PEOPLE, INCORPORATED has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF PEOPLE, INCORPORATED
Measure | Date | Value |
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2022 : 403(B) THRIFT PLAN OF PEOPLE, INCORPORATED 2022 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2022-06-30 | $0 |
Total unrealized appreciation/depreciation of assets | 2022-06-30 | $0 |
Total transfer of assets to this plan | 2022-06-30 | $0 |
Total transfer of assets from this plan | 2022-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $0 |
Total income from all sources (including contributions) | 2022-06-30 | $-464,823 |
Total loss/gain on sale of assets | 2022-06-30 | $0 |
Total of all expenses incurred | 2022-06-30 | $726,599 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $725,128 |
Expenses. Certain deemed distributions of participant loans | 2022-06-30 | $0 |
Value of total corrective distributions | 2022-06-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $499,417 |
Value of total assets at end of year | 2022-06-30 | $6,181,897 |
Value of total assets at beginning of year | 2022-06-30 | $7,373,319 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $1,471 |
Total interest from all sources | 2022-06-30 | $3,435 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-06-30 | $0 |
Assets. Real estate other than employer real property at end of year | 2022-06-30 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2022-06-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-06-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-06-30 | $0 |
Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
Value of fidelity bond cover | 2022-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
Contributions received from participants | 2022-06-30 | $371,394 |
Participant contributions at end of year | 2022-06-30 | $0 |
Participant contributions at beginning of year | 2022-06-30 | $0 |
Participant contributions at end of year | 2022-06-30 | $0 |
Participant contributions at beginning of year | 2022-06-30 | $36 |
Assets. Other investments not covered elsewhere at end of year | 2022-06-30 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-06-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-06-30 | $59,151 |
Assets. Loans (other than to participants) at end of year | 2022-06-30 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2022-06-30 | $0 |
Other income not declared elsewhere | 2022-06-30 | $0 |
Administrative expenses (other) incurred | 2022-06-30 | $1,471 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
Income. Non cash contributions | 2022-06-30 | $0 |
Value of net income/loss | 2022-06-30 | $-1,191,422 |
Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $6,181,897 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $7,373,319 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
Assets. partnership/joint venture interests at end of year | 2022-06-30 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2022-06-30 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-06-30 | $5,556,230 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-06-30 | $6,866,737 |
Value of interest in pooled separate accounts at end of year | 2022-06-30 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2022-06-30 | $0 |
Interest on participant loans | 2022-06-30 | $0 |
Income. Interest from loans (other than to participants) | 2022-06-30 | $0 |
Interest earned on other investments | 2022-06-30 | $3,435 |
Income. Interest from US Government securities | 2022-06-30 | $0 |
Income. Interest from corporate debt instruments | 2022-06-30 | $0 |
Value of interest in master investment trust accounts at end of year | 2022-06-30 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2022-06-30 | $0 |
Value of interest in common/collective trusts at end of year | 2022-06-30 | $0 |
Value of interest in common/collective trusts at beginning of year | 2022-06-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-06-30 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-06-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-06-30 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-06-30 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2022-06-30 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-06-30 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-06-30 | $625,667 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-06-30 | $506,510 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-06-30 | $0 |
Asset value of US Government securities at end of year | 2022-06-30 | $0 |
Asset value of US Government securities at beginning of year | 2022-06-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-06-30 | $0 |
Net investment gain/loss from pooled separate accounts | 2022-06-30 | $-967,675 |
Net investment gain or loss from common/collective trusts | 2022-06-30 | $0 |
Net gain/loss from 103.12 investment entities | 2022-06-30 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
Contributions received in cash from employer | 2022-06-30 | $68,872 |
Employer contributions (assets) at end of year | 2022-06-30 | $0 |
Employer contributions (assets) at beginning of year | 2022-06-30 | $36 |
Income. Dividends from preferred stock | 2022-06-30 | $0 |
Income. Dividends from common stock | 2022-06-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $725,128 |
