401k Plan data: PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN plan

PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PRESERVATION MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name: PRESERVATION MANAGEMENT, INC.

Employer identification number (EIN): 010460929

NAIC Classification: 531310

Additional information about PRESERVATION MANAGEMENT, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2005-03-25

Company Identification Number: P05000045381

Legal Registered Office Address: 444 BRICKELL AVE STE 300

MIAMI

33131

More information about PRESERVATION MANAGEMENT, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 WILLIAM A. HOULIHAN 2023-07-05 WILLIAM A. HOULIHAN 2023-07-05
001 2021-01-01 WILLIAM A. HOULIHAN 2022-07-06 WILLIAM A. HOULIHAN 2022-07-06
001 2020-01-01 WILLIAM A. HOULIHAN 2021-07-23 WILLIAM A. HOULIHAN 2021-07-23
001 2019-01-01 WILLIAM A. HOULIHAN 2020-07-16 WILLIAM A. HOULIHAN 2020-07-16
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 WILLIAM A HOULIHAN WILLIAM A HOULIHAN 2013-07-15
001 2011-01-01 WILLIAM A HOULIHAN WILLIAM A HOULIHAN 2012-07-18
001 2010-01-01 WILLIAM A HOULIHAN WILLIAM A HOULIHAN 2011-07-15
001 2009-01-01 WILLIAM A HOULIHAN WILLIAM A HOULIHAN 2010-07-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	WILLIAM A. HOULIHAN	2023-07-05	WILLIAM A. HOULIHAN	2023-07-05
001	2021-01-01	WILLIAM A. HOULIHAN	2022-07-06	WILLIAM A. HOULIHAN	2022-07-06
001	2020-01-01	WILLIAM A. HOULIHAN	2021-07-23	WILLIAM A. HOULIHAN	2021-07-23
001	2019-01-01	WILLIAM A. HOULIHAN	2020-07-16	WILLIAM A. HOULIHAN	2020-07-16
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	WILLIAM A HOULIHAN		WILLIAM A HOULIHAN	2013-07-15
001	2011-01-01	WILLIAM A HOULIHAN		WILLIAM A HOULIHAN	2012-07-18
001	2010-01-01	WILLIAM A HOULIHAN		WILLIAM A HOULIHAN	2011-07-15
001	2009-01-01	WILLIAM A HOULIHAN		WILLIAM A HOULIHAN	2010-07-27

Plan Statistics for PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 463
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 339
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 80
Total of all active and inactive participants 2022-01-01 419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 419
Number of participants with account balances 2022-01-01 329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 124
2021: PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 496
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 381
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 75
Total of all active and inactive participants 2021-01-01 456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 456
Number of participants with account balances 2021-01-01 340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 135
2020: PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 462
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 400
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 59
Total of all active and inactive participants 2020-01-01 459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 460
Number of participants with account balances 2020-01-01 336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 83
2019: PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 390
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 399
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 50
Total of all active and inactive participants 2019-01-01 449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 450
Number of participants with account balances 2019-01-01 320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 98
2018: PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 399
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 332
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 42
Total of all active and inactive participants 2018-01-01 374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 375
Number of participants with account balances 2018-01-01 279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 81
2017: PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 403
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 352
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 32
Total of all active and inactive participants 2017-01-01 384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 2
Total participants 2017-01-01 386
Number of participants with account balances 2017-01-01 276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 64
2016: PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 467
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 350
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 39
Total of all active and inactive participants 2016-01-01 389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 2
Total participants 2016-01-01 391
Number of participants with account balances 2016-01-01 273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 64
2015: PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 482
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 371
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 74
Total of all active and inactive participants 2015-01-01 445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 446
Number of participants with account balances 2015-01-01 317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 77
2014: PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 518
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 422
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 70
Total of all active and inactive participants 2014-01-01 492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 493
Number of participants with account balances 2014-01-01 342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 82
2013: PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 444
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 429
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 33
Total of all active and inactive participants 2013-01-01 462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 462
Number of participants with account balances 2013-01-01 192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 36
2012: PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 368
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 391
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 25
Total of all active and inactive participants 2012-01-01 416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 416
Number of participants with account balances 2012-01-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 30
2011: PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 353
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 336
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 21
Total of all active and inactive participants 2011-01-01 357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 357
Number of participants with account balances 2011-01-01 164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 24
2010: PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 322
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 317
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 15
Total of all active and inactive participants 2010-01-01 332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 332
Number of participants with account balances 2010-01-01 158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 16
2009: PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 304
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 292
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 10
Total of all active and inactive participants 2009-01-01 302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 302
Number of participants with account balances 2009-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 5

