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PR MANAGEMENT, CORP. RETIREMENT PLAN 401k Plan overview

Plan NamePR MANAGEMENT, CORP. RETIREMENT PLAN
Plan identification number 001

PR MANAGEMENT, CORP. RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.
  • 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

PR MANAGEMENT CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:PR MANAGEMENT CORPORATION
Employer identification number (EIN):010757637
NAIC Classification:722511
NAIC Description:Full-Service Restaurants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PR MANAGEMENT, CORP. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOHN ROSENFIELD
0012016-01-01JOHN ROSENFIELD
0012015-01-01JOHN ROSENFIELD
0012014-01-01KEVIN WOODS
0012013-01-01KEVIN WOODS
0012012-01-01KRISTEN WILHELM
0012011-01-01KRISTEN WILHELM
0012010-01-01KRISTEN WILHELM
0012009-01-01KRISTEN WILHELM

Plan Statistics for PR MANAGEMENT, CORP. RETIREMENT PLAN

401k plan membership statisitcs for PR MANAGEMENT, CORP. RETIREMENT PLAN

Measure Date Value
2022: PR MANAGEMENT, CORP. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,174
Total number of active participants reported on line 7a of the Form 55002022-01-011,271
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01115
Total of all active and inactive participants2022-01-011,387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-011,390
Number of participants with account balances2022-01-01285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0113
2021: PR MANAGEMENT, CORP. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,141
Total number of active participants reported on line 7a of the Form 55002021-01-011,003
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01110
Total of all active and inactive participants2021-01-011,114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-011,118
Number of participants with account balances2021-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0116
2020: PR MANAGEMENT, CORP. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,452
Total number of active participants reported on line 7a of the Form 55002020-01-011,021
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0198
Total of all active and inactive participants2020-01-011,119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-011,122
Number of participants with account balances2020-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0116
2019: PR MANAGEMENT, CORP. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,772
Total number of active participants reported on line 7a of the Form 55002019-01-011,330
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0189
Total of all active and inactive participants2019-01-011,420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-011,422
Number of participants with account balances2019-01-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0133
2018: PR MANAGEMENT, CORP. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,738
Total number of active participants reported on line 7a of the Form 55002018-01-011,571
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01105
Total of all active and inactive participants2018-01-011,676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-011,678
Number of participants with account balances2018-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0122
2017: PR MANAGEMENT, CORP. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,204
Total number of active participants reported on line 7a of the Form 55002017-01-011,397
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01102
Total of all active and inactive participants2017-01-011,499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011,500
Number of participants with account balances2017-01-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0125
2016: PR MANAGEMENT, CORP. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01713
Total number of active participants reported on line 7a of the Form 55002016-01-01971
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0178
Total of all active and inactive participants2016-01-011,049
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,049
Number of participants with account balances2016-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: PR MANAGEMENT, CORP. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01715
Total number of active participants reported on line 7a of the Form 55002015-01-01581
Number of other retired or separated participants entitled to future benefits2015-01-0170
Total of all active and inactive participants2015-01-01651
Total participants2015-01-01651
Number of participants with account balances2015-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: PR MANAGEMENT, CORP. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01685
Total number of active participants reported on line 7a of the Form 55002014-01-01574
Number of other retired or separated participants entitled to future benefits2014-01-0164
Total of all active and inactive participants2014-01-01638
Total participants2014-01-01638
Number of participants with account balances2014-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: PR MANAGEMENT, CORP. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01644
Total number of active participants reported on line 7a of the Form 55002013-01-01547
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0159
Total of all active and inactive participants2013-01-01606
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01606
Number of participants with account balances2013-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: PR MANAGEMENT, CORP. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01624
Total number of active participants reported on line 7a of the Form 55002012-01-01482
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0185
Total of all active and inactive participants2012-01-01567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01567
Number of participants with account balances2012-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0111
2011: PR MANAGEMENT, CORP. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01563
Total number of active participants reported on line 7a of the Form 55002011-01-01467
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0173
Total of all active and inactive participants2011-01-01540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01540
Number of participants with account balances2011-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: PR MANAGEMENT, CORP. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01559
Total number of active participants reported on line 7a of the Form 55002010-01-01448