Asset. Corporate debt instrument preferred debt at end of year | 2022-06-30 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2022-06-30 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-06-30 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-06-30 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-06-30 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-06-30 | $0 |
Did the plan have assets held for investment | 2022-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
Aggregate proceeds on sale of assets | 2022-06-30 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2022-06-30 | $0 |
Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Unqualified |
Accountancy firm name | 2022-06-30 | KAHN, LITWIN, RENZA & CO., LTD |
Accountancy firm EIN | 2022-06-30 | 050409384 |
2021 : 403(B) THRIFT PLAN OF PEOPLE, INCORPORATED 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $0 |
Total income from all sources (including contributions) | 2021-06-30 | $2,154,132 |
Total loss/gain on sale of assets | 2021-06-30 | $0 |
Total of all expenses incurred | 2021-06-30 | $425,205 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $423,593 |
Expenses. Certain deemed distributions of participant loans | 2021-06-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $462,976 |
Value of total assets at end of year | 2021-06-30 | $7,373,319 |
Value of total assets at beginning of year | 2021-06-30 | $5,644,392 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $1,612 |
Total interest from all sources | 2021-06-30 | $4,861 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
Value of fidelity bond cover | 2021-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
Contributions received from participants | 2021-06-30 | $349,037 |
Participant contributions at end of year | 2021-06-30 | $0 |
Participant contributions at beginning of year | 2021-06-30 | $0 |
Participant contributions at end of year | 2021-06-30 | $36 |
Participant contributions at beginning of year | 2021-06-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-06-30 | $45,240 |
Other income not declared elsewhere | 2021-06-30 | $0 |
Administrative expenses (other) incurred | 2021-06-30 | $1,612 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
Value of net income/loss | 2021-06-30 | $1,728,927 |
Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $7,373,319 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $5,644,392 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-06-30 | $6,866,737 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-06-30 | $5,203,842 |
Interest on participant loans | 2021-06-30 | $0 |
Interest earned on other investments | 2021-06-30 | $4,861 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-06-30 | $506,510 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-06-30 | $440,550 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-06-30 | $0 |
Net investment gain/loss from pooled separate accounts | 2021-06-30 | $1,686,295 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
Contributions received in cash from employer | 2021-06-30 | $68,699 |
Employer contributions (assets) at end of year | 2021-06-30 | $36 |
Employer contributions (assets) at beginning of year | 2021-06-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $423,593 |
Did the plan have assets held for investment | 2021-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Disclaimer |
Accountancy firm name | 2021-06-30 | KAHN, LITWIN, RENZA & CO, LTD. |
Accountancy firm EIN | 2021-06-30 | 050409384 |
2020 : 403(B) THRIFT PLAN OF PEOPLE, INCORPORATED 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $0 |
Total income from all sources (including contributions) | 2020-06-30 | $965,984 |
Total loss/gain on sale of assets | 2020-06-30 | $0 |
Total of all expenses incurred | 2020-06-30 | $301,615 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $299,981 |
Expenses. Certain deemed distributions of participant loans | 2020-06-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $744,176 |
Value of total assets at end of year | 2020-06-30 | $5,644,392 |
Value of total assets at beginning of year | 2020-06-30 | $4,980,023 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $1,634 |
Total interest from all sources | 2020-06-30 | $5,343 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
Value of fidelity bond cover | 2020-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
Contributions received from participants | 2020-06-30 | $383,937 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-06-30 | $277,166 |
Other income not declared elsewhere | 2020-06-30 | $1,529 |
Administrative expenses (other) incurred | 2020-06-30 | $1,634 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
Value of net income/loss | 2020-06-30 | $664,369 |
Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $5,644,392 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $4,980,023 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-06-30 | $5,203,842 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-06-30 | $4,620,600 |
Interest on participant loans | 2020-06-30 | $0 |
Interest earned on other investments | 2020-06-30 | $5,343 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-06-30 | $440,550 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-06-30 | $359,423 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-06-30 | $0 |
Net investment gain/loss from pooled separate accounts | 2020-06-30 | $214,936 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
Contributions received in cash from employer | 2020-06-30 | $83,073 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $299,981 |