Measure	Date	Value
2022: PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	463
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	339
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	80
Total of all active and inactive participants	2022-01-01	419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	419
Number of participants with account balances	2022-01-01	329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	124
2021: PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	496
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	381
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	75
Total of all active and inactive participants	2021-01-01	456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	456
Number of participants with account balances	2021-01-01	340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	135
2020: PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	462
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	400
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	59
Total of all active and inactive participants	2020-01-01	459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	460
Number of participants with account balances	2020-01-01	336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	83
2019: PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	390
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	399
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	50
Total of all active and inactive participants	2019-01-01	449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	450
Number of participants with account balances	2019-01-01	320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	98
2018: PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	399
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	332
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	42
Total of all active and inactive participants	2018-01-01	374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	375
Number of participants with account balances	2018-01-01	279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	81
2017: PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	403
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	352
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	32
Total of all active and inactive participants	2017-01-01	384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	2
Total participants	2017-01-01	386
Number of participants with account balances	2017-01-01	276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	64
2016: PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	467
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	350
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	39
Total of all active and inactive participants	2016-01-01	389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	2
Total participants	2016-01-01	391
Number of participants with account balances	2016-01-01	273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	64
2015: PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	482
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	371
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	74
Total of all active and inactive participants	2015-01-01	445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	446
Number of participants with account balances	2015-01-01	317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	77
2014: PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	518
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	422
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	70
Total of all active and inactive participants	2014-01-01	492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	493
Number of participants with account balances	2014-01-01	342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	82
2013: PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	444
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	429
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	33
Total of all active and inactive participants	2013-01-01	462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	462
Number of participants with account balances	2013-01-01	192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	36
2012: PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	368
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	391
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	25
Total of all active and inactive participants	2012-01-01	416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	416
Number of participants with account balances	2012-01-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	30
2011: PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	353
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	336
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	21
Total of all active and inactive participants	2011-01-01	357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	357
Number of participants with account balances	2011-01-01	164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	24
2010: PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	322
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	317
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	15
Total of all active and inactive participants	2010-01-01	332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	332
Number of participants with account balances	2010-01-01	158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	16
2009: PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	304
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	292
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	10
Total of all active and inactive participants	2009-01-01	302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	302
Number of participants with account balances	2009-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	5

