arrangement - Trust	Yes
2013: PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2013 form 5500 responses
2013-02-01	Type of plan entity	Single employer plan
2013-02-01	Submission has been amended	No
2013-02-01	This submission is the final filing	No
2013-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-02-01	Plan is a collectively bargained plan	No
2013-02-01	Plan funding arrangement – Trust	Yes
2013-02-01	Plan benefit arrangement - Trust	Yes
2012: PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2012 form 5500 responses
2012-02-01	Type of plan entity	Single employer plan
2012-02-01	Submission has been amended	Yes
2012-02-01	This submission is the final filing	No
2012-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-02-01	Plan is a collectively bargained plan	No
2012-02-01	Plan funding arrangement – Trust	Yes
2012-02-01	Plan benefit arrangement - Trust	Yes
2011: PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2011 form 5500 responses
2011-02-01	Type of plan entity	Single employer plan
2011-02-01	Submission has been amended	No
2011-02-01	This submission is the final filing	No
2011-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-02-01	Plan is a collectively bargained plan	No
2011-02-01	Plan funding arrangement – Trust	Yes
2011-02-01	Plan benefit arrangement - Trust	Yes
2010: PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2010 form 5500 responses
2010-02-01	Type of plan entity	Single employer plan
2010-02-01	Submission has been amended	No
2010-02-01	This submission is the final filing	No
2010-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-02-01	Plan is a collectively bargained plan	No
2010-02-01	Plan funding arrangement – Trust	Yes
2010-02-01	Plan benefit arrangement - Trust	Yes
2009: PETERSON & PRICE, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2009 form 5500 responses
2009-02-01	Type of plan entity	Single employer plan
2009-02-01	Submission has been amended	No
2009-02-01	This submission is the final filing	No
2009-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-02-01	Plan is a collectively bargained plan	No
2009-02-01	Plan funding arrangement – Trust	Yes
2009-02-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

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