Did the plan have assets held for investment | 2020-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Disclaimer |
Accountancy firm name | 2020-06-30 | KAHN, LITWIN, RENZA & CO, LTD. |
Accountancy firm EIN | 2020-06-30 | 050409384 |
2019 : 403(B) THRIFT PLAN OF PEOPLE, INCORPORATED 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $0 |
Total income from all sources (including contributions) | 2019-06-30 | $719,322 |
Total loss/gain on sale of assets | 2019-06-30 | $0 |
Total of all expenses incurred | 2019-06-30 | $199,447 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $197,759 |
Expenses. Certain deemed distributions of participant loans | 2019-06-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $491,974 |
Value of total assets at end of year | 2019-06-30 | $4,980,023 |
Value of total assets at beginning of year | 2019-06-30 | $4,460,148 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $1,688 |
Total interest from all sources | 2019-06-30 | $4,643 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
Value of fidelity bond cover | 2019-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
Contributions received from participants | 2019-06-30 | $333,795 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-06-30 | $79,514 |
Other income not declared elsewhere | 2019-06-30 | $0 |
Administrative expenses (other) incurred | 2019-06-30 | $1,688 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
Value of net income/loss | 2019-06-30 | $519,875 |
Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $4,980,023 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $4,460,148 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-06-30 | $4,620,600 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-06-30 | $4,127,591 |
Interest on participant loans | 2019-06-30 | $0 |
Interest earned on other investments | 2019-06-30 | $4,643 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-06-30 | $359,423 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-06-30 | $332,557 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-06-30 | $0 |
Net investment gain/loss from pooled separate accounts | 2019-06-30 | $222,705 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
Contributions received in cash from employer | 2019-06-30 | $78,665 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $197,759 |
Did the plan have assets held for investment | 2019-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Disclaimer |
Accountancy firm name | 2019-06-30 | KAHN, LITWIN, RENZA & CO., LTD. |
Accountancy firm EIN | 2019-06-30 | 050409384 |
2018 : 403(B) THRIFT PLAN OF PEOPLE, INCORPORATED 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $0 |
Total income from all sources (including contributions) | 2018-06-30 | $793,211 |
Total loss/gain on sale of assets | 2018-06-30 | $0 |
Total of all expenses incurred | 2018-06-30 | $480,296 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $478,601 |
Expenses. Certain deemed distributions of participant loans | 2018-06-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $455,025 |
Value of total assets at end of year | 2018-06-30 | $4,460,148 |
Value of total assets at beginning of year | 2018-06-30 | $4,147,233 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $1,695 |
Total interest from all sources | 2018-06-30 | $4,068 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-30 | No |
Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
Value of fidelity bond cover | 2018-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
Contributions received from participants | 2018-06-30 | $347,279 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-06-30 | $26,789 |
Other income not declared elsewhere | 2018-06-30 | $0 |
Administrative expenses (other) incurred | 2018-06-30 | $1,695 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
Value of net income/loss | 2018-06-30 | $312,915 |
Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $4,460,148 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $4,147,233 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-06-30 | $4,127,591 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-06-30 | $3,567,278 |
Interest on participant loans | 2018-06-30 | $0 |
Interest earned on other investments | 2018-06-30 | $4,068 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-06-30 | $332,557 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-06-30 | $579,955 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-06-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-06-30 | $334,118 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
Contributions received in cash from employer | 2018-06-30 | $80,957 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $478,601 |
Did the plan have assets held for investment | 2018-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Disclaimer |
Accountancy firm name | 2018-06-30 | KAHN, LITWIN, RENZA & CO., LTD. |
Accountancy firm EIN | 2018-06-30 | 050409384 |
2017 : 403(B) THRIFT PLAN OF PEOPLE, INCORPORATED 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $0 |
Total income from all sources (including contributions) | 2017-06-30 | $947,011 |
Total loss/gain on sale of assets | 2017-06-30 | $0 |
Total of all expenses incurred | 2017-06-30 | $523,307 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $519,634 |
Expenses. Certain deemed distributions of participant loans | 2017-06-30 | $1,970 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $503,199 |
Value of total assets at end of year | 2017-06-30 | $4,147,233 |