Financial Data on PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-212,515
Total of all expenses incurred	2022-12-31	$962,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$918,274
Expenses. Certain deemed distributions of participant loans	2022-12-31	$6,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$936,661
Value of total assets at end of year	2022-12-31	$5,885,694
Value of total assets at beginning of year	2022-12-31	$7,060,534
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$37,785
Total interest from all sources	2022-12-31	$3,914
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$656,920
Participant contributions at end of year	2022-12-31	$110,305
Participant contributions at beginning of year	2022-12-31	$85,957
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$142,130
Other income not declared elsewhere	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,174,840
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,885,694
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$7,060,534
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$5,399,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$6,611,080
Interest on participant loans	2022-12-31	$3,914
Value of interest in common/collective trusts at end of year	2022-12-31	$376,300
Value of interest in common/collective trusts at beginning of year	2022-12-31	$363,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,153,090
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$137,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$918,274
Contract administrator fees	2022-12-31	$37,785
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2022-12-31	043499945
2021 : PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$1,804,539
Total of all expenses incurred	2021-12-31	$689,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$655,245
Expenses. Certain deemed distributions of participant loans	2021-12-31	$7,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$874,545
Value of total assets at end of year	2021-12-31	$7,060,534
Value of total assets at beginning of year	2021-12-31	$5,945,084
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$26,433
Total interest from all sources	2021-12-31	$2,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$627,444
Participant contributions at end of year	2021-12-31	$85,957
Participant contributions at beginning of year	2021-12-31	$49,072
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$149,086
Other income not declared elsewhere	2021-12-31	$3,663
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,115,450
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$7,060,534
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,945,084
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$6,611,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,505,535
Interest on participant loans	2021-12-31	$2,747
Value of interest in common/collective trusts at end of year	2021-12-31	$363,497
Value of interest in common/collective trusts at beginning of year	2021-12-31	$390,477
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$923,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$98,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$655,245
Contract administrator fees	2021-12-31	$26,433
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2021-12-31	043499945
2020 : PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$1,781,773
Total of all expenses incurred	2020-12-31	$643,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$594,517
Expenses. Certain deemed distributions of participant loans	2020-12-31	$11,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$815,026
Value of total assets at end of year	2020-12-31	$5,945,084
Value of total assets at beginning of year	2020-12-31	$4,807,059
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$38,168
Total interest from all sources	2020-12-31	$2,755
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$578,423
Participant contributions at end of year	2020-12-31	$49,072
Participant contributions at beginning of year	2020-12-31	$58,190
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$107,497
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$1,352
Other income not declared elsewhere	2020-12-31	$17,618
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,138,025
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,945,084
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,807,059
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$5,505,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,402,670
Interest on participant loans	2020-12-31	$2,755
Interest earned on other investments	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$390,477
Value of interest in common/collective trusts at beginning of year	2020-12-31	$346,199
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$946,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$129,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$593,165
Contract administrator fees	2020-12-31	$38,168
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2020-12-31	043499945
2019 : PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,609,600
Total of all expenses incurred	2019-12-31	$920,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$882,971
Expenses. Certain deemed distributions of participant loans	2019-12-31	$566
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$736,959
Value of total assets at end of year	2019-12-31	$4,807,059
Value of total assets at beginning of year	2019-12-31	$4,118,050
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$37,054
Total interest from all sources	2019-12-31	$2,583
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$558,860
Participant contributions at end of year	2019-12-31	$58,190
Participant contributions at beginning of year	2019-12-31	$64,304
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$37,796
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$875
Other income not declared elsewhere	2019-12-31	$492
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$689,009
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,807,059
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,118,050
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,402,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,706,736
Interest on participant loans	2019-12-31	$2,583
Value of interest in common/collective trusts at end of year	2019-12-31	$346,199
Value of interest in common/collective trusts at beginning of year	2019-12-31	$347,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$869,566
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$140,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$882,096
Contract administrator fees	2019-12-31	$37,054
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2019-12-31	043499945
2018 : PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$28
Total income from all sources (including contributions)	2018-12-31	$438,189
Total of all expenses incurred	2018-12-31	$683,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$653,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$636,070
Value of total assets at end of year	2018-12-31	$4,118,050
Value of total assets at beginning of year	2018-12-31	$4,363,479
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$29,792
Total interest from all sources	2018-12-31	$2,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$522,384
Participant contributions at end of year	2018-12-31	$64,304
Participant contributions at beginning of year	2018-12-31	$59,723