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0154
Total of all active and inactive participants2010-01-01502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01502
Number of participants with account balances2010-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: PR MANAGEMENT, CORP. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01487
Total number of active participants reported on line 7a of the Form 55002009-01-01447
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0146
Total of all active and inactive participants2009-01-01493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01493
Number of participants with account balances2009-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on PR MANAGEMENT, CORP. RETIREMENT PLAN

Measure Date Value
2022 : PR MANAGEMENT, CORP. RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-988,857
Total of all expenses incurred2022-12-31$661,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$633,032
Expenses. Certain deemed distributions of participant loans2022-12-31$10,602
Value of total corrective distributions2022-12-31$1,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,031,269
Value of total assets at end of year2022-12-31$8,127,203
Value of total assets at beginning of year2022-12-31$9,778,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$16,893
Total interest from all sources2022-12-31$6,285
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$798,366
Participant contributions at end of year2022-12-31$142,051
Participant contributions at beginning of year2022-12-31$170,753
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$96,721
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$72
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$791
Administrative expenses (other) incurred2022-12-31$5,893
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,650,840
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,127,203
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,778,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$11,000
Value of interest in pooled separate accounts at end of year2022-12-31$7,964,593
Value of interest in pooled separate accounts at beginning of year2022-12-31$9,583,371
Interest on participant loans2022-12-31$6,253
Interest earned on other investments2022-12-31$32
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$20,487
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$23,128
Net investment gain/loss from pooled separate accounts2022-12-31$-2,026,411
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$136,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$633,032
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BARDON & BRACKMAN CPAS AND BUSINESS
Accountancy firm EIN2022-12-31823550477
2021 : PR MANAGEMENT, CORP. RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$2,104,797
Total of all expenses incurred2021-12-31$652,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$635,312
Expenses. Certain deemed distributions of participant loans2021-12-31$1,899
Value of total corrective distributions2021-12-31$504
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$923,789
Value of total assets at end of year2021-12-31$9,778,043
Value of total assets at beginning of year2021-12-31$8,325,826
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$14,865
Total interest from all sources2021-12-31$7,804
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$689,443
Participant contributions at end of year2021-12-31$170,753
Participant contributions at beginning of year2021-12-31$97,452
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$106,429
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$791
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$197
Administrative expenses (other) incurred2021-12-31$3,865
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,452,217
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,778,043
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,325,826
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$11,000
Value of interest in pooled separate accounts at end of year2021-12-31$9,583,371
Value of interest in pooled separate accounts at beginning of year2021-12-31$8,228,177
Interest on participant loans2021-12-31$7,785
Interest earned on other investments2021-12-31$19
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$23,128
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$1,173,204
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$127,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$635,312
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BARDON & BRACKMAN CPAS AND BUSINESS
Accountancy firm EIN2021-12-31823550477
2020 : PR MANAGEMENT, CORP. RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$2,339,211
Total of all expenses incurred2020-12-31$1,805,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,702,625
Expenses. Certain deemed distributions of participant loans2020-12-31$62,146
Value of total corrective distributions2020-12-31$26,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$778,948
Value of total assets at end of year2020-12-31$8,325,826
Value of total assets at beginning of year2020-12-31$7,791,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$14,434
Total interest from all sources2020-12-31$9,731
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$573,172
Participant contributions at end of year2020-12-31$97,452
Participant contributions at beginning of year2020-12-31$227,381
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$102,091
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$197
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$370
Administrative expenses (other) incurred2020-12-31$3,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$533,982
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,325,826
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,791,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$11,000
Value of interest in pooled separate accounts at end of year2020-12-31$8,228,177
Value of interest in pooled separate accounts at beginning of year2020-12-31$7,564,093
Interest on participant loans2020-12-31$9,731
Net investment gain/loss from pooled separate accounts2020-12-31$1,550,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$103,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,702,625
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BARDON & BRACKMAN CPAS AND BUSINESS
Accountancy firm EIN2020-12-31823550477
2019 : PR MANAGEMENT, CORP. RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,257,254