Value of total assets at beginning of year | 2017-06-30 | $3,723,529 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-30 | $1,703 |
Total interest from all sources | 2017-06-30 | $5,912 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | No |
Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
Value of fidelity bond cover | 2017-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
Contributions received from participants | 2017-06-30 | $402,588 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-06-30 | $21,788 |
Other income not declared elsewhere | 2017-06-30 | $0 |
Administrative expenses (other) incurred | 2017-06-30 | $1,703 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
Value of net income/loss | 2017-06-30 | $423,704 |
Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $4,147,233 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $3,723,529 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-06-30 | $3,567,278 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-06-30 | $3,084,838 |
Interest on participant loans | 2017-06-30 | $0 |
Interest earned on other investments | 2017-06-30 | $5,912 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-06-30 | $579,955 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-06-30 | $638,691 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-06-30 | $0 |
Net investment gain/loss from pooled separate accounts | 2017-06-30 | $437,900 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
Contributions received in cash from employer | 2017-06-30 | $78,823 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $519,634 |
Did the plan have assets held for investment | 2017-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Disclaimer |
Accountancy firm name | 2017-06-30 | KAHN, LITWIN, RENZA & CO., LTD. |
Accountancy firm EIN | 2017-06-30 | 050409384 |
2016 : 403(B) THRIFT PLAN OF PEOPLE, INCORPORATED 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $0 |
Total income from all sources (including contributions) | 2016-06-30 | $419,942 |
Total loss/gain on sale of assets | 2016-06-30 | $0 |
Total of all expenses incurred | 2016-06-30 | $29,094 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $27,427 |
Expenses. Certain deemed distributions of participant loans | 2016-06-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $438,079 |
Value of total assets at end of year | 2016-06-30 | $3,723,529 |
Value of total assets at beginning of year | 2016-06-30 | $3,332,681 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $1,667 |
Total interest from all sources | 2016-06-30 | $5,981 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | No |
Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
Value of fidelity bond cover | 2016-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
Contributions received from participants | 2016-06-30 | $277,268 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-06-30 | $87,222 |
Other income not declared elsewhere | 2016-06-30 | $0 |
Administrative expenses (other) incurred | 2016-06-30 | $1,667 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
Value of net income/loss | 2016-06-30 | $390,848 |
Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $3,723,529 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $3,332,681 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-06-30 | $3,084,838 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-06-30 | $2,771,969 |
Interest on participant loans | 2016-06-30 | $0 |
Interest earned on other investments | 2016-06-30 | $5,981 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-06-30 | $638,691 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-06-30 | $560,712 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-06-30 | $0 |
Net investment gain/loss from pooled separate accounts | 2016-06-30 | $-24,118 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
Contributions received in cash from employer | 2016-06-30 | $73,589 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $27,427 |
Did the plan have assets held for investment | 2016-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Disclaimer |
Accountancy firm name | 2016-06-30 | KAHN, LITWIN,RENZA & CO., LTD. |
Accountancy firm EIN | 2016-06-30 | 050409384 |
2015 : 403(B) THRIFT PLAN OF PEOPLE, INCORPORATED 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $0 |
Total income from all sources (including contributions) | 2015-06-30 | $484,984 |
Total loss/gain on sale of assets | 2015-06-30 | $0 |
Total of all expenses incurred | 2015-06-30 | $214,516 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $214,516 |
Expenses. Certain deemed distributions of participant loans | 2015-06-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-06-30 | $368,795 |
Value of total assets at end of year | 2015-06-30 | $3,332,681 |
Value of total assets at beginning of year | 2015-06-30 | $3,062,213 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-06-30 | $0 |
Total interest from all sources | 2015-06-30 | $3,953 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-06-30 | No |
Was this plan covered by a fidelity bond | 2015-06-30 | Yes |
Value of fidelity bond cover | 2015-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
Contributions received from participants | 2015-06-30 | $212,196 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-06-30 | $99,731 |
Other income not declared elsewhere | 2015-06-30 | $0 |
Administrative expenses (other) incurred | 2015-06-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