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$33,680
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$28
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-245,401
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,118,050
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,363,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,706,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,303,756
Interest on participant loans	2018-12-31	$2,282
Value of interest in common/collective trusts at end of year	2018-12-31	$347,010
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$200
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-200,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$80,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$653,798
Contract administrator fees	2018-12-31	$29,792
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2018-12-31	043499945
2017 : PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$28
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$152
Total income from all sources (including contributions)	2017-12-31	$1,322,836
Total of all expenses incurred	2017-12-31	$588,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$555,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$628,238
Value of total assets at end of year	2017-12-31	$4,363,479
Value of total assets at beginning of year	2017-12-31	$3,629,148
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$32,863
Total interest from all sources	2017-12-31	$2,187
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$506,627
Participant contributions at end of year	2017-12-31	$59,723
Participant contributions at beginning of year	2017-12-31	$61,850
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$28
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$152
Other income not declared elsewhere	2017-12-31	$102
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$734,455
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,363,451
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,628,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$4,303,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,565,836
Interest on participant loans	2017-12-31	$2,048
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$139
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$692,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$121,611
Employer contributions (assets) at beginning of year	2017-12-31	$1,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$555,518
Contract administrator fees	2017-12-31	$32,863
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2017-12-31	043499945
2016 : PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$152
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$842,934
Total of all expenses incurred	2016-12-31	$865,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$809,278
Expenses. Certain deemed distributions of participant loans	2016-12-31	$23,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$573,530
Value of total assets at end of year	2016-12-31	$3,629,148
Value of total assets at beginning of year	2016-12-31	$3,651,332
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$32,866
Total interest from all sources	2016-12-31	$2,576
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$474,269
Participant contributions at end of year	2016-12-31	$61,850
Participant contributions at beginning of year	2016-12-31	$90,606
Participant contributions at beginning of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$152
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$2,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-22,336
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,628,996
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,651,332
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,565,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$3,560,726
Interest on participant loans	2016-12-31	$2,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$264,478
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$99,261
Employer contributions (assets) at end of year	2016-12-31	$1,462
Employer contributions (assets) at beginning of year	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$809,278
Contract administrator fees	2016-12-31	$32,866
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2016-12-31	043499945
2015 : PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$655,262
Total of all expenses incurred	2015-12-31	$782,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$752,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$594,155
Value of total assets at end of year	2015-12-31	$3,651,332
Value of total assets at beginning of year	2015-12-31	$3,778,909
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$30,350
Total interest from all sources	2015-12-31	$3,309
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$476,339
Participant contributions at end of year	2015-12-31	$90,606
Participant contributions at beginning of year	2015-12-31	$87,658
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$16,245
Other income not declared elsewhere	2015-12-31	$40,683
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-127,577
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,651,332
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$3,778,909
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$3,560,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$3,691,251
Interest on participant loans	2015-12-31	$3,309
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$17,115
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$101,571
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$752,489
Contract administrator fees	2015-12-31	$30,350
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2015-12-31	043499945
2014 : PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$1,107,614
Total of all expenses incurred	2014-12-31	$203,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$199,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$728,258
Value of total assets at end of year	2014-12-31	$3,778,909
Value of total assets at beginning of year	2014-12-31	$2,875,001
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$4,410
Total interest from all sources	2014-12-31	$2,419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$426,281
Participant contributions at end of year	2014-12-31	$87,658
Participant contributions at beginning of year	2014-12-31	$65,540
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$314
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$199,203
Other income not declared elsewhere	2014-12-31	$186,642
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$903,908
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$3,778,909
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,875,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$3,691,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,809,076
Interest on participant loans	2014-12-31	$2,419
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$190,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$102,774
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$71
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$199,296
Contract administrator fees	2014-12-31	$4,410
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2014-12-31	043499945
2013 : PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$914,571
Total of all expenses incurred	2013-12-31	$455,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$446,373