Total of all expenses incurred2019-12-31$501,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$470,964
Value of total corrective distributions2019-12-31$15,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$832,246
Value of total assets at end of year2019-12-31$7,791,844
Value of total assets at beginning of year2019-12-31$6,036,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15,676
Total interest from all sources2019-12-31$11,726
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$7,300
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$687,083
Participant contributions at end of year2019-12-31$227,381
Participant contributions at beginning of year2019-12-31$187,611
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,059
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$370
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$223
Administrative expenses (other) incurred2019-12-31$5,626
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,755,474
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,791,844
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,036,370
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$2,750
Value of interest in pooled separate accounts at end of year2019-12-31$7,564,093
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,848,536
Interest on participant loans2019-12-31$11,726
Net investment gain/loss from pooled separate accounts2019-12-31$1,413,282
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$139,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$470,964
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BARDON & BRACKMAN CPAS AND BUSINESS
Accountancy firm EIN2019-12-31823550477
2018 : PR MANAGEMENT, CORP. RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$585,752
Total of all expenses incurred2018-12-31$1,318,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,287,835
Expenses. Certain deemed distributions of participant loans2018-12-31$2,334
Value of total corrective distributions2018-12-31$22,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$933,278
Value of total assets at end of year2018-12-31$6,036,370
Value of total assets at beginning of year2018-12-31$6,769,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,674
Total interest from all sources2018-12-31$6,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$670,560
Participant contributions at end of year2018-12-31$187,611
Participant contributions at beginning of year2018-12-31$126,787
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$124,065
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$223
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$5,674
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-732,834
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,036,370
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,769,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$5,848,536
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,631,220
Interest on participant loans2018-12-31$6,953
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$11,197
Net investment gain/loss from pooled separate accounts2018-12-31$-354,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$138,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,287,835
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BARDON & BRACKMAN CPAS AND BUSINESS
Accountancy firm EIN2018-12-31823550477
2017 : PR MANAGEMENT, CORP. RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,048,473
Total of all expenses incurred2017-12-31$648,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$644,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,017,802
Value of total assets at end of year2017-12-31$6,769,204
Value of total assets at beginning of year2017-12-31$5,368,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,117
Total interest from all sources2017-12-31$6,705
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$641,481
Participant contributions at end of year2017-12-31$126,787
Participant contributions at beginning of year2017-12-31$146,775
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$240,865
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$4,117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,400,299
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,769,204
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,368,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$6,631,220
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,213,941
Interest on participant loans2017-12-31$6,705
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$11,197
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$8,189
Net investment gain/loss from pooled separate accounts2017-12-31$1,023,966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$135,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$644,057
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BARDON & BRACKMAN CPAS AND BUSINESS
Accountancy firm EIN2017-12-31823550477
2016 : PR MANAGEMENT, CORP. RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$805,116
Total of all expenses incurred2016-12-31$745,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$733,939
Expenses. Certain deemed distributions of participant loans2016-12-31$1,934
Value of total corrective distributions2016-12-31$5,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$567,744
Value of total assets at end of year2016-12-31$5,368,905
Value of total assets at beginning of year2016-12-31$5,308,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,045
Total interest from all sources2016-12-31$5,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$457,565
Participant contributions at end of year2016-12-31$146,775
Participant contributions at beginning of year2016-12-31$112,465
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$13,980
Other income not declared elsewhere2016-12-31$2,531
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$59,941
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,368,905
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,308,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$5,213,941
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,190,841
Interest on participant loans2016-12-31$5,050
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$8,189
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,658
Net investment gain/loss from pooled separate accounts2016-12-31$229,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$96,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$733,939
Contract administrator fees2016-12-31$4,045
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GARY BARDON CPA, INC.