Value of net income/loss | 2015-06-30 | $270,468 |
Value of net assets at end of year (total assets less liabilities) | 2015-06-30 | $3,332,681 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-06-30 | $3,062,213 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-06-30 | $2,771,969 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-06-30 | $2,753,510 |
Interest on participant loans | 2015-06-30 | $0 |
Interest earned on other investments | 2015-06-30 | $3,953 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-06-30 | $560,712 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-06-30 | $308,703 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-06-30 | $0 |
Net investment gain/loss from pooled separate accounts | 2015-06-30 | $112,236 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
Contributions received in cash from employer | 2015-06-30 | $56,868 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-06-30 | $214,516 |
Did the plan have assets held for investment | 2015-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-06-30 | Disclaimer |
Accountancy firm name | 2015-06-30 | KAHN, LITWIN, RENZA & CO., LTD. |
Accountancy firm EIN | 2015-06-30 | 050409384 |
2014 : 403(B) THRIFT PLAN OF PEOPLE, INCORPORATED 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $0 |
Total income from all sources (including contributions) | 2014-06-30 | $630,542 |
Total loss/gain on sale of assets | 2014-06-30 | $0 |
Total of all expenses incurred | 2014-06-30 | $61,583 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $60,994 |
Expenses. Certain deemed distributions of participant loans | 2014-06-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $191,993 |
Value of total assets at end of year | 2014-06-30 | $3,062,213 |
Value of total assets at beginning of year | 2014-06-30 | $2,493,254 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $589 |
Total interest from all sources | 2014-06-30 | $3,204 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-06-30 | No |
Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
Value of fidelity bond cover | 2014-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
Contributions received from participants | 2014-06-30 | $173,153 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-06-30 | $1,101 |
Other income not declared elsewhere | 2014-06-30 | $0 |
Administrative expenses (other) incurred | 2014-06-30 | $589 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
Value of net income/loss | 2014-06-30 | $568,959 |
Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $3,062,213 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $2,493,254 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-06-30 | $2,753,510 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-06-30 | $2,163,643 |
Interest on participant loans | 2014-06-30 | $0 |
Interest earned on other investments | 2014-06-30 | $3,204 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-06-30 | $308,703 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-06-30 | $329,611 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-06-30 | $0 |
Net investment gain/loss from pooled separate accounts | 2014-06-30 | $435,345 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
Contributions received in cash from employer | 2014-06-30 | $17,739 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $60,994 |
Did the plan have assets held for investment | 2014-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Disclaimer |
Accountancy firm name | 2014-06-30 | KAHN, LITWIN, RENZA & CO. LTD. |
Accountancy firm EIN | 2014-06-30 | 050409384 |
2013 : 403(B) THRIFT PLAN OF PEOPLE, INCORPORATED 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $0 |
Total income from all sources (including contributions) | 2013-06-30 | $456,572 |
Total loss/gain on sale of assets | 2013-06-30 | $0 |
Total of all expenses incurred | 2013-06-30 | $43,464 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $41,966 |
Expenses. Certain deemed distributions of participant loans | 2013-06-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $202,687 |
Value of total assets at end of year | 2013-06-30 | $2,493,254 |
Value of total assets at beginning of year | 2013-06-30 | $2,080,146 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $1,498 |
Total interest from all sources | 2013-06-30 | $4,141 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | No |
Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
Value of fidelity bond cover | 2013-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
Contributions received from participants | 2013-06-30 | $179,419 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-06-30 | $5,688 |
Other income not declared elsewhere | 2013-06-30 | $0 |
Administrative expenses (other) incurred | 2013-06-30 | $1,498 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
Value of net income/loss | 2013-06-30 | $413,108 |
Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $2,493,254 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $2,080,146 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-06-30 | $2,163,643 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-06-30 | $1,789,758 |
Interest on participant loans | 2013-06-30 | $0 |
Interest earned on other investments | 2013-06-30 | $4,141 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-06-30 | $329,611 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-06-30 | $290,388 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-06-30 | $0 |