Value of total corrective distributions	2013-12-31	$6,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$421,588
Value of total assets at end of year	2013-12-31	$2,875,001
Value of total assets at beginning of year	2013-12-31	$2,415,571
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$1,780
Total interest from all sources	2013-12-31	$2,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$3,400,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$351,569
Participant contributions at end of year	2013-12-31	$65,540
Participant contributions at beginning of year	2013-12-31	$74,895
Participant contributions at end of year	2013-12-31	$314
Participant contributions at beginning of year	2013-12-31	$52
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$3,000
Other income not declared elsewhere	2013-12-31	$128
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$459,430
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,875,001
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,415,571
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$2,809,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,340,608
Income. Interest from loans (other than to participants)	2013-12-31	$2,463
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$490,392
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$67,019
Employer contributions (assets) at end of year	2013-12-31	$71
Employer contributions (assets) at beginning of year	2013-12-31	$16
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$446,373
Contract administrator fees	2013-12-31	$1,780
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2013-12-31	043499945
2012 : PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$728,615
Total of all expenses incurred	2012-12-31	$331,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$329,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$461,831
Value of total assets at end of year	2012-12-31	$2,415,571
Value of total assets at beginning of year	2012-12-31	$2,018,881
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$2,035
Total interest from all sources	2012-12-31	$2,456
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$354,189
Participant contributions at end of year	2012-12-31	$74,895
Participant contributions at beginning of year	2012-12-31	$74,858
Participant contributions at end of year	2012-12-31	$52
Participant contributions at beginning of year	2012-12-31	$43
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$43,714
Other income not declared elsewhere	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$396,690
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,415,571
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,018,881
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$2,340,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,943,967
Interest on participant loans	2012-12-31	$2,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$264,328
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$63,928
Employer contributions (assets) at end of year	2012-12-31	$16
Employer contributions (assets) at beginning of year	2012-12-31	$13
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$329,890
Contract administrator fees	2012-12-31	$2,035
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2012-12-31	043499945
2011 : PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$378,720
Total of all expenses incurred	2011-12-31	$370,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$369,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$450,829
Value of total assets at end of year	2011-12-31	$2,018,881
Value of total assets at beginning of year	2011-12-31	$2,010,556
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,190
Total interest from all sources	2011-12-31	$1,652
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$200,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$371,581
Participant contributions at end of year	2011-12-31	$74,858
Participant contributions at beginning of year	2011-12-31	$32,974
Participant contributions at end of year	2011-12-31	$43
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$9,504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$8,325
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,018,881
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,010,556
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,943,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,977,582
Interest on participant loans	2011-12-31	$1,652
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-73,761
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$69,744
Employer contributions (assets) at end of year	2011-12-31	$13
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$369,205
Contract administrator fees	2011-12-31	$1,190
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2011-12-31	043499945
2010 : PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$555,562
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$241,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$237,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$391,101
Value of total assets at end of year	2010-12-31	$2,010,556
Value of total assets at beginning of year	2010-12-31	$1,696,323
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$3,485
Total interest from all sources	2010-12-31	$1,421
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$200,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$315,325
Participant contributions at end of year	2010-12-31	$32,974
Participant contributions at beginning of year	2010-12-31	$30,365
Participant contributions at beginning of year	2010-12-31	$172
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$13,162
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$314,233
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,010,556
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,696,323
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,977,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,665,734
Interest on participant loans	2010-12-31	$1,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$163,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$62,614
Employer contributions (assets) at beginning of year	2010-12-31	$52
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$237,844
Contract administrator fees	2010-12-31	$3,485
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2010-12-31	043499945

Form 5500 Responses for PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

2022: PRESERVATION MANAGEMENT, INC. 401(K) 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: PRESERVATION MANAGEMENT, INC. 401(K) 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: PRESERVATION MANAGEMENT, INC. 401(K) 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: PRESERVATION MANAGEMENT, INC. 401(K) 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
2018: PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PRESERVATION MANAGEMENT, INC. 401(K) 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: PRESERVATION MANAGEMENT, INC. 401(K) 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: PRESERVATION MANAGEMENT, INC. 401(K) 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: PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PRESERVATION MANAGEMENT, INC.
Employer identification number (EIN):	010460929
NAIC Classification:	531310

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2005-03-25
Company Identification Number:	P05000045381
Legal Registered Office Address:	444 BRICKELL AVE STE 300 MIAMI 33131