Accountancy firm EIN2016-12-31311257158
2015 : PR MANAGEMENT, CORP. RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$623,580
Total of all expenses incurred2015-12-31$536,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$511,102
Expenses. Certain deemed distributions of participant loans2015-12-31$180
Value of total corrective distributions2015-12-31$21,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$625,173
Value of total assets at end of year2015-12-31$5,308,964
Value of total assets at beginning of year2015-12-31$5,222,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,656
Total interest from all sources2015-12-31$5,449
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$3,656
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$401,414
Participant contributions at end of year2015-12-31$112,465
Participant contributions at beginning of year2015-12-31$108,694
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$140,270
Other income not declared elsewhere2015-12-31$3,182
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$86,708
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,308,964
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,222,256
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$5,190,841
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,110,495
Interest on participant loans2015-12-31$5,449
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,658
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,067
Net investment gain/loss from pooled separate accounts2015-12-31$-10,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$83,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$511,102
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GARY BARDON CPA, INC.
Accountancy firm EIN2015-12-31311257158
2014 : PR MANAGEMENT, CORP. RETIREMENT PLAN 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$821,848
Total of all expenses incurred2014-12-31$130,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$84,647
Expenses. Certain deemed distributions of participant loans2014-12-31$1,935
Value of total corrective distributions2014-12-31$40,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$446,019
Value of total assets at end of year2014-12-31$5,222,256
Value of total assets at beginning of year2014-12-31$4,531,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,405
Total interest from all sources2014-12-31$4,765
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$3,405
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$370,228
Participant contributions at end of year2014-12-31$108,694
Participant contributions at beginning of year2014-12-31$101,366
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$2,634
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$691,108
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,222,256
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,531,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$5,110,495
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,429,066
Interest on participant loans2014-12-31$4,765
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$716
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$716
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,067
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$368,430
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at beginning of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$75,791
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$84,647
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31GARY BARDON CPA, INC.
Accountancy firm EIN2014-12-31311257158
2013 : PR MANAGEMENT, CORP. RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,383,464
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$388,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$317,729
Expenses. Certain deemed distributions of participant loans2013-12-31$59,121
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$461,161
Value of total assets at end of year2013-12-31$4,531,148
Value of total assets at beginning of year2013-12-31$3,535,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,415
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$4,783
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$0
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$5,632
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$384,171
Participant contributions at end of year2013-12-31$101,366
Participant contributions at beginning of year2013-12-31$67,572
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$766
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$995,199
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,531,148
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,535,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$5,783
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$4,429,066
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,468,377
Interest on participant loans2013-12-31$4,783
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$716
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$916,754
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$76,990
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$317,729
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31GARY BARDON CPA, INC.
Accountancy firm EIN2013-12-31311257158
2012 : PR MANAGEMENT, CORP. RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$960,485
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$277,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$234,325
Expenses. Certain deemed distributions of participant loans2012-12-31$1,228
Value of total corrective distributions2012-12-31$33,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$511,747
Value of total assets at end of year2012-12-31$3,535,949
Value of total assets at beginning of year2012-12-31$2,852,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,693
Total interest from all sources2012-12-31$3,953
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$2,401
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$420,287
Participant contributions at end of year2012-12-31$67,572
Participant contributions at beginning of year2012-12-31$99,874
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$8,958
Other income not declared elsewhere2012-12-31$89
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$682,987
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,535,949
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,852,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$6,292
Value of interest in pooled separate accounts at end of year2012-12-31$3,468,377
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,753,088
Interest on participant loans2012-12-31$3,953
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$444,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$82,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$234,325
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31GARY BARDON CPA, INC.
Accountancy firm EIN2012-12-31311257158
2011 : PR MANAGEMENT, CORP. RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
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$410,681
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$178,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$134,140
Expenses. Certain deemed distributions of participant loans2011-12-31$1,143
Value of total corrective distributions2011-12-31$26,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$497,576
Value of total assets at end of year2011-12-31$2,852,962
Value of total assets at beginning of year2011-12-31$2,620,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$16,598
Total interest from all sources2011-12-31$6,476
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$1,681
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$371,753
Participant contributions at end of year2011-12-31$99,874
Participant contributions at beginning of year2011-12-31$112,719
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$52,698
Other income not declared elsewhere2011-12-31$21
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$232,449
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,852,962
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,620,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$14,917
Value of interest in pooled separate accounts at end of year2011-12-31$2,753,088
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,507,794
Interest on participant loans2011-12-31$6,476
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-93,392
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$73,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$134,140
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31GARY BARDON CPA, INC.
Accountancy firm EIN2011-12-31311257158
2010 : PR MANAGEMENT, CORP. RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$808,712
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$177,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$155,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$493,199
Value of total assets at end of year2010-12-31$2,620,513
Value of total assets at beginning of year2010-12-31$1,989,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$21,982
Total interest from all sources2010-12-31$8,855
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 year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$3,649
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$404,000
Participant contributions at end of year2010-12-31$112,719
Participant contributions at beginning of year2010-12-31$135,788
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$10,080
Other income not declared elsewhere2010-12-31$2,257
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$631,226
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,620,513
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,989,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$18,333
Value of interest in pooled separate accounts at end of year2010-12-31$2,507,794
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,853,499
Interest on participant loans2010-12-31$8,855
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$304,401
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$79,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$155,504
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31GARY BARDON CPA, INC.
Accountancy firm EIN2010-12-31311257158
2009 : PR MANAGEMENT, CORP. RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PR MANAGEMENT, CORP. RETIREMENT PLAN

2022: PR MANAGEMENT, CORP. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PR MANAGEMENT, CORP. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PR MANAGEMENT, CORP. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PR MANAGEMENT, CORP. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PR MANAGEMENT, CORP. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PR MANAGEMENT, CORP. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PR MANAGEMENT, CORP. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PR MANAGEMENT, CORP. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PR MANAGEMENT, CORP. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PR MANAGEMENT, CORP. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PR MANAGEMENT, CORP. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PR MANAGEMENT, CORP. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PR MANAGEMENT, CORP. RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PR MANAGEMENT, CORP. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number980372
Policy instance 1
Insurance contract or identification number980372
Number of Individuals Covered285
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number980372
Policy instance 1
Insurance contract or identification number980372
Number of Individuals Covered280
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number980372
Policy instance 1
Insurance contract or identification number980372
Number of Individuals Covered293
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number980372
Policy instance 1
Insurance contract or identification number980372
Number of Individuals Covered294
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number980372
Policy instance 1
Insurance contract or identification number980372
Number of Individuals Covered310
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number980372
Policy instance 1
Insurance contract or identification number980372
Number of Individuals Covered312
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number980372-000
Policy instance 1
Insurance contract or identification number980372-000
Number of Individuals Covered227
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number980372-000
Policy instance 1
Insurance contract or identification number980372-000
Number of Individuals Covered205
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number980372-000
Policy instance 1
Insurance contract or identification number980372-000
Number of Individuals Covered195
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,957
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,957
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameJEREMY W BENOIT / LINCOLN FINL SEC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number980372-000
Policy instance 1
Insurance contract or identification number980372-000
Number of Individuals Covered209
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $8,610
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,610
Insurance broker organization code?3
Insurance broker nameJEREMY W BENOIT / LINCOLN FINL SEC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number980372-000
Policy instance 1
Insurance contract or identification number980372-000
Number of Individuals Covered211
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $9,435
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number980372-000
Policy instance 1
Insurance contract or identification number980372-000
Number of Individuals Covered196
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $8,489
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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