Net investment gain/loss from pooled separate accounts | 2013-06-30 | $249,744 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
Contributions received in cash from employer | 2013-06-30 | $17,580 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $41,966 |
Did the plan have assets held for investment | 2013-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Disclaimer |
Accountancy firm name | 2013-06-30 | KAHN, LITWIN, RENZA & CO., LTD. |
Accountancy firm EIN | 2013-06-30 | 050409384 |
2012 : 403(B) THRIFT PLAN OF PEOPLE, INCORPORATED 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $0 |
Total income from all sources (including contributions) | 2012-06-30 | $289,269 |
Total loss/gain on sale of assets | 2012-06-30 | $0 |
Total of all expenses incurred | 2012-06-30 | $17,402 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $15,935 |
Expenses. Certain deemed distributions of participant loans | 2012-06-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $288,107 |
Value of total assets at end of year | 2012-06-30 | $2,080,146 |
Value of total assets at beginning of year | 2012-06-30 | $1,808,279 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $1,467 |
Total interest from all sources | 2012-06-30 | $4,000 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
Value of fidelity bond cover | 2012-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
Contributions received from participants | 2012-06-30 | $177,567 |
Participant contributions at end of year | 2012-06-30 | $0 |
Participant contributions at beginning of year | 2012-06-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-06-30 | $93,073 |
Other income not declared elsewhere | 2012-06-30 | $0 |
Administrative expenses (other) incurred | 2012-06-30 | $1,467 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
Value of net income/loss | 2012-06-30 | $271,867 |
Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $2,080,146 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $1,808,279 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-06-30 | $1,789,758 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-06-30 | $1,641,386 |
Interest on participant loans | 2012-06-30 | $0 |
Interest earned on other investments | 2012-06-30 | $4,000 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-06-30 | $290,388 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-06-30 | $166,893 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-06-30 | $0 |
Net investment gain/loss from pooled separate accounts | 2012-06-30 | $-2,838 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
Contributions received in cash from employer | 2012-06-30 | $17,467 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $15,935 |
Did the plan have assets held for investment | 2012-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Disclaimer |
Accountancy firm name | 2012-06-30 | KAHN, LITWIN, RENZA & CO., LTD. |
Accountancy firm EIN | 2012-06-30 | 050409384 |
2011 : 403(B) THRIFT PLAN OF PEOPLE, INCORPORATED 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $0 |
Total income from all sources (including contributions) | 2011-06-30 | $473,361 |
Total loss/gain on sale of assets | 2011-06-30 | $0 |
Total of all expenses incurred | 2011-06-30 | $5,072 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $3,716 |
Expenses. Certain deemed distributions of participant loans | 2011-06-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $189,583 |
Value of total assets at end of year | 2011-06-30 | $1,808,279 |
Value of total assets at beginning of year | 2011-06-30 | $1,339,990 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $1,356 |
Total interest from all sources | 2011-06-30 | $3,113 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
Value of fidelity bond cover | 2011-06-30 | $250,000 |
If this is an individual account plan, was there a blackout period | 2011-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
Contributions received from participants | 2011-06-30 | $171,446 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-06-30 | $1,042 |
Other income not declared elsewhere | 2011-06-30 | $0 |
Administrative expenses (other) incurred | 2011-06-30 | $1,356 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
Value of net income/loss | 2011-06-30 | $468,289 |
Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $1,808,279 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $1,339,990 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-06-30 | $1,641,386 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-06-30 | $1,216,638 |
Interest on participant loans | 2011-06-30 | $0 |
Interest earned on other investments | 2011-06-30 | $3,113 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-06-30 | $166,893 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-06-30 | $123,352 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-06-30 | $0 |
Net investment gain/loss from pooled separate accounts | 2011-06-30 | $280,665 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
Contributions received in cash from employer | 2011-06-30 | $17,095 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $3,716 |
Did the plan have assets held for investment | 2011-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Disclaimer |
Accountancy firm name | 2011-06-30 | KAHN, LITWIN, RENZA & CO. LTD |
Accountancy firm EIN | 2011-06-30 | 050409384 |
2010 : 403(B) THRIFT PLAN OF PEOPLE, INCORPORATED 2010 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |